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DownloadGuidesPDF · EN8 pages
Short guide: Tax forms
Copying line codes from tax forms by hand? Every value as a field, with its place on the form. Returns, schedules, assessments and certificates arrive as PDFs, printouts or scans.
The file is available in English and German; you download the version in the language of this page. Free, no registration.
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MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
For tax firms, payroll offices and accounting teams.
Key facts
- One workspace per client
- Split batch scans
- Detect the type
- Read fields and line codes
- Hand over
Questions and answers
Frequently asked questions about this download
Do I need a template for every form year?
You describe the fields in plain words, and the IDP Agent reads by content instead of fixed positions. When a form changes, test the agent with the new form before you keep using it.
Which documents does PaperOffice recognize?
AI-DMS recognizes tax assessment, payroll tax certificate, payslip and tax document, among others. For US forms such as W-2, 1040 and 1099 there are ready-made IDP templates.
Does PaperOffice file with the tax office?
Filing runs through your tax software. PaperOffice reads the values and passes them on as a data record, by export or REST API.
How do I spot missing values?
Each field has a rule for a missing value, such as required with review. A review task is then created, and the “IDP Review” view lists all documents with open fields. Review tasks are included in the Professional plan.
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