How to Extract Tax Document Data and Send It to Any Target

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Workflow Name:

Extract Tax Document and Send It to Any Target
AI Model Type:

LLM / Vision
Model Provider:

Goldfinch AI / OpenAI
Task Type:

Tax Data Extraction
Input Type:

PDF / Image
Output Format:

JSON / CSV / XML
Who Uses It:

Tax Teams; Finance Ops
Category:

Description

Problem Before:

Manual tax form processing
AI Solution:

OCR + form understanding
Validation (HITL):

Compliance review
Accuracy Metric:

Field & form accuracy
Time Savings:

75% faster tax prep
Cost Impact:

Reduced tax prep cost

Extract Tax Document and Send It to Any Target

This workflow enables Tax Document Extraction from PDFs and scanned images using vision-enabled large language models.

Automated Tax Data Capture for Faster Processing

The system accurately identifies and structures key tax details such as taxpayer information, amounts, periods, and compliance fields, then delivers the output in JSON, CSV, or XML format to any target system. It helps tax teams and finance operations reduce manual effort, improve accuracy, and accelerate tax processing workflows.

Watch Demo

Video Title:

Automated e-Invoice Generation with IRN, QR Code, and GST Compliance Using eZintegrations™
Duration:

03:41

Outcome & Benefits

Accuracy:

96%
Touchless Rate:

60%
Time Saved:

From 45m to 12m/form
Cost Saved:

$6.00 per form

Functional Details

Business Tasks:

Tax filing automation
KPI Improved:

Filing cycle time
Scheduling:

Seasonal / Batch
Downstream Use:

Datalake / Tax Systems

Technical Details

Model Name/Version:

GPT-4o-mini
Hosting Type:

Secure Cloud
Prompt Strategy:

Tax-form specific prompts
Guardrails:

Compliance & PII checks
Throughput:

30 forms/min
Latency:

~5s/form
Data Governance:

Tax data isolation

FAQ

1. What is the Extract Tax Document and Send It to Any Target workflow?

It is an AI-powered workflow that uses LLM and vision models to extract structured tax data from tax documents and send the output to any target system.

2. How does the workflow work?

The workflow ingests tax documents in PDF or image format, applies LLM and vision models to extract relevant tax fields, and exports the structured data in JSON, CSV, or XML format to the configured target.

3. What types of tax documents are supported?

It supports documents such as tax returns, GST/VAT filings, W-2s, 1099s, invoices with tax data, and other statutory tax forms.

4. How is sensitive tax data protected?

The workflow applies security and privacy controls including encryption, access controls, masking, and compliance with financial and tax regulations.

5. What is the output of the workflow?

The extracted tax data is output in JSON, CSV, or XML format and can be sent to tax engines, ERP systems, compliance platforms, or Datalakes.

6. Who uses this workflow?

Tax Teams and Finance Operations Teams use this workflow to automate tax data processing, reporting, and compliance workflows.

7. What are the benefits of automating tax document extraction?

Automation reduces manual effort, improves accuracy, accelerates tax reporting, and ensures consistent compliance across financial and regulatory systems.

Case Study

Industry:

Tax / Accounting
Problem:

Slow tax compliance
Solution:

AI tax extraction
Outcome:

Faster compliant filings
ROI:

3-month payback

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