The Forms That Break Everything Else.
03 · Extraction
A W-2 is easy. A 41-page consolidated 1099 and a K-1 carrying K-3 footnotes are where other tools stop, and where a firm’s evenings go.
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The Problem
Page Three Is Where Most Tools Stop.
Generic extraction handles the front page of a common form and gives up on the rest. The documents that actually consume a preparer’s day are the long ones: broker consolidations spread across six sub-forms, and passthrough K-1s whose real detail sits in a footnote on page eleven.
A single consolidated 1099
41
pages, holding six sub-forms that belong on four schedules
95%+
field-level accuracy, including handwritten and faxed scans
How It Works
Four Things Happen to Every Figure.
Step 1 of 4
The Document Arrives Already Classified.
Extraction picks up where workpapers left off. The form type, tax year and issuing entity are known, so the correct field map is applied instead of a generic one.
Step 2 of 4
Every Box, Including Page Eleven.
Boxes, codes, footnotes and state-level allocations are read across the whole document. The K-3 footnote that determines a Form 1116 category is captured the same way as box 1.
Step 3 of 4
A Preparer Checks It Against the Form.
Extracted values sit beside the page they came from, with the source box highlighted. Verifying a figure is a glance, not a hunt through a 41-page PDF.
Step 4 of 4
It Lands on the Leadsheet With Its Source Attached.
Approved figures roll straight onto the return line they belong to, carrying a link back to the document and box they were read from. Nothing is keyed twice.
Next: how the leadsheet uses them →
Capabilities
The Forms It Actually Reads.
K-1s from 1065, 1120-S and 1041
Including K-3 footnotes, Code Z §199A detail and per-state allocations from the supplemental pages.
Consolidated 1099s
Broken out by interest, dividends, OID, proceeds and miscellaneous income, then routed to the right schedules.
P&L to Schedule C
An uploaded profit and loss statement becomes a drafted Schedule C with expense categories mapped.
Poor-quality scans
Crooked, faxed, low-contrast and handwritten documents, at 95%+ field-level accuracy.
Federal and all 50 states
State-level detail is captured alongside federal figures rather than left for manual entry.
Every figure traceable
Each value keeps a reference to its document, page and box, which is what makes the leadsheet defensible.
What Preparers Ask First
What happens at 95%, not 100%?
Low-confidence fields are flagged rather than posted silently. A preparer confirms them against the highlighted source box before anything reaches the return.
A broker we have never seen?
Extraction reads the form structure, not a per-issuer template, so an unfamiliar broker’s consolidated 1099 is handled the same as a common one.
What about a handwritten schedule?
Handwriting is read where legible and flagged where it is not. It is never guessed at, because a wrong figure costs more than an empty one.
In the chain
02 Workpapers → 03 Extraction → 04 Leadsheet
In: an approved binder of documents. Out: structured figures, each linked to the box it came from.
Test it on the document that usually breaks things.
Bring a consolidated 1099 or a K-1 with K-3 footnotes. We will run extraction on it during the call.
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