Free Guide for Accountants, Bookkeepers & Contractor-Heavy Businesses
A practical guide to extracting contractor payment data with AI.
How accountants, bookkeepers, and contractor-heavy businesses replace manual 1099-NEC data entry with an upload-review-export workflow.
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You handle 1099-NECs for dozens — or hundreds — of contractors every January.
Manually entering payer info, TINs, and compensation amounts is tedious and error-prone.
Mismatched TINs between your records and the form mean IRS B-notices.
The January 31 filing deadline creates a crunch every single year.
Reconciling 1099-NEC data against your accounting system takes days of side-by-side checking.
Four steps, from document to structured data:
Forms from any payer or gig platform, as PDFs, scans, or photos. Batch upload takes a whole stack at once.
Payer name/EIN/address, recipient details, Box 1 nonemployee compensation, federal and state withholding, and tax year.
Structured output makes it straightforward to compare extracted TINs and amounts against your GL or payroll records.
CSV/Excel exports slot into your filing workflow; the API automates recurring contractor intake.
Combine automation with explicit review and source-document checks. Test representative inputs, use confidence signals, and define quality checks before you automate higher-volume work.
Convert supported 1099-NECs into consistently named data for review and export.
Route uncertain fields to a person instead of treating every extracted value as equally reliable.
Evaluate the workflow with your own layouts and image-quality range before scaling.
Move from manual uploads to an integrated workflow after review rules are established.
Verify sensitive tax, legal, medical, and financial fields before downstream use.
Every extraction returns these fields as structured data with per-field confidence scores:
Extracted 1099-NEC data exports to CSV or Excel for reconciliation against QuickBooks, Xero, or your general ledger, and the REST API supports automated intake for contractor-heavy operations before the filing deadline.
The Tax Preparer’s AI Automation Playbook
A free PDF playbook covering AI extraction workflows, quality control, batch processing, and API integration for tax-document operations.
9 practical chapters covering evaluation, review, integration, and operations.
Identify where 1099-NEC data enters, who reviews it, and where the approved result goes.
Build a test set covering common layouts, scans, photos, and known edge cases.
Upload a supported file and inspect the returned fields, structure, and confidence signals.
Set thresholds and source-document checks for fields that matter to the decision or filing.
Map reviewed JSON, CSV, or Excel fields to the destination system.
Introduce higher-volume processing only after the single-file workflow is reliable for your inputs.
Use authentication, retries, validation, and exception handling in an integrated workflow.
Confirm access, retention, deletion, and audit requirements for the data you process.
Track review outcomes, add edge cases to the test set, and revisit thresholds as layouts change.
Intake forms, processing checklists, and quality-control templates.
A consistent checklist for comparing document-parsing tools and workflow fit.
Authentication, structured output, validation, and error-handling patterns.
Payer name, EIN & address; Recipient name & TIN; Nonemployee compensation (Box 1 for 2020-2025; Box 1a for 2026); 2026 cash tips (Box 1b); 2026 Treasury Tipped Occupation Codes (Box 1c; up to two); 2026 qualified overtime compensation (Box 1d); Federal & state tax withheld; Tax year. Each field comes back with a confidence score, and results export to JSON, CSV, or Excel.
No. The core workflow is upload, review, and export, all in the browser. Developers can additionally use the REST API and batch upload, but nothing requires code.
PDF (including scanned), PNG, JPG, and WEBP. Native PDFs, scans, and phone photos all work, with confidence scores flagging anything hard to read.
Your first 3 documents are free with no credit card. Paid plans start at $9/month, and every plan includes API access and all export formats.
No. It focuses on document intake, representative testing, confidence-based review, structured exports, API integration, and exception handling.
The early chapters use the browser-based workflow. The API section is optional and intended for teams that want a programmatic integration.
The core workflow is tool-agnostic and emphasizes evaluation criteria you can apply to document-extraction products, including this one.
Check this page for the current version as the product and recommended review practices evolve.