Nambri TaxXL is a new application that automates the conversion of PDF tax returns into an Excel spreadsheet. It currently supports IRS Forms 1120, 1120S, and 1065 as well as certain schedules such as the 1040 Schedule C and the 1120S Schedule L (Balance Sheet). Practitioners have asked about other forms or documents they want to use with the tool, so the developers are asking for samples so that the application can “practice” on them (the tool uses machine learning). Here are the forms and documents for which samples are needed:

• IRS Form 8825;
• Schedule E (Form 1040);
• Audited financial statements; and
• Unaudited financial statements.

If you would like to contribute samples of any of the above forms, please use this secure link: nataliyak-my.sharepoint.com/:f:/g/personal/nataliya_nataliyakalava_com/EiV5MFWy7XlEublKHtBPQA4B45I3Q52nXCzDcdh348Rv4Q.

Contributors can redact the forms if they wish, but the tool only looks at the numbers and account names and does not capture or store any sensitive information (and Nambri sees no sensitive information).