Wanted: Sample IRS forms for PDF extraction testing

BVWireIssue #252-1
September 13, 2023

practice management and growth
practice management, Excel

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). During a recent free BVR webinar, the audience was asked about other forms or documents they would 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.

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).

Please let us know if you have any comments about this article or enhancements you would like to see.