Intelligent Tax Document Import

How Tax Software Can Implement Intelligent Tax Document Import

Intelligent Tax Documents provide a convenient way to electronically deliver tax document data without incurring the cost and complexity of operating an API server.

If your tax software already supports file uploads and data import, the incremental work to support import of a typical tax form will require just ~ 120 lines of code and ~ 24 hours of coding. A relatively small investment on your part will save thousands of hours for your customers.

The Requirements
  1. Support upload of PDF files
  2. Extract JSON from PDF file
  3. Deserialize JSON to FDX object
  4. Map FDX object to your tax software object(s)
  5. Merge (import) the data into tax return
How to Extract JSON from PDF files

See example code at this Bitbucket repository .

Example Intelligent Tax Document

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