Convert Tax Form to Excel — Digitize Your Tax Documents
Tax season means juggling W-2s, 1099s, receipts and last year's returns. Digitize the pile: upload each form and extract the key fields — names, amounts, codes and boxes — into one Excel workbook, so the numbers you need are searchable instead of buried in paper.
Example result
Sample extraction — 1099-NEC fields to rows
| Field | Extracted value |
|---|---|
| Payer name | Freelance Marketing Co |
| Payer TIN | 12-3456789 |
| Recipient name | Jordan Lee |
| Box 1: Nonemployee compensation | $38,500.00 |
| Box 4: Federal tax withheld | $2,890.00 |
| Box 7: State tax withheld | $965.00 |
How it works
- 1Upload your file or scan — PDF, photo, or screenshot.
- 2Our AI reads and extracts the content in seconds.
- 3Download, copy, or export to the format you need.
Frequently asked questions
Which tax forms can I convert?
Any form you can scan or photograph — W-2, W-4, 1099 variants (1099-NEC, 1099-INT, 1099-DIV), 1040 and state forms. The OCR reads the layout, so it doesn't need a template per form.
Is the extracted data ready to file with?
The Excel output is for organizing and cross-checking your records — always file through your tax software or preparer, which validates the numbers. What we give you is every field as searchable, sortable text.
Can it read multi-page tax documents?
Yes, up to 200 pages per file on paid plans. A 10-page return converts in one upload, each page's fields extracted in order.
How is my tax data handled?
Encrypted in transit and at rest, never shared or sold, and removable from your history at any time. Tax documents are among the most sensitive files you can upload, so privacy is a first-class requirement here.
Supported files & languages
Works with PDF, PNG, JPG, JPEG, WebP, DOCX and XLSX files up to 200MB. Recognizes 47 languages including English, Spanish, Portuguese, Japanese, Korean, Chinese and Arabic. No software to install.