AI-Process Tax Document
process_tax_documentExtract structured tax data from PDF tax documents using AI. Provide a file path and optional tax model to get JSON output.
Instructions
AI-Process Tax Document (processTaxDocument): extract structured tax data via PDF4me POST /api/v2/ProcessTaxDocument. Body: docName (sent exactly as doc_name—trimmed—or 'tax_document.pdf' if omitted; never replaced by local file basename or URL path in the request), docContent, isAsync (true); optional taxModel (omit when empty or 'none'); customFieldKeys camelCase when keys present (list and/or custom_field_keys_csv merged); optional profiles (sanitized). Provide pdf_file_path (local .pdf/.png/.jpg/.jpeg). tax_model examples: W2, 1099, 1099-SSA, 1040, 1040-SR, 1040-NR, 1098, 1098-E, 1098-T, 1095A, 1095C, W-4, UnifiedTaxUS. 202 + Location poll; saves process_tax_document.json.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| doc_name | No | ||
| profiles | No | ||
| tax_model | No | ||
| output_dir | No | ||
| pdf_file_path | No | ||
| custom_field_keys | No | ||
| custom_field_keys_csv | No |