Scan a tax document.
Watch it fill itself in.
W-2 and the full 1099 family — photograph a supported income document with your phone and TaxWallet’s OCR reads it in seconds, maps every box to the return, and hands the math to the engine. The refund estimate appears before you finish typing the address, so data entry stops being the job.
Form W-2
Scanning…
Box 1
Wages
Box 2
Federal tax withheld
Box 17
State income tax
Box 12
Retirement (401k)
From photo to refund estimate.
Three steps, and you never touch a keyboard for the parts a camera can read. The document becomes data, and the data becomes a return.
b · Employer EIN
27-1010101
a · Employee SSN
•••-••-4242
c · Employer
Northgate Logistics LLC
1 Wages
64,800.00
2 Fed. tax withheld
7,120.00
3 SS wages
64,800.00
4 SS tax
4,017.60
5 Medicare wages
64,800.00
6 Medicare tax
939.60
Scan
Point a phone camera at a W-2, a 1099, or a stack of documents. No flatbed scanner, no app to install — the capture happens right in your browser or on your phone.
Recognize
OCR identifies the document type and reads the boxes — wages, withholding, payer IDs — mapping each value to the field it belongs in on the return.
Refund
The extracted numbers flow straight into the calculation engine, and a refund estimate appears before the rest of the return is even typed — the money, before the typing.
Conversational AI
Ask your taxes anything.
No jargon, no form numbers. A client describes their situation in plain English — wages, kids, a side gig — and the assistant answers with a real estimate and offers to start the return. The same engine that scans the documents can hold a conversation.
- Plain-language questions → grounded answers
- Backed by the live calculation engine, not a guess
- Bilingual — ask in English or Spanish
- Turns the answer into a started, signable return
TaxWallet AI
Refund assistant · online
AI estimate, for illustration — your real refund is computed from your full return.
Why it feels instant.
OCR is only useful if it’s fast, accurate, and wired into the rest of the return. Here’s what makes the difference.
Extracted in seconds
A document goes from photo to structured fields in the time it takes to set the phone down. No manual box-by-box transcription.
Phone-first capture
Built for the device your clients already have in their hand. Snap, confirm, done — wherever they are.
Maps to the right fields
Recognition is tied to the form graph, so an extracted W-2 lands on the W-2, and the 1040 recalculates around it automatically.
You stay in control
Every extracted value is yours to confirm or correct before it commits. The AI does the typing; you keep the final say.
The slowest part of a return becomes the fastest.
Box-by-box transcription is where time and typos pile up. Scan-and-extract turns it into a glance — and because recognition is tied to the form graph, the 1040 recalculates the instant a document lands.
- Read a box, type a box, repeat for every document
- Transposed digits and wrong fields you catch later — or don’t
- A flatbed scanner or a mailed paper copy to wait on
- The refund estimate waits until the last box is keyed
- Photograph a W-2 or 1099 right in the browser
- OCR reads the boxes and maps each to the right field
- You confirm or correct — the AI types, you keep the final say
- The engine recomputes and a refund estimate appears in seconds
Less data entry, more returns out the door.
The faster a document becomes data, the more clients an office can serve in a day — without sacrificing the review that keeps a return correct.
Single preparer
Get through a walk-in’s documents in the time it takes to set the phone down, and quote a refund on the spot — while every extracted value is still yours to confirm.
Multi-office ERO
Cut transcription time at every desk and standardize how income documents land on the return, so a reviewed file is consistent no matter which office captured it.
Service bureau
Phone-first capture means your sub-offices need no special hardware. The same OCR maps W-2s and 1099s to the form graph across every brand on the platform.
Document intelligence
Let the camera
do the typing.
See OCR turn a phone snapshot of a W-2 into a started, estimated return in seconds. Book a demo and bring your own document.