Tax Document Automation
From source documents to review-ready returns in minutes.
2-5m
Per Return
20+
Form Types
35
Credits / Return
Overview
Tax Document Automation is TaxAutomate's flagship product that eliminates manual data entry from your tax preparation workflow. Unlike traditional OCR tools that only extract text, TaxAutomate delivers fully populated, review-ready tax returns entered directly into your tax software.
Key Difference
Traditional OCR: Extract text → Manual mapping → Manual import → Manual review
TaxAutomate: Upload documents → Minutes → Review-ready return in your software
How It Works
AI Extraction & Calculation
Our AI reads every document, extracts all relevant data, performs necessary calculations, and maps fields to the correct locations in your tax software.
Direct Entry into Your Software
For Drake, the TaxAutomate desktop agent enters the completed return directly into Drake's own data-entry screens, field by field, like a preparer would — Drake's own validations run on every field, with no import files generated. For ProSeries, return data is delivered ready for ProSeries.
Open & Review
Launch into the completed return in Drake with one click, or open the delivered return data in ProSeries. Review the populated data and complete any remaining items.
Supported Forms
Income Forms
- W-2 (Wages)
- 1099-NEC (Nonemployee Comp)
- 1099-MISC (Miscellaneous)
- 1099-INT (Interest)
- 1099-DIV (Dividends)
- 1099-B (Brokerage)
- 1099-R (Retirement)
- 1099-G (Government)
Deduction & Credit Forms
- 1098 (Mortgage Interest)
- 1098-T (Tuition)
- 1098-E (Student Loan Interest)
- 1095-A, B, C (Health Insurance)
Pass-Through Forms
- Schedule K-1 (Form 1065)
- Schedule K-1 (Form 1120-S)
Other Documents
- Brokerage statements
- Bank statements
- Property documents
See Supported Forms for complete field-level details.
Software Integration
| Software | Status | Delivery |
|---|---|---|
| Drake | Available | Direct data entry (desktop agent) |
| ProSeries | Available | Return data delivered ready for ProSeries |
| Lacerte | Coming Soon | — |
| UltraTax CS | Coming Soon | — |
See Import Workflow for step-by-step import instructions.
Pricing
Simple Return
35 credits
- W-2 income
- Basic 1099-INT/DIV
- Standard deduction
- Single state filing
Complex Return
35+ credits
- Schedule C, D, or E
- K-1 forms
- Itemized deductions
- Multiple state filings
- Self-employment income
Every return is a flat 35 credits ($35, at 1 credit = $1) for up to 10 pages, plus 1 credit per additional page; optional expert review adds 20 credits (about $20). See Pricing for credit packages (starting at 7,000 credits) with volume discounts of up to 15%.