I will extract w2, 1099 and tax document data into a spreadsheet
About this Gig
Tax season intake, handled: send your clients' W-2s, 1099s, and tax documents and get back one organized spreadsheet every figure transcribed and re-read against the source before delivery.
WHAT YOU GET
One row per document: payer/employer, recipient, tax year, and every key box amount, labeled by form and box
Per-payer totals and missing-field flags (Standard and up)
Cross-document name and last-4 consistency check (Premium)
PRIVACY READ BEFORE ORDERING
Spreadsheets carry last-4 of SSN/TIN only never the full number
Your files are used for extraction only and deleted from my workspace on delivery; the deletion is confirmed in the delivery message
Never send full SSNs by chat
Every figure is transcribed, then re-read once against the image (two-pass rule). An illegible document is listed as unreadable never guessed. Built for CPAs, enrolled agents, and tax-prep offices facing the January pile.
Technology:
Excel
•
Google Sheets
•
Python
FAQ
Is my clients' data safe with you?
Files are used for extraction only and deleted from my workspace on delivery — confirmed in writing in the delivery message. Spreadsheets show last-4 of SSN/TIN only, never full numbers.
Which forms do you handle?
W-2, 1099-NEC, 1099-MISC, and standard tax documents. If a form is unusual, message me before ordering and I'll confirm.
How accurate is the transcription?
Every figure is entered, then re-read once against the source image before delivery. Anything unreadable is flagged, never guessed.
Can you handle our whole season's intake?
Yes — repeat batches are the normal case. Message me about a standing arrangement via custom offer so your office just forwards documents.
What do you need from me to start?
The documents (PDF/scan/photo) and the tax year. No full SSNs by chat — last-4 is all the consistency check uses.

