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PDF Tax Extract

Extract tax form fields and PS Form 1583 applicant names from PDFs using embedded text positions. No OCR.

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Form 1065 Line 8

AI-generated

Summary

Extracts Form 1065 (U.S. Return of Partnership Income) Part I line 8, Total income (loss), from a PDF's embedded text layer, with no OCR. It adds the parsed number to each item as form1065Line8.

Inputs

  • Input Binary Property (required) — Name of the binary field on each input item that holds the PDF file. Defaults to data. If the field is missing, the item errors with 'Binary property "" was not found'.

Output shape

One output item per input item. It copies the input JSON and adds form1065Line8 (number, or null on failure), error (empty string on success), and pdfTaxExtract: { operation: 'form1065Line8', success }.

The node finds the first page containing both 'U.S. Return of Partnership Income' and 'Combine lines 3 through 7'. It then takes the right-most numeric token on the same row as that label, located at x ≥ 520 (the amount column). Parentheses or a leading minus sign give a negative value. $ and commas are stripped. If the page is found but no amount is present, or the label can't be located, the value is 0 with no error. Failures set form1065Line8 to null and fill error: 'Form 1065 page not found', password-protected PDF, load failure, or unparseable amount. Scanned (image-only) PDFs have no text layer, so they return 'Form 1065 page not found'. With Continue On Fail enabled, thrown errors produce an item containing only error.

Examples

Example 1: Read total income from a partnership return PDF downloaded by an HTTP Request node.

Operation: Form 1065 Line 8; Input Binary Property: data. Read {{$json.form1065Line8}} downstream.

Example 2: Route failed extractions to manual review.

Operation: Form 1065 Line 8, followed by an IF node checking {{$json.pdfTaxExtract.success}} is true.

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