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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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Schedule C Line 1 (Gross Receipts)

AI-generated

Summary

Extracts Form 1040 Schedule C line 1 (Gross receipts or sales) from a PDF binary using embedded text positions (no OCR) and adds it to each item as a number.

Inputs

  • Input Binary Property (required) — Name of the binary field on each input item that holds the PDF file. Defaults to "data". If the property is missing on an item, that item errors.

Output shape

One output item per input item: the original JSON fields plus scheduleCLine1 (number, or null on failure), error (empty string on success), and pdfTaxExtract ({ operation: "scheduleCLine1", success: boolean }).

Finds the first page containing "Schedule C" and "Profit or Loss From Business", locates the "Gross receipts or sales" label (fallback "Gross receipts"), and reads the rightmost numeric value in the amount column (x ≥ 520) on that row. Handles $, commas, parentheses and minus as negatives. If the page is found but the label or amount is missing, the value is 0 with no error. Errors (scheduleCLine1 null, success false): no Schedule C page found, password-protected or unreadable PDF, or unparseable amount. Scanned/image-only PDFs without embedded text won't work. With Continue On Fail, thrown errors (e.g. missing binary) yield an item containing only error. Binary data is not copied to output by this code beyond what item.json carries.

Examples

Example 1: Read gross receipts from a tax return PDF downloaded by an HTTP Request node.

Operation: Schedule C Line 1 (Gross Receipts); Input Binary Property: data. Use {{$json.scheduleCLine1}} downstream.

Example 2: Route failed extractions for manual review.

Same operation, then an IF node checking {{$json.pdfTaxExtract.success}} is false.

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