№ 01 · Header
Filing status
Single / MFJ / MFS / HoH / QW — pulled from the form header before page 1 finishes rendering.
Feature · AI extract
W-2s, 1099s, last year's 1040 — parsed in six seconds.
The slowest part of a return is not the form. It is typing last year’s 1040 into this year’s software. We read page one of an expat 1040 in roughly six seconds, and the rest of the return inherits the answer.
§ Section I · Coverage
What we extract.
№ 02 · Line 1–9
Wages & income
Lines 1a–9 mapped to TaxCase fields, including non-W-2 lines that often get re-typed.
№ 03 · Schedule 1
Adjustments
Schedule 1 income (gig, alimony, FEIE) and adjustments (HSA, SEP, student loan) carried over.
№ 04 · Sch A
Deductions
Standard or itemized; if itemized, Schedule A totals captured for prefill verification.
№ 05 · Sch 3 · 1116
Credits
Sch 3 nonrefundable credits and Form 1116 / 2555 detected; foreign forms unlock automatically.
№ 06 · B · C · D · E
Schedules detected
Sch B (interest/dividends), Sch C (self-employment), Sch D (capital gains), Sch E (rentals/K-1s) — flagged for follow-up.
§ Section II · How it stays safe
Fast does not mean unattended.
Every prefilled value is a draft. The preparer sees a green diff and clicks accept. Nothing files without a human review. Low-confidence fields are flagged so the preparer’s eyes land on the rows that need them.
№ 01
PDF parsed in-process
No third-party extraction service; documents never leave your SSE-KMS vault.
AI · ~6s
№ 02
Preparer reviews every prefill
Extract output is a draft — a green diff next to the field. Preparer clicks accept, edit, or reject. Nothing files without review.
AI · ~6s
№ 03
Confidence shown per field
A field with low OCR confidence is flagged amber instead of green. The preparer’s eyes go straight to the rows that need them.
AI · ~6s
№ 04
Carries over to next year
A prior-year extract becomes this year’s prefill source, and this year’s case becomes next year’s carryover. Compounding wins, year after year.
AI · ~6s
Twenty-four seconds for an expat return prefill became six. Multiply by every taxpayer in the firm.
— The TaxSQR Desk