AI - Process Tax Document (US)

Power Automate Connector: Encodian – General

Overview

The 'AI - Process Tax Document (US)' Power Automate action utilizes artificial intelligence to process and extract meaningful information from the tax document provided before returning as a simplified JSON dataset.

Supported tax documents:

• Unified tax US
• W-2
• 1098
• 1098-E
• 1098-T
• 1099 and variations (added 1099-SSA)
• 1040 and variations
• 1095A, 1095C
• W-4

Input File Types

The following file types are supported:

• BMP
• HEIC
• JPEG
• JPG
• PDF
• PNG
• TIFF

Credit Count

The credit count is determined using the following calculation:

1 page = 1 credit, for example a 7-page PDF document would utilise 7 credits

Default Parameters

The default 'AI - Process Tax Document (US)' flow action parameters are detailed below:

• File Content: The Power Automate 'File Content' for the source file
• Tax AI Model: Select the preferred tax model

Advanced Parameters

The advanced 'AI - Process Tax Document (US)' flow action parameters are detailed below:

• Date Format: Set the date format to apply to DateTime values present within the extracted data set. Formats should conform to standard Microsoft notation
• Remove New Lines: Remove newlines in the data returned
• Query Fields: A comma separated list of query fields to search for
• Culture Name: Change the thread culture used to process the request

Return Parameters

The 'AI - Process Tax Document (US)' flow action returns the following data. 

Action Specific Return Values

• Result - The data extracted from the file as JSON

Standard Return Values

• OperationId - The unique ID assigned to this operation.
• HttpStatusCode - The HTTP Status code for the response.
• HttpStatusMessage - The HTTP Status message for the response.
• Errors - An array of error messages should an error occur.
• Operation Status - Indicates whether the operation has been completed, has been queued or has failed.

Error Handling - 'The translation request has been throttled'

Potentially at times of peak load the following error could be generated:

"The processed file request has been throttled, please contact support@encodian.com"

This will result in delayed processing execution. For paying customers who have a 'Large' or higher subscription level, a dedicated processing endpoint can be requested via support@encodian.com to alleviate this restriction.