Tax Season Just Got Smarter: Base64.ai Launches AI Models for IRS Forms

Tax season doesn’t have to mean long hours, manual data entry, and costly errors.

Base64.ai has launched powerful new AI models purpose-built to process key IRS forms — helping accounting teams, fintech platforms, lenders, and businesses automate tax workflows with speed and accuracy.

📄 Newly Supported IRS Forms

Our AI now intelligently processes the latest versions of:

Form What It Is
W-2 Employee wage and tax statement
W-3 Transmittal summary of W-2s
W-4 Employee withholding certificate
W-9 Request for taxpayer identification number (TIN)
1099-DIV Dividends and distributions
1099-K Payment card and third-party network transactions
1099-MISC Miscellaneous income
1040 (including Schedules A, B, C, D, E, SE) Individual income tax return and supporting income/deduction details
1040-SR Simplified 1040 for seniors
1065 Partnership income tax return
1098 Mortgage interest statement
1120 Corporate income tax return
2441 Child and dependent care expenses
4868 Extension request for individual tax return
8889 Health Savings Account (HSA) contributions and distributions

💡 What This Means for You

 

For Individuals & Tax Professionals

  • Automatically extract income, deductions, credits, and tax liabilities
  • Reduce manual entry errors
  • Process multi-page returns with schedules seamlessly
  • Speed up client onboarding and tax preparation workflows

For Businesses, Fintechs & Lenders

  • Instantly capture structured financial data from uploaded tax documents
  • Accelerate underwriting and verification processes
  • Automate income verification for loans, mortgages, and financial products
  • Handle high volumes during peak tax season without scaling manual teams

Built for Real-World Complexity

IRS forms aren’t simple PDFs — they vary by year, include handwritten or scanned copies, and often come bundled with multiple schedules.

Base64.ai models are designed to:

  • Understand form versions and layouts
  • Extract line-level data with high accuracy
  • Handle scanned, photographed, and digitally generated documents
  • Normalize outputs into clean, structured data ready for your systems

⚡ Why It Matters During Tax Season

Tax season creates a surge in document volume. Manual processing slows down operations, increases compliance risk, and frustrates customers.

With Base64.ai:

  • Turn hours of review into seconds
  • Improve compliance through consistent extraction
  • Deliver faster decisions to customers and partners
  • Free up teams to focus on high-value analysis instead of data entry

Tax season is here. Your document processing shouldn’t be stuck in the past. 

Pretrained production-ready AI. Smarter extraction. Faster workflows. Better decisions. No templates. No manual mapping. Just intelligent document processing that works.

That’s what Base64 AI models deliver.