Extract employer EIN, employee SSN, wages, federal and state withholdings, and all box fields (1-20) from W-2 forms. AI reads any W-2 format and outputs clean Excel spreadsheets.
No templates required. Works with W-2 forms from any employer or payroll system.
Upload PDF W-2 forms, scanned paper W-2s, or photos of W-2 documents. Supports multi-page PDFs with multiple employees in a single file for batch tax season processing.
The AI automatically reads employer EIN, employee SSN, wages (Box 1), federal tax withheld (Box 2), Social Security and Medicare data (Boxes 3-6), and all remaining box fields through Box 20. Works with W-2 forms from ADP, Gusto, Paychex, and any payroll provider.
Export clean Excel files with structured columns for every W-2 field. Ready for tax preparation, payroll reconciliation, compensation analysis, or import into accounting software.
Upload any W-2 form — PDF, scan, or photo — and get structured Excel data back immediately.
Any W-2 format. All box fields. Spreadsheet-ready output.
Works with PDF W-2 forms, scanned paper W-2s, photocopied W-2s, and mobile phone photos. Handles W-2 forms from any employer, payroll provider, or tax year without pre-configuration or templates.
Extracts every W-2 box: wages and compensation (Box 1), federal tax withheld (Box 2), Social Security wages and tax (Boxes 3-4), Medicare wages and tax (Boxes 5-6), coded items (Boxes 12a-12d), and state/local tax data (Boxes 15-20). Plus employer EIN and employee SSN.
Upload hundreds of W-2 forms at once during tax season. The AI processes all pages, identifies individual employee W-2s, and outputs a consolidated spreadsheet with one row per employee. Essential for accounting firms and payroll departments.
Handles low-quality scans, faxed copies, photocopied W-2s, and mobile phone photos. The AI reads W-2 forms with handwritten corrections, smudged ink, and poor contrast. No pre-processing or image cleanup required.
Export to XLSX, CSV, or Google Sheets. Structured columns for every W-2 field: Employer EIN, Employee SSN, Boxes 1-20. Ready for tax software import, payroll reconciliation, pivot tables, and custom reporting.
SOC 2 Type 2 certified and HIPAA compliant. AES-256 encryption at rest, TLS 1.2+ in transit. SSN masking in output. Automatic 24-hour document deletion. W-2 data never used for AI training. Built for handling sensitive tax documents.
“During tax season we process W-2 forms for over 200 clients. Manually keying in Box 1 through Box 20 for each employee was brutal. Now we upload all the W-2 PDFs and get a master spreadsheet in minutes. It cut our W-2 processing time by 90%.”
“Our HR team needed W-2 data in Excel for year-end compensation analysis. The payroll system generates PDF W-2s only. This tool reads every box field and employer info, then gives us clean spreadsheet columns. Saved us a full week of data entry.”
“We manage payroll for 15 client companies across three payroll providers. Reconciling W-2 data for year-end reporting used to take two weeks of manual work. Now we batch upload all the W-2 forms and get a consolidated spreadsheet same day.”
“We process W-2 forms for 500 employees across 3 entities every January. Manually entering W-2 data into Excel for reconciliation used to take our team 2 full weeks. With AI extraction, the same work takes under an hour.”
Accounting firms and payroll departments have reduced W-2 processing time by 95% after switching to AI-powered W-2 form extraction during tax season.
W-2 forms are the foundation of employee tax reporting in the United States. Every January, employers issue W-2 forms to employees and file copies with the Social Security Administration. For accounting firms, payroll departments, and tax preparers, the data locked inside W-2 forms needs to be in spreadsheet format for reconciliation, analysis, and compliance reporting. But W-2 forms are generated as PDFs or printed on paper, and most payroll systems do not offer direct Excel export of W-2 data with the field-level detail that tax professionals need.
The challenge intensifies during tax season. An accounting firm preparing returns for 200 clients may process thousands of W-2 forms between January and April. Each W-2 contains over 20 distinct data fields: employer EIN, employee SSN, wages and compensation (Box 1), federal income tax withheld (Box 2), Social Security wages and tax (Boxes 3-4), Medicare wages and tax (Boxes 5-6), and additional boxes for tips, allocated tips, dependent care benefits, nonqualified plans, coded retirement and health items (Boxes 12a-12d), and state and local tax information (Boxes 15-20). Manually keying this data into spreadsheets is slow, error-prone, and does not scale.
AI-powered W-2 extraction eliminates this bottleneck. The technology reads W-2 forms in any format — digital PDFs, scanned paper, photocopies, mobile phone photos — and identifies every box field based on the standard W-2 layout. The extraction works with W-2 forms from any payroll provider: ADP, Gusto, Paychex, QuickBooks Payroll, Rippling, and custom in-house systems. No templates or configuration required. The AI adapts to layout variations, printing differences, and even handwritten corrections.
For payroll departments, W-2 to Excel conversion enables year-end reconciliation: comparing W-2 totals against payroll register data to identify discrepancies before filing. For HR teams, the data supports compensation analysis, benefits reporting, and headcount planning. For tax preparers, structured W-2 data feeds directly into tax preparation workflows, eliminating the manual transcription step that consumes hours per client during the busiest time of year.
Batch processing is where AI extraction delivers the most value. Upload an entire stack of W-2 forms as a multi-page PDF, and the AI separates individual forms, identifies each employee, extracts all fields, and outputs a consolidated spreadsheet with one row per W-2. A task that would take a team days to complete manually finishes in minutes.
For a comprehensive guide to the technology behind document-to-spreadsheet conversion, read what OCR data extraction is and how it works.
Audited security controls verified over a sustained period for handling sensitive W-2 tax documents containing SSNs and wage data.
BAA available for organizations processing W-2 forms containing protected health information and employee PII.
Bank-grade encryption at rest for all W-2 documents. TLS 1.2+ in transit. SSN data encrypted separately.
W-2 data, Social Security numbers, and employee tax information are never used to train or improve AI models.
W-2 documents automatically deleted within 24 hours of processing. No permanent storage of tax forms or SSNs.
All access requires verified accounts with role-based permissions and audit logs for W-2 data handling compliance.
Yes. The free tier allows you to convert up to 50 pages of W-2 documents per month. This covers small accounting practices processing W-2 forms for a handful of clients. For higher volume needs during tax season — such as batch W-2 processing or multi-entity reconciliation — upgrade to the Standard plan at $29/month for 100 pages.
The AI extracts all standard W-2 box fields: Box 1 (wages, tips, other compensation), Box 2 (federal income tax withheld), Box 3 (Social Security wages), Box 4 (Social Security tax withheld), Box 5 (Medicare wages and tips), Box 6 (Medicare tax withheld), Box 7 (Social Security tips), Box 8 (allocated tips), Box 10 (dependent care benefits), Box 11 (nonqualified plans), Boxes 12a-12d (coded items), Box 13 checkboxes, Box 14 (other), and Boxes 15-20 (state and local tax data). It also captures employer EIN, employer name, employee SSN (masked), and employee name.
Yes. The AI processes PDF W-2 forms, scanned paper W-2s, photocopied W-2s, and mobile phone photos. It handles low-quality scans, faxed copies, and forms with handwritten corrections. Works with W-2 forms from any employer or payroll provider including ADP, Gusto, Paychex, QuickBooks, and custom systems.
Yes. Upload hundreds of W-2 forms as multi-page PDFs or multiple files at once. The AI processes all pages, identifies individual W-2 forms within the batch, extracts all box fields per employee, and outputs a single consolidated spreadsheet or separate rows per employee. Essential for accounting firms and payroll departments during January through April.
Yes. W-2 forms contain sensitive PII including Social Security numbers and wage information. All documents are processed with AES-256 encryption and automatically deleted within 24 hours. Processing happens in SOC 2 Type 2 compliant data centers. HIPAA-compliant processing is available. SSNs can be masked in output. W-2 data is never used to train AI models.
W-2 data exports to XLSX (Excel), CSV, and Google Sheets. Each W-2 field maps to a structured column: employer EIN, employer name, employee SSN, employee name, and all box values (1-20). The output is ready for import into tax preparation software, payroll reconciliation systems, and accounting platforms.
Yes. Upload W-2 forms from multiple employers, payroll providers, or tax years, and the AI consolidates all data into a single Excel file with standardized columns. Each W-2 becomes a row with consistent fields regardless of the original form layout — essential for tax preparers managing clients with multiple employers and accounting firms during W-2 reconciliation.
Start free with 50 pages. Upgrade when you're ready.
50 free pages. All features included. No credit card required.