Converting Forms (W-2, 1099, Paystubs, Tax Forms)

Overview #

DocuClipper can extract data from structured forms such as W-2s, 1099s, paystubs, and other tax forms. You upload PDFs, run the conversion, then review and edit the extracted data and download it in Excel or other formats (e.g. QuickBooks).

Where to find Forms #

• From the sidebar: Use the add-document menu and choose Forms (W-2, 1099, Paystubs, Tax Forms) to open the upload page.
• From a project: Open a project that includes forms, then open the Forms tab. If there are no forms yet, click Add Forms to go to the upload page.
• The upload page is also available at /extract/form. For tax forms you may use a link or option with subType=tax.

Step 1: Upload and convert #

1. On the Upload Forms page, drag and drop your PDF form(s) (or use the file picker). You can add multiple forms.
2. Optionally enter a Job name and Tags. If you’re in a project, the project may already be selected.
3. Use the PDF viewer to exclude pages or rotate pages if needed.
4. Click Import to start the conversion. Wait for processing to finish. You’ll be taken to the forms list for that job or project.

Tips: Use clear, high-quality scans or native PDFs so fields are readable. Check that text is dark and not cut off.

Step 2: View and edit extracted data #

After conversion:

• Use the Documents dropdown to switch between uploaded PDFs (if you had more than one).
• Use Select Form (or the row list) to choose which form to view. Each form is one row of extracted data.
• The main area shows the extracted fields. Edit any value as needed; changes are saved automatically (or when you save, depending on the UI).
• You can add more forms to the same job/project by clicking Add Forms and repeating the upload and Import steps.

Step 3: Download #

When you’re ready to export:

1. Choose which documents to include (if there are multiple).
2. Select the Output format (e.g. Excel, CSV, QBO, or other formats offered in the download section). The same formats available for bank statements are generally available for forms.
3. Click Download (or the format-specific button) to get your file.

For more on output formats, see Supported output formats.

Related articles #

• Extract data from bank statements – Similar upload-and-convert flow for bank statements.
• Other documents overview – Automatic conversion and custom templates for other document types.
• Creating and using custom templates – When you need a reusable layout for forms or other documents.

For issues or feedback, contact support@docuclipper.com.