TaikiUniversal API for tax data

Taiki Universal API for Tax Documents

Auto-extract tax forms and data from payroll and financial providers. Help your users skip manual document uploads.

Key Features

• Connect to financial providers
• Extract tax documents in real-time
• Retrieve and process specific data fields
• Securely link with multiple financial providers

Use Cases

• Retrieve tax documents such as 1099s, W-2s, and more
• Extract data from payroll and financial providers
• Automate document uploads for users
• Process specific data fields from tax documents

Supported Documents

• W-2: Employer-reported wages & tax withholdings
• 1099-NEC: Non-employee compensation, i.e. independent contractors
• 1099-INT: Interest income from financial institutions
• 1099-DIV: Dividends from financial institutions
• 1099-B: Capital gains & losses through brokerages and exchanges
• 1099-K: Payments from online platforms, apps, marketplaces, or payment card processors
• 1099-R: Distribution of retirement benefits such as pensions, annuities, and retirement plans
• 1098: Mortgage interest paid
• 1098-E: Interest paid on student loans
• 1098-T: Qualified education expenses
• Bank Statements: Monthly statements from banks
• Brokerage Statements: Monthly statements from brokerages

Pricing

• Pay as You Go: Based on the number of extractions
• Per User/year: Unlimited extractions per user
• Custom: For enterprises

Cost shown does not include the one-time Onboarding Fee of $1000

Teams

Taiki's team is dedicated to providing seamless integration with financial providers, ensuring secure and efficient retrieval and processing of tax documents. Our experts are committed to helping businesses automate and streamline their tax document management.