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Document Understanding User Guide
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Last updated Oct 21, 2024

9465 - ML package

Overview

IRS Form 9465, Installment Agreement Request, is utilized by taxpayers who are unable to pay their tax liabilities in full and wish to request a payment plan from the IRS. It allows individuals to propose a manageable schedule for repaying their tax debt over time. Form 9465 is an essential tool for taxpayers facing financial hardship, providing them with a structured approach to settling their tax obligations.

This ML package is trained to extract 35 regular data fields and 2 column fields of relevant data from Form 9465.

This model was trained on all versions released by the IRS from January 1996 to present.

Particularities

The ML package is trained to automatically detect data such as:
  • Document Version, Tax Year
  • First Name, Last Name, SSN
  • Bank Name, Bank Address, Employer Name, Employer Address
  • Payment Details
Note: For the complete list of extracted fields, check the Out-of-the-box Models Details file.

Samples

You can download the a sample filled-in form from here.

You can also preview the sample of a filled-in form:



  • Overview
  • Particularities
  • Samples

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