1040 Schedule E - document type

Overview

IRS Form 1040 Schedule E is used to report rental and partnership income. It's part of the individual tax return and involves detailing income sources, such as rentals or partnerships, along with allowable deductions to calculate the net income or loss for tax purposes.

This Document Understanding^TM skill is extracting 15 fields and 4 columns containing key data points of the Schedule E.

Particularities

The skill is trained to automatically detect data such as:

• Income Amount/Exenses Type, Amount for Property A, B, C;
• Name, SSN;
• Property Address, Type of Property, Rental Days.

Extracted fields

Note: If you are using using public endpoints, such as https://du.uipath.com/ie/invoices, all fields are available. However, if you are using custom-trained extractors, the availability of extracted fields is dependant on the version you are currently using.

You can also check the list of fields and types on any endpoint in the /info/model object. To access this, simply add /info/model to any endpoint, like so: https://du.uipath.com/ie/invoices/info/model. For an enhanced reading experience of the fields list, it's recommended to install a JSON viewer extension in your browser.

Table 1. List of extracted fields for 1040 Schedule E

Display Name	Field Name	Field Type	Content Type
Taxpayer Name	name	regular	string
Social Security Number	social-security-number	regular	id-no
Address of Property A	property-address-a	regular	string
Address of Property B	property-address-b	regular	string
Address of Property C	property-address-c	regular	string
Type of Property A	type-of-property-a	regular	number
Type of Property B	type-of-property-b	regular	number
Type of Property C	type-of-property-c	regular	number
Fair Rental Days of Property A	rental-days	regular	number
Fair Rental Days of Property B	rental-days-b	regular	number
Fair Rental Days of Property C	rental-days-c	regular	number
Personal Use Days of Property A	personal-use-days-a	regular	number
Personal Use Days of Property B	personal-use-days-b	regular	number
Personal Use Days of Property C	personal-use-days-c	regular	number
Income	income	regular	number
Losses	losses	regular	number
Total rental real estate and royalty income or (loss)	total-rent-and-royalty	regular	number

Samples

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

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