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Document Understanding modern projects user guide

上次更新日期 2026年4月15日

1040 - 文档类型

概述

美国纳税人使用 IRS 税表 1040 向美国国税局提交年度所得税申报表。

This Document UnderstandingTM skill can extract commonly occurring data points from Form 1040, tax year 2021 (up to 58 fields plus items). It can be used as a starting point for further training, or be adjusted to accommodate the particularities of the business process.

特殊性

该技能经过训练,可以自动检测以下数据:

  • 纳税人/配偶的姓名、地址、电话、SSN;
  • 收入来源和应税收入总额;
  • 受抚养人、被指定人、收费报税员、签名。

Extracted fields

备注:

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

显示名称字段名称字段类型内容类型
Filling Status状态regular字符串
Qualifying Person's Full Namechild-nameregular字符串
Taxpayer First Name and Initialname-and-initialregular字符串
Taxpayer Last Namelast-nameregular字符串
Spouse Name and Initialspouse-name-and-initialregular字符串
Spouse's Last Namespouse-last-nameregular字符串
Taxpayer Social Security Numberssnregular字符串
Spouse Social Security Numberssn-spouseregularid-no
Taxpayer Home Addresshome-addressregular字符串
Taxpayer Apartment Numberapt-noregularid-no
Taxpayer City/Towncity-town-faregular字符串
Taxpayer Statestateregular字符串
Taxpayer ZIP Code.zipregularid-no
Foreign Countryforeign-countryregular字符串
Foreign Provinceforeign-provinceregular字符串
Foreign Postal Codeforeign-postal-coderegularid-no
Virtual Currency Yes Checkboxvirtual-currencyregular字符串
Virtual Currency No Checkboxvirtual-currency-2regular字符串
You As a Dependentyou-can-claimregular字符串
Spouse As a Dependentspouse-can-claimregular字符串
Spouse Separate Return or Dual-Statusdual-statusregular字符串
You born Before 1957born-before-1957regular字符串
You are Blindblindregular字符串
Spouse born Before 1957spouse-born-before-1957regular字符串
Spouse is Blindspouse-blindregular字符串
Tax Form 88141040-16-1regular字符串
Tax Form 49721040-16-2regular字符串
Other Tax Form1040-16-3regular字符串
Earned Income Credit (EIC)eic-claimregular字符串
Form 8888 is Attachedf-8888regular字符串
Refund Routing Number35bregularid-no
Refund Account Type Checking35c-checkingregular字符串
Refund Account Type Savings35c-savingsregular字符串
Refund Account Number35dregularid-no
Third Party Designee Yes3rd-party-yesregular字符串
Third Party Designee No3rd-party-noregular字符串
Third Party Designee Name3rd-designee-nameregular字符串
Third Party Designee Phone3rd-designee-phoneregular字符串
Third Party Designee PIN3rd-pinregularid-no
Taxpayer Signaturesignatureregular字符串
Taxpayer Signature Date日期regular日期
Taxpayer Occupationoccupationregular字符串
Taxpayer Pinpinregularid-no
Spouse's Signaturespouse-signatureregular字符串
Spouse's Signature Datespouse-dateregular日期
Spouse's Occupationspouse-occupationregular字符串
Spouse's PINspouse-pinregularid-no
Taxpayer Phone Numberphoneregular字符串
Taxpayer Email Address电子邮件regular字符串
Paid Preparer Namepp-nameregular字符串
Paid Preparer Signaturepp-signatureregular字符串
Paid Preparer Signature Datepp-dateregular日期
Paid Preparer PTINpp-ptinregularid-no
Paid Preparer Self-employed Y/Npp-self-empregular字符串
Paid Preparer's Firm Namepp-firm-nameregular字符串
Paid Preparer's Firm Phonepp-firm-phoneregular字符串
Paid Preparer's Firm Addresspp-firm-addressregular字符串
Paid Preparer's Firm EINpp-firm-einregularid-no
Taxable Incometaxable-incomeregular字符串
taxregular字符串
Amount you Oweamount-you-oweregular字符串
Dependents - Full Namesdependent-name项目字符串
Dependents - Social Security Numbersdependent-ssn项目id-no
Dependents - Relationship to youdependent-relationship项目字符串
Dependents - Child Tax Creditchild-tax-credit项目字符串
Dependents - Credit for other Dependentscredit-other项目字符串

示例

您可以下载以下已填写的表单示例:

您还可以预览已填写表单的示例:

1040 示例文件

1040 示例文件

  • 概述
  • 特殊性
  • Extracted fields
  • 示例

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