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Extracting data from Form 941 returns

Most US employers file a Form 941 every quarter, on the IRS layout, and a payroll provider, an accountant or the owner fills it in. Lenders and acquisition diligence teams ask each company for several years of quarters, which arrive as payroll portal downloads, scanned signed copies and data room uploads.

Diligence needs the EIN, the quarter, the employee count, total wages, income tax withheld and the total tax after adjustments. A quality of earnings workpaper ties those figures to the payroll register and the general ledger, quarter by quarter, to confirm reported payroll cost.

Page 1 of a sample Form 941, with extracted values outlined
9,968Markdown characters
82parse blocks
61fields extracted
The problem

What makes Form 941 returns hard

Two amounts on each line

Lines 5a to 5d print each taxable wage in one column and the tax at its rate in the next.

Lines added and retired

Revisions add lines when a payroll credit starts and mark them reserved when it ends, so the active lines differ between quarters.

Answers given by boxes

The EIN is entered one digit per box, and the quarter, depositor type and business status are answered by checking boxes.

How it works

Parse, extract, verify

1

Parse

Parse turns the document into reading-order Markdown and a hierarchy of blocks (text, tables, figures), and grounds each block to its exact location on the page.

2

Extract

You define the fields in a JSON schema, and Extract returns their values in a consistent, structured format, each linked back to where it appears in the Markdown.

3

Verify

Each value links back to where it appears, down to the character range in the Markdown, and the page and bounding box in the source document, so every result can be verified.

Worked example

One Form 941, end to end

About this document: A three-page specimen Form 941 that Ocrolus, a document AI vendor, publishes in its developer documentation. Part 1's wage and tax lines fill page 1, followed by the deposit schedule and the signature and preparer blocks. The names and identification numbers are placeholder data. Its embedded text is garbled, so the values come from the page image. Page 1 is featured.

Processing objective: The objective is to follow the return from filer to tax owed. The fields run from the employer and quarter to the wages paid and the payroll tax after adjustments. The employer number sits in nine single-digit boxes, and the quarter is one checked box in a panel of four.

Demonstration fields: Employer identification number, Quarter, Wages tips and other compensation (line 2), Total taxes after adjustments (line 10)

The document

3 of 3 pages
  • Page 1 of the sample Form 941Page 1shown below
  • Page 2 of the sample Form 941Page 2
  • Page 3 of the sample Form 941Page 3

Where each value came from

Page 1 of the sample Form 941, with every featured field outlined
Employer identification numberemployer.ein
12-3456789
The region of the sample Form 941 containing Employer identification number, with the extracted value outlined
extraction_metadata["employer.ein"]
{
  "value": "12-3456789",
  "page": 1,
  "range": {
    "end": 442,
    "start": 393
  },
  "box": {
    "xmin": 0.06548,
    "ymin": 0.08112,
    "xmax": 0.63685,
    "ymax": 0.10846
  }
}
Quarterquarter
1
The region of the sample Form 941 containing Quarter, with the extracted value outlined
extraction_metadata["quarter"]
{
  "value": 1,
  "page": 1,
  "range": {
    "end": 249,
    "start": 217
  },
  "box": {
    "xmin": 0.69116,
    "ymin": 0.12062,
    "xmax": 0.88445,
    "ymax": 0.13727
  }
}
Wages tips and other compensation (line 2)part_1.wages_tips_other_compensation
10,000
The region of the sample Form 941 containing Wages tips and other compensation (line 2), with the extracted value outlined
extraction_metadata["part_1.wages_tips_other_compensation"]
{
  "value": 10000,
  "page": 1,
  "range": {
    "end": 968,
    "start": 957
  },
  "box": {
    "xmin": 0.06825,
    "ymin": 0.36915,
    "xmax": 0.94698,
    "ymax": 0.39299
  }
}
Total taxes after adjustments (line 10)part_1.total_taxes_after_adjustments
10,840
The region of the sample Form 941 containing Total taxes after adjustments (line 10), with the extracted value outlined
extraction_metadata["part_1.total_taxes_after_adjustments"]
{
  "value": 10840,
  "page": 1,
  "range": {
    "end": 2469,
    "start": 2458
  },
  "box": {
    "xmin": 0.06501,
    "ymin": 0.80104,
    "xmax": 0.94652,
    "ymax": 0.82408
  }
}

How to try it yourself

Everything on this page is reproducible. The sample, its schema, and the Parse and Extract API outputs are published. You can repeat the same two calls from whichever surface you already build on.

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Why LandingAI?

Documents into data

Accurate

The best accuracy on the difficult documents other tools get wrong, such as messy scans, complicated tables, checkboxes and handwriting.

Auditable

Every answer cites its sources. Values come back with an audit trail (page, bounding box, character range) so a human can review them.

Agentic

Applies multi-step reasoning, and plans before it acts. Handles documents it has never seen before and adapts to variations.

API-first

Composable APIs that drop into any tech stack and can be called from anywhere. Easy to build on and embed in your pipelines and products.

Affordable

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Enterprise-grade

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Built for high-volume, high-throughput production

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Capabilities

Form 941 processing highlights

Boxed single-digit EIN entry
Quarter checkbox panel
Every Part 1 amount line
Wage and tax column pairs
Sick and family leave wages
Adjustments and credits
Deposit schedule and depositor type
Third-party designee and preparer
Signature block details
Amounts returned as numbers
Scans and image-only pages
Bounding box for every value
FAQs

Questions, answered

Yes. Model each two-column line as an object with a wage field and a tax field. Every pair comes back under its own line. The taxable wage and the computed tax each keep their column.

Yes. Parsing marks each checkbox as checked or unchecked in the Markdown. A schema field can return the checked quarter as a number, and an enum can restrict the depositor type to the three boxes Part 2 offers.

Yes, when the schema types them as numbers. A figure printed across separate dollar and cent boxes comes back as one value, ready to sum. Grounding still points at the amount as it appears on the page.

DPT-3 Pro, the default parsing model, reads scans and handwriting. It works from the page image, so a signed paper copy or a PDF with garbled embedded text parses the same way as a clean digital file.

Each extracted value carries the character range it was quoted from in the parsed Markdown. The Ground API maps that range to a page and a bounding box, so a reviewer sees each amount on the line that printed it.

Start extracting Form 941 data

Reliable, structured outputs with full traceability in minutes