Documents

TaxFigure uses your uploaded documents to ground its answers. Upload a W-2, 1099, K-1, or any other tax document, and TaxFigure runs OCR, parses the structured fields, and makes the content available to chat, insights, and the deduction hunter.

Where to upload

There are three ways to add documents:

1. From the entity workspace — open an entity, go to the Documents tab, and drop files. Documents are automatically linked to that entity. Recommended for client-specific source documents.
2. From the global Documents page — top nav → Documents (or via the Upload Documents shortcut on the chat home). Useful for bulk uploads or when you don't know which entity yet.
3. From a chat — coming soon. The chat's Attach button is reserved for an upcoming release; until then, use one of the two methods above. See Attachments.

Supported formats

• PDF
• Word (DOCX)
• Excel (XLSX)
• Text and CSV
• Images: JPG, PNG (OCR'd automatically)

Maximum file size: 10 MB per document.

What happens after upload

Each upload goes through a short pipeline:

1. Queued — file received, waiting to process.
2. Processing — OCR (if needed), field extraction, classification.
3. Processed — ready to use in chat, insights, and the document checklist.

The Documents page shows queue, processed, success rate, and average processing time so you can monitor at a glance.

Categories and the checklist

Documents are auto-categorized into:

• Income — W-2, 1099, K-1, etc.
• Deductions — receipts, mileage logs, charitable donation records.
• Assets — depreciation schedules, asset purchase invoices.
• Compliance — IRS letters, prior-year returns, registrations.

Inside each entity's workspace, the Document Checklist shows the required and recommended documents for that entity type and highlights which ones are still missing. It's split into Must have and Nice to have columns, with a progress bar and per-type counts (e.g. 0/12 monthly bank statements):

Search and filter

The Documents page has a search box and filter chips by status (All, Uploaded, Processing, Pending, Error). Use these to find a specific file or to triage anything that didn't process cleanly.

Errors

If a document fails to process, the Error tab on the Documents page shows the file and a reason (e.g. unreadable scan, password-protected PDF). Fix the file and re-upload — TaxFigure keeps the document in place and just retries the processing step.