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extract-w-2-data

Extract structured fields from w-2 documents.

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SKILL.md (original)

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Extract W-2 Data

Tax and finance teams use this recipe to extract W-2 fields from official forms into structured JSON for review, routing, and downstream filing preparation.

APIs Used

Document Extraction (1 credit per page)

Prerequisites

You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "files": [
    {
      "type": "url",
      "name": "w-2.pdf",
      "url": "https://example.com/documents/w-2-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "employee_ssn",
        "type": "TEXT",
        "description": "Employee Social Security number"
      },
      {
        "name": "employer_ein",
        "type": "TEXT",
        "description": "Employer identification number"
      },
      {
        "name": "employer_name",
        "type": "TEXT",
        "description": "Employer name"
      },
      {
        "name": "employer_address",
        "type": "ADDRESS",
        "description": "Employer address"
      },
      {
        "name": "employee_name",
        "type": "TEXT",
        "description": "Employee name"
      },
      {
        "name": "employee_address",
        "type": "ADDRESS",
        "description": "Employee address"
      },
      {
        "name": "wages_tips_other_compensation",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 1 wages, tips, and other compensation"
      },
      {
        "name": "federal_income_tax_withheld",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 2 federal income tax withheld"
      },
      {
        "name": "social_security_wages",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 3 Social Security wages"
      },
      {
        "name": "medicare_wages",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 5 Medicare wages and tips"
      },
      {
        "name": "state",
        "type": "TEXT",
        "description": "State code"
      },
      {
        "name": "state_wages",
        "type": "CURRENCY_AMOUNT",
        "description": "State wages, tips, etc."
      },
      {
        "name": "state_income_tax",
        "type": "CURRENCY_AMOUNT",
        "description": "State income tax withheld"
      }
    ]
  }
}'
import { IterationLayer } from "iterationlayer";

const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });

const result = await client.extractDocument({
  "files": [
    {
      "type": "url",
      "name": "w-2.pdf",
      "url": "https://example.com/documents/w-2-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "employee_ssn",
        "type": "TEXT",
        "description": "Employee Social Security number"
      },
      {
        "name": "employer_ein",
        "type": "TEXT",
        "description": "Employer identification number"
      },
      {
        "name": "employer_name",
        "type": "TEXT",
        "description": "Employer name"
      },
      {
        "name": "employer_address",
        "type": "ADDRESS",
        "description": "Employer address"
      },
      {
        "name": "employee_name",
        "type": "TEXT",
        "description": "Employee name"
      },
      {
        "name": "employee_address",
        "type": "ADDRESS",
        "description": "Employee address"
      },
      {
        "name": "wages_tips_other_compensation",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 1 wages, tips, and other compensation"
      },
      {
        "name": "federal_income_tax_withheld",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 2 federal income tax withheld"
      },
      {
        "name": "social_security_wages",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 3 Social Security wages"
      },
      {
        "name": "medicare_wages",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 5 Medicare wages and tips"
      },
      {
        "name": "state",
        "type": "TEXT",
        "description": "State code"
      },
      {
        "name": "state_wages",
        "type": "CURRENCY_AMOUNT",
        "description": "State wages, tips, etc."
      },
      {
        "name": "state_income_tax",
        "type": "CURRENCY_AMOUNT",
        "description": "State income tax withheld"
      }
    ]
  }
});
from iterationlayer import IterationLayer

client = IterationLayer(api_key="YOUR_API_KEY")

result = client.extract_document(**{
  "files": [
    {
      "type": "url",
      "name": "w-2.pdf",
      "url": "https://example.com/documents/w-2-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "employee_ssn",
        "type": "TEXT",
        "description": "Employee Social Security number"
      },
      {
        "name": "employer_ein",
        "type": "TEXT",
        "description": "Employer identification number"
      },
      {
        "name": "employer_name",
        "type": "TEXT",
        "description": "Employer name"
      },
      {
        "name": "employer_address",
        "type": "ADDRESS",
        "description": "Employer address"
      },
      {
        "name": "employee_name",
        "type": "TEXT",
        "description": "Employee name"
      },
      {
        "name": "employee_address",
        "type": "ADDRESS",
        "description": "Employee address"
      },
      {
        "name": "wages_tips_other_compensation",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 1 wages, tips, and other compensation"
      },
      {
        "name": "federal_income_tax_withheld",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 2 federal income tax withheld"
      },
      {
        "name": "social_security_wages",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 3 Social Security wages"
      },
      {
        "name": "medicare_wages",
        "type": "CURRENCY_AMOUNT",
        "description": "Box 5 Medicare wages and tips"
      },
      {
        "name": "state",
        "type": "TEXT",
        "description": "State code"
      },
      {
        "name": "state_wages",
        "type": "CURRENCY_AMOUNT",
        "description": "State wages, tips, etc."
      },
      {
        "name": "state_income_tax",
        "type": "CURRENCY_AMOUNT",
        "description": "State income tax withheld"
      }
    ]
  }
})
package main

import il "github.com/iterationlayer/sdk-go"

func main() {
	client := il.NewClient("YOUR_API_KEY")

	result, err := client.ExtractDocument(il.ExtractDocumentRequest{
		Files: []il.FileInput{
			il.FileInput{
				Type: "url",
				Name: "w-2.pdf",
				Url: "https://example.com/documents/w-2-sample.pdf",
			},
		},
		Schema: il.ExtractionSchema{
			Fields: []any{
				il.TextFieldConfig{
					Name: "employee_ssn",
					Type: "TEXT",
					Description: "Employee Social Security number",
				},
				il.TextFieldConfig{
					Name: "employer_ein",
					Type: "TEXT",
					Description: "Employer identification number",
				},
				il.TextFieldConfig{
					Name: "employer_name",
					Type: "TEXT",
					Description: "Employer name",
				},
				il.AddressFieldConfig{
					Name: "employer_address",
					Type: "ADDRESS",
					Description: "Employer address",
				},
				il.TextFieldConfig{
					Name: "employee_name",
					Type: "TEXT",
					Description: "Employee name",
				},
				il.AddressFieldConfig{
					Name: "employee_address",
					Type: "ADDRESS",
					Description: "Employee address",
				},
				il.CurrencyAmountFieldConfig{
					Name: "wages_tips_other_compensation",
					Type: "CURRENCY_AMOUNT",
					Description: "Box 1 wages, tips, and other compensation",
				},
				il.CurrencyAmountFieldConfig{
					Name: "federal_income_tax_withheld",
					Type: "CURRENCY_AMOUNT",
					Description: "Box 2 federal income tax withheld",
				},
				il.CurrencyAmountFieldConfig{
					Name: "social_security_wages",
					Type: "CURRENCY_AMOUNT",
					Description: "Box 3 Social Security wages",
				},
				il.CurrencyAmountFieldConfig{
					Name: "medicare_wages",
					Type: "CURRENCY_AMOUNT",
					Description: "Box 5 Medicare wages and tips",
				},
				il.TextFieldConfig{
					Name: "state",
					Type: "TEXT",
					Description: "State code",
				},
				il.CurrencyAmountFieldConfig{
					Name: "state_wages",
					Type: "CURRENCY_AMOUNT",
					Description: "State wages, tips, etc.",
				},
				il.CurrencyAmountFieldConfig{
					Name: "state_income_tax",
					Type: "CURRENCY_AMOUNT",
					Description: "State income tax withheld",
				},
			},
		},
	})
	if err != nil {
		panic(err)
	}

	_ = result
}
{
  "name": "Extract W-2 Data",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract W-2 Data\n\nTax and finance teams use this recipe to extract W-2 fields from official forms into structured JSON for review, routing, and downstream filing preparation.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        200,
        40
      ],
      "id": "extract-w-2-data-overview",
      "name": "Overview"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "extract-w-2-data-trigger",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\n  \"fields\": [\n    {\n      \"name\": \"employee_ssn\",\n      \"type\": \"TEXT\",\n      \"description\": \"Employee Social Security number\"\n    },\n    {\n      \"name\": \"employer_ein\",\n      \"type\": \"TEXT\",\n      \"description\": \"Employer identification number\"\n    },\n    {\n      \"name\": \"employer_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Employer name\"\n    },\n    {\n      \"name\": \"employer_address\",\n      \"type\": \"ADDRESS\",\n      \"description\": \"Employer address\"\n    },\n    {\n      \"name\": \"employee_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Employee name\"\n    },\n    {\n      \"name\": \"employee_address\",\n      \"type\": \"ADDRESS\",\n      \"description\": \"Employee address\"\n    },\n    {\n      \"name\": \"wages_tips_other_compensation\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Box 1 wages, tips, and other compensation\"\n    },\n    {\n      \"name\": \"federal_income_tax_withheld\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Box 2 federal income tax withheld\"\n    },\n    {\n      \"name\": \"social_security_wages\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Box 3 Social Security wages\"\n    },\n    {\n      \"name\": \"medicare_wages\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Box 5 Medicare wages and tips\"\n    },\n    {\n      \"name\": \"state\",\n      \"type\": \"TEXT\",\n      \"description\": \"State code\"\n    },\n    {\n      \"name\": \"state_wages\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"State wages, tips, etc.\"\n    },\n    {\n      \"name\": \"state_income_tax\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"State income tax withheld\"\n    }\n  ]\n}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "w-2.pdf",
              "fileUrl": "https://example.com/documents/w-2-sample.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "extract-w-2-data-extract",
      "name": "Extract Data",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}
Extract w-2 data from the file at [file URL]. Use the extract_document tool with these fields:

- employee_ssn (TEXT): Employee Social Security number
- employer_ein (TEXT): Employer identification number
- employer_name (TEXT): Employer name
- employer_address (ADDRESS): Employer address
- employee_name (TEXT): Employee name
- employee_address (ADDRESS): Employee address
- wages_tips_other_compensation (CURRENCY_AMOUNT): Box 1 wages, tips, and other compensation
- federal_income_tax_withheld (CURRENCY_AMOUNT): Box 2 federal income tax withheld
- social_security_wages (CURRENCY_AMOUNT): Box 3 Social Security wages
- medicare_wages (CURRENCY_AMOUNT): Box 5 Medicare wages and tips
- state (TEXT): State code
- state_wages (CURRENCY_AMOUNT): State wages, tips, etc.
- state_income_tax (CURRENCY_AMOUNT): State income tax withheld

Response

{
  "success": true,
  "data": {
    "employee_ssn": {
      "value": "***-**-1234",
      "confidence": 0.97,
      "citations": [
        "EMPLOYEE SSN"
      ]
    },
    "employer_ein": {
      "value": "12-3456789",
      "confidence": 0.97,
      "citations": [
        "EMPLOYER EIN"
      ]
    },
    "employer_name": {
      "value": "Employer Name",
      "confidence": 0.97,
      "citations": [
        "EMPLOYER NAME"
      ]
    },
    "employer_address": {
      "value": {
        "street": "100 Market Street",
        "city": "Berlin",
        "postal_code": "10115",
        "country": "DE"
      },
      "confidence": 0.97,
      "citations": [
        "EMPLOYER ADDRESS"
      ]
    },
    "employee_name": {
      "value": "Employee Name",
      "confidence": 0.97,
      "citations": [
        "EMPLOYEE NAME"
      ]
    },
    "employee_address": {
      "value": {
        "street": "100 Market Street",
        "city": "Berlin",
        "postal_code": "10115",
        "country": "DE"
      },
      "confidence": 0.97,
      "citations": [
        "EMPLOYEE ADDRESS"
      ]
    },
    "wages_tips_other_compensation": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "federal_income_tax_withheld": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "social_security_wages": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "medicare_wages": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "state": {
      "value": "State",
      "confidence": 0.97,
      "citations": [
        "STATE"
      ]
    },
    "state_wages": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "state_income_tax": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    }
  }
}

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