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extract-schedule-k-1-data

Extract structured fields from schedule k 1 documents.

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  • SKILL.md14.8 KB

SKILL.md（原文）

安装前可以查看交给 AI 代理的指令内容。

Extract Schedule K 1 Data

Tax and finance teams use this recipe to extract Schedule K 1 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": "schedule-k-1.pdf",
      "url": "https://example.com/documents/schedule-k-1-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "entity_name",
        "type": "TEXT",
        "description": "Partnership, S corporation, estate, or trust name"
      },
      {
        "name": "entity_ein",
        "type": "TEXT",
        "description": "Entity employer identification number"
      },
      {
        "name": "partner_or_shareholder_name",
        "type": "TEXT",
        "description": "Partner, shareholder, or beneficiary name"
      },
      {
        "name": "taxpayer_identification_number",
        "type": "TEXT",
        "description": "Partner, shareholder, or beneficiary TIN"
      },
      {
        "name": "tax_year",
        "type": "TEXT",
        "description": "Tax year"
      },
      {
        "name": "profit_share_percent",
        "type": "DECIMAL",
        "description": "Profit share percentage"
      },
      {
        "name": "loss_share_percent",
        "type": "DECIMAL",
        "description": "Loss share percentage"
      },
      {
        "name": "ordinary_business_income",
        "type": "CURRENCY_AMOUNT",
        "description": "Ordinary business income or loss"
      },
      {
        "name": "rental_real_estate_income",
        "type": "CURRENCY_AMOUNT",
        "description": "Net rental real estate income or loss"
      },
      {
        "name": "guaranteed_payments",
        "type": "CURRENCY_AMOUNT",
        "description": "Guaranteed payments if shown"
      },
      {
        "name": "distributions",
        "type": "CURRENCY_AMOUNT",
        "description": "Distributions if shown"
      }
    ]
  }
}'

import { IterationLayer } from "iterationlayer";

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

const result = await client.extractDocument({
  "files": [
    {
      "type": "url",
      "name": "schedule-k-1.pdf",
      "url": "https://example.com/documents/schedule-k-1-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "entity_name",
        "type": "TEXT",
        "description": "Partnership, S corporation, estate, or trust name"
      },
      {
        "name": "entity_ein",
        "type": "TEXT",
        "description": "Entity employer identification number"
      },
      {
        "name": "partner_or_shareholder_name",
        "type": "TEXT",
        "description": "Partner, shareholder, or beneficiary name"
      },
      {
        "name": "taxpayer_identification_number",
        "type": "TEXT",
        "description": "Partner, shareholder, or beneficiary TIN"
      },
      {
        "name": "tax_year",
        "type": "TEXT",
        "description": "Tax year"
      },
      {
        "name": "profit_share_percent",
        "type": "DECIMAL",
        "description": "Profit share percentage"
      },
      {
        "name": "loss_share_percent",
        "type": "DECIMAL",
        "description": "Loss share percentage"
      },
      {
        "name": "ordinary_business_income",
        "type": "CURRENCY_AMOUNT",
        "description": "Ordinary business income or loss"
      },
      {
        "name": "rental_real_estate_income",
        "type": "CURRENCY_AMOUNT",
        "description": "Net rental real estate income or loss"
      },
      {
        "name": "guaranteed_payments",
        "type": "CURRENCY_AMOUNT",
        "description": "Guaranteed payments if shown"
      },
      {
        "name": "distributions",
        "type": "CURRENCY_AMOUNT",
        "description": "Distributions if shown"
      }
    ]
  }
});

from iterationlayer import IterationLayer

client = IterationLayer(api_key="YOUR_API_KEY")

result = client.extract_document(**{
  "files": [
    {
      "type": "url",
      "name": "schedule-k-1.pdf",
      "url": "https://example.com/documents/schedule-k-1-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "entity_name",
        "type": "TEXT",
        "description": "Partnership, S corporation, estate, or trust name"
      },
      {
        "name": "entity_ein",
        "type": "TEXT",
        "description": "Entity employer identification number"
      },
      {
        "name": "partner_or_shareholder_name",
        "type": "TEXT",
        "description": "Partner, shareholder, or beneficiary name"
      },
      {
        "name": "taxpayer_identification_number",
        "type": "TEXT",
        "description": "Partner, shareholder, or beneficiary TIN"
      },
      {
        "name": "tax_year",
        "type": "TEXT",
        "description": "Tax year"
      },
      {
        "name": "profit_share_percent",
        "type": "DECIMAL",
        "description": "Profit share percentage"
      },
      {
        "name": "loss_share_percent",
        "type": "DECIMAL",
        "description": "Loss share percentage"
      },
      {
        "name": "ordinary_business_income",
        "type": "CURRENCY_AMOUNT",
        "description": "Ordinary business income or loss"
      },
      {
        "name": "rental_real_estate_income",
        "type": "CURRENCY_AMOUNT",
        "description": "Net rental real estate income or loss"
      },
      {
        "name": "guaranteed_payments",
        "type": "CURRENCY_AMOUNT",
        "description": "Guaranteed payments if shown"
      },
      {
        "name": "distributions",
        "type": "CURRENCY_AMOUNT",
        "description": "Distributions if shown"
      }
    ]
  }
})

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: "schedule-k-1.pdf",
				Url: "https://example.com/documents/schedule-k-1-sample.pdf",
			},
		},
		Schema: il.ExtractionSchema{
			Fields: []any{
				il.TextFieldConfig{
					Name: "entity_name",
					Type: "TEXT",
					Description: "Partnership, S corporation, estate, or trust name",
				},
				il.TextFieldConfig{
					Name: "entity_ein",
					Type: "TEXT",
					Description: "Entity employer identification number",
				},
				il.TextFieldConfig{
					Name: "partner_or_shareholder_name",
					Type: "TEXT",
					Description: "Partner, shareholder, or beneficiary name",
				},
				il.TextFieldConfig{
					Name: "taxpayer_identification_number",
					Type: "TEXT",
					Description: "Partner, shareholder, or beneficiary TIN",
				},
				il.TextFieldConfig{
					Name: "tax_year",
					Type: "TEXT",
					Description: "Tax year",
				},
				il.DecimalFieldConfig{
					Name: "profit_share_percent",
					Type: "DECIMAL",
					Description: "Profit share percentage",
				},
				il.DecimalFieldConfig{
					Name: "loss_share_percent",
					Type: "DECIMAL",
					Description: "Loss share percentage",
				},
				il.CurrencyAmountFieldConfig{
					Name: "ordinary_business_income",
					Type: "CURRENCY_AMOUNT",
					Description: "Ordinary business income or loss",
				},
				il.CurrencyAmountFieldConfig{
					Name: "rental_real_estate_income",
					Type: "CURRENCY_AMOUNT",
					Description: "Net rental real estate income or loss",
				},
				il.CurrencyAmountFieldConfig{
					Name: "guaranteed_payments",
					Type: "CURRENCY_AMOUNT",
					Description: "Guaranteed payments if shown",
				},
				il.CurrencyAmountFieldConfig{
					Name: "distributions",
					Type: "CURRENCY_AMOUNT",
					Description: "Distributions if shown",
				},
			},
		},
	})
	if err != nil {
		panic(err)
	}

	_ = result
}

{
  "name": "Extract Schedule K 1 Data",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract Schedule K 1 Data\n\nTax and finance teams use this recipe to extract Schedule K 1 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-schedule-k-1-data-overview",
      "name": "Overview"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "extract-schedule-k-1-data-trigger",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\n  \"fields\": [\n    {\n      \"name\": \"entity_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Partnership, S corporation, estate, or trust name\"\n    },\n    {\n      \"name\": \"entity_ein\",\n      \"type\": \"TEXT\",\n      \"description\": \"Entity employer identification number\"\n    },\n    {\n      \"name\": \"partner_or_shareholder_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Partner, shareholder, or beneficiary name\"\n    },\n    {\n      \"name\": \"taxpayer_identification_number\",\n      \"type\": \"TEXT\",\n      \"description\": \"Partner, shareholder, or beneficiary TIN\"\n    },\n    {\n      \"name\": \"tax_year\",\n      \"type\": \"TEXT\",\n      \"description\": \"Tax year\"\n    },\n    {\n      \"name\": \"profit_share_percent\",\n      \"type\": \"DECIMAL\",\n      \"description\": \"Profit share percentage\"\n    },\n    {\n      \"name\": \"loss_share_percent\",\n      \"type\": \"DECIMAL\",\n      \"description\": \"Loss share percentage\"\n    },\n    {\n      \"name\": \"ordinary_business_income\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Ordinary business income or loss\"\n    },\n    {\n      \"name\": \"rental_real_estate_income\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Net rental real estate income or loss\"\n    },\n    {\n      \"name\": \"guaranteed_payments\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Guaranteed payments if shown\"\n    },\n    {\n      \"name\": \"distributions\",\n      \"type\": \"CURRENCY_AMOUNT\",\n      \"description\": \"Distributions if shown\"\n    }\n  ]\n}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "schedule-k-1.pdf",
              "fileUrl": "https://example.com/documents/schedule-k-1-sample.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "extract-schedule-k-1-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 schedule k 1 data from the file at [file URL]. Use the extract_document tool with these fields:

- entity_name (TEXT): Partnership, S corporation, estate, or trust name
- entity_ein (TEXT): Entity employer identification number
- partner_or_shareholder_name (TEXT): Partner, shareholder, or beneficiary name
- taxpayer_identification_number (TEXT): Partner, shareholder, or beneficiary TIN
- tax_year (TEXT): Tax year
- profit_share_percent (DECIMAL): Profit share percentage
- loss_share_percent (DECIMAL): Loss share percentage
- ordinary_business_income (CURRENCY_AMOUNT): Ordinary business income or loss
- rental_real_estate_income (CURRENCY_AMOUNT): Net rental real estate income or loss
- guaranteed_payments (CURRENCY_AMOUNT): Guaranteed payments if shown
- distributions (CURRENCY_AMOUNT): Distributions if shown

Response

{
  "success": true,
  "data": {
    "entity_name": {
      "value": "Entity Name",
      "confidence": 0.97,
      "citations": [
        "ENTITY NAME"
      ]
    },
    "entity_ein": {
      "value": "Entity Ein",
      "confidence": 0.97,
      "citations": [
        "ENTITY EIN"
      ]
    },
    "partner_or_shareholder_name": {
      "value": "Partner Or Shareholder Name",
      "confidence": 0.97,
      "citations": [
        "PARTNER OR SHAREHOLDER NAME"
      ]
    },
    "taxpayer_identification_number": {
      "value": "12-3456789",
      "confidence": 0.97,
      "citations": [
        "TAXPAYER IDENTIFICATION NUMBER"
      ]
    },
    "tax_year": {
      "value": "Tax Year",
      "confidence": 0.97,
      "citations": [
        "TAX YEAR"
      ]
    },
    "profit_share_percent": {
      "value": 12.5,
      "confidence": 0.97,
      "citations": [
        "PROFIT SHARE PERCENT"
      ]
    },
    "loss_share_percent": {
      "value": 12.5,
      "confidence": 0.97,
      "citations": [
        "LOSS SHARE PERCENT"
      ]
    },
    "ordinary_business_income": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "rental_real_estate_income": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "guaranteed_payments": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    },
    "distributions": {
      "value": {
        "amount": "1234.56",
        "currency": "USD"
      },
      "confidence": 0.97,
      "citations": [
        "$1,234.56"
      ]
    }
  }
}

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