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Sort federal tax documents using saved rules and an AI tool

This guide explains how to automatically sort tax documents. It shows how to extract text from pages and match them to federal forms using saved rules instead of training new software.

Original by kyotofinClassification

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Our summary

This project sorts tax documents into hundreds of specific federal forms. A business would use this to automatically organize large batches of tax paperwork. It relies on saved rules created from official government files instead of training a custom AI assistant.

The software reads the text on a document page and sends it to Jev, an AI tool that chooses from a list of options rather than writing an answer. Jev compares the text against the saved rules to pick the most likely form and estimates its certainty.

This setup helps developers manage digital tax records, but it only works with English text and federal forms. It cannot read scanned images without extra software. Users must provide a private access code for the AI tool and test the certainty scores on their own documents.

Key takeaways

  1. Install extra software to turn document pages into the text lines the sorting tool needs.
  2. Keep form rules in a saved file instead of training or hosting a custom AI tool.
  3. Check the certainty score for each page and manually review documents that the software is unsure about.

The author claims this method is cheaper and faster than their previous software setup. These results have not been independently tested to see if they apply everywhere.

GitHub README and classifier

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