Taxpayer Batch

Upload tax document ZIPs for anonymization. Single taxpayer per ZIP, or many taxpayers bundled into one master ZIP.

Taxpayer Reference

Tax Year*

Required. We try to pull this from the filename; type it in if not.

Where to store results

Filesystem

Saves all artifacts to data/output/. No database required.

Database

Persists in MongoDB. Choose what to keep below.

Both

Writes to filesystem and database. Reads prefer filesystem.

Taxpayer label (optional)

Used as the folder name on disk. Leave blank to auto-number.

Keep original extracted (red) data

Filesystem mode always saves all intermediates. This toggle only matters for Database / Both.

Drop ZIP file here or click to browse

Contains W-2, 1099s, 1098, K-1 and other tax documents

Taxpayer reference and tax year are auto-detected from the ZIP filename
(e.g. TP0001_2024.zip)