Automate Tax Return Processing for Modern Credit Workflows
Automatically extract, validate, and structure financial data from tax returns to accelerate income verification and credit decision workflows.
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Problems we solveFrom Raw Statements to Decision-Ready Intelligence
InferIQ transforms unstructured bank statements into structured financial insights, risk indicators, and actionable recommendations — enabling faster, more accurate lending decisions.
Structured Data Extraction
Extract tables, line items, and financial fields from digital or scanned documents.
Automated Ratio Calculation
Capture financial data from tables, schedules, and supporting documents.
Standardized Financial Spreading
Automatically map non-standard financial terms into GAAP-compliant structured data.
How It WorksExtract Structured Tax Data in Minutes
Upload Tax Returns
Upload tax returns in PDF or image format.
Extract Fields and Tables
AI extracts structured financial data and tax form fields.
Validate and Structure Data
Validate extracted data and generate structured output.
Structured Tax Data for Income Verification
Instantly access verified income, extracted financial fields, and structured tax data ready for credit and underwriting decisions.
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Income Summary Panel
View verified income from tax returns instantly.
Extracted Field Mapping
Access structured tax return fields and financial values.
Schedule and Table Extraction
Extract structured data from tax schedules and supporting documents.
IntegrationIntegrates Seamlessly with Your Credit and Underwriting Systems
API-first architecture enables structured financial data to flow directly into underwriting, risk, and loan management platforms.
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Tax Returns Use Cases of InferIQBuilt for Income Verification and Credit Decision Workflows
Automate financial spreading, ratio analysis, and data standardization to support faster, more accurate commercial credit and underwriting decisions.
Enterprise-Grade Security & Compliance
Built with bank-level encryption, global compliance standards, and secure cloud infrastructure to protect sensitive financial data.
Questions, answered.
Individual returns (1040 and schedules), business returns (1120, 1120S, 1065), supporting schedules and forms, state tax returns, both current and prior year returns
10 minutes saved per file vs. manual processing. Processes complete returns regardless of length.
Yes, with limitations. Typed/printed forms achieve 99.8% accuracy. Handwritten forms have lower accuracy and may require verification. Mixed typed and handwritten are supported. The pre-processing cleaning module helps improve recognition
Processes complete returns regardless of length, maintains page sequence, identifies missing pages, cross-references schedules, and generates consolidated output.
Yes - includes Intelligent OCR(Optical Character Recognition), pre-processing cleaning module to improve image document clarity, enhanced readability algorithms for low-quality scans, and support for handwritten elements in forms.
Automate Tax Return Processing and Income Verification
See how InferIQ transforms financial statements into structured credit intelligence.
Schedule a Demo