W-4 form data extraction

Extract filing status, dependent amounts, adjustments, and extra withholding from employee W-4s with a ready-made model - so new hires hit payroll correctly the first time.

Every step of the W-4, structured

Employee name, address & SSN
Filing status
Multiple jobs checkbox
Dependents amount
Other income & deductions
Extra withholding
Signature date
Employer name, EIN & first date of employment
How it works

From new-hire packet to payroll

Create a workflow with the Instant W-4 model - the fields are already defined, so there's nothing to configure.
New hires upload their forms, or HR and staffing branches scan onboarding packets in batches.
Structured data flows to your payroll or HR system via API, Zapier, or n8n. Uncertain fields go to Review Hub.

Checkboxes included: Filing status and the multiple-jobs box come back as clear values, not text someone has to interpret.

<30s
Per page, from upload to structured data
Measured end-to-end processing time per page. No templates or training before the first document.
Why it matters

Onboarding paperwork arrives in waves

Every new hire fills in a W-4, and for staffing agencies, seasonal employers, and payroll providers, that means hundreds at a time. Forms arrive handwritten, scanned, and photographed, and every withholding choice has to be keyed exactly or the first paycheck is wrong.

The Instant W-4 model extracts every step of the form - filing status, dependents, adjustments, extra withholding, and the employer section - with no setup.

Every field is scored for confidence, and uncertain values go to Review Hub before they reach payroll. Several team members can work the queue during onboarding peaks.

Employee data is processed and stored in the EU and never used to train models.

Related use cases

Onboard new hires without the retyping

Use the ready-made W-4 model and process a batch today.

Try free - no setup required