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OCR Tax Software

Lido's OCR tax software allows automating data extraction from a tax document directly into a spreadsheet without the need for manual data entry, saving your team valuable time and money.

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Why you should use this

Automating OCR tax extraction can dramatically streamline your accounting processes, making it easier to manage, analyze, and report tax documents. Lido's PDF importer tool allows for quick data extraction of tax documents, ensuring that all entries are accurately reflected in a spreadsheet format suitable for processing and analysis. This reduces the administrative burden and minimizes errors associated with manual data entry.

How it Works

Automating the extraction of tax documents to a spreadsheet has never been easier with Lido's OCR tax app. Either draw a box around the section of the tax document you want to add to your spreadsheet, or copy all of the tax document (including multiple pages) at once to a spreadsheet.

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Upload Tax Document PDF to Lido

Use Lido's PDF Import Tool or the built in Google Drive connector and select the tax document you want to extract.

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Use the PDF importer or EXTRACTTABLESFROMPDF formula

Either draw a box visually around the section of the tax document to extract, or use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the tax document into Lido's spreadsheet.

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EXTRACTTABLESFROMPDF(<drive-credential>,"path to file",<output cell>)

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Export Tax Documents to your Spreadsheet

Use Lido's OCR tax extraction software to copy your unstructured or structured tax document into your spreadsheet.

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Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.
Instructions from the Lido blog ->
Youtube video ->
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Who should use this

This tool is ideal for small business owners, freelance professionals, and legal teams who use Google Sheets and regularly handle a high volume of tax documents. If you manage multiple client accounts and you need a quick, accurate way to translate tax documents into a more manageable format, this automation is perfect for you. It's particularly valuable for those who need to maintain organized compliance records for easy access, reporting, and analysis purposes. Whether you are streamlining processes for automating data extraction from tax documents, or conducting reviews, converting your tax document to Google Sheets with this tool reduces manual data entry and increases accuracy.
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