Sales tax return bookkeeping capture
For Sales tax accounting support teams
Prepare jurisdiction, period, taxable sales and stated tax from a filed sales tax return with fields you can edit. Filing external.
25 free credits/month · No card needed
See the workflow and review checksInspect a document example.
Synthetic documents · Expected output- taxpayer name
- Example Taxpayer - synthetic
- jurisdiction
- CA - stated in the synthetic source
- tax period
- 2025 tax year
- gross sales
- 12500
- taxable sales
- 10000
- stated tax due
- 750
- stated payments
- 0
{
"taxpayer_name": "Example Taxpayer - synthetic",
"jurisdiction": "CA - stated in the synthetic source",
"tax_period": "2025 tax year",
"gross_sales": 12500,
"taxable_sales": 10000,
"stated_tax_due": 750,
"stated_payments": 0
}A complete synthetic document with the visible values shown below. Real responses also include model-reported confidence, validation and result status. Test your own file with this schema.
When this work lands on your desk
A filed sales tax return arrives for sales tax accounting support teams. The next step needs jurisdiction, period, taxable sales and stated tax, recorded under the correct document reference before the information enters your preparer intake worksheet.
A filed return contains amended amounts beside original amounts. Preserve the return label and the reported figures before reconciliation. This schema keeps the source labels and values explicit so the reviewer can resolve the issue before downstream use.
Start with the documents you already collect
- Filed sales tax return PDFs
- Scanned or photographed filed sales tax return pages
PDF, JPEG, PNG, TIFF, or WEBP. Send one file per extraction call; create separate schemas when the document types need different fields.
Define the fields
Open the starter schema. Edit field descriptions, mark the values your process requires, and save it in your account.
Extract at intake
Send the document and saved schema slug to
POST /api/v1/extract, or collect the file through a branded upload site.Hand off reviewed data
After checking taxpayer name, jurisdiction, tax period, your application maps the reviewed record into your preparer intake worksheet. Keep the original document reference with the result. Filing external. Dokyumi processes one file with a saved schema; your application owns record matching, business rules and updates to other systems.
A schema shaped around the next step.
Start with these fields, then adjust them to match your documents and destination system. The example above shows the data object you are asking Dokyumi to extract.
Download editable starter schemaChoose required fields for your process. The starter schema preserves any defined nested fields; refine line-item structures and test them on representative files.
| Field | Type | What to capture |
|---|---|---|
taxpayer_name | string | Taxpayer name exactly as printed in this filed sales tax return. Preserve identifiers and qualifiers; do not look up or infer missing information. |
jurisdiction | string | Jurisdiction exactly as printed in this filed sales tax return. Preserve identifiers and qualifiers; do not look up or infer missing information. |
tax_period | string | Tax period exactly as printed in this filed sales tax return. Preserve identifiers and qualifiers; do not look up or infer missing information. |
gross_sales | currency | Gross sales explicitly labeled in this filed sales tax return. Preserve its sign and stated currency; do not calculate a missing amount. |
taxable_sales | currency | Taxable sales explicitly labeled in this filed sales tax return. Preserve its sign and stated currency; do not calculate a missing amount. |
stated_tax_due | currency | Stated tax due explicitly labeled in this filed sales tax return. Preserve its sign and stated currency; do not calculate a missing amount. |
stated_payments | currency | Stated payments explicitly labeled in this filed sales tax return. Preserve its sign and stated currency; do not calculate a missing amount. |
Give exceptions a clear path to review.
Dokyumi returns a model-reported confidence map, validation details, and a completed or review status for produced results. Check required fields and your business rules before passing data onward.
A completed extraction describes the extraction result. Your application and reviewers own matching, approvals, routing, and updates to other systems.
Read the response contractChecks for this process
- A filed return contains amended amounts beside original amounts. Preserve the return label and the reported figures before reconciliation.
- Check gross sales, taxable sales, stated tax due, stated payments for signs, decimal placement and stated currency before any downstream calculation or posting.
- Resolve missing taxpayer name, jurisdiction, tax period against the source before using the record.
Prove the fit on a representative batch.
Test filed sales tax return examples from the layouts your team actually receives. Include the exception described here: A filed return contains amended amounts beside original amounts. Preserve the return label and the reported figures before reconciliation. Compare the extracted taxpayer name, jurisdiction, tax period and any line rows with a reviewer's checked reference before enabling downstream actions.
Compare extracted values with a reviewer’s reference set. Record corrections, unresolved fields, review time, and credits used before connecting downstream actions.
The free plan’s credit limits apply. Assisted pilots are scoped with Dokyumi before work begins.
Expand when the next process is ready
Add recurring extraction capacity when filed sales tax return intake becomes routine. Reuse this field contract for layouts that express the same information; create a separate schema when the next document has different fields or review requirements.
For a tailored implementation
Discuss document volume, page lengths and schema setup for sales tax accounting support teams. Bring difficult filed sales tax return samples and the review requirements your implementation must preserve.
Talk through document mix and volumeStart small. Add capacity as intake grows.
All self-service plans include the REST API, upload-site webhooks, custom confidence thresholds, and schema inference. Choose by volume, schema count, and upload sites.
Each document uses one credit per 5 pages, rounded up. An 8-page file uses 2 credits. Self-service files can be up to 50 pages; larger files, custom-built schemas, and additional volume are quoted through Enterprise. Full pricing details
Questions about sales tax return bookkeeping capture
Which fields can I capture from a filed sales tax return?
The starter schema contains taxpayer name, jurisdiction, tax period, gross sales, taxable sales, stated tax due, stated payments. Edit those definitions and choose your required fields before saving. Array fields include defined sub-fields so row values have a validation structure.
What needs review in sales tax return bookkeeping capture?
A filed return contains amended amounts beside original amounts. Preserve the return label and the reported figures before reconciliation. Check the original source alongside model-reported confidence and validation output; completion status describes the extraction result, not the business decision.
How does this data reach your preparer intake worksheet?
Save the schema, then send one supported PDF or image to POST /api/v1/extract with its slug. The response contains the data, model-reported confidence, validation and result status. Your application maps reviewed values to the destination; upload-site submissions can use a configured webhook. Filing external.
How do I test this workflow on my own documents?
Start free with 25 credits per month, 2 schemas, and 1 branded upload site. The starter schema opens in the schema builder after sign-up. Edit the fields, save it, and upload a representative file through your account or the extraction API. Account documents are stored according to Dokyumi’s privacy policy; contact hello@dokyumi.com for deletion requests and retention requirements.