Question 1

What is a tax assessment notice and what does the extractor read?

Accepted Answer

It is the notice a tax authority issues telling a taxpayer how much tax it has assessed and owed — not the return the taxpayer filed. The extractor reads the assessment or notice number, notice date, tax period, the assessing authority, the taxpayer name, identifier, and address, then the money that matters: total taxable income, total tax due, penalties and interest, and the total amount payable.

Question 2

How does it capture the deadlines and payment terms on the notice?

Accepted Answer

The payment due date, the appeal or objection deadline, the effective date, and the free-text payment instructions come back as their own fields, alongside the current payment status (unpaid, partially paid, fully paid, or in dispute) and a summary of the dispute and review process available to the taxpayer.

Question 3

Does it break down how the assessed tax was calculated?

Accepted Answer

Yes. The income categories table returns each income source with its reported amount, assessed amount, and adjustment; the deductions and credits table lists claimed, allowed, and disallowed amounts; the tax calculation table gives the step-by-step base amount, rate, and calculated amount; and a penalties and adjustments table itemizes each penalty type, reason, rate, and amount.

Question 4

Does it handle amended assessments and installment plans?

Accepted Answer

It reads the amended assessment reference and prior year adjustments when the notice supersedes an earlier one, the assessment basis (routine audit, amended return, information mismatch), the governing law, and a payment schedule table with one row per installment giving its due date, amount, and payment method.

Question 5

What are the upload limits and is the notice retained?

Accepted Answer

One PDF up to 10MB and 100 pages. The file runs through the Talonic API for extraction only, is not retained for training, and is not shared. Fields and tables export as CSV, XLSX, or JSON.

Tax Assessment Notice Extractor

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