Drop in any W-2 PDF — current year or prior year, employee or copy-A — and get a clean Excel file with employer name, employer EIN, employee SSN, wages, federal withholding, state and local withholding, Box 12 codes (D, DD, W, AA, BB), and retirement plan indicators.
A single W-2 is straightforward, but tax preparers handle stacks of them every busy season. Working couples have two each. Multi-job clients have three or four. Multi-year clean-ups can mean a dozen historical W-2s per filer. Each one has 20 numbered boxes plus a Box 12 with letter codes (D for 401(k), DD for employer health, W for HSA contributions, AA for Roth 401(k), BB for Roth 403(b)) that tax software needs in the right slots.
Lenders verifying applicant income for mortgage or auto loans need 2 years of W-2s per applicant — sometimes from different employers. Underwriters who type Box 1 wages, Box 2 federal withholding, and Box 5 Medicare wages by hand into the income model are one transposed digit away from a bad lending decision.
PDFExcel reads W-2s by structure. Each W-2 becomes one row with employer name, employer EIN, employee name, employee SSN, control number, all 20 numbered boxes, and Box 12 codes parsed into separate columns (Box 12a code + amount, 12b code + amount, etc.). State and local withholding for multiple states extract as separate rows or columns depending on your downstream use.
Mix W-2s for multiple years and multiple filers in one upload — the workbook keeps each row tagged with tax year and employer EIN. Built-in OCR handles client-provided scans and faxed copies (still common for older years). Drop the export into Lacerte, ProSeries, Drake, UltraTax, or directly into a lender's income-verification model.
The model knows that Box 12 code D is a traditional 401(k), DD is employer-paid health (informational only), and W is HSA. Trained on real W-2s from every major payroll provider — ADP, Gusto, Paychex, QuickBooks Payroll, OnPay, Rippling, Justworks, Square.
Most tax-document tools either need an integration with each employer's payroll provider or charge per-form. PDFExcel reads any W-2 PDF on the first upload — and you can batch a whole client envelope or a year of lender stubs in a minute.
Multiple filers, multiple employers, multiple years — all in one workbook. Box 12 codes extracted as separate columns.
| # | Year | Employer | Employee | Box 1 Wages | Box 2 Fed WH | Box 12 D 401(k) | State WH |
|---|---|---|---|---|---|---|---|
| 1 | 2024 | Acme Corp | S. Patel | $132,400.00 | $24,612.00 | $13,240.00 | $8,144.00 |
| 2 | 2024 | Pacific Health Systems | L. Patel | $48,200.00 | $6,124.00 | $2,892.00 | $1,884.00 |
| 3 | 2023 | Acme Corp | S. Patel | $118,800.00 | $21,300.00 | $11,880.00 | $7,128.00 |
| 4 | 2023 | Northern Hospital Group | L. Patel | $42,100.00 | $5,210.00 | $2,526.00 | $1,684.00 |
Tax preparers handling individual returns, mortgage and auto-loan underwriters verifying income, HR teams reconciling year-end W-2s against payroll provider reports, attorneys handling wage disputes.
Married couple, 4 W-2s between them across 2024. Batch upload, copy box values directly into UltraTax. Wage-entry portion of the return drops from 30 minutes to 5.
Applicant submits 2 years of W-2s plus pay stubs. Convert all to Excel, copy Box 1 wages and Box 2 withholding into the income-verification model. Income calculation done in minutes instead of half an hour.
1,200 employees received W-2s. HR converts all to Excel and reconciles Box 1 wages against the payroll provider's annual register before responding to employee corrections.
Yes. Each Box 12 entry (12a, 12b, 12c, 12d) parses into a code + amount pair. The model knows that D is traditional 401(k), DD is employer-paid health (informational), W is HSA, AA is Roth 401(k), BB is Roth 403(b), etc. — and keeps them in their respective columns.
Yes. W-2s with multiple state-wage entries (Box 16) and multiple state-withholding entries (Box 17) extract each state as a separate row or as separate columns, depending on your export preference. Same for local wages (Box 18-20).
10 documents per month, free, forever. Most personal returns (2-4 W-2s per filer) fit easily in the free tier. Plans from $69/month for 50 documents — for tax preparers handling busy season volume.
Yes. Built-in OCR runs automatically when there's no embedded text layer. Older W-2 layouts (pre-2020) and scanned client copies of historical W-2s extract correctly.
We export CSVs that those systems' W-2 entry screens accept via copy-paste. Most preparers paste box values column-by-column. We don't have a direct API integration.