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# coding: utf-8
# -------------------------------------------------------------------------
# Copyright (c) Microsoft Corporation. All rights reserved.
# Licensed under the MIT License. See License.txt in the project root for
# license information.
# --------------------------------------------------------------------------
"""
FILE: sample_analyze_tax_us_w2.py
DESCRIPTION:
This sample demonstrates how to analyze US W-2 tax forms.
See fields found on a US W-2 tax form here:
https://aka.ms/azsdk/documentintelligence/taxusw2fieldschema
USAGE:
python sample_analyze_tax_us_w2.py
Set the environment variables with your own values before running the sample:
1) DOCUMENTINTELLIGENCE_ENDPOINT - the endpoint to your Document Intelligence resource.
2) DOCUMENTINTELLIGENCE_API_KEY - your Document Intelligence API key.
"""
import os
def format_address_value(address_value):
return f"\n......House/building number: {address_value.house_number}\n......Road: {address_value.road}\n......City: {address_value.city}\n......State: {address_value.state}\n......Postal code: {address_value.postal_code}"
def analyze_tax_us_w2():
path_to_sample_documents = os.path.abspath(
os.path.join(
os.path.abspath(__file__),
"..",
"./sample_forms/tax/sample_w2.png",
)
)
from azure.core.credentials import AzureKeyCredential
from azure.ai.documentintelligence import DocumentIntelligenceClient
from azure.ai.documentintelligence.models import AnalyzeResult
endpoint = os.environ["DOCUMENTINTELLIGENCE_ENDPOINT"]
key = os.environ["DOCUMENTINTELLIGENCE_API_KEY"]
document_intelligence_client = DocumentIntelligenceClient(endpoint=endpoint, credential=AzureKeyCredential(key))
with open(path_to_sample_documents, "rb") as f:
poller = document_intelligence_client.begin_analyze_document("prebuilt-tax.us.w2", body=f, locale="en-US")
w2s: AnalyzeResult = poller.result()
if w2s.documents:
for idx, w2 in enumerate(w2s.documents):
print(f"--------Analyzing US Tax W-2 Form #{idx + 1}--------")
if w2.fields:
form_variant = w2.fields.get("W2FormVariant")
if form_variant:
print(
f"Form variant: {form_variant.get('valueString')} has confidence: " f"{form_variant.confidence}"
)
tax_year = w2.fields.get("TaxYear")
if tax_year:
print(f"Tax year: {tax_year.get('valueString')} has confidence: {tax_year.confidence}")
w2_copy = w2.fields.get("W2Copy")
if w2_copy:
print(f"W-2 Copy: {w2_copy.get('valueString')} has confidence: {w2_copy.confidence}")
employee = w2.fields.get("Employee")
if employee:
print("Employee data:")
employee_name = employee.get("valueObject").get("Name")
if employee_name:
print(f"...Name: {employee_name.get('valueString')} has confidence: {employee_name.confidence}")
employee_ssn = employee.get("valueObject").get("SocialSecurityNumber")
if employee_ssn:
print(f"...SSN: {employee_ssn.get('valueString')} has confidence: {employee_ssn.confidence}")
employee_address = employee.get("valueObject").get("Address")
if employee_address:
print(f"...Address: {format_address_value(employee_address.get('valueAddress'))}")
print(f"......has confidence: {employee_address.confidence}")
employee_zipcode = employee_address.get("valueAddress").get("postalCode")
if employee_zipcode:
print(f"...Zipcode: {employee_zipcode} has confidence: " f"{employee_address.confidence}")
control_number = w2.fields.get("ControlNumber")
if control_number:
print(
f"Control Number: {control_number.get('valueString')} has confidence: "
f"{control_number.confidence}"
)
employer = w2.fields.get("Employer")
if employer:
print("Employer data:")
employer_name = employer.get("valueObject").get("Name")
if employer_name:
print(f"...Name: {employer_name.get('valueString')} has confidence: {employer_name.confidence}")
employer_id = employer.get("valueObject").get("IdNumber")
if employer_id:
print(
f"...ID Number: {employer_id.get('valueString')} has confidence: {employer_id.confidence}"
)
employer_address = employer.get("valueObject").get("Address")
if employer_address:
print(f"...Address: {format_address_value(employer_address.get('valueAddress'))}")
print(f"\n......has confidence: {employer_address.confidence}")
employer_zipcode = employer_address.get("valueAddress").get("postalCode")
if employer_zipcode:
print(f"...Zipcode: {employer_zipcode} has confidence: {employer_address.confidence}")
wages_tips = w2.fields.get("WagesTipsAndOtherCompensation")
if wages_tips:
print(
f"Wages, tips, and other compensation: {wages_tips.get('valueNumber')} "
f"has confidence: {wages_tips.confidence}"
)
fed_income_tax_withheld = w2.fields.get("FederalIncomeTaxWithheld")
if fed_income_tax_withheld:
print(
f"Federal income tax withheld: {fed_income_tax_withheld.get('valueNumber')} has "
f"confidence: {fed_income_tax_withheld.confidence}"
)
social_security_wages = w2.fields.get("SocialSecurityWages")
if social_security_wages:
print(
f"Social Security wages: {social_security_wages.get('valueNumber')} has confidence: "
f"{social_security_wages.confidence}"
)
social_security_tax_withheld = w2.fields.get("SocialSecurityTaxWithheld")
if social_security_tax_withheld:
print(
f"Social Security tax withheld: {social_security_tax_withheld.get('valueNumber')} "
f"has confidence: {social_security_tax_withheld.confidence}"
)
medicare_wages_tips = w2.fields.get("MedicareWagesAndTips")
if medicare_wages_tips:
print(
f"Medicare wages and tips: {medicare_wages_tips.get('valueNumber')} has confidence: "
f"{medicare_wages_tips.confidence}"
)
medicare_tax_withheld = w2.fields.get("MedicareTaxWithheld")
if medicare_tax_withheld:
print(
f"Medicare tax withheld: {medicare_tax_withheld.get('valueNumber')} has confidence: "
f"{medicare_tax_withheld.confidence}"
)
social_security_tips = w2.fields.get("SocialSecurityTips")
if social_security_tips:
print(
f"Social Security tips: {social_security_tips.get('valueNumber')} has confidence: "
f"{social_security_tips.confidence}"
)
allocated_tips = w2.fields.get("AllocatedTips")
if allocated_tips:
print(
f"Allocated tips: {allocated_tips.get('valueNumber')} has confidence: {allocated_tips.confidence}"
)
verification_code = w2.fields.get("VerificationCode")
if verification_code:
print(
f"Verification code: {verification_code.get('valueNumber')} has confidence: {verification_code.confidence}"
)
dependent_care_benefits = w2.fields.get("DependentCareBenefits")
if dependent_care_benefits:
print(
f"Dependent care benefits: {dependent_care_benefits.get('valueNumber')} has confidence: {dependent_care_benefits.confidence}"
)
non_qualified_plans = w2.fields.get("NonQualifiedPlans")
if non_qualified_plans:
print(
f"Non-qualified plans: {non_qualified_plans.get('valueNumber')} has confidence: {non_qualified_plans.confidence}"
)
additional_info = w2.fields.get("AdditionalInfo")
if additional_info:
print("Additional information:")
for item in additional_info.get("valueArray"):
letter_code = item.get("valueObject").get("LetterCode")
if letter_code:
print(
f"...Letter code: {letter_code.get('valueString')} has confidence: {letter_code.confidence}"
)
amount = item.get("valueObject").get("Amount")
if amount:
print(f"...Amount: {amount.get('valueNumber')} has confidence: {amount.confidence}")
is_statutory_employee = w2.fields.get("IsStatutoryEmployee")
if is_statutory_employee:
print(
f"Is statutory employee: {is_statutory_employee.get('valueString')} has confidence: {is_statutory_employee.confidence}"
)
is_retirement_plan = w2.fields.get("IsRetirementPlan")
if is_retirement_plan:
print(
f"Is retirement plan: {is_retirement_plan.get('valueString')} has confidence: {is_retirement_plan.confidence}"
)
third_party_sick_pay = w2.fields.get("IsThirdPartySickPay")
if third_party_sick_pay:
print(
f"Is third party sick pay: {third_party_sick_pay.get('valueString')} has confidence: {third_party_sick_pay.confidence}"
)
other_info = w2.fields.get("Other")
if other_info:
print(f"Other information: {other_info.get('valueString')} has confidence: {other_info.confidence}")
state_tax_info = w2.fields.get("StateTaxInfos")
if state_tax_info:
print("State Tax info:")
for tax in state_tax_info.get("valueArray"):
state = tax.get("valueObject").get("State")
if state:
print(f"...State: {state.get('valueString')} has confidence: {state.confidence}")
employer_state_id_number = tax.get("valueObject").get("EmployerStateIdNumber")
if employer_state_id_number:
print(
f"...Employer state ID number: {employer_state_id_number.get('valueString')} has "
f"confidence: {employer_state_id_number.confidence}"
)
state_wages_tips = tax.get("valueObject").get("StateWagesTipsEtc")
if state_wages_tips:
print(
f"...State wages, tips, etc: {state_wages_tips.get('valueNumber')} has confidence: "
f"{state_wages_tips.confidence}"
)
state_income_tax = tax.get("valueObject").get("StateIncomeTax")
if state_income_tax:
print(
f"...State income tax: {state_income_tax.get('valueNumber')} has confidence: "
f"{state_income_tax.confidence}"
)
local_tax_info = w2.fields.get("LocalTaxInfos")
if local_tax_info:
print("Local Tax info:")
for tax in local_tax_info.get("valueArray"):
local_wages_tips = tax.get("valueObject").get("LocalWagesTipsEtc")
if local_wages_tips:
print(
f"...Local wages, tips, etc: {local_wages_tips.get('valueNumber')} has confidence: "
f"{local_wages_tips.confidence}"
)
local_income_tax = tax.get("valueObject").get("LocalIncomeTax")
if local_income_tax:
print(
f"...Local income tax: {local_income_tax.get('valueNumber')} has confidence: "
f"{local_income_tax.confidence}"
)
locality_name = tax.get("valueObject").get("LocalityName")
if locality_name:
print(
f"...Locality name: {locality_name.get('valueString')} has confidence: "
f"{locality_name.confidence}"
)
if __name__ == "__main__":
from azure.core.exceptions import HttpResponseError
from dotenv import find_dotenv, load_dotenv
try:
load_dotenv(find_dotenv())
analyze_tax_us_w2()
except HttpResponseError as error:
# Examples of how to check an HttpResponseError
# Check by error code:
if error.error is not None:
if error.error.code == "InvalidImage":
print(f"Received an invalid image error: {error.error}")
if error.error.code == "InvalidRequest":
print(f"Received an invalid request error: {error.error}")
# Raise the error again after printing it
raise
# If the inner error is None and then it is possible to check the message to get more information:
if "Invalid request".casefold() in error.message.casefold():
print(f"Uh-oh! Seems there was an invalid request: {error}")
# Raise the error again
raise
|
