The Smart Import form field lets you capture W2 and 1099-NEC forms and automatically extract the information into form fields. This feature makes it easy for you to use data for verification, reviews, and reporting.
When a Smart Import field is in a form, the applicant will be prompted to upload a 1099-Nonemployee Compensation form or a W-2. The AI will read the document and automatically fill in the correct form fields.
Smart Import fields are reportable in Standard Reporting.
Add the Smart Import field to a Form
This field can be added to Initial, Additional, or Request Forms.
Drag the Smart Import Field into the form builder.
Set the document type in the Smart Import Field to W-2 or 1099 Nonemployee Compensation. "Conceal Response" is automatically applied, dependent on the Concealed Threshold settings.
View Form Details
Once a W-2 or 1099-NEC form is collected from applicants, you can view the information in the submission details view:
Related: Using the Smart Import Field