irs-w2-specification

date	export_on_save	html	print_background
2022-04-21	html true	embed_local_images embed_svg offline true true false	false

IRS W-2 Specification Example

• Document Summary
• Build Environment
  • Data Sources Used
  • Documentation Tools
  • Platform OS and Tools
• Power BI Parameters
  • ParamIRSW2SpecificationPDF
  • ParamIRSW2SpecificationXML
• Power BI Queries
  • QueryIRSW2AppendixF
  • QueryIRSW2AppendixG
  • QueryIRSW2RecordTypes

Document Summary

This example demonstrates two methods for extracting tables from a PDF document using Microsoft Excel Power Query or Microsoft Power BI Desktop.

1. The PDF.Tables method is demonstrated in the QueryIRSW2AppendixF and QueryIRSW2AppendixG queries.
2. The XML.Document method is demonstrated in the QueryIRSW2RecordTypes query.

Build Environment

Data Sources Used

• IRS EFW2 Publication 42-007, tax year 2021 version 2

Documentation Tools

• Microsoft VS Code, version 1.66.2
• Markdown Preview Enhanced extension, version 0.6.2

Platform OS and Tools

• Adobe Acrobat DC
• Microsoft Excel, version 2203 build 16.0.15028.20218 64-bit
• Microsoft Power BI Desktop, version 2.103.661.0 64-bit (March 2022)
• Microsoft Windows 10 Pro, version 10.0.19044 build 19044

Power BI Parameters

ParamIRSW2SpecificationPDF

The location of the IRS W-2 specification PDF document.

ParamIRSW2SpecificationXML

The location of the IRS W-2 specification PDF-XML document.

Power BI Queries

QueryIRSW2AppendixF

A query that imports a PDF document and creates a table from Appendix F found in the IRS W-2 specification.

QueryIRSW2AppendixG

A query that imports a PDF document and creates a table from Appendix G found in the IRS W-2 specification.

QueryIRSW2RecordTypes

A query that imports a PDF-XML document and creates a table from the W-2 record types and their field specifications that are found in sections 4.5 through 4.13 of the IRS W-2 specification.