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<!DOCTYPE html><html><head>
<title>IRS W-2 Specification Example</title>
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<h1 class="mume-header" id="irs-w-2-specification-example">IRS W-2 Specification Example</h1>
<div class="code-chunk" data-id="code-chunk-id-0" data-cmd="toc"><div class="input-div"><div class="btn-group"><div class="run-btn btn"><span>▶︎</span></div><div class="run-all-btn btn">all</div></div><div class="status">running...</div></div><div class="output-div"></div></div><ul>
<li><a href="#document-summary">Document Summary</a></li>
<li><a href="#build-environment">Build Environment</a>
<ul>
<li><a href="#data-sources-used">Data Sources Used</a></li>
<li><a href="#documentation-tools">Documentation Tools</a></li>
<li><a href="#platform-os-and-tools">Platform OS and Tools</a></li>
</ul>
</li>
<li><a href="#power-bi-parameters">Power BI Parameters</a>
<ul>
<li><a href="#paramirsw2specificationpdf">ParamIRSW2SpecificationPDF</a></li>
<li><a href="#paramirsw2specificationxml">ParamIRSW2SpecificationXML</a></li>
</ul>
</li>
<li><a href="#power-bi-queries">Power BI Queries</a>
<ul>
<li><a href="#queryirsw2appendixf">QueryIRSW2AppendixF</a></li>
<li><a href="#queryirsw2appendixg">QueryIRSW2AppendixG</a></li>
<li><a href="#queryirsw2recordtypes">QueryIRSW2RecordTypes</a></li>
</ul>
</li>
</ul>
<h2 class="mume-header" id="document-summary">Document Summary</h2>
<p>This example demonstrates two methods for extracting tables from a PDF document using Microsoft Excel Power Query or Microsoft Power BI Desktop.</p>
<ol>
<li>The <code>PDF.Tables</code> method is demonstrated in the <a href="#queryirsw2appendixf">QueryIRSW2AppendixF</a> and <a href="#queryirsw2appendixg">QueryIRSW2AppendixG</a> queries.</li>
<li>The <code>XML.Document</code> method is demonstrated in the <a href="#queryirsw2recordtypes">QueryIRSW2RecordTypes</a> query.</li>
</ol>
<h2 class="mume-header" id="build-environment">Build Environment</h2>
<h3 class="mume-header" id="data-sources-used">Data Sources Used</h3>
<ul>
<li><a href="https://www.socialsecurity.gov/employer/efw/21efw2.pdf">IRS EFW2 Publication 42-007</a>, tax year 2021 version 2</li>
</ul>
<h3 class="mume-header" id="documentation-tools">Documentation Tools</h3>
<ul>
<li><a href="https://code.visualstudio.com/">Microsoft VS Code</a>, version 1.66.2</li>
<li><a href="https://marketplace.visualstudio.com/items?itemName=shd101wyy.markdown-preview-enhanced">Markdown Preview Enhanced</a> extension, version 0.6.2</li>
</ul>
<h3 class="mume-header" id="platform-os-and-tools">Platform OS and Tools</h3>
<ul>
<li><a href="https://www.adobe.com/acrobat.html">Adobe Acrobat DC</a></li>
<li><a href="https://www.microsoft.com/en-us/microsoft-365/excel">Microsoft Excel</a>, version 2203 build 16.0.15028.20218 64-bit</li>
<li><a href="https://powerbi.microsoft.com/en-us/desktop/">Microsoft Power BI Desktop</a>, version 2.103.661.0 64-bit (March 2022)</li>
<li><a href="https://www.microsoft.com/en-us/windowsforbusiness/windows-10-pro">Microsoft Windows 10 Pro</a>, version 10.0.19044 build 19044</li>
</ul>
<h2 class="mume-header" id="power-bi-parameters">Power BI Parameters</h2>
<h3 class="mume-header" id="paramirsw2specificationpdf">ParamIRSW2SpecificationPDF</h3>
<p>The location of the IRS W-2 specification PDF document.</p>
<h3 class="mume-header" id="paramirsw2specificationxml">ParamIRSW2SpecificationXML</h3>
<p>The location of the IRS W-2 specification PDF-XML document.</p>
<h2 class="mume-header" id="power-bi-queries">Power BI Queries</h2>
<h3 class="mume-header" id="queryirsw2appendixf">QueryIRSW2AppendixF</h3>
<p>A query that imports a PDF document and creates a table from Appendix F found in the IRS W-2 specification.</p>
<h3 class="mume-header" id="queryirsw2appendixg">QueryIRSW2AppendixG</h3>
<p>A query that imports a PDF document and creates a table from Appendix G found in the IRS W-2 specification.</p>
<h3 class="mume-header" id="queryirsw2recordtypes">QueryIRSW2RecordTypes</h3>
<p>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.</p>
</div>
</body></html>