Document Understanding Modern Projects User Guide

DELIVERY:

Last updated May 15, 2025

709 - document type

Overview

IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return, is employed to report gifts that exceed the annual exclusion amount, lifetime exemption, or qualify for special valuation rules. Form 709 enables taxpayers to accurately report gifts and calculate any applicable gift tax owed.

This ML package is trained to extract 27 regular fields of relevant data points from Form 709.

This model is trained on all versions released by IRS from January 1959 to 2022.

Particularities

The ML package is trained to automatically detect data such as:

Donor's Name, Address, Residence, Citizenship
Amount for Taxable Gifts Current-Prior and Total
Paid Preparer identification
Form Version, Year

Extracted fields

Note: If you are using using public endpoints, such as https://du.uipath.com/ie/invoices, all fields are available. However, if you are using custom-trained extractors, the availability of extracted fields is dependant on the version you are currently using.

You can also check the list of fields and types on any endpoint in the /info/model object. To access this, simply add /info/model to any endpoint, like so: https://du.uipath.com/ie/invoices/info/model. For an enhanced reading experience of the fields list, it's recommended to install a JSON viewer extension in your browser.

Table 1. List of extracted fields for 709
Display Name	Field Name	Field Type	Content Type
Donor's Name and Initial	donor-firstname-and-mi	regular	string
Donor's Last Name	donor-lastname	regular	string
Donor Social Security Number	ssn	regular	id-no
Donor Address	address	regular	string
Donor Residence	residence	regular	string
Donor City, State, Zip	city-state-zip	regular	string
Donor Citizenship	citizenship	regular	string
Amount of Taxable Gifts Current Year	tax-amt-gift-current-yea	regular	number
Amount of Taxable Gifts Prior Periods	tax_gift_preceding_years	regular	number
Amount of Total Taxable Gifts	total-taxable-gifts	regular	number
Total Taxes	total-tax	regular	number
Balance Due	balance-due	regular	number
Amount To Be Refunded	refund-amount	regular	number
Signature of Donor	donor-signature	regular	string
Donor's Signature Date	donor-signature-date	regular	date
Paid Preparer's Signature	pp-signature	regular	string
Paid Preparer's Signature Date	pp-signature-date	regular	date
Paid Preparer PTIN	pp-ptin	regular	id-no
Paid Preparer Self Employed	pp-self-employed	regular	string
Paid Preparer Firm Name	pp-firm-name	regular	string
Paid Preparer Firm EIN	pp-firm-ein	regular	id-no
Paid Preparer Name	pp-name	regular	string
Paid Preparer Firm Address	pp-firm-address	regular	string
Paid Preparer Phone Number	pp-phone	regular	phone
Gifts Made During Year	form-year	regular	number
Form Version	revision	regular	string
Donor Died During the Year	donor-died	regular	string
DLN Number	dln	regular	id-no
Date Received by IRS	date-received	regular	date
Donor's Date of Death	donor-dod	regular	string