Document Understanding Modern Projects User Guide

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Last updated May 15, 2025

9465 - document type

Overview

IRS Form 9465, Installment Agreement Request, is utilized by taxpayers who are unable to pay their tax liabilities in full and wish to request a payment plan from the IRS. It allows individuals to propose a manageable schedule for repaying their tax debt over time. Form 9465 is an essential tool for taxpayers facing financial hardship, providing them with a structured approach to settling their tax obligations.

This ML package is trained to extract 35 regular data fields and 2 column fields of relevant data from Form 9465.

This model was trained on all versions released by the IRS from January 1996 to present.

Particularities

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

Document Version, Tax Year
First Name, Last Name, SSN
Bank Name, Bank Address, Employer Name, Employer Address
Payment Details

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 9465
Display Name	Field Name	Field Type	Content Type
Revision Date	document-version	regular	string
Form Requested For	request-for-form	regular	string
Tax Year(s)	tax-year	regular	string
Taxpayer First Name and Initial	first-name	regular	string
Taxpayer Last Name	last-name	regular	string
Taxpayer Social Security Number	ssn	regular	string
Spouse First Name and Initial	spouses-first-name-and-i	regular	string
Spouse Last Name	spouse-last-name	regular	string
Taxpayer Current Address	current-address	regular	string
Taxpayer Foreign Address	foreign-address	regular	string
New Address Since Last Tax Return	check-if-address-is-new	regular	string
Name of business	name-of-business	regular	string
Employer identification number	employer-ein	regular	string
Home phone number	home-phone-number	regular	phone
Bank name	bank-name	regular	string
Bank address	bank-address	regular	string
Employer name	employer-name	regular	string
Employer address	employer-address	regular	string
Check if you can't increase your payment on line 11b	check-payment-line-11b	regular	string
Payment date	payment-date	regular	string
Routing number	routing-number	regular	string
Account number	account-number	regular	string
Check if you are unable to make electronic payments through a debit instrument by providing your banking information	check-unable-payment	regular	string
Check if you want to make payments by payroll deduction	check-payments-deduction	regular	string
Taxpayer Signature	signature	regular	string
Taxpayer Signature date	signature-date	regular	date
Spouse signature	spouse-signature	regular	string
Spouse signature date	spouse-signature-date	regular	date
Best time to call	best-time-to-call	regular	string
Work Phone Number	work-phone-number	regular	phone
Extension	ext	regular	string
Best time to call 2	best-time-to-call-2	regular	string
Spouse social security number	spouse-ssn	regular	string
Account type	account-type	regular	string
Check if you want to make monthly payments using Direct Debit	payments-direct-debit	regular	string
Date Received by IRS	date-received-by-irs	regular	date
DLN Number	dln-number	regular	id-no
Amount Paid with the Tax Return	amount-paid	regular	string
Proposed Monthly Payment Amount	monthly-payment	regular	string