What to do
Preserve each tax-summary row’s labelled base, rate, and amount rather than forcing all details into one percentage field. Keep any printed combined tax total separate. The source’s tax treatment still needs the responsible reviewer’s judgment.
This worksheet checks transcription and row completeness, not whether a rate should apply to a transaction.
Two worked review cases
These cases are fictional teaching data, not measured extraction results. Use the source excerpts to practise deciding what belongs in the reviewed output.
| Case | Fictional source excerpt | Review decision |
|---|---|---|
| Two displayed rows | Base 100.00 at 10% gives 10.00; base 50.00 at 20% gives 10.00 | Retain both rows; the combined printed tax may be 20.00. |
| Missing base | Tax category B: rate 20%; amount 10.00; no base printed | Keep the visible values without presenting a derived base as extracted evidence. |
Suggested review columns
| Column | Definition or instruction |
|---|---|
| Tax row label | Printed category or label for each summary row. |
| Base, rate, and amount | Values retained together without inventing absent components. |
| Combined tax total | Printed combined monetary amount, if explicitly shown. |
These are suggested staging-sheet columns. Printed facts can inform field descriptions in Parzable’s Schemas view; source references, review statuses, and decisions must be supplied by your own review process.
A practical review sequence
- Count tax-summary rows independently from item rows.
- Keep each rate attached to its own labelled amount and base.
- Reconcile the monetary total separately and refer treatment questions to the reviewer.
Errors to avoid
- Do not report a simple average of printed rates as the invoice’s tax rate.
- Do not create a missing tax row merely to explain an arithmetic difference.
Use the case worksheet with a small sample
Download this page’s worked-case worksheet. It contains the two fictional cases above and a blank row for your own review exercise. Keep any real source documents in your agreed storage process.
For the broader product workflow, see the related guide. Parzable accepts PDF/image inputs and downloads CSV. Suggested structures here are review targets; nested item rows, automatic approvals, and destination integrations are not guaranteed.
Reference and scope
Further reading: Financial fact-level OCR evaluation: FinCriticalED. External documentation provides background for the topic; it does not establish Parzable’s implementation or performance. References checked 18 October 2026.
Examples and review decisions on this page are authored illustrations. Confirm unresolved business, payment, or accounting decisions through the responsible reviewer.
Put the workflow to work
Try your own invoice in Parzable
Create an account, define a schema, and test a small sample. Review extracted values before using them. See current plans and page allowances.
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