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Plans from $99/month. True revenue, positions, and 27 fraud signals included.

Tax returns & application forms

Check what they claimed against what they made

ClearStaq reads business and personal tax returns and funding applications, and puts them next to the bank statements on the same business.

Bright Star Bakery · Tax returns
Latest return2023 · Form 1120-S
Stated revenue$1,291,311 / yr
True revenue from statements$1,062,200 / yr
Variance−18%

Supported forms

The returns MCA files actually carry

Form 1040Form 1120Form 1120-SForm 1065Application forms

How it works

Returns on the same record as the statements

2023_1120S.pdfReceived
BusinessBright Star Bakery
1

Send the return

Upload it to the business, or email it to your tax-returns address.

Gross receipts$1,291,311
Officer compensation$96,000
Rent$54,000
Ordinary income$118,402
2

Read line by line

Revenue, expenses, payroll, rent and shareholder figures, by year.

Stated$1,291,311
From statements$1,062,200
Variance−18%
3

Compared with the statements

Stated revenue sits next to true revenue from the bank statements, with the gap shown.

Two views of the same return

Advance view
Revenue trend+9% YoY
Payroll share31%

Underwriting view

Underwriting and operating analysis: what the business earns and spends, year over year.

CPA view
Form1120-S
Tax year2023

CPA view

Filing and tax preparation review, for firms that prepare returns as well as read them.

Declared by the applicant
Amount requested$80,000
Monthly revenue$110,000

Application forms

Funding application PDFs are read into declared data: amount requested, use of funds, monthly revenue.

On the business list

See the latest return without opening the file

Each business shows its latest return, form type and stated revenue right in the list, so you can sort deals before you dig in.

Businesses
Bright Star Bakery2023 · 1120-S · $1.29M
Summit Auto Repair2023 · 1040 · $641,917
Harbor Freight Logistics2022 · 1120-S · $467,836

FAQ

Tax return questions

Which forms are supported?

Form 1040, 1120, 1120-S and 1065, plus funding application forms.

Can I email returns in?

Yes. Every organization has a separate email address for tax returns and one for application forms.

Do returns use credits?

Yes, like statements. Analysis on upload can be switched on or off per document type.

Is it available through the API?

Yes. Send document_kind=tax_return or application_form to the analyses endpoint.

Plans from $99/month

Take back your time and automate loan underwriting

Join the lending teams using ClearStaq to parse statements, catch fraud, and verify income, all in under 5 seconds.

True revenue, positions, and 27 fraud signals included.