| --- |
| language: |
| - en |
| license: cc0-1.0 |
| task_categories: |
| - document-question-answering |
| tags: |
| - document-splitting |
| - document-understanding |
| - tax-forms |
| - irs |
| - pdf |
| - benchmark |
| pretty_name: PolitTax Document Splitting Benchmark |
| size_categories: |
| - n<1K |
| --- |
| |
| # PolitTax: Document Splitting Benchmark |
|
|
| A benchmark for evaluating document splitting (boundary detection and classification) on U.S. presidential tax returns. |
|
|
| ## Overview |
|
|
| | Metric | Value | |
| |--------|-------| |
| | PDF files | 30 | |
| | Total pages | 3,311 | |
| | Annotated sub-documents | 1,152 | |
| | Classification types used | 40 | |
| | Subjects | Biden, Harris, Obama, Trump | |
| | Tax years | 2009–2023 | |
|
|
| ## Task |
|
|
| Given a multi-page PDF containing one or more IRS tax forms, schedules, and supplementary documents, the task is to: |
|
|
| 1. **Segment** the document into sub-documents by identifying start and end page boundaries |
| 2. **Classify** each sub-document by its form type (e.g., "Form 1040", "Schedule A (Form 1040)", "supplement") |
|
|
| ## Sub-document Type Distribution (top 10) |
|
|
| | Type | Count | |
| |------|-------| |
| | supplement | 573 | |
| | misc_form | 240 | |
| | Schedule C (Form 1040) | 41 | |
| | Form 4562 | 40 | |
| | Schedule K-1 (Form 1065) | 33 | |
| | Schedule E (Form 1040) | 14 | |
| | Form 1065 | 14 | |
| | Schedule M-3 (Form 1120/1065) | 14 | |
| | Form 8949 | 13 | |
| | Form 4797 | 13 | |
| |
| ## Files |
| |
| - **`annotations.jsonl`** — One JSON object per PDF with ground-truth sub-document boundaries |
| - **`metadata.csv`** — File-level metadata (president, tax year, page count, etc.) |
| - **`taxonomy.json`** — Full classification schema with 40+ type definitions and splitting instructions |
| - **`pdfs/`** — Original PDF files organized by subject |
| |
| ## Annotation Format |
| |
| Each line in `annotations.jsonl` contains: |
| |
| ```json |
| { |
| "file_name": "obama_2009_complete_return.pdf", |
| "page_count": 59, |
| "sub_documents": [ |
| { |
| "type": "Form 1040", |
| "start_page": 1, |
| "end_page": 2, |
| "identifier": "Barack H. & Michelle L. Obama" |
| } |
| ] |
| } |
| ``` |
| |
| - **`type`**: The IRS form or document type. See `taxonomy.json` for the full list with descriptions. |
| - **`start_page`** / **`end_page`**: 1-indexed, inclusive page range. |
| - **`identifier`**: A human-readable label distinguishing instances of the same form type (e.g., taxpayer name, entity name). |
|
|
| ## Source |
|
|
| All PDFs are publicly released U.S. government records sourced from: |
| - [Obama White House Archives](https://obamawhitehouse.archives.gov/blog/2010/04/15/president-obama-and-vice-president-biden-s-tax-returns) |
| - [The American Presidency Project](https://www.presidency.ucsb.edu/documents/white-house-press-release-the-president-and-vice-president-release-their-2023-tax-returns) |
| - [Tax Notes](https://www.taxnotes.com/presidential-tax-returns) |
|
|
| ## License |
|
|
| The source documents are U.S. government works in the public domain. The annotations in this dataset are released under [CC0 1.0](https://creativecommons.org/publicdomain/zero/1.0/). |
|
|
