Sample documents
Test mode (ss_test_… keys) runs against an isolated sandbox that comes pre-seeded
with the document set below. Uploads through a test key return premade sample
extractions (no model run, no metered pages, no charge), so you can exercise your
integration end to end (upload → processing events → extraction retrieval) with
realistic files and known-correct output.
The PDFs here are the same documents the premade extractions were built from. Upload them, or any file: test mode always answers with sample data, never a parse of your upload.
Bank statements
Ten monthly statements (January to October 2025) for the Greenfield sample business. Their extractions carry statement balances and the full transaction ledger.
Tax returns
One return per major form family, tax year 2025. Their extractions carry the full form-line detail.
The 1065 is the same Greenfield Construction LLC as the bank statements, and it reconciles outward from there: its two Schedule K-1s go to Michael R Chen and Daniel J Morrison at 50% each, and Chen’s own Form 1040 is in the set. His Schedule E picks up both K-1s he holds, so the 1120-S ties in too. The 1120 is a standalone sample of its form family.
SBA forms
The guarantor side of the Greenfield file, both as of December 31, 2025. The personal financial statement is Michael R Chen’s; the schedule of liabilities is the company’s. Both ship as live AcroForms, the way SBA publishes them.
These two cross-foot against the returns above, so you can exercise a real tie-out rather than two unrelated extractions:
- The 413’s Section 1 income column is the 1040’s income. Salary is line 1a, net investment income is lines 2b plus 3b, and “other income” is line 8, the Schedule C profit plus both K-1s. The four sum to line 9 total income. Real estate income is blank because that 1040’s Schedule E has no rental property.
- The 413’s accounts receivable is the 1040’s refund: total payments less total tax.
- The two closely held positions in Section 3 are carrying values off the returns: 50% of the 1065’s ending partners’ capital, and 30% of the 1120-S’s ending equity.
- The 413’s contingent liability is the company bank debt on the 2202, which Chen guarantees personally.
- The 2202’s rows foot to the 1065’s Schedule L: the two term loans are the current and long-term notes payable, the revolving line and the affiliate note are their named Schedule L statements, and trade payables are line 15. The schedule totals to Schedule L’s total liabilities less accrued payroll, which is not a note, mortgage, or payable and so is out of scope for the form.
Financial statements
One statement per schema for the Pinnacle Manufacturing sample business, fiscal year 2024. Their extractions carry the full line detail as printed: line items, printed subtotals, and (for the agings) the per-counterparty bucket rows.
The set is one company’s books and reconciles as such: the cash flow opens with the profit and loss’s net income and closes on the balance sheet’s cash, and each aging foots to the receivable or payable the balance sheet prints. The two aging detail listings are the open items behind their summary, so footing the detail reproduces the summary exactly.
Resetting the sandbox
The sandbox is created and seeded with this set the first time you mint a test key. To get back to a known-clean state between test runs, wipe and reseed it with a test-mode key: