Release notes

What's new?

Classify and Capture

New Classify and Capture supported Documents

The Classify and Capture supports are enabled for the following newly onboarded documents:

Mortgage specific forms

1003 (2020) - Uniform Residential Loan Application (Lender Loan Information)

Tax forms

4835 - Farm Rental Income and Expenses
940 - Employer’s Annual Federal Unemployment (FUTA) Tax Return
940-V - Payment Voucher
941 - Employer’s QUARTERLY Federal Tax Return
941-V - Payment Voucher
941-X - Adjusted Employer’s QUARTERLY Federal Tax Return or Claim for Refund

To learn more, see the All Supported Documents page.

Classify

New Classify-specific documents support

The Classify support is enabled for the following newly onboarded documents:

Click here to expand/collapse the list of newly onboarded documents

461 - Limitation on Business Losses
709 - United States Gift (and Generation-Skipping Transfer) Tax Return
886-H-EIC - Documents to Claim the Earned Income Credit on the Basis of a Qualifying Child or Children
940 Schedule A - Multi-State Employer and Credit Reduction Information
941-SS - Employer's QUARTERLY Federal Tax Return
943 - Employer's Annual Federal Tax Return for Agricultural Employees
945 - Annual Return of Withheld Federal Income Tax
990 - Return of Organization Exempt From Income Tax
990-EZ - Short Form Return of Organization Exempt From Income Tax
990 Schedule B - Schedule of Contributors
990 Schedule A - Public Charity Status and Public Support
990 Schedule C - Political Campaign and Lobbying Activities
990 Schedule E - Schools
990 Schedule G - Supplemental Information Regarding Fundraising or Gaming Activities
990 Schedule L - Transactions With Interested Persons
990 Schedule N - Liquidation, Termination, Dissolution, or Significant Disposition of Assets
990-PF - Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation
990 Schedule D - Supplemental Financial Statements
990 Schedule F - Statement of Activities Outside the United States
990 Schedule H - Hospitals
990 Schedule I - Grants and Other Assistance to Organizations, Governments, and Individuals in the United States
990 Schedule J - Compensation Information
990 Schedule K - Supplemental Information on Tax-Exempt Bonds
990 Schedule M - Noncash Contributions
990 Schedule O - Supplemental Information to Form 990 or 990-EZ
990 Schedule R - Related Organizations and Unrelated Partnerships
990-T - Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e))
990-T Schedule A - Unrelated Business Taxable Income From an Unrelated Trade or Business
1040-ES - Estimated Tax for Individuals
1040-NR - U.S. Nonresident Alien Income Tax Return
1040-NR Schedule A - Itemized Deductions
1040-NR Schedule NEC - Tax on Income Not Effectively Connected With a U.S. Trade or Business
1040-NR Schedule OI - Other Information
1040-SS - U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)
1041 - U.S. Income Tax Return for Estates and Trusts
1041-ES - Estimated Income Tax for Estates and Trusts
1041-QFT - U.S. Income Tax Return for Qualified Funeral Trusts
1041 Schedule I - Alternative Minimum Tax - Estates and Trusts
1041 Schedule J - Accumulation Distribution for Certain Complex Trusts
1041 Schedule K-1 - Beneficiary's Share of Income, Deductions, Credits, etc.
1041-T - Allocation of Estimated Tax Payments to Beneficiaries
1041-V - Payment Voucher
1042 - Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
1042-S - Foreign Person's U.S. Source Income Subject to Withholding
1042 Schedule Q - Tax Liability of Qualified Derivatives Dealer (QDD)
1042-T - Annual Summary and Transmittal of Forms 1042-S
1045 - Application for Tentative Refund
1065 Schedule D - Capital Gains and Losses
1065 Schedule K-2 - Partners' Distributive Share Items - International
1065 Schedule K-3 - Partner's Share of Income, Deductions, Credits, etc. - International
1066 - U.S. Real Estate Mortgage Investment Conduit (REMIC) Income Tax Return
1094-B - Transmittal of Health Coverage Information Returns
1094-C - Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns
1095-A - Health Insurance Marketplace Statement
1095-B - Health Coverage
1095-C - Employer-Provided Health Insurance Offer and Coverage
1098-E - Student Loan Interest Statement
1098-T - Tuition Statement
1099-B - Proceeds From Broker and Barter Exchange Transactions
1116 - Foreign Tax Credit (Individual, Estate, or Trust)
1120-C - U.S. Income Tax Return for Cooperative Associations
1120-F - U.S. Income Tax Return of a Foreign Corporation
1120-F Schedule H - Deductions Allocated To Effectively Connected Income Under Regulations Section 1.861-8
1120-F Schedule I - Interest Expense Allocation Under Regulations Section 1.882-5
1120-F Schedule M-3 - Net Income (Loss) Reconciliation for Foreign Corporations With Reportable Assets of $10 Million or More
1120-F Schedule P - List of Foreign Partner Interests in Partnerships
1120-F Schedule Q - Tax Liability of Qualified Derivatives Dealer (QDD)
1120-F Schedules M-1 and M-2 - Reconciliation of Income (Loss) and Analysis of Unappropriated Retained Earnings per Books
1120-H - U.S. Income Tax Return for Homeowners Associations
1120-PC - U.S. Property and Casualty Insurance Company Income Tax Return
1120-POL - U.S. Income Tax Return for Certain Political Organizations
1120-REIT - U.S. Income Tax Return for Real Estate Investment Trusts
1120-RIC - U.S. Income Tax Return for Regulated Investment Companies
1120-S - U.S. Income Tax Return for an S Corporation
1120 Schedule D - Capital Gains and Losses
1120 Schedule N - Foreign Operations of U.S. Corporations
1120-S Schedule D - Capital Gains and Losses and Built-in Gains
1120-S Schedule K-2 - Shareholders' Pro Rata Share Items - International
1120-S Schedule K-3 - Shareholder's Share of Income, Deductions, Credits, etc. - International
2106 - Employee Business Expenses
2210 - Underpayment of Estimated Tax by Individuals, Estates, and Trusts
2210-F - Underpayment of Estimated Tax By Farmers and Fishermen
2220 - Underpayment of Estimated Tax By Corporations
2350 - Application for Extension of Time to File U.S. Income Tax Return
2441 - Child and Dependent Care Expenses
2555 - Foreign Earned Income
3468 - Investment Credit
3520 - Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
3520-A - Annual Information Return of Foreign Trust With a U.S. Owner
3800 - General Business Credit
3903 - Moving Expenses
4136 - Credit for Federal Tax Paid on Fuels
4137 - Social Security and Medicare Tax on Unreported Tip Income
4562 - Depreciation and Amortization (Including Information on Listed Property)
4684 - Casualties and Thefts
4720 - Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code
4797 - Sales of Business Property
4868 - Application for Automatic Extension of Time To File U.S. Individual Income Tax Return
4970 - Tax on Accumulation Distribution of Trusts
4972 - Tax on Lump-Sum Distributions
5074 - Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI)
5227 - Split-Interest Trust Information Return
5329 - Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
5498 - IRA Contribution Information
5498-ESA - Coverdell ESA Contribution Information
5498-QA - ABLE Account Contribution Information
5498-SA - HSA, Archer MSA, or Medicare Advantage MSA Information
5500-EZ - Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan
5695 - Residential Energy Credits
6252 - Installment Sale Income
6781 - Gains and Losses From Section 1256 Contracts and Straddles
8027 - Employer's Annual Information Return of Tip Income and Allocated Tips
8396 - Mortgage Interest Credit
8404 - Interest Charge on DISC-Related Deferred Tax Liability
8453 - U.S. Individual Income Tax Transmittal for an IRS e-file Return
8453-C - U.S. Corporation Income Tax Declaration for an IRS e-file Return
8453-FE - U.S. Estate or Trust Declaration for an IRS e-file Return
8453-PE - E-file Declaration for Form 1065
8453-S - U.S. S Corporation Income Tax Declaration for an IRS e-file Return
8453-TE - Tax Exempt Entity Declaration and Signature for Electronic Filing
8606 - Nondeductible IRAs
8610 - Annual Low-Income Housing Credit Agencies Report
8615 - Tax for Certain Children Who Have Unearned Income
8689 - Allocation of Individual Income Tax to the U.S. Virgin Islands
8752 - Required Payment or Refund Under Section 7519
8801 - Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts
8804 Schedule A - Penalty for Underpayment of Estimated Section 1446 Tax by Partnerships
8804-W - Installment Payments of Section 1446 Tax for Partnerships
8810 - Corporate Passive Activity Loss and Credit Limitations
8814 - Parents' Election To Report Child's Interest and Dividends
8815 - Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989
8824 - Like-Kind Exchanges
8829 - Expenses for Business Use of Your Home
8835 - Renewable Electricity Production Credit
8839 - Qualified Adoption Expenses
8840 - Closer Connection Exception Statement for Aliens
8843 - Statement for Exempt Individuals and Individuals with a Medical Condition
8846 - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
8853 - Archer MSAs and Long-Term Care Insurance Contracts
8854 - Initial and Annual Expatriation Statement
8859 - Carryforward of the District of Columbia First-Time Homebuyer Credit
8865 - Return of U.S. Persons With Respect to Certain Foreign Partnerships
8865 Schedule K-1 - Partner's Share of Income, Deductions, Credits, etc.
8865 Schedule K-2 - Partners' Distributive Share Items - International
8865 Schedule K-3 - Partner's Share of Income, Deductions, Credits, etc. - International
8878 - IRS e-file Signature Authorization for Form 4868 or Form 2350
8879-C - IRS e-file Signature Authorization for Form 1120
8879-F - IRS e-file Signature Authorization for Form 1041
8879-S - IRS e-file Signature Authorization for Form 1120-S
8879-TE - IRS e-file Signature Authorization for a Tax Exempt Entity
8880 - Credit for Qualified Retirement Savings Contributions
8885 - Health Coverage Tax Credit
8889 - Health Savings Accounts (HSAs)
8906 - Distilled Spirits Credit
8915-B - Qualified 2017 Disaster Retirement Plan Distributions and Repayments
8915-C - Qualified 2018 Disaster Retirement Plan Distributions and Repayments
8915-D - Qualified 2019 Disaster Retirement Plan Distributions and Repayments
8919 - Uncollected Social Security and Medicare Tax on Wages
8922 - Third-Party Sick Pay Recap
8936-A - Qualified Commercial Clean Vehicle Credit
8936-A Schedule 1 - Qualified Commercial Clean Vehicle Credit Amount
8941 - Credit for Small Employer Health Insurance Premiums
8959 - Additional Medicare Tax
8962 - Premium Tax Credit (PTC)
8966 - FATCA Report
8995 - Qualified Business Income Deduction Simplified Computation
8995-A - Qualified Business Income Deduction
8995-A Schedule A - Specified Service Trades or Businesses
8997 - Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments
CT-1 - Employer’s Annual Railroad Retirement Tax Return
W-2AS - American Samoa Wage and Tax Statement
W-2GU - Guam Wage and Tax Statement
W-2VI - U.S. Virgin Islands Wage and Tax Statement
W-3SS - Transmittal of Wage and Tax Statements
W-4 - Employee’s Withholding Certificate
W-4P - Withholding Certificate for Periodic Pension or Annuity Payments
W-4R - Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions
W-4S - Request for Federal Income Tax Withholding From Sick Pay

To know more, see the All Supported Documents page.

Enhancements

Detect

Authenticity score

In addition to detailed fraud signals which indicate the context and method of tampering, we now provide a single Authenticity score indicating the likelihood that a document is authentic.

The Authenticity score spans from 0-100. The score weighs both the context of what was tampered with and our confidence in the signal.

We categorize scores as follows:

0-29: VERY LOWauthenticity
30-49: LOW authenticity
50-79: MEDIUM authenticity
80+: HIGH authenticity

To learn more about how our score is determined and how to choose a threshold for your workflow, see the Authenticity score page.