All supported documents

Ocrolus offers comprehensive support for over 300 document types, specifically designed to cater to your unique use cases and document processing needs.

We can quickly onboard any type of document, ensuring extreme accuracy and efficient extraction of crucial information.

Here is the complete list of our currently supported documents:

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Note:

An asterisk (*) next to the document type indicates that it can be processed in an instant manner. To know more about Instant, see Processing Types.

Document typeDocument classificationData extraction
Assets
Bank statements*YesYes
Brokerage statementYesYes
Earnest Money Deposit ConfirmationYesNo
Closing
HUD-1 Settlement StatementYesNo
Credit
Commercial Loan ApplicationYesNo
Credit Score Information DisclosureYesNo
Letter of ExplanationYesNo
Rental AgreementYesNo
Verification of RentYesNo
Disclosure
Acknowledgment of Intent to ProceedYesNo
Acknowledgment of Receipt of Loan EstimateYesNo
Anti-Steering Safe Harbor DisclosureYesNo
Applicant Certification Regarding Forbearance of ObligationsYesNo
Arm DisclosureYesNo
Automated Payments Customer AuthorizationYesNo
Borrower Affirmation of Information Provided to Establish ATRYesNo
Borrower Certification of Business PurposeYesNo
Borrower Consent to the Use of Tax Return InformationYesNo
Change of CircumstanceYesNo
Credit Score DisclosureYesNo
Disclosure ConsentYesNo
Electronic Record and Signature DisclosureYesNo
Equal Credit Opportunity Act NoticeYesNo
First Payment LetterYesNo
Hazard Insurance Authorization Requirements and DisclosureYesNo
Incoming Wire Direct Deposit ConfirmationYesNo
Initial Escrow Account Disclosure StatementYesNo
Large Deposit ExplanationYesNo
Notice of Furnishing Negative InformationYesNo
Notice of Right to CancelYesNo
RESPA Affiliated Business DisclosuresYesNo
Service Provider ListYesNo
Social Security Administration AuthorizationYesNo
USA Patriot Act Information DisclosureYesNo
Identification
Birth CertificateYesYes
H-1B - Non-Immigrant Employment VisaYesYes
Passport*YesYes
Passport Card*YesYes
Permanent Resident Card*YesYes
Social Security Card*YesYes
State ID*YesYes
US Driver's License*YesYes
Utility billYesYes
Voided checkYesYes
Income/Employment
4506 - Request for Copy of Tax ReturnYesNo
4952 - Investment Interest Expense DeductionYesNo
6251 - Alternative Minimum Tax—IndividualsYesNo
8582 - Passive Activity Loss LimitationsYesNo
8615 - Tax for Certain Children Who Have Unearned IncomeYesNo
8863 - Education Credits (American Opportunity and Lifetime Learning Credits)YesNo
8867 - Paid Preparer’s Due Diligence ChecklistYesNo
8879 - IRS e-file Signature AuthorizationYesNo
8949 - Sales and Other Dispositions of Capital AssetsYesNo
9325 - Acknowledgement and General Information for Taxpayers Who File Returns ElectronicallyYesNo
1040 or 1040-SR Worksheet (2018)YesNo
1040 or 1040-SR Worksheet (2019)YesNo
1040 or 1040-SR Worksheet (2020)YesNo
1040 or 1040-SR Worksheet (2021)YesNo
1040 or 1040-SR Worksheet (2022)YesNo
1040 Two-Year Comparison WorksheetYesNo
1040-ES (NR) - Estimated Tax Payment VoucherYesNo
1040-V - Payment VoucherYesNo
1065 Schedule B (2018) - Other InformationYesNo
1065 Schedule B (2019) - Other InformationYesNo
1065 Schedule B (2020) - Other InformationYesNo
1065 Schedule B (2021) - Other InformationYesNo
1065 Schedule B (2022) - Other InformationYesNo
1065 Schedule K (2018) - Partners’ Distributive Share ItemsYesNo
1065 Schedule K (2019) - Partners’ Distributive Share ItemsYesNo
1065 Schedule K (2020) - Partners’ Distributive Share ItemsYesNo
1065 Schedule K (2021) - Partners’ Distributive Share ItemsYesNo
1065 Schedule K (2022) - Partners’ Distributive Share ItemsYesNo
1120-S Schedule B (2018) - Other InformationYesNo
1120-S Schedule B (2019) - Other InformationYesNo
1120-S Schedule B (2020) - Other InformationYesNo
1120-S Schedule B (2021) - Other InformationYesNo
1120-S Schedule B (2022) - Other InformationYesNo
1120-S - Two-year Comparison WorksheetYesNo
8879-PE - E-file Authorization for Form 1065YesNo
8960 WorksheetYesNo
Balance SheetYesYes
Bank Statement EstimateYesNo
Charitable Deduction Limits WorksheetYesNo
Disability Reward LetterYesYes
Estimated Tax WorksheetYesNo
Federal Carryover WorksheetYesNo
Federal Information WorksheetYesNo
Federal Tax Return WorksheetYesNo
I-797 - Notice of ActionYesNo
Income CalculatorYesNo
Income Tax Estimator/PlannerYesNo
IRS Form SSA-1099 - Social Security Benefit StatementYesYes
LLC Corporation DocumentsYesNo
Pay Stub*YesYes
Pension Award LetterYesYes
Personal Information Worksheet for the TaxpayerYesNo
Profit and Loss StatementYesYes
Recovery Rebate Credit WorksheetYesNo
Self-employed Business NarrativeYesNo
Social Security Award LetterYesYes
State Tax ReturnYesNo
Tax CertificationYesNo
Tax SummaryYesNo
Veterans Affairs (VA) Award LetterYesYes
VOE (1005) - Request for Verification of EmploymentYesYes
VOE (generic) - Verification of Employment ReportYesYes
VOE (Work Number) - The Work Number Verification of Employment ReportYesYes
W3 - Transmittal of Wage and Tax StatementsYesNo
Legal
Assumption AgreementYesNo
Car Loan DeedYesYes
Certificate and Memorandum of Recording of Dedicatory InstrumentsYesNo
Court JudgmentYesYes
Court OrderYesYes
Deed of TrustYesNo
Deed in Lieu of ForeclosureYesYes
Document DetailYesNo
Escrow InstructionsYesNo
Foreclosure NoticeYesYes
General Warranty DeedYesNo
Land Title AssociationYesNo
Loan AgreementYesYes
Power of AttorneyYesNo
Release of Judgment or LienYesYes
Signature CertificateYesNo
Signature Name AffidavitYesNo
Solar Panel Lease AgreementYesYes
Solar Panel Loan AgreementYesYes
Subordination AgreementYesNo
Summary of Your Rights Under the Fair Credit Reporting ActYesNo
Trust Agreement or Trust CertificationYesNo
Wage Garnishment OrderYesYes
Mortgage specific forms
1003 (2009) - Uniform Residential Loan ApplicationYesYes
1003 (2020) - Uniform Residential Loan ApplicationYesYes
1008 (2009) - Uniform Underwriting and Transmittal SummaryYesYes
1008 (2018) - Uniform Underwriting and Transmittal SummaryYesYes
1003 (2020) - Uniform Residential Loan Application (Additional Borrower)YesYes
Borrower Certification and AuthorizationYesYes
Buydown AgreementYesNo
CAIVRS AuthorizationYesYes
Closing DisclosureYesYes
Closing Document RequestYesNo
Closing InstructionsYesNo
Closing protection letterYesYes
Divorce DecreeYesYes
FHA Case Number AssignmentYesYes
Flood Elevation CertificateYesYes
Gift LetterYesYes
IRS Form 4506-C - IVES Request for Transcript of Tax ReturnYesYes
IRS Form 4506-T - Request for Transcript of Tax ReturnYesYes
Loan EstimateYesYes
Loan SubmissionYesNo
Loan SummaryYesNo
Mortgage FindingsYesNo
Mortgage Insurance CertificateYesYes
Mortgage Insurance DisclosureYesNo
Mortgage Insurance Payment ReceiptYesNo
Mortgage Insurance PolicyYesNo
Mortgage NoteYesYes
Private Mortgage PaymentYesYes
Pre-Approval LetterYesYes
Purchase AdviceYesNo
Title Insurance PolicyYesYes
VA Certificate of EligibilityYesYes
Wiring InstructionsYesYes
Other
Auto Loan StatementYesYes
Child Care PaymentYesYes
Compliance AgreementYesNo
Compliance ReportYesNo
Conditional Approval LetterYesNo
Condo Project Manager CertificateYesNo
Cover Letter for Loan ApplicationYesNo
Cover PageYesNo
Credit Card StatementYesYes
Credit ReportYesYes
Deposited ChecksYesYes
Electronic Filing Instructions for Tax ReturnYesNo
Electronic Postmark - Certification of Electronic FilingYesNo
Fee WorksheetYesNo
Filing InstructionsYesNo
Fraud ReportYesNo
Homestyle Renovation Loan AgreementYesNo
InvoiceYesNo
ISO ApplicationYesYes
Letter from the Payor (alimony or child support)YesYes
Life Insurance PaymentYesYes
Loan Amortization ScheduleYesNo
Lock ConfirmationYesNo
Project QuestionnaireYesNo
Rental Housing PaymentYesYes
Solar Panel Payment ReceiptYesYes
Stock Purchase Plan PaymentYesYes
Student Loan StatementYesYes
Wire Remittance StatementYesYes
Property
1004 - Uniform Residential Appraisal ReportYesYes
1032 - One-Unit Residential Appraisal Field Review ReportYesYes
Abstract of TitleYesNo
Affidavit of OccupancyYesNo
Appraisal NoticeYesYes
Certificate of CompletionYesNo
Certificate of Liability InsuranceYesNo
Final InspectionYesYes
Flood Hazard DeterminationYesNo
Homeowner Association BudgetYesNo
Homeowner Association BylawsYesNo
Homeowner Association Covenants Conditions Restrictions SummaryYesNo
Homeowner Association InsuranceYesNo
Homeowner Association Meeting MinutesYesNo
Homeowner Insurance Policy - Insurance BinderYesYes
Residential Lease agreementYesYes
Mortgage StatementYesYes
Payoff LetterYesYes
Preliminary Title ReportYesYes
Property Detail ReportYesNo
Property Tax Info SheetYesNo
Purchase contractYesYes
Property Tax billYesYes
Title CommitmentYesNo
Title OpinionYesNo
Tax forms
1040-SR (2019) - U.S. Tax Return for SeniorsYesYes
1040-SR (2020) - U.S. Tax Return for SeniorsYesYes
1040-SR (2021) - U.S. Tax Return for SeniorsYesYes
1040-SR (2022) - U.S. Tax Return for SeniorsYesYes
IRS Form 1040 (2018) - U.S. Individual Income Tax Return*YesYes
IRS Form 1040 (2019) - U.S. Individual Income Tax Return*YesYes
IRS Form 1040 (2020) - U.S. Individual Income Tax Return*YesYes
IRS Form 1040 (2021)- U.S. Individual Income Tax Return*YesYes
IRS Form 1040 (2022)- U.S. Individual Income Tax Return*YesYes
IRS Form 1040 Schedule 1 (2018) - Additional Income and Adjustments to IncomeYesYes
IRS Form 1040 Schedule 1 (2019) - Additional Income and Adjustments to IncomeYesYes
IRS Form 1040 Schedule 1 (2020) - Additional Income and Adjustments to IncomeYesYes
IRS Form 1040 Schedule 1 (2021) - Additional Income and Adjustments to IncomeYesYes
IRS Form 1040 Schedule 1 (2022) - Additional Income and Adjustments to IncomeYesYes
IRS Form 1040 Schedule 2 (2018) - Additional TaxesYesYes
IRS Form 1040 Schedule 2 (2019) - Additional TaxesYesYes
IRS Form 1040 Schedule 2 (2020) - Additional TaxesYesYes
IRS Form 1040 Schedule 2 (2021) - Additional TaxesYesYes
IRS Form 1040 Schedule 2 (2022) - Additional TaxesYesYes
IRS Form 1040 Schedule 3 (2018) - Nonrefundable CreditsYesYes
IRS Form 1040 Schedule 3 (2019) - Additional Credits and PaymentsYesYes
IRS Form 1040 Schedule 3 (2020) - Additional Credits and PaymentsYesYes
IRS Form 1040 Schedule 3 (2021) - Additional Credits and PaymentsYesYes
IRS Form 1040 Schedule 3 (2022) - Additional Credits and PaymentsYesYes
IRS Form 1040 Schedule 4 (2018) - Other TaxesYesYes
IRS Form 1040 Schedule 5 (2018) - Other Payments and Refundable CreditsYesYes
IRS Form 1040 Schedule 6 (2018) - Foreign Address and Third Party DesigneeYesYes
IRS Form 1040 Schedule 8812 (2018) - Additional Child Tax CreditYesYes
IRS Form 1040 Schedule 8812 (2019) - Additional Child Tax CreditYesYes
IRS Form 1040 Schedule 8812 (2020) - Additional Child Tax CreditYesYes
IRS Form 1040 Schedule 8812 (2021) - Credits for Qualifying Children and Other DependentsYesYes
IRS Form 1040 Schedule 8812 (2022) - Credits for Qualifying Children and Other DependentsYesYes
IRS Form 1040 Schedule A (2018) - Itemized DeductionsYesYes
IRS Form 1040 Schedule A (2019) - Itemized DeductionsYesYes
IRS Form 1040 Schedule A (2020) - Itemized DeductionsYesYes
IRS Form 1040 Schedule A (2021) - Itemized DeductionsYesYes
IRS Form 1040 Schedule A (2022) - Itemized DeductionsYesYes
IRS Form 1040 Schedule B (2018) - Interest and Ordinary DividendsYesYes
IRS Form 1040 Schedule B (2019) - Interest and Ordinary DividendsYesYes
IRS Form 1040 Schedule B (2020) - Interest and Ordinary DividendsYesYes
IRS Form 1040 Schedule B (2021) - Interest and Ordinary DividendsYesYes
IRS Form 1040 Schedule B (2022) - Interest and Ordinary DividendsYesYes
IRS Form 1040 Schedule C (2018) - Profit or Loss From Business*YesYes
IRS Form 1040 Schedule C (2019) - Profit or Loss From Business*YesYes
IRS Form 1040 Schedule C (2020) - Profit or Loss From Business*YesYes
IRS Form 1040 Schedule C (2021) - Profit or Loss From Business*YesYes
IRS Form 1040 Schedule C (2022) - Profit or Loss From Business*YesYes
IRS Form 1040 Schedule C-EZ (2018) - Net Profit From BusinessYesYes
IRS Form 1040 Schedule D (2018) - Capital Gains and LossesYesYes
IRS Form 1040 Schedule D (2019) - Capital Gains and LossesYesYes
IRS Form 1040 Schedule D (2020) - Capital Gains and LossesYesYes
IRS Form 1040 Schedule D (2021) - Capital Gains and LossesYesYes
IRS Form 1040 Schedule D (2022) - Capital Gains and LossesYesYes
IRS Form 1040 Schedule E (2018) - Supplemental Income and LossYesYes
IRS Form 1040 Schedule E (2019) - Supplemental Income and LossYesYes
IRS Form 1040 Schedule E (2020) - Supplemental Income and LossYesYes
IRS Form 1040 Schedule E (2021) - Supplemental Income and LossYesYes
IRS Form 1040 Schedule E (2022) - Supplemental Income and LossYesYes
IRS Form 1040 Schedule EIC (2018) - Earned Income CreditYesYes
IRS Form 1040 Schedule EIC (2019) - Earned Income CreditYesYes
IRS Form 1040 Schedule EIC (2020) - Earned Income CreditYesYes
IRS Form 1040 Schedule EIC (2021) - Earned Income CreditYesYes
IRS Form 1040 Schedule EIC (2022) - Earned Income CreditYesYes
IRS Form 1040 Schedule F (2018) - Profit or Loss From FarmingYesYes
IRS Form 1040 Schedule F (2019) - Profit or Loss From FarmingYesYes
IRS Form 1040 Schedule F (2020) - Profit or Loss From FarmingYesYes
IRS Form 1040 Schedule F (2021) - Profit or Loss From FarmingYesYes
IRS Form 1040 Schedule F (2022) - Profit or Loss From FarmingYesYes
IRS Form 1040 Schedule H (2018) - Household Employment TaxesYesYes
IRS Form 1040 Schedule H (2019) - Household Employment TaxesYesYes
IRS Form 1040 Schedule H (2020) - Household Employment TaxesYesYes
IRS Form 1040 Schedule H (2021) - Household Employment TaxesYesYes
IRS Form 1040 Schedule H (2022) - Household Employment TaxesYesYes
IRS Form 1040 Schedule J (2018) - Income Averaging for Farmers and FishermenYesYes
IRS Form 1040 Schedule J (2019) - Income Averaging for Farmers and FishermenYesYes
IRS Form 1040 Schedule J (2020) - Income Averaging for Farmers and FishermenYesYes
IRS Form 1040 Schedule J (2021) - Income Averaging for Farmers and FishermenYesYes
IRS Form 1040 Schedule J (2022) - Income Averaging for Farmers and FishermenYesYes
IRS Form 1040 Schedule LEP - Request for Change in Language PreferenceYesYes
IRS Form 1040 Schedule R (2018) - Credit for the Elderly or the DisabledYesYes
IRS Form 1040 Schedule R (2019) - Credit for the Elderly or the DisabledYesYes
IRS Form 1040 Schedule R (2020) - Credit for the Elderly or the DisabledYesYes
IRS Form 1040 Schedule R (2021) - Credit for the Elderly or the DisabledYesYes
IRS Form 1040 Schedule R (2022) - Credit for the Elderly or the DisabledYesYes
IRS Form 1040 Schedule SE (2018) - Self-Employment TaxYesYes
IRS Form 1040 Schedule SE (2019) - Self-Employment TaxYesYes
IRS Form 1040 Schedule SE (2020) - Self-Employment TaxYesYes
IRS Form 1040 Schedule SE (2021) - Self-Employment TaxYesYes
IRS Form 1040 Schedule SE (2022) - Self-Employment TaxYesYes
IRS Form 1040-X - Amended U.S. Individual Income Tax ReturnYesYes
IRS Form 1065 (2018) - U.S. Return of Partnership IncomeYesYes
IRS Form 1065 (2019) - U.S. Return of Partnership IncomeYesYes
IRS Form 1065 (2020) - U.S. Return of Partnership IncomeYesYes
IRS Form 1065 (2021) - U.S. Return of Partnership IncomeYesYes
IRS Form 1065 (2022) - U.S. Return of Partnership IncomeYesYes
IRS Form 1065 Schedule K-1 (2018) - Partner’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1065 Schedule K-1 (2019) - Partner’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1065 Schedule K-1 (2020) - Partner’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1065 Schedule K-1 (2021) - Partner’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1065 Schedule K-1 (2022) - Partner’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1065 Schedules L, M-1, and M-2 (2018) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership IncomeYesYes
IRS Form 1065 Schedules L, M-1, and M-2 (2019) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership IncomeYesYes
IRS Form 1065 Schedules L, M-1, and M-2 (2020) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership IncomeYesYes
IRS Form 1065 Schedules L, M-1, and M-2 (2021) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership IncomeYesYes
IRS Form 1065 Schedules L, M-1, and M-2 (2022) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership IncomeYesYes
IRS Form 1096 - Annual Summary and Transmittal of U.S. Information ReturnsYesYes
IRS Form 1099-G - Certain Government PaymentsYesYes
IRS Form 1099-INT - Interest incomeYesYes
IRS Form 1099-K - Payment Card and Third Party Network Transactions*YesYes
IRS Form 1099-MISC - Miscellaneous Information*YesYes
1099 NEC - Nonemployee CompensationYesYes
IRS Form 1099-R - Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.YesYes
IRS Form 1120 (2018) - U.S. Corporation Income Tax ReturnYesYes
IRS Form 1120 (2019) - U.S. Corporation Income Tax ReturnYesYes
IRS Form 1120 (2020) - U.S. Corporation Income Tax ReturnYesYes
IRS Form 1120 (2021) - U.S. Corporation Income Tax ReturnYesYes
IRS Form 1120 (2022) - U.S. Corporation Income Tax ReturnYesYes
IRS Form 1120 Schedule G - Information on Certain Persons Owning the Corporation’s Voting StockYesYes
IRS Form 1120 Schedules L, M-1, and M-2 (2018) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income ReportYesYes
IRS Form 1120 Schedules L, M-1, and M-2 (2019) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income ReportYesYes
IRS Form 1120 Schedules L, M-1, and M-2 (2020) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income ReportYesYes
IRS Form 1120 Schedules L, M-1, and M-2 (2021) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income ReportYesYes
IRS Form 1120 Schedules L, M-1, and M-2 (2022) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income ReportYesYes
IRS Form 1120S (2018) - U.S. Income Tax Return for an S CorporationYesYes
IRS Form 1120S (2019) - U.S. Income Tax Return for an S CorporationYesYes
IRS Form 1120S (2020) - U.S. Income Tax Return for an S CorporationYesYes
IRS Form 1120S (2021) - U.S. Income Tax Return for an S CorporationYesYes
IRS Form 1120S (2022) - U.S. Income Tax Return for an S CorporationYesYes
IRS Form 1120S Schedule K-1 (2018) - Shareholder’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1120S Schedule K-1 (2019) - Shareholder’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1120S Schedule K-1 (2020) - Shareholder’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1120S Schedule K-1 (2021) - Shareholder’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1120S Schedule K-1 (2022) - Shareholder’s Share of Income, Deductions, Credits, etc.YesYes
IRS Form 1120S Schedules L, M-1, and M-2 (2018) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity ReportYesYes
IRS Form 1120S Schedules L, M-1, and M-2 (2019) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity ReportYesYes
IRS Form 1120S Schedules L, M-1, and M-2 (2020) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity ReportYesYes
IRS Form 1120S Schedules L, M-1, and M-2 (2021) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity ReportYesYes
IRS Form 1120S Schedules L, M-1, and M-2 (2022) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity ReportYesYes
IRS Form 1125-E - Compensation of OfficersYesYes
IRS Form W-2 - Wage and Tax Statement*YesYes
IRS 8825 - Rental Real Estate Income and Expenses of a Partnership or an S CorporationYesYes
W9 - Request for Taxpayer Identification Number and CertificationYesYes