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Home

  • Guide

Quick start guides

  • How Ocrolus works
  • Getting started with bank statements
  • Getting started in mortgage
  • Getting started with SMB lending
  • Getting started with consumer lending

Ocrolus API

  • Introduction
    • Definitions
  • Authentication
    • Creating and managing credentials
    • Using API credentials
    • Exploring Ocrolus with Postman
    • Migrating from basic authentication to OAuth 2.0 credentials
    • Single sign-on (SSO)
      • SSO integration troubleshooting
  • Endpoint types
  • Breaking change policy
  • Monitor Books
    • Retry strategies
  • IP address allowlist
  • API status

Webhooks

  • Overview
  • Organization-level webhooks
    • Configure and manage
  • Account-level webhooks
  • Secure webhook URLs

Product guide

  • Classify
    • PDF mixed documents
    • Image groups
    • PDF forms
    • Uniqueness values (UV)
  • Capture
    • Confidence score
    • Validation summary
    • Normalization
  • Detect
    • Authenticity score
    • Understanding signals
    • Suspicious activity flags (Legacy)
  • Analyze
    • Cash flow analytics
      • Accounts section
      • Transactions section
      • Customize revenue formula
      • Export cash flow analytics
      • FAQs
    • Bank statement income calculator
    • Risk score
    • Analyze for Mortgage
  • Processing Flows
    • Instant
    • Classify
    • Instant Classify with uniqueness values
  • Widget

Encompass integration

  • Encompass
    • Setting up Encompass Support
    • Classify
    • Partner Connect Ocrolus Product Setup
    • Offboarding
    • Analyze
      • Wage earner income
      • Self-employed income
      • Rental income
      • Other income
      • Liquidity ratio
      • Income alerts
      • Changelog
      • Inspect (Beta)

Plaid integration

  • Plaid
    • Ingesting Plaid JSON reports
    • Importing Plaid audit copy token
  • Post-funding analytics (Beta)
  • Docs-to-digital matching (Beta)

Supported documents

  • Getting started with supported documents
  • All supported documents
  • Assets
    • Bank Statements
    • Brokerage Statement
    • Brokerage Statement - Account Summary and Transactions
    • Brokerage Statement - Asset Allocation Summary
  • Closing
    • HUD-1 Settlement Statement
  • Disclosure
    • Automated Payments Customer Authorization
  • Identification
    • Birth Certificate
    • Direct Deposit Authorization
    • H-1B - Non-Immigrant Employment Visa
    • Passport
    • Passport Card
    • Permanent Resident Card
    • Social Security Card
    • State ID
    • US Driver's License
    • Utility Bill
    • Voided Check
  • Income/Employment
    • Annuity Award Letter
    • Career Data Brief
    • Change in Benefits Notice
    • Balance Sheet
    • Disability Award Letter
    • IRS Form SSA-1099 - Social Security Benefit Statement
    • Member Data Summary
    • Pay Stub
    • Pension Award Letter
    • Profit and Loss Statement
    • Social Security Award Letter
    • Soldier Talent Profile
    • Veterans Affairs (VA) Award Letter
    • VOE (1005) - Request for Verification of Employment
    • VOE (generic) - Verification of Employment Report
    • VOE (work number) - The Work Number Verification of Employment Report
    • VOIE (Finicity) - Finicity Verification of Income and Employment
  • Legal
    • Car Loan Deed
    • Court Judgment
    • Court Order
    • Deed in Lieu of Foreclosure
    • Foreclosure Notice
    • Loan Agreement
    • Professional Liability Insurance
    • Release of Judgment or Lien
    • Solar Panel Lease Agreement
    • Solar Panel Loan Agreement
    • Wage Garnishment Order
  • Mortgage specific forms
    • 1003 (2009) - Uniform Residential Loan Application
    • 1003 (2020) - Uniform Residential Loan Application
    • 1003 (2020) - Uniform Residential Loan Application (Additional Borrower)
    • 1003 (2020) - Uniform Residential Loan Application (Lender Loan Information)
    • 1008 (2009) - Uniform Underwriting and Transmittal Summary
    • 1008 (2018) - Uniform Underwriting and Transmittal Summary
    • Borrower Certification and Authorization
    • CAIVRS Authorization
    • Closing Disclosure
    • Closing Protection Letter
    • Divorce Decree
    • Federal Supporting Statements - Other Deductions
    • FHA Case Number Assignment
    • Flood Elevation Certificate
    • Gift Letter
    • IRS Form 4506-C - IVES Request for Transcript of Tax Return
    • IRS Form 4506-T - Request for Transcript of Tax Return
    • Loan Estimate
    • Mortgage Insurance Certificate
    • Mortgage Note
    • Pre-Approval Letter
    • Private Mortgage Payment
    • Standard Flood Hazard Determination Form
    • Title Insurance Policy
    • VA 26-8937 Verification of VA Benefits
    • VA Certificate of Eligibility
    • Wiring Instructions
  • Other
    • Auto Loan Statement
    • Child Care Payment
    • Coast Guard Standard Travel Order
    • Credit Card Statement
    • Credit Report
    • DAF 899 Request and Authorization for Permanent Change of Station
    • Department of the Army Permanent Change of Station Order
    • Department of the Navy Permanent Change of Station Order
    • Deposited Checks
    • ISO Application
    • Letter from the Payor (Alimony or Child Support)
    • Life Insurance Payment
    • Marine Corps Basic Order
    • Rental Housing Payment
    • Solar Panel Payment Receipt
    • Stock Purchase Plan Payment
    • Student Loan Statement
    • Wire Remittance Statement
  • Property
    • 1004 - Uniform Residential Appraisal Report
    • 1032 - One-Unit Residential Appraisal Field Review Report
    • Appraisal Notice
    • Certificate of Liability Insurance
    • Final Inspection
    • Homeowners Association Statement
    • Homeowner Insurance Policy - Insurance Binder
    • Mortgage Statement
    • Payoff Letter
    • Preliminary Title Report
    • Property Tax Bill
    • Purchase Contract
    • Residential Lease Agreement
  • Tax forms
    • 1040-SR (2019) - U.S. Tax Return for Seniors
    • 1040-SR (2020) - U.S. Tax Return for Seniors
    • 1040-SR (2021) - U.S. Tax Return for Seniors
    • 1040-SR (2022) - U.S. Tax Return for Seniors
    • 1040-SR (2023) - U.S. Tax Return for Seniors
    • 1040-SR (2024) - U.S. Tax Return for Seniors
    • 1065 Schedule B (2021) - Other Information
    • 1065 Schedule B (2022) - Other Information
    • 1065 Schedule B (2023) - Other Information
    • 1065 Schedule B (2024) - Other Information
    • 1065 Schedule K (2021) - Partners’ Distributive Share Items
    • 1065 Schedule K (2022) - Partners’ Distributive Share Items
    • 1065 Schedule K (2023) - Partners’ Distributive Share Items
    • 1065 Schedule K (2024) - Partners’ Distributive Share Items
    • 1065 Schedule M-3 - Net Income (Loss) Reconciliation for Certain Partnerships
    • 1099-NEC - Nonemployee Compensation
    • 1120 Schedule M-3 - Net Income (Loss) Reconciliation for Corporations with Total Assets of $10 Million or more
    • 1120S Schedule K (2021) - Shareholders’ Pro Rata Share Items
    • 1120S Schedule K (2022) - Shareholders’ Pro Rata Share Items
    • 1120S Schedule K (2023) - Shareholders’ Pro Rata Share Items
    • 1120S Schedule K (2024) - Shareholders’ Pro Rata Share Items
    • 1120S Schedule M-3 - Net Income (Loss) Reconciliation for S Corporations with Total Assets of $10 Million or more
    • 2555 - Foreign Earned Income
    • 4562 - Depreciation and Amortization (Including Information on Listed Property)
    • 4797 - Sales of Business Property
    • 4835 (2022) - Farm Rental Income and Expenses
    • 4835 (2023) - Farm Rental Income and Expenses
    • 4835 (2024) - Farm Rental Income and Expenses
    • 4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
    • 6252 - Installment Sale Income
    • 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
    • IRS Form 1040 (2018) - U.S. Individual Income Tax Return
    • IRS Form 1040 (2019) - U.S. Individual Income Tax Return
    • IRS Form 1040 (2020) - U.S. Individual Income Tax Return
    • IRS Form 1040 (2021) - U.S. Individual Income Tax Return
    • IRS Form 1040 (2022) - U.S. Individual Income Tax Return
    • IRS Form 1040 (2023) - U.S. Individual Income Tax Return
    • 1040 (2024) - U.S. Individual Income Tax Return
    • IRS Form 1040 Schedule 1 (2018) - Additional Income and Adjustments to Income
    • IRS Form 1040 Schedule 1 (2019) - Additional Income and Adjustments to Income
    • IRS Form 1040 Schedule 1 (2020) - Additional Income and Adjustments to Income
    • IRS Form 1040 Schedule 1 (2021) - Additional Income and Adjustments to Income
    • IRS Form 1040 Schedule 1 (2022) - Additional Income and Adjustments to Income
    • IRS Form 1040 Schedule 1 (2023) - Additional Income and Adjustments to Income
    • 1040 Schedule 1 (2024) - Additional Income and Adjustments to Income
    • IRS Form 1040 Schedule 2 (2018) - Additional Taxes
    • IRS Form 1040 Schedule 2 (2019) - Additional Taxes
    • IRS Form 1040 Schedule 2 (2020) - Additional Taxes
    • IRS Form 1040 Schedule 2 (2021) - Additional Taxes
    • IRS Form 1040 Schedule 2 (2022) - Additional Taxes
    • IRS Form 1040 Schedule 2 (2023) - Additional Taxes
    • 1040 Schedule 2 (2024) - Additional Taxes
    • IRS Form 1040 Schedule 3 (2018) - Nonrefundable Credits
    • IRS Form 1040 Schedule 3 (2019) - Additional Credits and Payments
    • IRS Form 1040 Schedule 3 (2020) - Additional Credits and Payments
    • IRS Form 1040 Schedule 3 (2021) - Additional Credits and Payments
    • IRS Form 1040 Schedule 3 (2022) - Additional Credits and Payments
    • IRS Form 1040 Schedule 3 (2023) - Additional Credits and Payments
    • 1040 Schedule 3 (2024) - Additional Credits and Payments
    • IRS Form 1040 Schedule 4 (2018) - Other Taxes
    • IRS Form 1040 Schedule 5 (2018) - Other Payments and Refundable Credits
    • IRS Form 1040 Schedule 6 (2018) - Foreign Address and Third Party Designee
    • IRS Form 1040 Schedule 8812 (2018) - Additional Child Tax Credit
    • IRS Form 1040 Schedule 8812 (2019) - Additional Child Tax Credit
    • IRS Form 1040 Schedule 8812 (2020) - Additional Child Tax Credit
    • IRS Form 1040 Schedule 8812 (2021) - Credits for Qualifying Children and Other Dependents
    • IRS Form 1040 Schedule 8812 (2022) - Credits for Qualifying Children and Other Dependents
    • IRS Form 1040 Schedule 8812 (2023) - Credits for Qualifying Children and Other Dependents
    • 1040 Schedule 8812 (2024) - Credits for Qualifying Children and Other Dependents
    • IRS Form 1040 Schedule A (2018) - Itemized Deductions
    • IRS Form 1040 Schedule A (2019) - Itemized Deductions
    • IRS Form 1040 Schedule A (2020) - Itemized Deductions
    • IRS Form 1040 Schedule A (2021) - Itemized Deductions
    • IRS Form 1040 Schedule A (2022) - Itemized Deductions
    • IRS Form 1040 Schedule A (2023) - Itemized Deductions
    • 1040 Schedule A (2024) - Itemized Deductions
    • IRS Form 1040 Schedule B (2018) - Interest and Ordinary Dividends
    • IRS Form 1040 Schedule B (2019) - Interest and Ordinary Dividends
    • IRS Form 1040 Schedule B (2020) - Interest and Ordinary Dividends
    • IRS Form 1040 Schedule B (2021) - Interest and Ordinary Dividends
    • IRS Form 1040 Schedule B (2022) - Interest and Ordinary Dividends
    • IRS Form 1040 Schedule B (2023) - Interest and Ordinary Dividends
    • 1040 Schedule B (2024) - Interest and Ordinary Dividends
    • IRS Form 1040 Schedule C (2018) - Profit or Loss From Business
    • IRS Form 1040 Schedule C (2019) - Profit or Loss From Business
    • IRS Form 1040 Schedule C (2020) - Profit or Loss From Business
    • IRS Form 1040 Schedule C (2021) - Profit or Loss From Business
    • IRS Form 1040 Schedule C (2022) - Profit or Loss From Business
    • IRS Form 1040 Schedule C (2023) - Profit or Loss From Business
    • 1040 Schedule C (2024) - Profit or Loss from Business
    • IRS Form 1040 Schedule C-EZ (2018) - Net Profit From Business
    • IRS Form 1040 Schedule D (2018) - Capital Gains and Losses
    • IRS Form 1040 Schedule D (2019) - Capital Gains and Losses
    • IRS Form 1040 Schedule D (2020) - Capital Gains and Losses
    • IRS Form 1040 Schedule D (2021) - Capital Gains and Losses
    • IRS Form 1040 Schedule D (2022) - Capital Gains and Losses
    • IRS Form 1040 Schedule D (2023) - Capital Gains and Losses
    • 1040 Schedule D (2024) - Capital Gains and Losses
    • IRS Form 1040 Schedule E (2018) - Supplemental Income and Loss
    • IRS Form 1040 Schedule E (2019) - Supplemental Income and Loss
    • IRS Form 1040 Schedule E (2020) - Supplemental Income and Loss
    • IRS Form 1040 Schedule E (2021) - Supplemental Income and Loss
    • IRS Form 1040 Schedule E (2022) - Supplemental Income and Loss
    • IRS Form 1040 Schedule E (2023) - Supplemental Income and Loss
    • 1040 Schedule E (2024) - Supplemental Income and Loss
    • IRS Form 1040 Schedule EIC (2018) - Earned Income Credit
    • IRS Form 1040 Schedule EIC (2019) - Earned Income Credit
    • IRS Form 1040 Schedule EIC (2020) - Earned Income Credit
    • IRS Form 1040 Schedule EIC (2021) - Earned Income Credit
    • IRS Form 1040 Schedule EIC (2022) - Earned Income Credit
    • IRS Form 1040 Schedule EIC (2023) - Earned Income Credit
    • 1040 Schedule EIC (2024) - Earned Income Credit
    • IRS Form 1040 Schedule F (2018) - Profit or Loss From Farming
    • IRS Form 1040 Schedule F (2019) - Profit or Loss From Farming
    • IRS Form 1040 Schedule F (2020) - Profit or Loss From Farming
    • IRS Form 1040 Schedule F (2021) - Profit or Loss From Farming
    • IRS Form 1040 Schedule F (2022) - Profit or Loss From Farming
    • IRS Form 1040 Schedule F (2023) - Profit or Loss From Farming
    • 1040 Schedule F (2024) - Profit or Loss from Farming
    • IRS Form 1040 Schedule H (2018) - Household Employment Taxes
    • IRS Form 1040 Schedule H (2019) - Household Employment Taxes
    • IRS Form 1040 Schedule H (2020) - Household Employment Taxes
    • IRS Form 1040 Schedule H (2021) - Household Employment Taxes
    • IRS Form 1040 Schedule H (2022) - Household Employment Taxes
    • IRS Form 1040 Schedule H (2023) - Household Employment Taxes
    • 1040 Schedule H (2024) - Household Employment Taxes
    • IRS Form 1040 Schedule J (2018) - Income Averaging for Farmers and Fishermen
    • IRS Form 1040 Schedule J (2019) - Income Averaging for Farmers and Fishermen
    • IRS Form 1040 Schedule J (2020) - Income Averaging for Farmers and Fishermen
    • IRS Form 1040 Schedule J (2021) - Income Averaging for Farmers and Fishermen
    • IRS Form 1040 Schedule J (2022) - Income Averaging for Farmers and Fishermen
    • IRS Form 1040 Schedule J (2023) - Income Averaging for Farmers and Fishermen
    • 1040 Schedule J (2024) - Income Averaging for Farmers and Fishermen
    • IRS Form 1040 Schedule LEP - Request for Change in Language Preference
    • IRS Form 1040 Schedule R (2018) - Credit for the Elderly or the Disabled
    • IRS Form 1040 Schedule R (2019) - Credit for the Elderly or the Disabled
    • IRS Form 1040 Schedule R (2020) - Credit for the Elderly or the Disabled
    • IRS Form 1040 Schedule R (2021) - Credit for the Elderly or the Disabled
    • IRS Form 1040 Schedule R (2022) - Credit for the Elderly or the Disabled
    • IRS Form 1040 Schedule R (2023) - Credit for the Elderly or the Disabled
    • 1040 Schedule R (2024) - Credit for the Elderly or the Disabled
    • IRS Form 1040 Schedule SE (2018) - Self-Employment Tax
    • IRS Form 1040 Schedule SE (2019) - Self-Employment Tax
    • IRS Form 1040 Schedule SE (2020) - Self Employment Tax
    • IRS Form 1040 Schedule SE (2021) - Self-Employment Tax
    • IRS Form 1040 Schedule SE (2022) - Self-Employment Tax
    • IRS Form 1040 Schedule SE (2023) - Self-Employment Tax
    • 1040 Schedule SE (2024) - Self-Employment Tax
    • IRS Form 1040-X - Amended U.S. Individual Income Tax Return
    • IRS Form 1065 (2018) - U.S. Return of Partnership Income
    • IRS Form 1065 (2019) - U.S. Return of Partnership Income
    • IRS Form 1065 (2020) - U.S. Return of Partnership Income
    • IRS Form 1065 (2021) - U.S. Return of Partnership Income
    • IRS Form 1065 (2022) - U.S. Return of Partnership Income
    • IRS Form 1065 (2023) - U.S. Return of Partnership Income
    • 1065 (2024) - U.S. Return of Partnership Income
    • IRS Form 1065 Schedule K-1 (2018) - Partner’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1065 Schedule K-1 (2019) - Partner’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1065 Schedule K-1 (2020) - Partner’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1065 Schedule K-1 (2021) - Partner’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1065 Schedule K-1 (2022) - Partner’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1065 Schedule K-1 (2023) - Partner’s Share of Income, Deductions, Credits, etc.
    • 1065 Schedule K-1 (2024) - Partner’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1065 Schedules L, M-1, and M-2 (2018) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income
    • IRS Form 1065 Schedules L, M-1, and M-2 (2019) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income
    • IRS Form 1065 Schedules L, M-1, and M-2 (2020) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income
    • IRS Form 1065 Schedules L, M-1, and M-2 (2021) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income
    • IRS Form 1065 Schedules L, M-1, and M-2 (2022) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income
    • IRS Form 1065 Schedules L, M-1, and M-2 (2023) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income
    • 1065 Schedules L, M-1, and M-2 (2024) - Balance Sheets (L), Income Reconciliation (M-1), and Analysis of Partners' Capital Accounts (M-2)
    • IRS Form 1096 - Annual Summary and Transmittal of U.S. Information Returns
    • IRS Form 1099-G - Certain Government Payments
    • IRS Form 1099-INT - Interest income
    • IRS Form 1099-K - Payment Card and Third Party Network Transactions
    • IRS Form 1099-MISC - Miscellaneous Information
    • IRS Form 1099-R - Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
    • IRS Form 1120 (2018) - U.S. Corporation Income Tax Return
    • IRS Form 1120 (2019) - U.S. Corporation Income Tax Return
    • IRS Form 1120 (2020) - U.S. Corporation Income Tax Return
    • IRS Form 1120 (2021) - U.S. Corporation Income Tax Return
    • IRS Form 1120 (2022) - U.S. Corporation Income Tax Return
    • IRS Form 1120 (2023) - U.S. Corporation Income Tax Return
    • 1120 (2024) - U.S. Corporation Income Tax Return
    • 1120 Schedule C (2021) - Dividends, Inclusions, and Special Deductions
    • 1120 Schedule C (2022) - Dividends, Inclusions, and Special Deductions
    • 1120 Schedule C (2023) - Dividends, Inclusions, and Special Deductions
    • 1120 Schedule C (2024) - Dividends, Inclusions, and Special Deductions
    • IRS Form 1120 Schedule G - Information on Certain Persons Owning the Corporation’s Voting Stock
    • 1120 Schedule J (2021) - Tax Computation and Payment
    • 1120 Schedule J (2022) - Tax Computation and Payment
    • 1120 Schedule J (2023) - Tax Computation and Payment
    • 1120 Schedule J (2024) - Tax Computation and Payment
    • 1120 Schedule K (2021) - Other Information
    • 1120 Schedule K (2022) - Other Information
    • 1120 Schedule K (2023) - Other Information
    • 1120 Schedule K (2024) - Other Information
    • 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 Report
    • 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 Report
    • 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 Report
    • 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 Report
    • 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 Report
    • IRS Form 1120 Schedules L, M-1, and M-2 (2023) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report
    • 1120 Schedules L, M-1, and M-2 (2024) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis of Unappropriated Retained Earnings (M-2)
    • IRS Form 1120S (2018) - U.S. Income Tax Return for an S Corporation
    • IRS Form 1120S (2019) - U.S. Income Tax Return for an S Corporation
    • IRS Form 1120S (2020) - U.S. Income Tax Return for an S Corporation
    • IRS Form 1120S (2021) - U.S. Income Tax Return for an S Corporation
    • IRS Form 1120S (2022) - U.S. Income Tax Return for an S Corporation
    • IRS Form 1120S (2023) - U.S. Income Tax Return for an S Corporation
    • 1120S (2024) - U.S. Income Tax Return for an S Corporation
    • IRS Form 1120S Schedule K-1 (2018) - Shareholder’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1120S Schedule K-1 (2019) - Shareholder’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1120S Schedule K-1 (2020) - Shareholder’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1120S Schedule K-1 (2021) - Shareholder’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1120S Schedule K-1 (2022) - Shareholder’s Share of Income, Deductions, Credits, etc.
    • IRS Form 1120S Schedule K-1 (2023) - Shareholder’s Share of Income, Deductions, Credits, etc.
    • 1120S Schedule K-1 (2024) - Shareholder’s Share of Income, Deductions, Credits, etc.
    • 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 Report
    • 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 Report
    • 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 Report
    • 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 Report
    • 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 Report
    • IRS Form 1120S Schedules L, M-1, and M-2 (2023) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report
    • 1120S Schedules L, M-1, and M-2 (2024) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis of Accumulated Adjustments Account (M-2)
    • IRS Form 1125-E - Compensation of Officers
    • IRS 8825 - Rental Real Estate Income and Expenses of a Partnership or an S Corporation
    • IRS Form W-2 - Wage and Tax State
    • W-2C - Corrected Wage and Tax Statement
    • W9 - Request for Taxpayer Identification Number and Certification

Data types

  • Composite types
    • Transactions
    • Document
    • Bank account
    • Period
    • Form data
    • Table
    • Consumer analytics
  • Code types
    • Bank account category
    • Bank account type
    • Book status
    • Document status
    • Extra fields
    • Rejection reasons

Composite types

Suggest Edits

Composite types are composed of one or more composite types or simple types. The following are the available composite types:

  • Transactions
  • Document
  • Bank account
  • Period
  • Form data
  • Table
  • Consumer analytics

Updated 10 months ago


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