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Guides
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HomeGuidesRecipesAPIRelease notesSupported documents

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

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
    • Exclusive Buyer-Broker Representation Agreement
  • 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
    • Balance Sheet
    • Career Data Brief
    • Change in Benefits Notice
    • Combat-Related Special Compensation (CRSC) Pay Statement
    • Disability Award Letter
    • IRS Form SSA-1099 - Social Security Benefit Statement
    • Member Data Summary
    • Office of Personnel Management (OPM) Annuity Statement
    • Income calculation definitions
      • Wage earner income
      • Self-employed income
      • Rental income
      • Other income
    • 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
    • FHA Case Query
    • 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
    • ACH Processing Application
    • 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
    • Merchant Processing Application
    • 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

Encompass

Use Ocrolus within your familiar Encompass environment

Suggest Edits

We offer a custom form for Encompass that lets you employ the full intelligence of Ocrolus with the familiarity of Encompass. No developers are needed! This section contains usage guides for each feature of our integration.

  • Setting Up Encompass
  • Classify
  • Partner Connect Ocrolus Product Setup
  • Analyze
  • Offboarding

Updated 6 months ago


See also
  • Setting Up Encompass Support
  • Ocrolus Encompass integration
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