Federal statements other deductions

Ocrolus captures data from the federal statements other deductions document in two parts:

  • General information from the top of the form (e.g. name of company, EIN, total)
  • Itemized statement data (e.g. description, amount)

The form_type parameter FEDERAL_STATEMENTS_OTHER_DEDUCTIONS for the Upload PDF endpoint is required for this form type.

Optional federal statement other deductions general information data captured

Federal statement other deductions general data (e.g. name of company, EIN, total) is captured as form data objects, each one keyed off the following attribute names.

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Configuration-driven output

All fields below are optionally captured, depending on your order form. To adjust fields captured, please speak with your Ocrolus Account Manager.

JSON attribute

Data type

Description

federal_statements_other_deductions-General:taxForm

1065, 1120, 1120S

Tax form

federal_statements_other_deductions-General:year

Text

Year

federal_statements_other_deductions-General:nameOfCompany/Partnership

Text

Name of company or partnership

federal_statements_other_deductions-General:employerIdentificationNumber

Text

EIN

federal_statements_other_deductions-General:total

Money

Total

Optional itemized line item fields captured

Field data attributed to itemized line items in the federal statement other deductions is captured as a table object.

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Form-driven output

column_ids associated with the table object will be a subset of the following list that matches the line item headers as they appear on the specific form.

Column ID

Data type

Description

description

Text

Description

amount

Money

Amount

Sample form

The below Ocrolus sample PDF (input) matches the below sample JSON result (output).

Sample JSON result

{
    "status": 200,
    "message": "OK",
    "response": {
        "forms": [
            {
                "tables": [
                    {
                        "pk": 15081,
                        "rows": [
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "9247.00"
                                    },
                                    "description": {
                                        "value": "ADVERTISING"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "1640.00"
                                    },
                                    "description": {
                                        "value": "AMORTIZATION"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "190.00"
                                    },
                                    "description": {
                                        "value": "BANK CHARGES"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "4382.00"
                                    },
                                    "description": {
                                        "value": "COMPUTER EXPENSE"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "610.00"
                                    },
                                    "description": {
                                        "value": "DUES AND SUBSCRIPTIONS"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "2137.00"
                                    },
                                    "description": {
                                        "value": "INSURANCE"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "4940.00"
                                    },
                                    "description": {
                                        "value": "LEGAL AND PROFESSIONAL"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "733.00"
                                    },
                                    "description": {
                                        "value": "PAID OUTS"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "3944.00"
                                    },
                                    "description": {
                                        "value": "SUPPLIES"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "2242.00"
                                    },
                                    "description": {
                                        "value": "TRAINING EXPENSE"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "1042.00"
                                    },
                                    "description": {
                                        "value": "TRAVEL"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "9522.00"
                                    },
                                    "description": {
                                        "value": "UNIFORMS"
                                    }
                                },
                                "page_doc_pk": 99247414
                            },
                            {
                                "page_idx": 10,
                                "cells": {
                                    "amount": {
                                        "value": "12501.00"
                                    },
                                    "description": {
                                        "value": "UTILITIES"
                                    }
                                },
                                "page_doc_pk": 99247414
                            }
                        ],
                        "columns": [
                            {
                                "alias_used": "Description",
                                "column_id": "description"
                            },
                            {
                                "alias_used": "Amount",
                                "column_id": "amount"
                            }
                        ]
                    }
                ],
                "form_config_pk": 5089,
                "uuid": "d8ab948b-aaff-47da-81bd-fb85b8c673be",
                "form_type": "FEDERAL_STATEMENTS_OTHER_DEDUCTIONS",
                "pk": 13733785,
                "raw_fields": {
                    "federal_statements_other_deductions-General:total": {
                        "is_empty": false,
                        "source_filename": "Sample 15 - Federal Statements.pdf",
                        "alias_used": null,
                        "value": "53130.00",
                        "page_doc_pk": 99247414
                    },
                    "federal_statements_other_deductions-General:year": {
                        "is_empty": false,
                        "source_filename": "Sample 15 - Federal Statements.pdf",
                        "alias_used": null,
                        "value": "2019",
                        "page_doc_pk": 99247414
                    },
                    "federal_statements_other_deductions-General:nameOfCompany/Partnership": {
                        "is_empty": false,
                        "source_filename": "Sample 15 - Federal Statements.pdf",
                        "alias_used": null,
                        "value": "ORANGE FOOD MART, LLC",
                        "page_doc_pk": 99247414
                    },
                    "federal_statements_other_deductions-General:taxForm": {
                        "is_empty": false,
                        "source_filename": "Sample 15 - Federal Statements.pdf",
                        "alias_used": null,
                        "value": "1065",
                        "page_doc_pk": 99247414
                    },
                    "federal_statements_other_deductions-General:employerIdentificationNumber": {
                        "is_empty": false,
                        "source_filename": "Sample 15 - Federal Statements.pdf",
                        "alias_used": null,
                        "value": "44-3392001",
                        "page_doc_pk": 99247414
                    }
                }
            }
        ],
        "pk": 14004485,
        "uuid": "59315a5d-0934-482f-b1c5-3567f52a7a99"
    }
}

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