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.
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.
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).
drive.google.comSample 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"
}
}
Updated over 1 year ago