Ocrolus API

Ocrolus API Documentation

Welcome to Ocrolus' API Documentation. You'll find comprehensive guides and documentation here to help you get started with the Ocrolus API. Let's jump right in!

IRS Form 1040 (Schedule SE)

IRS Form 1040 (Schedule SE) is a worksheet used by self employed individuals to determine the taxes due on earnings. Schedule SE has not changed in the past two years so the year from each particular form is called out as an attribute in the results file.

The form_type parameter A_1040_SCHEDULE_SE for the Upload PDF endpoint is required for this Form Type.

Optional fields captured

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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.

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SCHEDULE SE

The form type A_1040_SCHEDULE_SE supports data capture from the IRS 1040 Schedule SE only. Form 1040 (first 2 pages) is processed as a separate form type.

JSON Attribute

Data Type

Description

a_1040_schedule_se-Part1-General:year

Text

Numerical description of the Form's pre-printed year, e.g. "2019" for a 2019 form.

a_1040_schedule_se-Part1-General:nameOfPersonWithSelf-EmploymentIncome

Text

Name of the individual reporting

a_1040_schedule_se-Part1-General:socialSecurityNumberOfPersonWithSelf-EmploymentIncome

Text

Formatted XXX-XX-XXXX. The Social Security Number of the filing individual

a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line1A

Money

Net farm profit (or loss) amount earned by individual

a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line1B

Money

Amount in social security retirement or disability earned by individual

a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line2

Money

Net profit (or loss) in individual's non farming ventures

a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line3

Money

Calculated leveraging lines 1a, 1b and 2 from Section A

a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line4

Money

Calculated leveraging line 3 from Section A. Profit (or loss) from all ventures

a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line5

Money

Calculated leveraging line 4 from Section A. Self employment tax

a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line6

Money

Calculated leveraging line 5 from Section A. Deduction for self employment tax

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:lineA-CheckBox

CHECKED
NOT CHECKED

`Checked' if individual is a minister with net earnings above $400

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line1A

Money

Net farm profit (or loss) amount earned by individual

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line1B

Money

Amount in social security retirement or disability earned by individual

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line2

Money

Net earnings

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line3

Money

Calculated leveraging lines 1a,1b and 2 from Section B

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line4A

Money

Calculated leveraging line 3 from Section B

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line4B

Money

Default 'is_empty = TRUE'. Optional methods

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line4C

Money

Calculated leveraging 4a, 4b from Section B

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line5A

Money

Church employee income

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line5B

Money

Calculated leveraging 5b from Section B

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line6

Money

Calculated leveraging 4c, 5b from Section B

a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line7

Money

Maximum amount of combined wages

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line8A

Money

Total social security wages and tips

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line8B

Money

Unreported tips subject to social security tax

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line8C

Money

Wages subject to social secuirty tax

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line8D

Money

Calculated leveraging 8a, 8b, 8c from Section B

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line9

Money

Calculated leveraging Line 7, 8d from Section B

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line10

Money

Calculated leveraging smaller of line 6 or 9 from Section B

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line11

Money

Calculated leveraging line 6 from Section B

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line12

Money

Calculated leveraging lines 10, 11 from Section B. Self-employment tax

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line13

Money

Calculated leveraging line 12 from Section B. Deduction for one-half self-employment tax

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line14

Money

Maximum income for optional methods

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line15

Money

Default 'is_empty = TRUE'. Calculated leveraging line 4b from Section B

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line16

Money

Calculated leveraging lines 15, 14 from Section B. Non-farm optional method

a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line17

Money

Calculated leveraging line 16 from Section B

Sample Form

The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).

Sample JSON Result

{
  "form_type": "A_1040_SCHEDULE_SE",
  "pk": 4603682,
  "form_config_pk": 1469,
  "raw_fields": {
    "a_1040_schedule_se-Part1-General:nameOfPersonWithSelf-EmploymentIncome": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "JOHN DOE"
    },
    "a_1040_schedule_se-Part1-General:socialSecurityNumberOfPersonWithSelf-EmploymentIncome": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "123-45-6789"
    },
    "a_1040_schedule_se-Part1-General:year": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "2019"
    },
    "a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line1A": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line1B": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line2": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "51458.00"
    },
    "a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line3": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "51458.00"
    },
    "a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line4": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "47521.00"
    },
    "a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line5": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "7271.00"
    },
    "a_1040_schedule_se-Part2-SectionA-ShortScheduleSe1-6:line6": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526578,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "3636.00"
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line1A": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line1B": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line2": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "51548.00"
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line3": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "51458.00"
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line4A": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "47521.00"
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line4B": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line4C": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "47521.00"
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line5A": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line5B": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line6": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "47521.00"
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:line7": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "132900.00"
    },
    "a_1040_schedule_se-Part3-SectionB-LongScheduleSe1-7:lineA-CheckBox": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "NOT CHECKED"
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line10": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "5893.00"
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line11": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "1378.00"
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line12": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "7271.00"
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line13": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "3635.00"
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line14": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "5440.00"
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line15": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line16": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line17": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line8A": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "70000.00"
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line8B": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line8C": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": ""
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line8D": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "70000.00"
    },
    "a_1040_schedule_se-Part4-SectionB-LongScheduleSe8-17:line9": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63526579,
      "source_filename": "Ocrolus Sample PDF - IRS Schedule SE.pdf",
      "value": "62900.00"
    }
  },
  "tables": []
}

Updated 9 months ago


IRS Form 1040 (Schedule SE)


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