Ocrolus API

Ocrolus API Documentation

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IRS Form 1096

Form 1096 is used to summarize information being transmitted on another form to the IRS by the filer. The most recent Form 1096 should be submitted (2019).

The form_type parameter TAX_1096 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.

JSON AttributeData TypeDescription
tax_1096-General:taxFormYearTextNumerical description of the Form's pre-printed year, e.g. "2019" for a 2019 form.
tax_1096-General:nameTextOfficial name of the entity
tax_1096-General:streetAddress:addressLine1TextStreet address of the entity
tax_1096-General:streetAddress:cityTextCity of entity
tax_1096-General:streetAddress:stateTextState the applying entity resides in, Formatted as a 2 character state code
tax_1096-General:streetAddress:zipText5 digit zip code in which applying entity resides
tax_1096-General:contactPersonTextName of company point of contact regarding this tax form
tax_1096-General:telephoneNumberTextContact phone number. Formatted (XXX) XXX-XXXX
tax_1096-General:emailAddressTextContact email address. Formatted as [email protected]
tax_1096-General:faxNumberTextContact fax number. Formatted (XXX) XXX-XXXX
tax_1096-Line1Thru6:line1:employerIdentificationNumberText9 digit EIN
tax_1096-Line1Thru6:line2:socialSecurityNumberTextSocial Security number of entity contact. Formatted XXX-XX-XXXX
tax_1096-Line1Thru6:line3:totalNumberOfFormsTextNumber of forms enclosed as part of this tax document
tax_1096-Line1Thru6:line4:federalIncomeTaxWithheldMoneyAmount of federal income withheld from entity
tax_1096-Line1Thru6:line5:totalAmountReportedMoneyTotal amount reported by applying entity
tax_1096-Line1Thru6:line6:typeOfFormW-2G 32
1097-BTC 50
1098 81
1098-C 78
1098-E 84
1098-F 03
1098-Q 74
1098-T 83
1099-A 80
1099-B 79
1099-C 85
1099-CAP 73
1099-DIV 91
1099-G 86
1099-INT 92
1099-K 10
1099-LS 16
1099-LTC 93
1099-MISC 95
1099-NEC 71
1099-OID 96
1099-PATR 97
1099-Q 31
1099-QA 1A
1099-R 98
1099-S 75
1099-SA 94
1099-SB 43
3921 25
3922 26
5498 28
5498-ESA 72
5498-QA 2A
5498-SA 27
One of the Values will be provided.
tax_1096-Signature:signatureText"Checked" / "Unchecked" representing if a signature was identified on the document
tax_1096-Signature:titleTextTitle of the signatory from the entity
tax_1096-Signature:dateSIGNED
NOT SIGNED
One of the Values will be provided.

Sample Form

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

Sample JSON Result

{
  "form_type": "TAX_1096",
  "pk": 4581150,
  "form_config_pk": 1392,
  "raw_fields": {
    "tax_1096-General:taxFormYear": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "2019"
    },
    "tax_1096-General:filerName": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "SAM BOBLEY"
    },
    "tax_1096-General:streetAddress:addressLine1": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "101 GREENWICH STREET FLOOR 23"
    },
    "tax_1096-General:streetAddress:city": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "NEW YORK"
    },
    "tax_1096-General:streetAddress:state": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "NY"
    },
    "tax_1096-General:streetAddress:zip": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "10006"
    },
    "tax_1096-General:contactPerson": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "SAM BOBLEY"
    },
    "tax_1096-General:telephoneNumber": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "(646) 850-9090"
    },
    "tax_1096-General:emailAddress": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "[email protected]"
    },
    "tax_1096-General:faxNumber": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "(012) 345-6789"
    },
    "tax_1096-Line1Thru6:line1:employerIdentificationNumber": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "12-3456789"
    },
    "tax_1096-Line1Thru6:line2:socialSecurityNumber": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "123-45-6789"
    },
    "tax_1096-Line1Thru6:line3:totalNumberOfForms": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "1"
    },
    "tax_1096-Line1Thru6:line4:federalIncomeTaxWithheld": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "26000.00"
    },
    "tax_1096-Line1Thru6:line5:totalAmountReported": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "1000000.00"
    },
    "tax_1096-Line1Thru6:line6:typeOfForm": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "W-2G 32"
    },
    "tax_1096-Signature:signature": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "SIGNED"
    },
    "tax_1096-Signature:title": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "CEO"
    },
    "tax_1096-Signature:date": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63082372,
      "source_filename": "f1096-Sample 2.pdf",
      "value": "01/01/2020"
    }
  },
  "tables": []
}

Updated about a year ago


IRS Form 1096


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