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
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 |
|---|---|---|
tax_1096-General:taxFormYear | Text | Numerical description of the Form's pre-printed year, e.g. "2019" for a 2019 form. |
tax_1096-General:name | Text | Official name of the entity |
tax_1096-General:streetAddress:addressLine1 | Text | Street address of the entity |
tax_1096-General:streetAddress:city | Text | City of entity |
tax_1096-General:streetAddress:state | Text | State the applying entity resides in, Formatted as a 2 character state code |
tax_1096-General:streetAddress:zip | Text | 5 digit zip code in which applying entity resides |
tax_1096-General:contactPerson | Text | Name of company point of contact regarding this tax form |
tax_1096-General:telephoneNumber | Text | Contact phone number. Formatted (XXX) XXX-XXXX |
tax_1096-General:emailAddress | Text | Contact email address. Formatted as [email protected] |
tax_1096-General:faxNumber | Text | Contact fax number. Formatted (XXX) XXX-XXXX |
tax_1096-Line1Thru6:line1:employerIdentificationNumber | Text | 9 digit EIN |
tax_1096-Line1Thru6:line2:socialSecurityNumber | Text | Social Security number of entity contact. Formatted XXX-XX-XXXX |
tax_1096-Line1Thru6:line3:totalNumberOfForms | Text | Number of forms enclosed as part of this tax document |
tax_1096-Line1Thru6:line4:federalIncomeTaxWithheld | Money | Amount of federal income withheld from entity |
tax_1096-Line1Thru6:line5:totalAmountReported | Money | Total amount reported by applying entity |
tax_1096-Line1Thru6:line6:typeOfForm | W-2G 321097-BTC 501098 811098-C 781098-E 841098-F 031098-Q 741098-T 831099-A 801099-B 791099-C 851099-CAP 731099-DIV 911099-G 861099-INT 921099-K 101099-LS 161099-LTC 931099-MISC 951099-NEC 711099-OID 961099-PATR 971099-Q 311099-QA 1A1099-R 981099-S 751099-SA 941099-SB 433921 253922 265498 285498-ESA 725498-QA 2A5498-SA 27 | One of the Values will be provided. |
tax_1096-Signature:signature | Text | "Checked" / "Unchecked" representing if a signature was identified on the document |
tax_1096-Signature:title | Text | Title of the signatory from the entity |
tax_1096-Signature:date | SIGNEDNOT 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