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

πŸ“˜

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 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: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

SIGNED
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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