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
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 |
|---|---|---|
| Text | Numerical description of the Form's pre-printed year, e.g. "2019" for a 2019 form. |
| Text | Official name of the entity |
| Text | Street address of the entity |
| Text | City of entity |
| Text | State the applying entity resides in, Formatted as a 2 character state code |
| Text | 5 digit zip code in which applying entity resides |
| Text | Name of company point of contact regarding this tax form |
| Text | Contact phone number. Formatted (XXX) XXX-XXXX |
| Text | Contact email address. Formatted as [email protected] |
| Text | Contact fax number. Formatted (XXX) XXX-XXXX |
| Text | 9 digit EIN |
| Text | Social Security number of entity contact. Formatted XXX-XX-XXXX |
| Text | Number of forms enclosed as part of this tax document |
| Amount of federal income withheld from entity | |
| Total amount reported by applying entity | |
|
| One of the Values will be provided. |
| Text | "Checked" / "Unchecked" representing if a signature was identified on the document |
| Text | Title of the signatory from the entity |
|
| 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 2 years ago