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IRS Form 1096

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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.

Learn more about how we process 1096 forms here.

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 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 27One 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:dateSIGNEDNOT SIGNEDOne 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 7 months ago