IRS Form 940
IRS Form 940 is used by employers to report your annual Federal Unemployment Tax Act (FUTA) tax.
The form_type parameter TAX_940 for the Upload PDF endpoint is required for this Form Type.
Learn more about how we process 940 forms here.
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_940-General:taxFormYear | Text | Numerical description of the Form's pre-printed year, e.g. "2020" for a 2020 Q1 form. |
tax_940-General:employerIdentificationNumber(Ein) | Text | The business EIN |
tax_940-General:name | Text | Offiical name of the applying entity |
tax_940-General:tradeName | Text | "Doing business as" or other trade name affiliated with applying entity |
tax_940-General:address:numberAndStreet | Text | Street address of the entity |
tax_940-General:address:suiteOrRoomNumber | Text | Office number or suite number of the applying entity |
tax_940-General:address:city | Text | City of applying entity |
tax_940-General:address:state | Text | Formatted as a 2 character state code. State the applying entity resides in. |
tax_940-General:address:zip | Text | 5 digit zip code in which applying entity resides |
tax_940-General:address:foreignCountryName | Text | Default is_empty = TRUE, Country from which applying entity resides if not USA |
tax_940-General:address:foreignProvince/Country | Text | Default is_empty = TRUE. International address of applying entity if not in USA |
tax_940-General:address:foreignPostalCode | Text | Default is_empty = TRUE. International postal code applying entity resides in if not USA |
tax_940-General:typeOfReturn | a Amendedb Successor Employerc No Payments To Employees in 2019d Final Business Closed Or Stopped Paying Wages | Type of return filed |
tax_940-Part1:line1A | Text | Formatted 2 chracter state code. State if unemployment was paid in only one state |
tax_940-Part1:line1B | CHECKEDNOT CHECKED | Checked if unemployment paid in multiple states |
tax_940-Part1:line2 | CHECKEDNOT CHECKED | Checked if wages were paid in state subject to credit deduction |
tax_940-Part2:line3 | Money | Total payment to all employees |
tax_940-Part2:line4 | Money | Amount of payments exempt from FUTA tax |
tax_940-Part2:line4A | CHECKEDNOT CHECKED | Checked if fringe benefits apply |
tax_940-Part2:line4B | CHECKEDNOT CHECKED | Checked if Group-term life insurance applies |
tax_940-Part2:line4C | CHECKEDNOT CHECKED | Checked if Retirement/Pension applies |
tax_940-Part2:line4D | CHECKEDNOT CHECKED | Checked if Dependent care applies |
tax_940-Part2:line4E | CHECKEDNOT CHECKED | Checked if other exemptions apply |
tax_940-Part2:line5 | Money | Total of payments made to each employee over $7,000 |
tax_940-Part2:line6 | Money | Calculated leveraging lines 4, 5 |
tax_940-Part2:line7 | Money | Calculated leveraging lines 3, 6, 7. Total taxable FUTA wages |
tax_940-Part2:line8 | Money | Calculated leveraging line 7. FUTA tax before adjustments |
tax_940-Part3:line9 | Money | Default is_empty = true. Calculated leveraging line 7. If FUTA wages excluded |
tax_940-Part3:line10 | Money | Default is_empty = true. Amount of FUTA wages were excluded |
tax_940-Part3:line11 | Money | Default is_empty = true. Amount of credit reduction applied |
tax_940-Part4:line12 | Money | Calculated leveraging lines 8, 9, 10, 11. Amount of FUTA tax after adjustments |
tax_940-Part4:line13 | Money | Amount in FUTA tax deposited for year |
tax_940-Part4:line14 | Money | Balance Due |
tax_940-Part4:line15:overpayment | Money | Amount of overpayment |
tax_940-Part4:line15:checkOne | Apply To Next ReturnSend A Refund | Determines if government should send return or apply overpayment amount to next return |
tax_940-Part5:line16A:1stQuarter | Money | Amount of FUTA tax liability for 1st Quarter |
tax_940-Part5:line16B:2ndQuarter | Money | Amount of FUTA tax liability for 2nd Quarter |
tax_940-Part5:line16C:3rdQuarter | Money | Amount of FUTA tax liability for 3rd Quarter |
tax_940-Part5:line16D:4thQuarter | Money | Amount of FUTA tax liability for 4th Quarter |
tax_940-Part5:line17 | Money | Calculated leveraging lines 16a, 16b, 16c, 16d. Amount of FUTA tax liability for the year |
tax_940-Part6:doYouWantToAllowAnEmployee | YESNO | Third Party Designee |
tax_940-Part6:designeeNameAndPhoneNumber:name | Text | Designated employee name |
tax_940-Part6:designeeNameAndPhoneNumber:phoneNumber | Text | Formatted (XXX) XXX-XXXX. Designated employee phone number. |
tax_940-Part6:designeeIrsPin | Text | 5 digit pin of designee |
tax_940-Part7:signature | SIGNEDNOT SIGNED | "SIGNED" / "NOT SIGNED" determine if a signature was found on the application |
tax_940-Part7:signatureDate | Date | Date of the entity's signatory's signature |
tax_940-Part7:name | Text | Entity's signatory |
tax_940-Part7:title | Text | Title of signatory |
tax_940-Part7:bestDaytimePhone | Text | Phone number of signatory |
tax_940-Part7:preparer-Name | Text | Name of the individual preparing this tax document |
tax_940-Part7:preparer-Signature | SIGNEDNOT SIGNED | "SIGNED" / "NOT SIGNED" determine if a signature was found on the application |
tax_940-Part7:preparer-FirmName(OrYoursIfSelf-Employed) | Text | Firm that employs the tax document preparer |
tax_940-Part7:preparer-Address:addressLine1 | Text | Address of tax document preparer |
tax_940-Part7:preparer-Address:city | Text | City of tax document preparer |
tax_940-Part7:preparer-Address:state | Text | State in which the tax document preparer resides. Formatted 2 character state code |
tax_940-Part7:preparer-Address:zip | Text | 5 digit zip code of preparer's address |
tax_940-Part7:preparer-CheckIfYouAreSelfEmployed | CHECKEDNOT CHECKED | If preparer of tax document is self employed |
tax_940-Part7:preparer-Ptin | Text | 5 digit personal identification number |
tax_940-Part7:preparer-SignatureDate | Date | Date of the preparer's signature |
tax_940-Part7:preparer-Ein | Text | Preparer's EIN |
tax_940-Part7:preparer-Phone | Text | Formatted (XXX) XXX-XXXX. Preparer phone number. |
tax_940-940-V:line1-EmployerIdentificationNumber(Ein) | Text | 9 digit employee identification number |
tax_940-940-V:line2-AmountOfYourPayment:dollars | Text | Number representing dollar value of payment |
tax_940-940-V:line2-AmountOfYourPayment:cents | Text | Number representing cent value of payment |
tax_940-940-V:line3-BusinessName | Text | Business name of voucher holder |
tax_940-940-V:line3-Address:addressLine1 | Text | Address of voucher holder company |
tax_940-940-V:line3-Address:city | Text | City of voucher holder company |
tax_940-940-V:line3-Address:state | Text | State in which voucher holder resides |
tax_940-940-V:line3-Address:zip | Text | 5 digit ZIP code of voucher company |
Sample form
The below Ocrolus sample PDF (input) matches the below sample JSON result (output).
Sample JSON result
{
"form_type": "TAX_940",
"pk": 4606245,
"form_config_pk": 1488,
"raw_fields": {
"tax_940-General:address:city": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "NEW YORK"
},
"tax_940-General:address:foreignCountryName": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-General:address:foreignPostalCode": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-General:address:foreignProvince/Country": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-General:address:numberAndStreet": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "101 GREENWICH STREET"
},
"tax_940-General:address:state": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "NY"
},
"tax_940-General:address:suiteOrRoomNumber": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "FLOOR 23"
},
"tax_940-General:address:zip": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "10006"
},
"tax_940-General:employerIdentificationNumber(Ein)": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "12-3456789"
},
"tax_940-General:name": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "OCROLUS INC."
},
"tax_940-General:taxFormYear": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "2019"
},
"tax_940-General:tradeName": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "OCROLUS"
},
"tax_940-General:typeOfReturn": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "A AMENDED"
},
"tax_940-Part1:line1A": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "NY"
},
"tax_940-Part1:line1B": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "CHECKED"
},
"tax_940-Part1:line2": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "CHECKED"
},
"tax_940-Part2:line3": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "7653.00"
},
"tax_940-Part2:line4": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part2:line4A": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "UNCHECKED"
},
"tax_940-Part2:line4B": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "UNCHECKED"
},
"tax_940-Part2:line4C": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "UNCHECKED"
},
"tax_940-Part2:line4D": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "UNCHECKED"
},
"tax_940-Part2:line4E": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "UNCHECKED"
},
"tax_940-Part2:line5": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "653.00"
},
"tax_940-Part2:line6": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "653.00"
},
"tax_940-Part2:line7": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "7000.00"
},
"tax_940-Part2:line8": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "42.00"
},
"tax_940-Part3:line10": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part3:line11": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "126.00"
},
"tax_940-Part3:line9": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part4:line12": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "168.00"
},
"tax_940-Part4:line13": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "0.00"
},
"tax_940-Part4:line14": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "168.00"
},
"tax_940-Part4:line15:checkOne": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part4:line15:overpayment": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643011,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part5:line16A:1stQuarter": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part5:line16B:2ndQuarter": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part5:line16C:3rdQuarter": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part5:line16D:4thQuarter": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part5:line17": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part6:designeeIrsPin": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part6:designeeNameAndPhoneNumber:name": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part6:designeeNameAndPhoneNumber:phoneNumber": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part6:doYouWantToAllowAnEmployee": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "NO"
},
"tax_940-Part7:bestDaytimePhone": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "646-850-9090"
},
"tax_940-Part7:name": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "SAM BOBLEY"
},
"tax_940-Part7:preparer-Address:addressLine1": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "101 GREENWICH STREET, FLOOR 23"
},
"tax_940-Part7:preparer-Address:city": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "NEW YORK"
},
"tax_940-Part7:preparer-Address:state": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "NY"
},
"tax_940-Part7:preparer-Address:zip": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "10006"
},
"tax_940-Part7:preparer-CheckIfYouAreSelfEmployed": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "UNCHECKED"
},
"tax_940-Part7:preparer-Ein": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "12-3456789"
},
"tax_940-Part7:preparer-FirmName(OrYoursIfSelf-Employed)": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "OCROLUS INC."
},
"tax_940-Part7:preparer-Name": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "VIKAS DUA"
},
"tax_940-Part7:preparer-Phone": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "646-850-9090"
},
"tax_940-Part7:preparer-Ptin": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "12-3456789"
},
"tax_940-Part7:preparer-Signature": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part7:preparer-SignatureDate": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643012,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part7:signature": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part7:signatureDate": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": ""
},
"tax_940-Part7:title": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643009,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "CEO"
},
"tax_940-940-V:line1-EmployerIdentificationNumber(Ein)": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643012,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "12-3456789"
},
"tax_940-940-V:line2-AmountOfYourPayment:cents": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643012,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "00"
},
"tax_940-940-V:line2-AmountOfYourPayment:dollars": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643012,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "168"
},
"tax_940-940-V:line3-Address:addressLine1": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643012,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "101 GREENWICH STREET, FLOOR 23"
},
"tax_940-940-V:line3-Address:city": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643012,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "NEW YORK"
},
"tax_940-940-V:line3-Address:state": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643012,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "NY"
},
"tax_940-940-V:line3-Address:zip": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643012,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "10006"
},
"tax_940-940-V:line3-BusinessName": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 63643012,
"source_filename": "Ocrolus Sample PDF - IRS Form 940.pdf",
"value": "OCROLUS INC."
}
},
"tables": []
}
Updated 7 months ago