IRS Form W-2 - Wage and Tax State

Suggest Edits

In order to support the contents of the IRS Form W-3 uploaded by the applying entities Ocrolus supports the verification of employee Form W-2.

The form_type parameter W2 for the Upload PDF endpoint is required for this Form Type.

Learn more about how we process W-2s 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
`year`	Integer	Year
`employeeSocialSecurityNumber`	Social Security Number	(Box A) Employee Social Security Number
`employerIdNo`	EIN	(Box B) Employer ID No. (EIN)
`wagesTipsOtherComp`	Money	(Box 1) Wages Tips Other Comp
`federalIncomeTaxWithheld`	Money	(Box 2) Federal Income Tax Withheld
`socialSecurityWages`	Money	(Box 3) Social Security Wages
`socialSecurityTaxWithheld`	Money	(Box 4) Social Security Tax Withheld
`medicareWagesAndTips`	Money	(Box 5) Medicare Wages And Tips
`medicareTaxWithheld`	Money	(Box 6) Medicare Tax Withheld
`employerName`	Text	(Box C) Employer Name
`employerAddressLine1`	Text	(Box C) Employer Address
`employerAddressLine2`	Text	(Box C) Employer Address
`employerAddressCity`	City	(Box C) Employer Address
`employerAddressState`	State	(Box C) Employer Address
`employerAddressZip`	ZIP Code	(Box C) Employer Address
`employeeName`	Text	(Box E/F) Employee Name
`employeeAddressLine1`	Text	(Box E/F) Employee Address
`employeeAddressLine2`	Text	(Box E/F) Employee Address
`employeeAddressCity`	City	(Box E/F) Employee Address
`employeeAddressState`	State	(Box E/F) Employee Address
`employeeAddressZip`	ZIP Code	(Box E/F) Employee Address
`socialSecurityTips`	Money	(Box 7) Social Security Tips
`allocatedTips`	Money	(Box 8) Allocated Tips
`box9`	Text	(Box 9)
`dependentCareBenefits`	Money	(Box 10) Dependent Care Benefits
`nonqualifiedPlans`	Money	(Box 11) Nonqualified Plans
`box12aCode`	Text	(Box 12a)
`box12aAmount`	Money	(Box 12a)
`box12bCode`	Text	(Box 12b)
`box12bAmount`	Money	(Box 12b)
`box12cCode`	Text	(Box 12c)
`box12cAmount`	Money	(Box 12c)
`box12dcode`	Text	(Box 12d)
`box12dAmount`	Money	(Box 12d)
`statutoryEmployee`	`CHECKED`, `UNCHECKED`	(Box13) Statutory Employee
`retirementPlan`	`CHECKED`, `UNCHECKED`	(Box13) Retirement Plan
`third-PartySickPay`	`CHECKED`, `UNCHECKED`	(Box13) Third-Party Sick Pay
`box14Other`	Text	(Box 14) Other
`statePrimary`	State	(Box 15) State
`stateSecondary`	State	(Box 15) State
`employerStateIdNumberPrimary`	Text	(Box 15) Employer state ID Number
`employerStateIdNumberSecondary`	Text	(Box 15) Employer state ID Number
`stateWagesTipsPrimary`	Money	(Box 16) State Wages Tips
`stateWagesTipsSecondary`	Money	(Box 16) State Wages Tips
`stateIncomeTaxPrimary`	Money	(Box 17) State Income Tax
`stateIncomeTaxSecondary`	Money	(Box 17) State Income Tax
`localWagesTipsPrimary`	Money	(Box 18) Local Wages Tips
`localWagesTipsSecondary`	Money	(Box 18) Local Wages Tips
`localIncomeTaxPrimary`	Money	(Box 19) Local Income Tax
`localIncomeTaxSecondary`	Money	(Box 19) Local Income Tax
`localityNamePrimary`	Text	(Box 20) Locality Name
`localityNameSecondary`	Text	(Box 20) Locality Name

Sample Form

The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).

drive.google.com

W2 Sample 1.pdf

Sample JSON Result

{
  "status": 200,
  "response": {
    "pk": 16561616,
    "uuid": "10fa8ec9-2b3b-4937-bb6b-4bc7a6ae3593",
    "name": "W2 JSON Output",
    "created": "2022-02-08T00:18:18Z",
    "created_ts": "2022-02-08T00:18:18Z",
    "verified_pages_count": 1,
    "book_status": "ACTIVE",
    "id": 16561616,
    "forms": [
      {
        "pk": 34391430,
        "uuid": "958de4cf-54f1-4b06-bd11-ddca40933f78",
        "form_type": "W2",
        "raw_fields": {
          "box9": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "year": {
            "value": "2018",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "box12aCode": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "box12bCode": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "box12cCode": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "box12dcode": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "box14Other": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "box12aAmount": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "box12bAmount": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "box12cAmount": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "box12dAmount": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employeeName": {
            "value": "DAVID P BECON",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employerIdNo": {
            "value": "32-1203146",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employerName": {
            "value": "WFH ENTERPRISES, INC.",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "statePrimary": {
            "value": "AL",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "allocatedTips": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "retirementPlan": {
            "value": "CHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "stateSecondary": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "nonqualifiedPlans": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "statutoryEmployee": {
            "value": "UNCHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employeeAddressZip": {
            "value": "35570",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employerAddressZip": {
            "value": "36330",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "socialSecurityTips": {
            "value": "450.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "third-PartySickPay": {
            "value": "UNCHECKED",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "wagesTipsOtherComp": {
            "value": "10000.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf",
            "validation_error": "Box 1 should be greater than 250 and less than 400000. User should verify document."
          },
          "employeeAddressCity": {
            "value": "HAMILTON",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employerAddressCity": {
            "value": "ENTERPRISE",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "localityNamePrimary": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "medicareTaxWithheld": {
            "value": "740.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf",
            "validation_error": "Box 6 should be greater than 1.45% of Box 5 and less than 2.36% of Box 5. User should verify document."
          },
          "socialSecurityWages": {
            "value": "20000.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf",
            "validation_error": "Amount should be greater than Box 4 Social Security Tax Withheld. Maximum amount should 147000. User should verify document."
          },
          "employeeAddressLine1": {
            "value": "1706 MILITARY STREET SOUTH",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employeeAddressLine2": {
            "value": "AVE 2506",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employeeAddressState": {
            "value": "AL",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employerAddressLine1": {
            "value": "600 BOLL WEEVIL CIRCLE",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employerAddressLine2": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employerAddressState": {
            "value": "AL",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "medicareWagesAndTips": {
            "value": "652.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf",
            "validation_error": "Amount should be greater than Box 6 Medicare Tax Withheld. User should verify document."
          },
          "dependentCareBenefits": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "localIncomeTaxPrimary": {
            "value": "30.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "localWagesTipsPrimary": {
            "value": "260.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "localityNameSecondary": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "stateIncomeTaxPrimary": {
            "value": "320.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "stateWagesTipsPrimary": {
            "value": "6520.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "localIncomeTaxSecondary": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "localWagesTipsSecondary": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "stateIncomeTaxSecondary": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "stateWagesTipsSecondary": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "federalIncomeTaxWithheld": {
            "value": "15000.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf",
            "validation_error": "Box 2 should be less than 37% of Box 1. User should verify document."
          },
          "socialSecurityTaxWithheld": {
            "value": "25000.00",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf",
            "validation_error": "Box 4 should be greater than 6.16% of Box 3 and less than 6.201% of Box 3 if Box 3 is less than or equal to 147000. Maximum amount should be 9114. User should verify document."
          },
          "employeeSocialSecurityNumber": {
            "value": "653-32-0120",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employerStateIdNumberPrimary": {
            "value": "203-62-1230",
            "is_empty": false,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          },
          "employerStateIdNumberSecondary": {
            "value": "",
            "is_empty": true,
            "alias_used": null,
            "source_filename": "W2 Sample 1.pdf"
          }
        },
        "form_config_pk": 46033,
        "tables": []
      }
    ],
    "book_is_complete": true
  },
  "message": "OK"
}

Updated about 1 month ago