IRS Form W-2 - Wage and Tax State

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 AttributeData TypeDescription
yearIntegerYear
employeeSocialSecurityNumberSocial Security Number(Box A) Employee Social Security Number
employerIdNoEIN(Box B) Employer ID No. (EIN)
wagesTipsOtherCompMoney(Box 1) Wages Tips Other Comp
federalIncomeTaxWithheldMoney(Box 2) Federal Income Tax Withheld
socialSecurityWagesMoney(Box 3) Social Security Wages
socialSecurityTaxWithheldMoney(Box 4) Social Security Tax Withheld
medicareWagesAndTipsMoney(Box 5) Medicare Wages And Tips
medicareTaxWithheldMoney(Box 6) Medicare Tax Withheld
employerNameText(Box C) Employer Name
employerAddressLine1Text(Box C) Employer Address
employerAddressLine2Text(Box C) Employer Address
employerAddressCityCity(Box C) Employer Address
employerAddressStateState(Box C) Employer Address
employerAddressZipZIP Code(Box C) Employer Address
employeeNameText(Box E/F) Employee Name
employeeAddressLine1Text(Box E/F) Employee Address
employeeAddressLine2Text(Box E/F) Employee Address
employeeAddressCityCity(Box E/F) Employee Address
employeeAddressStateState(Box E/F) Employee Address
employeeAddressZipZIP Code(Box E/F) Employee Address
socialSecurityTipsMoney(Box 7) Social Security Tips
allocatedTipsMoney(Box 8) Allocated Tips
box9Text(Box 9)
dependentCareBenefitsMoney(Box 10) Dependent Care Benefits
nonqualifiedPlansMoney(Box 11) Nonqualified Plans
box12aCodeText(Box 12a)
box12aAmountMoney(Box 12a)
box12bCodeText(Box 12b)
box12bAmountMoney(Box 12b)
box12cCodeText(Box 12c)
box12cAmountMoney(Box 12c)
box12dcodeText(Box 12d)
box12dAmountMoney(Box 12d)
statutoryEmployeeCHECKED, UNCHECKED(Box13) Statutory Employee
retirementPlanCHECKED, UNCHECKED(Box13) Retirement Plan
third-PartySickPayCHECKED, UNCHECKED(Box13) Third-Party Sick Pay
box14OtherText(Box 14) Other
statePrimaryState(Box 15) State
stateSecondaryState(Box 15) State
employerStateIdNumberPrimaryText(Box 15) Employer state ID Number
employerStateIdNumberSecondaryText(Box 15) Employer state ID Number
stateWagesTipsPrimaryMoney(Box 16) State Wages Tips
stateWagesTipsSecondaryMoney(Box 16) State Wages Tips
stateIncomeTaxPrimaryMoney(Box 17) State Income Tax
stateIncomeTaxSecondaryMoney(Box 17) State Income Tax
localWagesTipsPrimaryMoney(Box 18) Local Wages Tips
localWagesTipsSecondaryMoney(Box 18) Local Wages Tips
localIncomeTaxPrimaryMoney(Box 19) Local Income Tax
localIncomeTaxSecondaryMoney(Box 19) Local Income Tax
localityNamePrimaryText(Box 20) Locality Name
localityNameSecondaryText(Box 20) Locality Name

Sample Form

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

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"
}