IRS Form W-3

IRS Form W-3 is used by the Social Security Administration (SSA) to summarize and transmit an employer’s W-2 forms.

The form_type parameter W3 for the Upload PDF endpoint is required for this Form Type.

Learn more about how we process W-3 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 AttributeData TypeDescription
w3-Part1:yearTextNumerical description of the Form's pre-printed year, e.g. "2020" for a 2020 Q1 form.
w3-Part1:(boxA)ControlNumberTextControl number
w3-Part1:(boxB)(I)KindOfPayer941-SSMILITARY943944HSHLD EMPMEDICARE GOVT EMPKind of Payer
w3-Part1:(boxB)(Ii)KindOfEmployerNONE APPLY501C NON-GOVTSTATE/LOCAL NON-501CSTATE/LOCAL 501CFEDERAL GOVTKind of Employer
w3-Part1:(boxB)(Iii)Third-PartySickPayCHECKEDNOT CHECKEDChecked if third party sick pay is applicable
w3-Part1:(boxC)TotalNumberOfFormsW-2TextTotal number of W-2 Forms summarized
w3-Part1:(boxD)EstablishmentNumberTextEstablishment number
w3-Part1:(boxE)EmployerIdentificationNumber(Ein)TextEmployer identification number (EIN)
w3-Part1:(boxF)EmployersNameTextName of the Employer
w3-Part1:(boxG)EmployersAddress:addressLine1TextAddress of the employer
w3-Part1:(boxG)EmployersAddress:addressLine2TextAddress 2 of the employer
w3-Part1:(boxG)EmployersAddress:cityTextCity of the employer address
w3-Part1:(boxG)EmployersAddress:stateTextFormatted 2 character state code. State of employer address
w3-Part1:(boxG)EmployersAddress:zipTextFormatted 5 digits. Zip Code
w3-Part1:(boxH)OtherEinUsedThisYearTextDefault is_empty = true. Additional TIN used by company in filing year
w3-Part2:(box1)WagesTipsOtherCompMoneyAmount in wages, tips, other compensation
w3-Part2:(box2)IncomeTaxWithheldMoneyAmount of federal income tax withheld
w3-Part2:(box3)SocialSecurityWagesMoneyAmount of social security wages
w3-Part2:(box4)SocialSecurityTaxWithheldMoneyAmount of social security tax withheld
w3-Part2:(box5)MedicareWagesAndTipsMoneyAmount of medicare wages and tops
w3-Part2:(box6)MedicareTaxWithheldMoneyAmount of medicare tax withheld
w3-Part2:(box7)SocialSecurityTipsMoneyAmount of social security tips
w3-Part2:(box8)AllocatedTipsTextAmount of allocated tips
w3-Part2:(box9)NotInUseTextDefault is_emply = true
w3-Part2:(box10)DependentCareBenefitsTextAmount of dependent care benefits
w3-Part3:(box11)NonqualifiedPlansMoneyAmount in unqualified plans
w3-Part3:(box12A)DeferredCompensationMoneyAmount in deferred compensation
w3-Part3:(box12B)NotInUseText
w3-Part3:(box13)ForThirdPartySickPayUseOnlyTextAmount in pay only for third-party sick
w3-Part3:(box14)IncomeTaxWithheldByPayerOfThirdPartySickPayMoneyAmount of income tax withheld by payer of third-party sick pay
w3-Part3:(box15)StateTextFormatted 2 character state code. State employer is registered in
w3-Part3:(box15)EmployersTerritorialIdNumberTextEmployer's state ID number
w3-Part3:(box16)StateWagesTipsEtcMoneyAmount in state wages, tips, etc.
w3-Part3:(box17)StateIncomeTaxMoneyAmount in state income tax
w3-Part3:(bok18)LocalWagesTipsEtcMoneyAmount in local wages, tips, etc.
w3-Part3:(box19)LocalIncomeTaxMoneyAmount in local income tax
w3-Part3:employersContactPersonTextContact person for employer
w3-Part3:employersTelephoneNumberTextFormatted (XXX) XXX-XXXX. Telephone number of employer
w3-Part3:employersFaxNumberTextFax number of employer
w3-Part3:employersEmailAddressTextEmail address of employer
w3-Part3:signatureSIGNEDNOT SIGNEDSignature of employer contact person
w3-Part3:titleTextTitle of signatory
w3-Part3:dateOfSignatureDateDate of signature

Sample Form

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

Sample JSON Result

{
  "form_type": "W3",
  "pk": 4606751,
  "form_config_pk": 1493,
  "raw_fields": {
    "w3-Part1:(boxA)ControlNumber": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part1:(boxB)(I)KindOfPayer": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "941-SS"
    },
    "w3-Part1:(boxB)(Ii)KindOfEmployer": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "NONE APPLY"
    },
    "w3-Part1:(boxB)(Iii)Third-PartySickPay": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "NOT CHECKED"
    },
    "w3-Part1:(boxC)TotalNumberOfFormsW-2": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "17"
    },
    "w3-Part1:(boxD)EstablishmentNumber": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part1:(boxE)EmployerIdentificationNumber(Ein)": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "12-3456789"
    },
    "w3-Part1:(boxF)EmployersName": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "OCROLUS INC."
    },
    "w3-Part1:(boxG)EmployersAddress:addressLine1": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "101 GREENWICH STREET"
    },
    "w3-Part1:(boxG)EmployersAddress:addressLine2": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "FLOOR 23"
    },
    "w3-Part1:(boxG)EmployersAddress:city": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "NEW YORK"
    },
    "w3-Part1:(boxG)EmployersAddress:state": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "NY"
    },
    "w3-Part1:(boxG)EmployersAddress:zip": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "10006"
    },
    "w3-Part1:(boxH)OtherEinUsedThisYear": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part1:year": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "2019"
    },
    "w3-Part2:(box1)WagesTipsOtherComp": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "23284.60"
    },
    "w3-Part2:(box10)DependentCareBenefits": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part2:(box2)IncomeTaxWithheld": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "2873.00"
    },
    "w3-Part2:(box3)SocialSecurityWages": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "23284.60"
    },
    "w3-Part2:(box4)SocialSecurityTaxWithheld": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "1474.60"
    },
    "w3-Part2:(box5)MedicareWagesAndTips": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "23284.60"
    },
    "w3-Part2:(box6)MedicareTaxWithheld": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "344.80"
    },
    "w3-Part2:(box7)SocialSecurityTips": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "0.00"
    },
    "w3-Part2:(box8)AllocatedTips": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "0.00"
    },
    "w3-Part2:(box9)NotInUse": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part3:(bok18)LocalWagesTipsEtc": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "0.00"
    },
    "w3-Part3:(box11)NonqualifiedPlans": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part3:(box12A)DeferredCompensation": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part3:(box12B)NotInUse": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part3:(box13)ForThirdPartySickPayUseOnly": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part3:(box14)IncomeTaxWithheldByPayerOfThirdPartySickPay": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part3:(box15)EmployersTerritorialIdNumber": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "WTH123456789"
    },
    "w3-Part3:(box15)State": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "NY"
    },
    "w3-Part3:(box16)StateWagesTipsEtc": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "23284.00"
    },
    "w3-Part3:(box17)StateIncomeTax": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "675.00"
    },
    "w3-Part3:(box19)LocalIncomeTax": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part3:dateOfSignature": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part3:employersContactPerson": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "SAM BOBLEY"
    },
    "w3-Part3:employersEmailAddress": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "[email protected]"
    },
    "w3-Part3:employersFaxNumber": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "646-850-9090"
    },
    "w3-Part3:employersTelephoneNumber": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": "646-850-9090"
    },
    "w3-Part3:signature": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    },
    "w3-Part3:title": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 63652535,
      "source_filename": "Ocrolus Sample PDF W-3.pdf",
      "value": ""
    }
  },
  "tables": []
}