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.

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

w3-Part1:year

Text

Numerical description of the Form's pre-printed year, e.g. "2020" for a 2020 Q1 form.

w3-Part1:(boxA)ControlNumber

Text

Control number

w3-Part1:(boxB)(I)KindOfPayer

941-SS
MILITARY
943
944
HSHLD EMP
MEDICARE GOVT EMP

Kind of Payer

w3-Part1:(boxB)(Ii)KindOfEmployer

NONE APPLY
501C NON-GOVT
STATE/LOCAL NON-501C
STATE/LOCAL 501C
FEDERAL GOVT

Kind of Employer

w3-Part1:(boxB)(Iii)Third-PartySickPay

CHECKED
NOT CHECKED

Checked if third party sick pay is applicable

w3-Part1:(boxC)TotalNumberOfFormsW-2

Text

Total number of W-2 Forms summarized

w3-Part1:(boxD)EstablishmentNumber

Text

Establishment number

w3-Part1:(boxE)EmployerIdentificationNumber(Ein)

Text

Employer identification number (EIN)

w3-Part1:(boxF)EmployersName

Text

Name of the Employer

w3-Part1:(boxG)EmployersAddress:addressLine1

Text

Address of the employer

w3-Part1:(boxG)EmployersAddress:addressLine2

Text

Address 2 of the employer

w3-Part1:(boxG)EmployersAddress:city

Text

City of the employer address

w3-Part1:(boxG)EmployersAddress:state

Text

Formatted 2 character state code. State of employer address

w3-Part1:(boxG)EmployersAddress:zip

Text

Formatted 5 digits. Zip Code

w3-Part1:(boxH)OtherEinUsedThisYear

Text

Default is_empty = true. Additional TIN used by company in filing year

w3-Part2:(box1)WagesTipsOtherComp

Money

Amount in wages, tips, other compensation

w3-Part2:(box2)IncomeTaxWithheld

Money

Amount of federal income tax withheld

w3-Part2:(box3)SocialSecurityWages

Money

Amount of social security wages

w3-Part2:(box4)SocialSecurityTaxWithheld

Money

Amount of social security tax withheld

w3-Part2:(box5)MedicareWagesAndTips

Money

Amount of medicare wages and tops

w3-Part2:(box6)MedicareTaxWithheld

Money

Amount of medicare tax withheld

w3-Part2:(box7)SocialSecurityTips

Money

Amount of social security tips

w3-Part2:(box8)AllocatedTips

Text

Amount of allocated tips

w3-Part2:(box9)NotInUse

Text

Default is_emply = true

w3-Part2:(box10)DependentCareBenefits

Text

Amount of dependent care benefits

w3-Part3:(box11)NonqualifiedPlans

Money

Amount in unqualified plans

w3-Part3:(box12A)DeferredCompensation

Money

Amount in deferred compensation

w3-Part3:(box12B)NotInUse

Text

w3-Part3:(box13)ForThirdPartySickPayUseOnly

Text

Amount in pay only for third-party sick

w3-Part3:(box14)IncomeTaxWithheldByPayerOfThirdPartySickPay

Money

Amount of income tax withheld by payer of third-party sick pay

w3-Part3:(box15)State

Text

Formatted 2 character state code. State employer is registered in

w3-Part3:(box15)EmployersTerritorialIdNumber

Text

Employer's state ID number

w3-Part3:(box16)StateWagesTipsEtc

Money

Amount in state wages, tips, etc.

w3-Part3:(box17)StateIncomeTax

Money

Amount in state income tax

w3-Part3:(bok18)LocalWagesTipsEtc

Money

Amount in local wages, tips, etc.

w3-Part3:(box19)LocalIncomeTax

Money

Amount in local income tax

w3-Part3:employersContactPerson

Text

Contact person for employer

w3-Part3:employersTelephoneNumber

Text

Formatted (XXX) XXX-XXXX. Telephone number of employer

w3-Part3:employersFaxNumber

Text

Fax number of employer

w3-Part3:employersEmailAddress

Text

Email address of employer

w3-Part3:signature

SIGNED
NOT SIGNED

Signature of employer contact person

w3-Part3:title

Text

Title of signatory

w3-Part3:dateOfSignature

Date

Date 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": []
}

Did this page help you?