Payroll report

Payroll summary reports provide information on a business's payroll in a specified period of time. This document details wages, tax withholdings, benefit deductions, and taxes owed by the employer for every employee on the payroll.

The form_type parameter `PAYROLL_SUMMARY 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
`payroll_summary-Part1-General:companyName`	Text	Company Name
`payroll_summary-Part1-General:ein`	Text	EIN
`payroll_summary-Part1-General:beginningDate`	Date	Beginning Date
`payroll_summary-Part1-General:endingDate`	Date	Ending Date
`payroll_summary-Part1-General:numberOfJobs`	Text	Number Of Jobs
`payroll_summary-Part2-CompanyTotal:grossPay-Total`	Money	Gross Pay - Total
`payroll_summary-Part2-CompanyTotal:grossPayInExcessOf$100K-Total`	Money	Gross Pay In Excess Of $100K - Total
`payroll_summary-Part2-CompanyTotal:sbaGrossPay-Total`	Money	SBA Gross Pay - Total
`payroll_summary-Part2-CompanyTotal:employerTaxesStateAndLocal-Total`	Money	Employer Taxes State And Local - Total
`payroll_summary-Part2-CompanyTotal:employerBenefitCost-Total`	Money	Employer Benefit Cost - Total
`payroll_summary-Part2-CompanyTotal:retirementContributions-Total`	Money	Retirement Contributions - Total
`payroll_summary-Part2-CompanyTotal:payrollCost-Total`	Money	Payroll Cost - Total
`payroll_summary-Part2-CompanyTotal:payrollCost-MonthlyAverage`	Money	Payroll Cost - Monthly Average
`payroll_summary-Part2-CompanyTotal:numberOfEmployeesPaid-MonthlyAverage`	Text	Number Of Employees Paid - Monthly Average

Sample Form

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

Ocrolus Sample PDF - Payroll Report Employee Detail.pdf

drive.google.com

Ocrolus Sample PDF - Payroll Report Employee Detail.pdf

Sample JSON Result

{
  "form_type": "PAYROLL_SUMMARY",
  "pk": 4631822,
  "raw_fields": {
    "payroll_summary-Part1-General:companyName": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047624,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "OCROLUS INC."
    },
    "payroll_summary-Part1-General:ein": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047624,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "12-3456789"
    },
    "payroll_summary-Part1-General:beginningDate": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047624,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "01/01/2019"
    },
    "payroll_summary-Part1-General:endingDate": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047624,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "12/31/2019"
    },
    "payroll_summary-Part1-General:numberOfJobs": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047624,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "2"
    },
    "payroll_summary-Part2-CompanyTotal:grossPay-Total": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047625,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "600000.00"
    },
    "payroll_summary-Part2-CompanyTotal:grossPayInExcessOf$100K-Total": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047625,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "400000.00"
    },
    "payroll_summary-Part2-CompanyTotal:sbaGrossPay-Total": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047625,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "200000.00"
    },
    "payroll_summary-Part2-CompanyTotal:employerTaxesStateAndLocal-Total": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047625,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "24000.00"
    },
    "payroll_summary-Part2-CompanyTotal:employerBenefitCost-Total": {
      "alias_used": "Employer Benefit (Retire+Health) Cost Total",
      "is_empty": false,
      "page_doc_pk": 64047625,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "36000.00"
    },
    "payroll_summary-Part2-CompanyTotal:retirementContributions-Total": {
      "alias_used": null,
      "is_empty": true,
      "page_doc_pk": 64047625,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": ""
    },
    "payroll_summary-Part2-CompanyTotal:payrollCost-Total": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047625,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "260000.00"
    },
    "payroll_summary-Part2-CompanyTotal:payrollCost-MonthlyAverage": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047625,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "21665.67"
    },
    "payroll_summary-Part2-CompanyTotal:numberOfEmployeesPaid-MonthlyAverage": {
      "alias_used": null,
      "is_empty": false,
      "page_doc_pk": 64047625,
      "source_filename": "Ocrolus Sample PDF - Payroll Report Employee Detail.pdf",
      "value": "2"
    }
  },
  "id": 4631822,
  "other_frauds": [],
  "tables": []
}

Optional fields captured

📘Configuration-Driven Output

Sample Form

Sample JSON Result

📘
Configuration-Driven Output