Entities applying for PPP are required to submit proof of payroll for the previous year (2019). In addition to the IRS forms Payroll reports are also required as part of the PPP. These payroll documents likely include:
- Summary report for the 12 months ending 2019 from applying entity
- Per employee report detailing gross pay for the 12 months ending 2019 from applying entity
- Report detailing other payroll information such as group health benefits, retirement benefits, state taxes and local taxes from the applying entity
All this information can be found through an applying entity's payroll provider.
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 |
|---|---|---|
| Text | The name of the applying entity |
| Text | The employer EIN |
| The beginning date covered by the payroll report | |
| The ending date covered by the payroll report | |
| Text | Current number of jobs filled by employer |
| Amount in gross pay | |
| Amount in gross pay above 100,000 USD | |
| Amount in gross pay as per SBA guidelines | |
| Amount employer paid in state and local taxes | |
| Amount employer contributed in benefits to employees | |
| Amount employer contributed in retirement to employees if explicitly called out | |
| Total payroll cost considering the caps dictated by SBA | |
| Average payroll cost for employer | |
| Text | Average number of employees employed |
Sample Form
The below Ocrolus Sample PDF (input) matches the below Sample JSON Result (output).
drive.google.comSample JSON Result
{
"form_type": "PAYROLL_SUMMARY",
"pk": 4631822,
"form_config_pk": 1628,
"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"
}
},
"tables": []
}
Updated 4 months ago