# Ocrolus API Documentation

> Documentation on the Ocrolus API infrastructure

Append .md to any documentation page URL to get its markdown version.

## Guides
- [Guide](https://docs.ocrolus.com/docs/guide.md)
- [How Ocrolus works](https://docs.ocrolus.com/docs/how-ocrolus-works.md): See how Ocrolus optimizes your workflows for processing financial documents
- [Getting started with bank statements](https://docs.ocrolus.com/docs/getting-started-bank-statements.md): Upload, capture, and analyze a bank statement.
- [Getting started in mortgage](https://docs.ocrolus.com/docs/getting-started-in-mortgage.md)
- [Getting started with SMB funding](https://docs.ocrolus.com/docs/getting-started-with-smb-lending.md): Streamlined SMB guide
- [Getting started with consumer funding](https://docs.ocrolus.com/docs/getting-started-with-consumer-lending.md)
- [Activity log](https://docs.ocrolus.com/docs/activity-log.md)
- [Introduction](https://docs.ocrolus.com/docs/getting-started.md): Welcome to the Ocrolus API reference
- [Definitions](https://docs.ocrolus.com/docs/definitions.md)
- [Authentication](https://docs.ocrolus.com/docs/authentication.md): This section explains how you can authenticate your application to our API.
- [Creating and managing credentials](https://docs.ocrolus.com/docs/creating-and-managing-credentials.md): How to create and manage API credentials for your application
- [Using API credentials](https://docs.ocrolus.com/docs/using-api-credentials.md)
- [Exploring Ocrolus with Postman](https://docs.ocrolus.com/docs/using-ocrolus-with-postman.md): Play around with our API before you write a single line of code.
- [Migrating from basic authentication to OAuth 2.0 credentials](https://docs.ocrolus.com/docs/migrating-from-basic-authentication-to-oauth-20-credentials.md): Get ready for our new authentication system
- [Single sign-on (SSO)](https://docs.ocrolus.com/docs/single-sign-on-sso.md)
- [SSO integration troubleshooting](https://docs.ocrolus.com/docs/sso-integration-troubleshooting.md)
- [Endpoint types](https://docs.ocrolus.com/docs/endpoint-categories.md)
- [Breaking change policy](https://docs.ocrolus.com/docs/breaking-change-policy.md)
- [Monitor Books](https://docs.ocrolus.com/docs/polling-for-completion.md): Polling For Completion
- [Retry strategies](https://docs.ocrolus.com/docs/retry-strategies.md)
- [IP address allowlist](https://docs.ocrolus.com/docs/allowlist-of-ip-addresses.md)
- [Dashboard URLs and navigations](https://docs.ocrolus.com/docs/dashboard-urls-and-navigations.md)
- [Overview](https://docs.ocrolus.com/docs/webhook-overview.md)
- [Organization-level webhooks](https://docs.ocrolus.com/docs/organization-level-webhook.md)
- [Configure and manage](https://docs.ocrolus.com/docs/configure-and-manage.md)
- [Monitor and replay](https://docs.ocrolus.com/docs/monitor-and-replay.md)
- [Account-level webhooks](https://docs.ocrolus.com/docs/account-level-webhook.md)
- [Secure webhook URLs](https://docs.ocrolus.com/docs/secure-webhook-urls.md)
- [Classify](https://docs.ocrolus.com/docs/classify.md): Classify mixed documents and collate into individual forms
- [PDF mixed documents](https://docs.ocrolus.com/docs/pdf-mixed-documents.md)
- [Image groups](https://docs.ocrolus.com/docs/image-groups.md)
- [PDF forms](https://docs.ocrolus.com/docs/pdf-forms.md)
- [Uniqueness values (UV)](https://docs.ocrolus.com/docs/uniqueness-value.md)
- [Capture](https://docs.ocrolus.com/docs/capture.md)
- [Confidence score](https://docs.ocrolus.com/docs/confidence-score.md)
- [Validation summary](https://docs.ocrolus.com/docs/validation-summary.md)
- [Normalization](https://docs.ocrolus.com/docs/normalization.md)
- [Detect](https://docs.ocrolus.com/docs/detect.md): Retrieve suspicious activity data for uploaded documents
- [Authenticity Score](https://docs.ocrolus.com/docs/authenticity-score.md)
- [Authenticity Status](https://docs.ocrolus.com/docs/authenticity-status.md)
- [Understanding signals](https://docs.ocrolus.com/docs/detect-signals.md)
- [Analyze](https://docs.ocrolus.com/docs/analyze.md): Retrieve analytics on captured documents and third-party data
- [Analyze for mortgage](https://docs.ocrolus.com/docs/analyze-for-mortgage.md)
- [Self-employed income](https://docs.ocrolus.com/docs/self-employed-income.md)
- [Wage earner income](https://docs.ocrolus.com/docs/wage-earner-income.md)
- [Rental income](https://docs.ocrolus.com/docs/rental-income.md)
- [Other income](https://docs.ocrolus.com/docs/other-income.md)
- [Liquidity ratio](https://docs.ocrolus.com/docs/liquidity-ratio.md)
- [Income alerts](https://docs.ocrolus.com/docs/income-alerts.md)
- [Changelog](https://docs.ocrolus.com/docs/changelog.md)
- [Fannie Mae income calculator integration](https://docs.ocrolus.com/docs/fannie-mae-integration.md)
- [Setting up Freddie Mac AIM Check](https://docs.ocrolus.com/docs/freddie-mac-aim-check-setup.md): A step-by-step guide for lenders: connect Ocrolus as your Freddie Mac AIM service provider and run AIM Checks from the Dashboard.
- [Freddie Mac AIM Check integration](https://docs.ocrolus.com/docs/freddie-mac-aim-check.md)
- [Unified entity mapping](https://docs.ocrolus.com/docs/unified-entity-mapping.md)
- [Businesses](https://docs.ocrolus.com/docs/businesses.md)
- [Business history](https://docs.ocrolus.com/docs/business-history.md)
- [Business profile](https://docs.ocrolus.com/docs/business-profile.md)
- [Inspect](https://docs.ocrolus.com/docs/analyze-inspect.md)
- [Insights](https://docs.ocrolus.com/docs/insights.md)
- [Conditions](https://docs.ocrolus.com/docs/automated-conditions.md)
- [Bank statement income calculator (BSIC)](https://docs.ocrolus.com/docs/bank-statement-income-calculator.md): Get detailed analytics from a borrower's bank statements in Excel format.
- [Cash flow analytics](https://docs.ocrolus.com/docs/cash-flow-analytics.md)
- [Book overview](https://docs.ocrolus.com/docs/book-overview.md)
- [Accounts section](https://docs.ocrolus.com/docs/accounts-section.md)
- [Transactions section](https://docs.ocrolus.com/docs/transactions-section.md)
- [Tag management](https://docs.ocrolus.com/docs/tag-management.md)
- [Customize revenue formula](https://docs.ocrolus.com/docs/customize-revenue-formula.md)
- [Export cash flow analytics](https://docs.ocrolus.com/docs/export-cash-flow-analytics.md)
- [Risk score](https://docs.ocrolus.com/docs/risk_score.md)
- [Ocrolus Intelligence](https://docs.ocrolus.com/docs/ocrolus-intelligence.md)
- [Loan Inquiry Events](https://docs.ocrolus.com/docs/loan-inquiry-events.md)
- [Benchmarking](https://docs.ocrolus.com/docs/benchmarking.md)
- [Encore](https://docs.ocrolus.com/docs/encore-guide.md)
- [Sender's guide](https://docs.ocrolus.com/docs/senders.md)
- [Receiver's guide](https://docs.ocrolus.com/docs/receivers.md)
- [Processing Flows](https://docs.ocrolus.com/docs/processing-flows.md)
- [Instant](https://docs.ocrolus.com/docs/dashboard-instant.md)
- [Classify](https://docs.ocrolus.com/docs/classify-first.md)
- [Instant Classify with uniqueness values](https://docs.ocrolus.com/docs/instant-classify-with-uvcf.md)
- [Book upgrade](https://docs.ocrolus.com/docs/book-upgrade.md)
- [Widget](https://docs.ocrolus.com/docs/widget.md): Simplify financial data collection and accelerate underwriting with the Ocrolus widget.
- [Email connector](https://docs.ocrolus.com/docs/email-connector.md)
- [Role-based access control (RBAC)](https://docs.ocrolus.com/docs/role-based-access-control-rbac.md)
- [Assign system roles](https://docs.ocrolus.com/docs/assign-system-roles.md)
- [Encompass](https://docs.ocrolus.com/docs/encompass.md): Use Ocrolus within your familiar Encompass environment
- [Setting up Encompass Support](https://docs.ocrolus.com/docs/encompass-getting-started.md): Here's what you need to use Ocrolus and Encompass together.
- [Classify](https://docs.ocrolus.com/docs/encompass-classify.md)
- [Detect](https://docs.ocrolus.com/docs/encompass-detect.md)
- [Partner Connect Ocrolus Product Setup](https://docs.ocrolus.com/docs/encompass-partner-connect-ocrolus-product-setup.md)
- [Offboarding](https://docs.ocrolus.com/docs/encompass-offboarding.md)
- [Plaid](https://docs.ocrolus.com/docs/plaid.md)
- [Ingesting Plaid JSON reports](https://docs.ocrolus.com/docs/ingesting-plaid-json-reports.md)
- [Importing Plaid audit copy token](https://docs.ocrolus.com/docs/importing-plaid-audit-copy-token.md)
- [Post-funding analytics](https://docs.ocrolus.com/docs/post-funding-analytics.md)
- [Docs-to-Digital matching](https://docs.ocrolus.com/docs/docs-to-digital-matching.md)
- [Ocrolus Dashboard flow](https://docs.ocrolus.com/docs/ocrolus-dashboard-flow.md)
- [Ocrolus API flow](https://docs.ocrolus.com/docs/ocrolus-api-flow.md)
- [Overview](https://docs.ocrolus.com/docs/meridianlink-integration-overview.md): Step-by-step guide for uploading documents from MeridianLink Mortgage and reviewing Ocrolus-powered income, insights, and data import.
- [Setup](https://docs.ocrolus.com/docs/meridianlink-integration-setup.md)
- [Integration](https://docs.ocrolus.com/docs/meridianlink-integration-integration.md): Step-by-step guide for uploading documents from MeridianLink Mortgage and reviewing Ocrolus-powered income, insights, and data import.
- [Finicity](https://docs.ocrolus.com/docs/aggregator-finicity.md)
- [Getting started with supported documents](https://docs.ocrolus.com/docs/forms-directory.md): We offer comprehensive support for 2,100 document types, please [click here](https://docs.ocrolus.com/docs/all-supported-documents) to view the complete list.
- [All supported documents](https://docs.ocrolus.com/docs/all-supported-documents.md)
- [Assets](https://docs.ocrolus.com/docs/assets.md)
- [Bank Statements](https://docs.ocrolus.com/docs/bank-statements.md)
- [Brokerage Statement](https://docs.ocrolus.com/docs/brokerage-statement.md)
- [Brokerage Statement - Account Summary and Transactions](https://docs.ocrolus.com/docs/brokerage-statement-account-summary-and-transactions.md)
- [Brokerage Statement - Asset Allocation Summary](https://docs.ocrolus.com/docs/brokerage-statement-asset-allocation-summary.md)
- [Earnest Money Deposit Confirmation](https://docs.ocrolus.com/docs/earnest_money_deposit_confirmation.md)
- [Closing](https://docs.ocrolus.com/docs/closing.md)
- [HUD-1 Settlement Statement](https://docs.ocrolus.com/docs/hud-1-settlement-statement.md)
- [Credit](https://docs.ocrolus.com/docs/credit.md)
- [Letter of Explanation](https://docs.ocrolus.com/docs/letter-of-explanation.md)
- [Disclosure](https://docs.ocrolus.com/docs/disclosure.md)
- [Automated Payments Customer Authorization](https://docs.ocrolus.com/docs/automated-payments-customer-authorization.md)
- [Exclusive Buyer-Broker Representation Agreement](https://docs.ocrolus.com/docs/exclusive-buyer-broker-representation-agreement.md)
- [Identification](https://docs.ocrolus.com/docs/identification.md)
- [Birth Certificate](https://docs.ocrolus.com/docs/birth-certificate.md)
- [Direct Deposit Authorization](https://docs.ocrolus.com/docs/direct-deposit-authorization.md)
- [Employment Offer Letter](https://docs.ocrolus.com/docs/employment-offer-letter.md)
- [H-1B - Non-Immigrant Employment Visa](https://docs.ocrolus.com/docs/h-1b.md)
- [I-20 (Certificate of Eligibility for Nonimmigrant Student Status)](https://docs.ocrolus.com/docs/i-20.md)
- [Passport](https://docs.ocrolus.com/docs/passport.md)
- [Passport Card](https://docs.ocrolus.com/docs/passport-card.md)
- [Permanent Resident Card](https://docs.ocrolus.com/docs/permanent-resident-card.md)
- [Social Security Card](https://docs.ocrolus.com/docs/social-security-card.md)
- [State ID](https://docs.ocrolus.com/docs/state-id.md)
- [US Driver's License](https://docs.ocrolus.com/docs/drivers-license.md)
- [Utility Bill](https://docs.ocrolus.com/docs/utility-bill.md)
- [Voided Check](https://docs.ocrolus.com/docs/voided-check.md)
- [Income/Employment](https://docs.ocrolus.com/docs/income-employment.md)
- [Annuity Award Letter](https://docs.ocrolus.com/docs/annuity-award-letter.md)
- [Balance Sheet](https://docs.ocrolus.com/docs/balance-sheet.md)
- [Career Data Brief](https://docs.ocrolus.com/docs/career-data-brief.md)
- [Change in Benefits Notice](https://docs.ocrolus.com/docs/change-in-benefits-notice.md)
- [Coast Guard Retiree Annuitant Statement](https://docs.ocrolus.com/docs/coast-guard-retiree-annuitant-statement.md)
- [Combat-Related Special Compensation (CRSC) Pay Statement](https://docs.ocrolus.com/docs/combat-related-special-compensation-crsc-pay-statement.md)
- [Disability Award Letter](https://docs.ocrolus.com/docs/disability-reward-letter.md)
- [Employment Agreement](https://docs.ocrolus.com/docs/employment-agreement.md)
- [IRS Form SSA-1099 - Social Security Benefit Statement](https://docs.ocrolus.com/docs/irs-form-ssa-1099.md)
- [Member Data Summary](https://docs.ocrolus.com/docs/member-data-summary.md)
- [Office of Personnel Management (OPM) Annuity Statement](https://docs.ocrolus.com/docs/office-of-personnel-management-opm-annuity-statement.md)
- [Income calculation definitions](https://docs.ocrolus.com/docs/income-calculations-api.md)
- [Wage earner income](https://docs.ocrolus.com/docs/wage-earner-income-calculations.md)
- [Self-employed income](https://docs.ocrolus.com/docs/self-employed-income-calculations.md)
- [Rental income](https://docs.ocrolus.com/docs/rental-income-calculations.md)
- [Other income](https://docs.ocrolus.com/docs/other-income-collections.md)
- [Pay Stub](https://docs.ocrolus.com/docs/pay-stub.md)
- [Pension Award Letter](https://docs.ocrolus.com/docs/pension-award-letter.md)
- [Profit and Loss Statement](https://docs.ocrolus.com/docs/profit-and-loss.md)
- [Social Security Award Letter](https://docs.ocrolus.com/docs/social-security-award-letter.md)
- [Soldier Talent Profile](https://docs.ocrolus.com/docs/soldier-talent-profile.md)
- [Veterans Affairs (VA) Award Letter](https://docs.ocrolus.com/docs/va-award-letter.md)
- [VOE (1005) - Request for Verification of Employment](https://docs.ocrolus.com/docs/1005.md)
- [VOE (generic) - Verification of Employment Report](https://docs.ocrolus.com/docs/verification-of-employment.md)
- [VOE (work number) - The Work Number Verification of Employment Report](https://docs.ocrolus.com/docs/work-number.md)
- [Legal](https://docs.ocrolus.com/docs/legal.md)
- [Car Loan Deed](https://docs.ocrolus.com/docs/car-loan-deed.md)
- [Court Judgment](https://docs.ocrolus.com/docs/court-judgment.md)
- [Court Order](https://docs.ocrolus.com/docs/court-order.md)
- [Deed in Lieu of Foreclosure](https://docs.ocrolus.com/docs/deed-in-lieu-of-foreclosure.md)
- [Foreclosure Notice](https://docs.ocrolus.com/docs/foreclosure-notice.md)
- [Loan Agreement](https://docs.ocrolus.com/docs/loan-agreement.md)
- [Power of Attorney](https://docs.ocrolus.com/docs/power-of-attorney.md)
- [Professional Liability Insurance](https://docs.ocrolus.com/docs/professional-liability-insurance.md)
- [Release of Judgment or Lien](https://docs.ocrolus.com/docs/release-of-judgement-or-lien.md)
- [Solar Panel Lease Agreement](https://docs.ocrolus.com/docs/solar-panel-lease-agreement.md)
- [Solar Panel Loan Agreement](https://docs.ocrolus.com/docs/solar-panel-loan-agreement.md)
- [Wage Garnishment Order](https://docs.ocrolus.com/docs/wage-garnishment-order.md)
- [Mortgage specific forms](https://docs.ocrolus.com/docs/mortgage-specific-forms.md)
- [1003 (2009) - Uniform Residential Loan Application](https://docs.ocrolus.com/docs/1003.md)
- [1003 (2020) - Uniform Residential Loan Application](https://docs.ocrolus.com/docs/1003-2020.md)
- [1003 (2020) - Uniform Residential Loan Application (Additional Borrower)](https://docs.ocrolus.com/docs/additional-borrower-1003-2020.md)
- [1003 (2020) - Uniform Residential Loan Application (Lender Loan Information)](https://docs.ocrolus.com/docs/1003-2020-uniform-residential-loan-application-lender-loan-information.md)
- [1008 (2009) - Uniform Underwriting and Transmittal Summary](https://docs.ocrolus.com/docs/1008-2009.md)
- [1008 (2018) - Uniform Underwriting and Transmittal Summary](https://docs.ocrolus.com/docs/1008-2018.md)
- [4506-C - IVES Request for Transcript of Tax Return](https://docs.ocrolus.com/docs/irs-form-4506-c.md)
- [4506-C - IVES Request for Transcript of Tax Return (Rev. 10-2022)](https://docs.ocrolus.com/docs/4506-c-ives-rev-10-2022.md)
- [4506-T - Request for Transcript of Tax Return](https://docs.ocrolus.com/docs/4506-t.md)
- [Bailee Letter](https://docs.ocrolus.com/docs/bailee-letter.md)
- [Borrower Certification and Authorization](https://docs.ocrolus.com/docs/borrower-certification-and-authorization.md)
- [CAIVRS Authorization](https://docs.ocrolus.com/docs/caivrs-authorization.md)
- [Closing Disclosure](https://docs.ocrolus.com/docs/closing-disclosure.md)
- [Closing Protection Letter](https://docs.ocrolus.com/docs/closing-protection-letter.md)
- [Divorce Decree](https://docs.ocrolus.com/docs/divorce-decree.md)
- [Federal Supporting Statements - Other Deductions](https://docs.ocrolus.com/docs/federal-supporting-statements-other-deductions.md)
- [FHA Case Number Assignment](https://docs.ocrolus.com/docs/fha-case-number-assignment.md)
- [FHA Case Query](https://docs.ocrolus.com/docs/fha-case-query.md)
- [Flood Elevation Certificate](https://docs.ocrolus.com/docs/flood-elevation-certificate.md)
- [Gift Letter](https://docs.ocrolus.com/docs/gift-letter.md)
- [Loan Estimate](https://docs.ocrolus.com/docs/loan-estimate.md)
- [Loan Product Advisor (LPA) Feedback Certificate](https://docs.ocrolus.com/docs/loan-product-advisor-feedback-certificate.md)
- [Mortgage Insurance Certificate](https://docs.ocrolus.com/docs/mortgage-insurance-certificate.md)
- [Mortgage Note](https://docs.ocrolus.com/docs/mortgage-note.md)
- [Pre-Approval Letter](https://docs.ocrolus.com/docs/pre-approval-letter.md)
- [Private Mortgage Payment](https://docs.ocrolus.com/docs/private-mortgage-payment.md)
- [Standard Flood Hazard Determination Form](https://docs.ocrolus.com/docs/standard-flood-hazard-determination.md)
- [Title Insurance Policy](https://docs.ocrolus.com/docs/title-insurance-policy.md)
- [VA 26-8937 Verification of VA Benefits](https://docs.ocrolus.com/docs/verification-of-va-benefits.md)
- [VA Certificate of Eligibility](https://docs.ocrolus.com/docs/va-certificate-of-eligibility.md)
- [Wiring Instructions](https://docs.ocrolus.com/docs/wiring-instructions.md)
- [Other](https://docs.ocrolus.com/docs/other.md)
- [ACH Processing Application](https://docs.ocrolus.com/docs/ach-processing-application.md)
- [Auto Loan Statement](https://docs.ocrolus.com/docs/auto-loan-statement.md)
- [Business Loan and Security Agreement](https://docs.ocrolus.com/docs/business-loan-and-security-agreement.md)
- [Certificate of Credit Counseling](https://docs.ocrolus.com/docs/certificate-of-credit-counseling.md)
- [Child Care Payment](https://docs.ocrolus.com/docs/child-care-payment.md)
- [Coast Guard Standard Travel Order](https://docs.ocrolus.com/docs/coast-guard-standard-travel-order.md)
- [Credit Card Statement](https://docs.ocrolus.com/docs/credit-card-statement.md)
- [Credit Report](https://docs.ocrolus.com/docs/credit-report.md)
- [DAF 899 Request and Authorization for Permanent Change of Station](https://docs.ocrolus.com/docs/daf-899-request-and-authorization-for-permanent-change-of-station.md)
- [Department of the Army Permanent Change of Station Order](https://docs.ocrolus.com/docs/department-of-the-army-permanent-change-of-station-order.md)
- [Department of the Navy Permanent Change of Station Order](https://docs.ocrolus.com/docs/department-of-the-navy-permanent-change-of-station-order.md)
- [Deposited Checks](https://docs.ocrolus.com/docs/deposited-checks.md)
- [ISO Application](https://docs.ocrolus.com/docs/iso-application.md)
- [Letter from the Payor (Alimony or Child Support)](https://docs.ocrolus.com/docs/letter-from-the-payor.md)
- [Life Insurance Payment](https://docs.ocrolus.com/docs/life-insurance-payment.md)
- [Marine Corps Basic Order](https://docs.ocrolus.com/docs/marine-corps-basic-order.md)
- [Merchant Cash Advance Contract](https://docs.ocrolus.com/docs/merchant-cash-advance-contract.md)
- [Merchant Processing Application](https://docs.ocrolus.com/docs/merchant-processing-application.md)
- [Purchase Advice](https://docs.ocrolus.com/docs/purchase-advice.md)
- [Purchase Advice and Wire Details (Final)](https://docs.ocrolus.com/docs/purchase-advice-and-wire-details-final.md)
- [Rental Housing Payment](https://docs.ocrolus.com/docs/rental-housing-payment.md)
- [Solar Panel Payment Receipt](https://docs.ocrolus.com/docs/solar-panel-payment-receipt.md)
- [Stock Purchase Plan Payment](https://docs.ocrolus.com/docs/stock-purchase-plan-payment.md)
- [Student Loan Statement](https://docs.ocrolus.com/docs/student-loan-statement.md)
- [Wire Remittance Statement](https://docs.ocrolus.com/docs/wire-remittance-statement.md)
- [Property](https://docs.ocrolus.com/docs/property.md)
- [1004 - Uniform Residential Appraisal Report](https://docs.ocrolus.com/docs/1004.md)
- [1032 - One-Unit Residential Appraisal Field Review Report](https://docs.ocrolus.com/docs/1032.md)
- [Appraisal Notice](https://docs.ocrolus.com/docs/appraisal-notice.md)
- [Certificate of Liability Insurance](https://docs.ocrolus.com/docs/certificate-of-liability-insurance.md)
- [Final Inspection](https://docs.ocrolus.com/docs/final-inspection.md)
- [Form 1000 or 1007 - Single Family Comparable Rent Schedule](https://docs.ocrolus.com/docs/form-1000-or-1007.md)
- [Form 465 or 1073 - Individual Condominium Unit Appraisal Report](https://docs.ocrolus.com/docs/form-465-or-1073.md)
- [Form 72 or 1025 - Small Residential Income Property Appraisal Report](https://docs.ocrolus.com/docs/form-72-or-1025.md)
- [Homeowners Association Statement](https://docs.ocrolus.com/docs/homeowners-association-statement.md)
- [Homeowner Insurance Policy - Insurance Binder](https://docs.ocrolus.com/docs/homeowner-insurance-policy.md)
- [Mortgage Statement](https://docs.ocrolus.com/docs/mortgage-statement.md)
- [Payoff Letter](https://docs.ocrolus.com/docs/payoff-statement.md)
- [Preliminary Title Report](https://docs.ocrolus.com/docs/preliminary-title-report.md)
- [Property Tax Bill](https://docs.ocrolus.com/docs/tax-bill.md)
- [Purchase Contract](https://docs.ocrolus.com/docs/purchase-contract.md)
- [Residential Lease Agreement](https://docs.ocrolus.com/docs/lease-agreement.md)
- [Tax forms](https://docs.ocrolus.com/docs/tax-forms.md)
- [1040-SR (2019) - U.S. Tax Return for Seniors](https://docs.ocrolus.com/docs/1040-sr-2019.md)
- [1040-SR (2020) - U.S. Tax Return for Seniors](https://docs.ocrolus.com/docs/1040-sr-2020.md)
- [1040-SR (2021) - U.S. Tax Return for Seniors](https://docs.ocrolus.com/docs/1040-sr-2021.md)
- [1040-SR (2022) - U.S. Tax Return for Seniors](https://docs.ocrolus.com/docs/1040-sr-2022.md)
- [1040-SR (2023) - U.S. Tax Return for Seniors](https://docs.ocrolus.com/docs/1040-sr-2023-us-tax-return-for-seniors.md)
- [1040-SR (2024) - U.S. Tax Return for Seniors](https://docs.ocrolus.com/docs/1040-sr-2024.md)
- [1040-SR (2025) - U.S. Tax Return for Seniors](https://docs.ocrolus.com/docs/1040-sr-2025.md)
- [1065 Schedule B (2021) - Other Information](https://docs.ocrolus.com/docs/1065-schedule-b-2021.md)
- [1065 Schedule B (2022) - Other Information](https://docs.ocrolus.com/docs/1065-schedule-b-2022.md)
- [1065 Schedule B (2023) - Other Information](https://docs.ocrolus.com/docs/1065-schedule-b-2023.md)
- [1065 Schedule B (2024) - Other Information](https://docs.ocrolus.com/docs/1065-schedule-b-2024.md)
- [1065 Schedule B (2025) - Other Information](https://docs.ocrolus.com/docs/1065-schedule-b-2025.md)
- [1065 Schedule K (2021) - Partners’ Distributive Share Items](https://docs.ocrolus.com/docs/1065-schedule-k-2021.md)
- [1065 Schedule K (2022) - Partners’ Distributive Share Items](https://docs.ocrolus.com/docs/1065-schedule-k-2022.md)
- [1065 Schedule K (2023) - Partners’ Distributive Share Items](https://docs.ocrolus.com/docs/1065-schedule-k-2023.md)
- [1065 Schedule K (2024) - Partners’ Distributive Share Items](https://docs.ocrolus.com/docs/1065-schedule-k-2024.md)
- [1065 Schedule K (2025) - Partners’ Distributive Share Items](https://docs.ocrolus.com/docs/1065-schedule-k-2025.md)
- [1065 Schedule M-3 - Net Income (Loss) Reconciliation for Certain Partnerships](https://docs.ocrolus.com/docs/1065-schedule-m-3.md)
- [1099-NEC - Nonemployee Compensation](https://docs.ocrolus.com/docs/1099-nec-nonemployee-compensation.md)
- [1120 Schedule M-3 - Net Income (Loss) Reconciliation for Corporations with Total Assets of $10 Million or more](https://docs.ocrolus.com/docs/1120-schedule-m-3.md)
- [1120S Schedule K (2021) - Shareholders’ Pro Rata Share Items](https://docs.ocrolus.com/docs/1120s-schedule-k-2021.md)
- [1120S Schedule K (2022) - Shareholders’ Pro Rata Share Items](https://docs.ocrolus.com/docs/1120s-schedule-k-2022.md)
- [1120S Schedule K (2023) - Shareholders’ Pro Rata Share Items](https://docs.ocrolus.com/docs/1120s-schedule-k-2023.md)
- [1120S Schedule K (2024) - Shareholders’ Pro Rata Share Items](https://docs.ocrolus.com/docs/1120s-schedule-k-2024.md)
- [1120S Schedule K (2025) - Shareholders’ Pro Rata Share Items](https://docs.ocrolus.com/docs/1120s-schedule-k-2025.md)
- [1120S Schedule M-3 - Net Income (Loss) Reconciliation for S Corporations with Total Assets of $10 Million or more](https://docs.ocrolus.com/docs/1120s-schedule-m-3.md)
- [2555 - Foreign Earned Income](https://docs.ocrolus.com/docs/2555-foreign-earned-income.md)
- [4562 - Depreciation and Amortization (Including Information on Listed Property)](https://docs.ocrolus.com/docs/4562-depreciation-and-amortization.md)
- [4797 - Sales of Business Property](https://docs.ocrolus.com/docs/4797-sales-of-business-property.md)
- [4835 (2022) - Farm Rental Income and Expenses](https://docs.ocrolus.com/docs/4835-farm-rental-income-and-expenses.md)
- [4835 (2023) - Farm Rental Income and Expenses](https://docs.ocrolus.com/docs/4835-2023-farm-rental-income-and-expenses.md)
- [4835 (2024) - Farm Rental Income and Expenses](https://docs.ocrolus.com/docs/4835-2024.md)
- [4835 (2025) - Farm Rental Income and Expenses](https://docs.ocrolus.com/docs/4835-2025.md)
- [4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/4868-application-for-automatic-extension.md)
- [6252 - Installment Sale Income](https://docs.ocrolus.com/docs/6252-installment-sale-income.md)
- [940 - Employer’s Annual Federal Unemployment (FUTA) Tax Return](https://docs.ocrolus.com/docs/940-employers-annual-federal-unemployment-futa-tax-return.md)
- [940-V - Payment Voucher](https://docs.ocrolus.com/docs/940-v-payment-voucher.md)
- [941 - Employer’s QUARTERLY Federal Tax Return](https://docs.ocrolus.com/docs/941-employers-quarterly-federal-tax-return.md)
- [941-V - Payment Voucher](https://docs.ocrolus.com/docs/941-v-payment-voucher.md)
- [941-X - Adjusted Employer’s QUARTERLY Federal Tax Return or Claim for Refund](https://docs.ocrolus.com/docs/941-x-adjusted-employers-quarterly-federal-tax-return-or-claim-for-refund.md)
- [IRS Form 1040 (2018) - U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1040-2018.md)
- [IRS Form 1040 (2019) - U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1040-2019.md)
- [IRS Form 1040 (2020) - U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1040-2020.md)
- [IRS Form 1040 (2021) - U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1040-2021.md)
- [IRS Form 1040 (2022) - U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1040-2022.md)
- [IRS Form 1040 (2023) - U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1040-2023-us-individual-income-tax-return.md)
- [1040 (2024) - U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/1040-2024-us-individual-income-tax-return.md)
- [1040 (2025) - U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/1040-2025.md)
- [IRS Form 1040 Schedule 1 (2018) - Additional Income and Adjustments to Income](https://docs.ocrolus.com/docs/irs-form-1040-schedule-1-2018.md)
- [IRS Form 1040 Schedule 1 (2019) - Additional Income and Adjustments to Income](https://docs.ocrolus.com/docs/irs-form-1040-schedule-1-2019.md)
- [IRS Form 1040 Schedule 1 (2020) - Additional Income and Adjustments to Income](https://docs.ocrolus.com/docs/irs-form-1040-schedule-1-2020.md)
- [IRS Form 1040 Schedule 1 (2021) - Additional Income and Adjustments to Income](https://docs.ocrolus.com/docs/irs-form-1040-schedule-1-2021.md)
- [IRS Form 1040 Schedule 1 (2022) - Additional Income and Adjustments to Income](https://docs.ocrolus.com/docs/irs-form-1040-schedule-1-2022.md)
- [IRS Form 1040 Schedule 1 (2023) - Additional Income and Adjustments to Income](https://docs.ocrolus.com/docs/irs-form-1040-schedule-1-2023-additional-income-and-adjustments-to-income.md)
- [1040 Schedule 1 (2024) - Additional Income and Adjustments to Income](https://docs.ocrolus.com/docs/1040-schedule-1-2024.md)
- [1040 Schedule 1 (2025) - Additional Income and Adjustments to Income](https://docs.ocrolus.com/docs/1040-schedule-1-2025.md)
- [IRS Form 1040 Schedule 2 (2018) - Additional Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-2-2018.md)
- [IRS Form 1040 Schedule 2 (2019) - Additional Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-2-2019.md)
- [IRS Form 1040 Schedule 2 (2020) - Additional Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-2-2020.md)
- [IRS Form 1040 Schedule 2 (2021) - Additional Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-2-2021.md)
- [IRS Form 1040 Schedule 2 (2022) - Additional Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-2-2022.md)
- [IRS Form 1040 Schedule 2 (2023) - Additional Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-2-2023-additional-taxes.md)
- [1040 Schedule 2 (2024) - Additional Taxes](https://docs.ocrolus.com/docs/1040-schedule-2-2024.md)
- [1040 Schedule 2 (2025) - Additional Taxes](https://docs.ocrolus.com/docs/1040-schedule-2-2025.md)
- [IRS Form 1040 Schedule 3 (2018) - Nonrefundable Credits](https://docs.ocrolus.com/docs/irs-form-1040-schedule-3-2018.md)
- [IRS Form 1040 Schedule 3 (2019) - Additional Credits and Payments](https://docs.ocrolus.com/docs/irs-form-1040-schedule-3-2019.md)
- [IRS Form 1040 Schedule 3 (2020) - Additional Credits and Payments](https://docs.ocrolus.com/docs/irs-form-1040-schedule-3-2020.md)
- [IRS Form 1040 Schedule 3 (2021) - Additional Credits and Payments](https://docs.ocrolus.com/docs/irs-form-1040-schedule-3-2021.md)
- [IRS Form 1040 Schedule 3 (2022) - Additional Credits and Payments](https://docs.ocrolus.com/docs/irs-form-1040-schedule-3-2022.md)
- [IRS Form 1040 Schedule 3 (2023) - Additional Credits and Payments](https://docs.ocrolus.com/docs/irs-form-1040-schedule-3-2023.md)
- [1040 Schedule 3 (2024) - Additional Credits and Payments](https://docs.ocrolus.com/docs/1040-schedule-3-2024.md)
- [1040 Schedule 3 (2025) - Additional Credits and Payments](https://docs.ocrolus.com/docs/1040-schedule-3-2025.md)
- [IRS Form 1040 Schedule 4 (2018) - Other Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-4-2018.md)
- [IRS Form 1040 Schedule 5 (2018) - Other Payments and Refundable Credits](https://docs.ocrolus.com/docs/irs-form-1040-schedule-5-2018.md)
- [IRS Form 1040 Schedule 6 (2018) - Foreign Address and Third Party Designee](https://docs.ocrolus.com/docs/irs-form-1040-schedule-6-2018.md)
- [IRS Form 1040 Schedule 8812 (2018) - Additional Child Tax Credit](https://docs.ocrolus.com/docs/irs-form-1040-schedule-8812-2018.md)
- [IRS Form 1040 Schedule 8812 (2019) - Additional Child Tax Credit](https://docs.ocrolus.com/docs/irs-form-1040-schedule-8812-2019.md)
- [IRS Form 1040 Schedule 8812 (2020) - Additional Child Tax Credit](https://docs.ocrolus.com/docs/irs-form-1040-schedule-8812-2020.md)
- [IRS Form 1040 Schedule 8812 (2021) - Credits for Qualifying Children and Other Dependents](https://docs.ocrolus.com/docs/irs-form-1040-schedule-8812-2021.md)
- [IRS Form 1040 Schedule 8812 (2022) - Credits for Qualifying Children and Other Dependents](https://docs.ocrolus.com/docs/irs-form-1040-schedule-8812-2022.md)
- [IRS Form 1040 Schedule 8812 (2023) - Credits for Qualifying Children and Other Dependents](https://docs.ocrolus.com/docs/irs-form-1040-schedule-8812-2023.md)
- [1040 Schedule 8812 (2024) - Credits for Qualifying Children and Other Dependents](https://docs.ocrolus.com/docs/irs-form-1040-schedule-8812-2024.md)
- [1040 Schedule 8812 (2025) - Credits for Qualifying Children and Other Dependents](https://docs.ocrolus.com/docs/1040-schedule-8812-2025.md)
- [IRS Form 1040 Schedule A (2018) - Itemized Deductions](https://docs.ocrolus.com/docs/irs-form-1040-schedule-a-2018.md)
- [IRS Form 1040 Schedule A (2019) - Itemized Deductions](https://docs.ocrolus.com/docs/irs-form-1040-schedule-a-2019.md)
- [IRS Form 1040 Schedule A (2020) - Itemized Deductions](https://docs.ocrolus.com/docs/irs-form-1040-schedule-a-2020.md)
- [IRS Form 1040 Schedule A (2021) - Itemized Deductions](https://docs.ocrolus.com/docs/irs-form-1040-schedule-a-2021.md)
- [IRS Form 1040 Schedule A (2022) - Itemized Deductions](https://docs.ocrolus.com/docs/irs-form-1040-schedule-a-2022.md)
- [IRS Form 1040 Schedule A (2023) - Itemized Deductions](https://docs.ocrolus.com/docs/irs-form-1040-schedule-a-2023-itemized-deductions.md)
- [1040 Schedule A (2024) - Itemized Deductions](https://docs.ocrolus.com/docs/1040-schedule-a-2024.md)
- [1040 Schedule A (2025) - Itemized Deductions](https://docs.ocrolus.com/docs/1040-schedule-a-2025.md)
- [IRS Form 1040 Schedule B (2018) - Interest and Ordinary Dividends](https://docs.ocrolus.com/docs/irs-form-1040-schedule-b-2018.md)
- [IRS Form 1040 Schedule B (2019) - Interest and Ordinary Dividends](https://docs.ocrolus.com/docs/irs-form-1040-schedule-b-2019.md)
- [IRS Form 1040 Schedule B (2020) - Interest and Ordinary Dividends](https://docs.ocrolus.com/docs/irs-form-1040-schedule-b-2020.md)
- [IRS Form 1040 Schedule B (2021) - Interest and Ordinary Dividends](https://docs.ocrolus.com/docs/irs-form-1040-schedule-b-2021.md)
- [IRS Form 1040 Schedule B (2022) - Interest and Ordinary Dividends](https://docs.ocrolus.com/docs/irs-form-1040-schedule-b-2022.md)
- [IRS Form 1040 Schedule B (2023) - Interest and Ordinary Dividends](https://docs.ocrolus.com/docs/irs-form-1040-schedule-b-2023.md)
- [1040 Schedule B (2024) - Interest and Ordinary Dividends](https://docs.ocrolus.com/docs/1040-schedule-b-2024.md)
- [1040 Schedule B (2025) - Interest and Ordinary Dividends](https://docs.ocrolus.com/docs/1040-schedule-b-2025.md)
- [IRS Form 1040 Schedule C (2018) - Profit or Loss From Business](https://docs.ocrolus.com/docs/irs-form-1040-schedule-c-2018.md)
- [IRS Form 1040 Schedule C (2019) - Profit or Loss From Business](https://docs.ocrolus.com/docs/irs-form-1040-schedule-c-2019.md)
- [IRS Form 1040 Schedule C (2020) - Profit or Loss From Business](https://docs.ocrolus.com/docs/irs-form-1040-schedule-c-2020.md)
- [IRS Form 1040 Schedule C (2021) - Profit or Loss From Business](https://docs.ocrolus.com/docs/irs-form-1040-schedule-c-2021.md)
- [IRS Form 1040 Schedule C (2022) - Profit or Loss From Business](https://docs.ocrolus.com/docs/irs-form-1040-schedule-c-2022.md)
- [IRS Form 1040 Schedule C (2023) - Profit or Loss From Business](https://docs.ocrolus.com/docs/irs-form-1040-schedule-c-2023-profit-or-loss-from-business.md)
- [1040 Schedule C (2024) - Profit or Loss from Business](https://docs.ocrolus.com/docs/1040-schedule-c-2024.md)
- [1040 Schedule C (2025) - Profit or Loss from Business](https://docs.ocrolus.com/docs/1040-schedule-c-2025.md)
- [IRS Form 1040 Schedule C-EZ (2018) - Net Profit From Business](https://docs.ocrolus.com/docs/irs-form-1040-schedule-c-ez-2018.md)
- [IRS Form 1040 Schedule D (2018) - Capital Gains and Losses](https://docs.ocrolus.com/docs/irs-form-1040-schedule-d-2018.md)
- [IRS Form 1040 Schedule D (2019) - Capital Gains and Losses](https://docs.ocrolus.com/docs/irs-form-1040-schedule-d-2019.md)
- [IRS Form 1040 Schedule D (2020) - Capital Gains and Losses](https://docs.ocrolus.com/docs/irs-form-1040-schedule-d-2020.md)
- [IRS Form 1040 Schedule D (2021) - Capital Gains and Losses](https://docs.ocrolus.com/docs/irs-form-1040-schedule-d-2021.md)
- [IRS Form 1040 Schedule D (2022) - Capital Gains and Losses](https://docs.ocrolus.com/docs/irs-form-1040-schedule-d-2022.md)
- [IRS Form 1040 Schedule D (2023) - Capital Gains and Losses](https://docs.ocrolus.com/docs/irs-form-1040-schedule-d-2023-capital-gains-and-losses.md)
- [1040 Schedule D (2024) - Capital Gains and Losses](https://docs.ocrolus.com/docs/1040-schedule-d-2024.md)
- [1040 Schedule D (2025) - Capital Gains and Losses](https://docs.ocrolus.com/docs/1040-schedule-d-2025.md)
- [IRS Form 1040 Schedule E (2018) - Supplemental Income and Loss](https://docs.ocrolus.com/docs/irs-form-1040-schedule-e-2018.md)
- [IRS Form 1040 Schedule E (2019) - Supplemental Income and Loss](https://docs.ocrolus.com/docs/irs-form-1040-schedule-e-2019.md)
- [IRS Form 1040 Schedule E (2020) - Supplemental Income and Loss](https://docs.ocrolus.com/docs/irs-form-1040-schedule-e-2020.md)
- [IRS Form 1040 Schedule E (2021) - Supplemental Income and Loss](https://docs.ocrolus.com/docs/irs-form-1040-schedule-e-2021.md)
- [IRS Form 1040 Schedule E (2022) - Supplemental Income and Loss](https://docs.ocrolus.com/docs/irs-form-1040-schedule-e-2022.md)
- [IRS Form 1040 Schedule E (2023) - Supplemental Income and Loss](https://docs.ocrolus.com/docs/irs-form-1040-schedule-e-2023-supplemental-income-and-loss.md)
- [1040 Schedule E (2024) - Supplemental Income and Loss](https://docs.ocrolus.com/docs/1040-schedule-e-2024.md)
- [1040 Schedule E (2025) - Supplemental Income and Loss](https://docs.ocrolus.com/docs/1040-schedule-e-2025.md)
- [IRS Form 1040 Schedule EIC (2018) - Earned Income Credit](https://docs.ocrolus.com/docs/irs-form-1040-schedule-eic-2018.md)
- [IRS Form 1040 Schedule EIC (2019) - Earned Income Credit](https://docs.ocrolus.com/docs/irs-form-1040-schedule-eic-2019.md)
- [IRS Form 1040 Schedule EIC (2020) - Earned Income Credit](https://docs.ocrolus.com/docs/irs-form-1040-schedule-eic-2020.md)
- [IRS Form 1040 Schedule EIC (2021) - Earned Income Credit](https://docs.ocrolus.com/docs/irs-form-1040-schedule-eic-2021.md)
- [IRS Form 1040 Schedule EIC (2022) - Earned Income Credit](https://docs.ocrolus.com/docs/irs-form-1040-schedule-eic-2022.md)
- [IRS Form 1040 Schedule EIC (2023) - Earned Income Credit](https://docs.ocrolus.com/docs/irs-form-1040-schedule-eic-2023-earned-income-credit.md)
- [1040 Schedule EIC (2024) - Earned Income Credit](https://docs.ocrolus.com/docs/1040-schedule-eic-2024.md)
- [1040 Schedule EIC (2025) - Earned Income Credit](https://docs.ocrolus.com/docs/1040-schedule-eic-2025.md)
- [IRS Form 1040 Schedule F (2018) - Profit or Loss From Farming](https://docs.ocrolus.com/docs/irs-form-1040-schedule-f-2018.md)
- [IRS Form 1040 Schedule F (2019) - Profit or Loss From Farming](https://docs.ocrolus.com/docs/irs-form-1040-schedule-f-2019.md)
- [IRS Form 1040 Schedule F (2020) - Profit or Loss From Farming](https://docs.ocrolus.com/docs/irs-form-1040-schedule-f-2020.md)
- [IRS Form 1040 Schedule F (2021) - Profit or Loss From Farming](https://docs.ocrolus.com/docs/irs-form-1040-schedule-f-2021.md)
- [IRS Form 1040 Schedule F (2022) - Profit or Loss From Farming](https://docs.ocrolus.com/docs/irs-form-1040-schedule-f-2022.md)
- [IRS Form 1040 Schedule F (2023) - Profit or Loss From Farming](https://docs.ocrolus.com/docs/irs-form-1040-schedule-f-2023-profit-or-loss-from-farming.md)
- [1040 Schedule F (2024) - Profit or Loss from Farming](https://docs.ocrolus.com/docs/1040-schedule-f-2024.md)
- [1040 Schedule F (2025) - Profit or Loss from Farming](https://docs.ocrolus.com/docs/1040-schedule-f-2025.md)
- [IRS Form 1040 Schedule H (2018) - Household Employment Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-h-2018.md)
- [IRS Form 1040 Schedule H (2019) - Household Employment Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-h-2019.md)
- [IRS Form 1040 Schedule H (2020) - Household Employment Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-h-2020.md)
- [IRS Form 1040 Schedule H (2021) - Household Employment Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-h-2021.md)
- [IRS Form 1040 Schedule H (2022) - Household Employment Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-h-2022.md)
- [IRS Form 1040 Schedule H (2023) - Household Employment Taxes](https://docs.ocrolus.com/docs/irs-form-1040-schedule-h-2023-household-employment-taxes.md)
- [1040 Schedule H (2024) - Household Employment Taxes](https://docs.ocrolus.com/docs/1040-schedule-h-2024.md)
- [1040 Schedule H (2025) - Household Employment Taxes](https://docs.ocrolus.com/docs/1040-schedule-h-2025.md)
- [IRS Form 1040 Schedule J (2018) - Income Averaging for Farmers and Fishermen](https://docs.ocrolus.com/docs/irs-form-1040-schedule-j-2018.md)
- [IRS Form 1040 Schedule J (2019) - Income Averaging for Farmers and Fishermen](https://docs.ocrolus.com/docs/irs-form-1040-schedule-j-2019.md)
- [IRS Form 1040 Schedule J (2020) - Income Averaging for Farmers and Fishermen](https://docs.ocrolus.com/docs/irs-form-1040-schedule-j-2020.md)
- [IRS Form 1040 Schedule J (2021) - Income Averaging for Farmers and Fishermen](https://docs.ocrolus.com/docs/irs-form-1040-schedule-j-2021.md)
- [IRS Form 1040 Schedule J (2022) - Income Averaging for Farmers and Fishermen](https://docs.ocrolus.com/docs/irs-form-1040-schedule-j-2022.md)
- [IRS Form 1040 Schedule J (2023) - Income Averaging for Farmers and Fishermen](https://docs.ocrolus.com/docs/irs-form-1040-schedule-j-2023-income-averaging-for-farmers-and-fishermen.md)
- [1040 Schedule J (2024) - Income Averaging for Farmers and Fishermen](https://docs.ocrolus.com/docs/1040-schedule-j-2024.md)
- [1040 Schedule J (2025) - Income Averaging for Farmers and Fishermen](https://docs.ocrolus.com/docs/1040-schedule-j-2025.md)
- [IRS Form 1040 Schedule LEP - Request for Change in Language Preference](https://docs.ocrolus.com/docs/irs-form-1040-schedules-lep.md)
- [IRS Form 1040 Schedule R (2018) - Credit for the Elderly or the Disabled](https://docs.ocrolus.com/docs/irs-form-1040-schedule-r-2018.md)
- [IRS Form 1040 Schedule R (2019) - Credit for the Elderly or the Disabled](https://docs.ocrolus.com/docs/irs-form-1040-schedule-r-2019.md)
- [IRS Form 1040 Schedule R (2020) - Credit for the Elderly or the Disabled](https://docs.ocrolus.com/docs/irs-form-1040-schedule-r-2020.md)
- [IRS Form 1040 Schedule R (2021) - Credit for the Elderly or the Disabled](https://docs.ocrolus.com/docs/irs-form-1040-schedule-r-2021.md)
- [IRS Form 1040 Schedule R (2022) - Credit for the Elderly or the Disabled](https://docs.ocrolus.com/docs/irs-form-1040-schedule-r-2022.md)
- [IRS Form 1040 Schedule R (2023) - Credit for the Elderly or the Disabled](https://docs.ocrolus.com/docs/irs-form-1040-schedule-r-2023-credit-for-the-elderly-or-the-disabled.md)
- [1040 Schedule R (2024) - Credit for the Elderly or the Disabled](https://docs.ocrolus.com/docs/1040-schedule-r-2024.md)
- [1040 Schedule R (2025) - Credit for the Elderly or the Disabled](https://docs.ocrolus.com/docs/1040-schedule-r-2025.md)
- [IRS Form 1040 Schedule SE (2018) - Self-Employment Tax](https://docs.ocrolus.com/docs/irs-form-1040-schedule-se-2018.md)
- [IRS Form 1040 Schedule SE (2019) - Self-Employment Tax](https://docs.ocrolus.com/docs/irs-form-1040-schedule-se-2019.md)
- [IRS Form 1040 Schedule SE (2020) - Self-Employment Tax](https://docs.ocrolus.com/docs/irs-form-1040-schedule-se-2020.md)
- [IRS Form 1040 Schedule SE (2021) - Self-Employment Tax](https://docs.ocrolus.com/docs/irs-form-1040-schedule-se-2021.md)
- [IRS Form 1040 Schedule SE (2022) - Self-Employment Tax](https://docs.ocrolus.com/docs/irs-form-1040-schedule-se-2022.md)
- [IRS Form 1040 Schedule SE (2023) - Self-Employment Tax](https://docs.ocrolus.com/docs/irs-form-1040-schedule-se-2023-self-employment-tax.md)
- [1040 Schedule SE (2024) - Self-Employment Tax](https://docs.ocrolus.com/docs/1040-schedule-se-2024.md)
- [1040 Schedule SE (2025) - Self-Employment Tax](https://docs.ocrolus.com/docs/1040-schedule-se-2025.md)
- [IRS Form 1040-X - Amended U.S. Individual Income Tax Return](https://docs.ocrolus.com/docs/1040-x.md)
- [IRS Form 1065 (2018) - U.S. Return of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-2018.md)
- [IRS Form 1065 (2019) - U.S. Return of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-2019.md)
- [IRS Form 1065 (2020) - U.S. Return of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-2020.md)
- [IRS Form 1065 (2021) - U.S. Return of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-2021.md)
- [IRS Form 1065 (2022) - U.S. Return of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-2022.md)
- [IRS Form 1065 (2023) - U.S. Return of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-2023-us-return-of-partnership-income.md)
- [1065 (2024) - U.S. Return of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-2024.md)
- [1065 (2025) - U.S. Return of Partnership Income](https://docs.ocrolus.com/docs/1065-2025.md)
- [IRS Form 1065 Schedule K-1 (2018) - Partner’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1065-schedule-k-1-2018.md)
- [IRS Form 1065 Schedule K-1 (2019) - Partner’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1065-schedule-k-1-2019.md)
- [IRS Form 1065 Schedule K-1 (2020) - Partner’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1065-schedule-k-1-2020.md)
- [IRS Form 1065 Schedule K-1 (2021) - Partner’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1065-schedule-k-1-2021.md)
- [IRS Form 1065 Schedule K-1 (2022) - Partner’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1065-schedule-k-1-2022.md)
- [IRS Form 1065 Schedule K-1 (2023) - Partner’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1065-schedule-k-1-2023-partners-share-of-income-deductions-credits-etc.md)
- [1065 Schedule K-1 (2024) - Partner’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/1065-schedule-k-1-2024.md)
- [1065 Schedule K-1 (2025) - Partner’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/1065-schedule-k-1-2025.md)
- [IRS Form 1065 Schedules L, M-1, and M-2 (2018) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-schedules-l-m-1-and-m-2-2018.md)
- [IRS Form 1065 Schedules L, M-1, and M-2 (2019) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-schedules-l-m-1-and-m-2-2019.md)
- [IRS Form 1065 Schedules L, M-1, and M-2 (2020) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-schedules-l-m-1-and-m-2-2020.md)
- [IRS Form 1065 Schedules L, M-1, and M-2 (2021) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-schedules-l-m-1-and-m-2-2021.md)
- [IRS Form 1065 Schedules L, M-1, and M-2 (2022) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-schedules-l-m-1-and-m-2-2022.md)
- [IRS Form 1065 Schedules L, M-1, and M-2 (2023) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income](https://docs.ocrolus.com/docs/irs-form-1065-schedules-l-m-1-and-m-2-2023-balance-sheets-l-income-reconciliationm-1-and-analysis-m-2-of-partnership-income.md)
- [1065 Schedules L, M-1, and M-2 (2024) - Balance Sheets (L), Income Reconciliation (M-1), and Analysis of Partners' Capital Accounts (M-2)](https://docs.ocrolus.com/docs/1065-schedules-l-m-1-and-m-2-2024.md)
- [1065 Schedules L, M-1, and M-2 (2025) - Balance Sheets (L), Income Reconciliation (M-1), and Analysis of Partners' Capital Accounts (M-2)](https://docs.ocrolus.com/docs/1065-schedules-l-m-1-and-m-2-2025.md)
- [IRS Form 1096 - Annual Summary and Transmittal of U.S. Information Returns](https://docs.ocrolus.com/docs/irs-form-1096.md)
- [IRS Form 1099-G - Certain Government Payments](https://docs.ocrolus.com/docs/irs-form-1099-g.md)
- [IRS Form 1099-INT - Interest Income](https://docs.ocrolus.com/docs/irs-form-1099-int.md)
- [IRS Form 1099-K - Payment Card and Third Party Network Transactions](https://docs.ocrolus.com/docs/irs-form-1099-k.md)
- [IRS Form 1099-MISC - Miscellaneous Information](https://docs.ocrolus.com/docs/irs-form-1099-misc.md)
- [IRS Form 1099-R - Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.](https://docs.ocrolus.com/docs/irs-form-1099-r.md)
- [IRS Form 1120 (2018) - U.S. Corporation Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1120-2018.md)
- [IRS Form 1120 (2019) - U.S. Corporation Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1120-2019.md)
- [IRS Form 1120 (2020) - U.S. Corporation Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1120-2020.md)
- [IRS Form 1120 (2021) - U.S. Corporation Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1120-2021.md)
- [IRS Form 1120 (2022) - U.S. Corporation Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1120-2022.md)
- [IRS Form 1120 (2023) - U.S. Corporation Income Tax Return](https://docs.ocrolus.com/docs/irs-form-1120-2023-us-corporation-income-tax-return.md)
- [1120 (2024) - U.S. Corporation Income Tax Return](https://docs.ocrolus.com/docs/1120-2024.md)
- [1120 (2025) - U.S. Corporation Income Tax Return](https://docs.ocrolus.com/docs/1120-2025.md)
- [1120 Schedule C (2021) - Dividends, Inclusions, and Special Deductions](https://docs.ocrolus.com/docs/1120-schedule-c-2021.md)
- [1120 Schedule C (2022) - Dividends, Inclusions, and Special Deductions](https://docs.ocrolus.com/docs/1120-schedule-c-2022.md)
- [1120 Schedule C (2023) - Dividends, Inclusions, and Special Deductions](https://docs.ocrolus.com/docs/1120-schedule-c-2023.md)
- [1120 Schedule C (2024) - Dividends, Inclusions, and Special Deductions](https://docs.ocrolus.com/docs/1120-schedule-c-2024.md)
- [1120 Schedule C (2025) - Dividends, Inclusions, and Special Deductions](https://docs.ocrolus.com/docs/1120-schedule-c-2025.md)
- [IRS Form 1120 Schedule G - Information on Certain Persons Owning the Corporation’s Voting Stock](https://docs.ocrolus.com/docs/irs-form-1120-schedule-g.md)
- [1120 Schedule J (2021) - Tax Computation and Payment](https://docs.ocrolus.com/docs/1120-schedule-j-2021.md)
- [1120 Schedule J (2022) - Tax Computation and Payment](https://docs.ocrolus.com/docs/1120-schedule-j-2022.md)
- [1120 Schedule J (2023) - Tax Computation and Payment](https://docs.ocrolus.com/docs/1120-schedule-j-2023.md)
- [1120 Schedule J (2024) - Tax Computation and Payment](https://docs.ocrolus.com/docs/1120-schedule-j-2024.md)
- [1120 Schedule J (2025) - Tax Computation and Payment](https://docs.ocrolus.com/docs/1120-schedule-j-2025.md)
- [1120 Schedule K (2021) - Other Information](https://docs.ocrolus.com/docs/1120-schedule-k-2021.md)
- [1120 Schedule K (2022) - Other Information](https://docs.ocrolus.com/docs/1120-schedule-k-2022.md)
- [1120 Schedule K (2023) - Other Information](https://docs.ocrolus.com/docs/1120-schedule-k-2023.md)
- [1120 Schedule K (2024) - Other Information](https://docs.ocrolus.com/docs/1120-schedule-k-2024.md)
- [1120 Schedule K (2025) - Other Information](https://docs.ocrolus.com/docs/1120-schedule-k-2025.md)
- [IRS Form 1120 Schedules L, M-1, and M-2 (2018) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report](https://docs.ocrolus.com/docs/irs-form-1120-schedules-l-m-1-and-m-2-2018.md)
- [IRS Form 1120 Schedules L, M-1, and M-2 (2019) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report](https://docs.ocrolus.com/docs/irs-form-1120-schedules-l-m-1-and-m-2-2019.md)
- [IRS Form 1120 Schedules L, M-1, and M-2 (2020) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report](https://docs.ocrolus.com/docs/irs-form-1120-schedules-l-m-1-and-m-2-2020.md)
- [IRS Form 1120 Schedules L, M-1, and M-2 (2021) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report](https://docs.ocrolus.com/docs/irs-form-1120-schedules-l-m-1-and-m-2-2021.md)
- [IRS Form 1120 Schedules L, M-1, and M-2 (2022) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report](https://docs.ocrolus.com/docs/irs-form-1120-schedules-l-m-1-and-m-2-2022.md)
- [IRS Form 1120 Schedules L, M-1, and M-2 (2023) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report](https://docs.ocrolus.com/docs/irs-form-1120-schedules-l-m-1-and-m-2-2023-balance-sheet-l-income-reconciliation-m-1-and-analysis-m-2-of-corporations-income-report.md)
- [1120 Schedules L, M-1, and M-2 (2024) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis of Unappropriated Retained Earnings (M-2)](https://docs.ocrolus.com/docs/1120-schedules-l-m-1-and-m-2-2024.md)
- [1120 Schedules L, M-1, and M-2 (2025) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis of Unappropriated Retained Earnings (M-2)](https://docs.ocrolus.com/docs/1120-schedules-l-m-1-and-m-2-2025.md)
- [IRS Form 1120S (2018) - U.S. Income Tax Return for an S Corporation](https://docs.ocrolus.com/docs/irs-form-1120s-2018.md)
- [IRS Form 1120S (2019) - U.S. Income Tax Return for an S Corporation](https://docs.ocrolus.com/docs/irs-form-1120s-2019.md)
- [IRS Form 1120S (2020) - U.S. Income Tax Return for an S Corporation](https://docs.ocrolus.com/docs/irs-form-1120s-2020.md)
- [IRS Form 1120S (2021) - U.S. Income Tax Return for an S Corporation](https://docs.ocrolus.com/docs/irs-form-1120s-2021.md)
- [IRS Form 1120S (2022) - U.S. Income Tax Return for an S Corporation](https://docs.ocrolus.com/docs/irs-form-1120s-2022.md)
- [IRS Form 1120S (2023) - U.S. Income Tax Return for an S Corporation](https://docs.ocrolus.com/docs/irs-form-1120s-2023-us-income-tax-return-for-an-s-corporation.md)
- [1120S (2024) - U.S. Income Tax Return for an S Corporation](https://docs.ocrolus.com/docs/1120s-2024.md)
- [1120S (2025) - U.S. Income Tax Return for an S Corporation](https://docs.ocrolus.com/docs/1120s-2025.md)
- [IRS Form 1120S Schedule K-1 (2018) - Shareholder’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1120s-schedule-k-1-2018.md)
- [IRS Form 1120S Schedule K-1 (2019) - Shareholder’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1120s-schedule-k-1-2019.md)
- [IRS Form 1120S Schedule K-1 (2020) - Shareholder’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1120s-schedule-k-1-2020.md)
- [IRS Form 1120S Schedule K-1 (2021) - Shareholder’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1120s-schedule-k-1-2021.md)
- [IRS Form 1120S Schedule K-1 (2022) - Shareholder’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1120s-schedule-k-1-2022.md)
- [IRS Form 1120S Schedule K-1 (2023) - Shareholder’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/irs-form-1120s-schedule-k-1-2023-shareholders-share-of-income-deductions-credits-etc.md)
- [1120S Schedule K-1 (2024) - Shareholder’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/1120s-schedule-k-1-2024.md)
- [1120S Schedule K-1 (2025) - Shareholder’s Share of Income, Deductions, Credits, etc.](https://docs.ocrolus.com/docs/1120s-schedule-k-1-2025.md)
- [IRS Form 1120S Schedules L, M-1, and M-2 (2018) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report](https://docs.ocrolus.com/docs/irs-form-1120s-schedules-l-m-1-and-m-2-2018.md)
- [IRS Form 1120S Schedules L, M-1, and M-2 (2019) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report](https://docs.ocrolus.com/docs/irs-form-1120s-schedules-l-m-1-and-m-2-2019.md)
- [IRS Form 1120S Schedules L, M-1, and M-2 (2020) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report](https://docs.ocrolus.com/docs/irs-form-1120s-schedules-l-m-1-and-m-2-2020.md)
- [IRS Form 1120S Schedules L, M-1, and M-2 (2021) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report](https://docs.ocrolus.com/docs/irs-form-1120s-schedules-l-m-1-and-m-2-2021.md)
- [IRS Form 1120S Schedules L, M-1, and M-2 (2022) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report](https://docs.ocrolus.com/docs/irs-form-1120s-schedules-l-m-1-and-m-2-2022.md)
- [IRS Form 1120S Schedules L, M-1, and M-2 (2023) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report](https://docs.ocrolus.com/docs/irs-form-1120s-schedules-l-m-1-and-m-2-2023-balance-sheet-l-income-reconciliation-m-1-and-analysis-m-2-of-s-corporations-financial-activity-report.md)
- [1120S Schedules L, M-1, and M-2 (2024) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis of Accumulated Adjustments Account (M-2)](https://docs.ocrolus.com/docs/1120s-schedules-l-m-1-and-m-2-2024.md)
- [1120S Schedules L, M-1, and M-2 (2025) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis of Accumulated Adjustments Account (M-2)](https://docs.ocrolus.com/docs/1120s-schedules-l-m-1-and-m-2-2025.md)
- [IRS Form 1125-E - Compensation of Officers](https://docs.ocrolus.com/docs/irs-form-1125-e.md)
- [IRS 8825 - Rental Real Estate Income and Expenses of a Partnership or an S Corporation](https://docs.ocrolus.com/docs/irs-8825.md)
- [IRS Form W-2 - Wage and Tax Statement](https://docs.ocrolus.com/docs/irs-form-w-2.md)
- [W-2C - Corrected Wage and Tax Statement](https://docs.ocrolus.com/docs/w2c.md)
- [W9 - Request for Taxpayer Identification Number and Certification](https://docs.ocrolus.com/docs/w9.md)
- [Composite types](https://docs.ocrolus.com/docs/complex-types.md)
- [Transactions](https://docs.ocrolus.com/docs/transactions-type.md)
- [Document](https://docs.ocrolus.com/docs/document.md)
- [Bank account](https://docs.ocrolus.com/docs/bank-account.md)
- [Period](https://docs.ocrolus.com/docs/period.md)
- [Form data](https://docs.ocrolus.com/docs/form-data.md)
- [Table](https://docs.ocrolus.com/docs/table-type.md)
- [Consumer analytics](https://docs.ocrolus.com/docs/consumer-analytics-1.md)
- [Code types](https://docs.ocrolus.com/docs/code-types.md)
- [Bank account category](https://docs.ocrolus.com/docs/bank-account-category.md)
- [Bank account type](https://docs.ocrolus.com/docs/bank-account-type.md)
- [Book status](https://docs.ocrolus.com/docs/book-status-code.md)
- [Document status](https://docs.ocrolus.com/docs/document-status.md)
- [Extra fields](https://docs.ocrolus.com/docs/extra-fields.md)
- [Rejection reasons](https://docs.ocrolus.com/docs/rejection-reasons.md)
- [Mortgage how-to videos](https://docs.ocrolus.com/docs/mortgage-how-to-videos.md)
- [SMB how-to videos](https://docs.ocrolus.com/docs/smb-how-to-videos.md)
- [Frequently asked questions (FAQs)](https://docs.ocrolus.com/docs/frequently-asked-questions.md)
- [Overview](https://docs.ocrolus.com/docs/product-sku-overview.md)
- [Core](https://docs.ocrolus.com/docs/product-sku-core.md)
- [SMB](https://docs.ocrolus.com/docs/product-sku-smb.md)
- [Mortgage](https://docs.ocrolus.com/docs/product-sku-mortgage.md)
- [Consumer](https://docs.ocrolus.com/docs/product-sku-consumer.md)

## API Reference
- [Introduction](https://docs.ocrolus.com/reference/ocrolus-api-intro.md): Discover Ocrolus' streamlined workflow optimization for financial document processing.
- [HTTP status codes](https://docs.ocrolus.com/reference/http-status-codes-api.md)
- [Ocrolus status codes](https://docs.ocrolus.com/reference/ocrolus-status-codes-api.md)
- [API Rate Limit Policy](https://docs.ocrolus.com/reference/api-rate-limit-policy.md)
- [Grant authentication token](https://docs.ocrolus.com/reference/grant-authentication-token.md): Retrieve a JWT-compliant access token for use with all other endpoints.  ---    > 📘 > All tokens currently expire after 24 hours (86,400 seconds), but we suggest refreshing tokens every 12 hours (43,200 seconds).  Here's an example of using the returned token in an API call: ```cURL curl \   --url "https://api.ocrolus.com/v1/books" \   --oauth2-bearer "eyJhbGciOiJ...2hUye_4CpIvQ"  ``` See our guide on [using API credentials](doc:using-api-credentials) for more details.  This endpoint is OAuth 2.0-compliant. A successful response from this endpoint adheres to the structure given in [RFC 6749, section 5.1](https://datatracker.ietf.org/doc/html/rfc6749#section-5.1), while a failed response adheres to the structure given in [section 5.2](https://datatracker.ietf.org/doc/html/rfc6749#section-5.2). As a consequence, you can use this endpoint in OAuth 2.0 clients and libraries without needing to explicitly call it in your own code.
- [Create invitation](https://docs.ocrolus.com/reference/create-invitation.md): This API invites a new user to your organization by email. If the email has been invited before, the existing invitation is refreshed with a new expiration date.  > 👍 Tip:    > The invitation is valid for 7 days. If the user does not accept the invitation within that time frame, they will need to be re-invited.
- [List invitations](https://docs.ocrolus.com/reference/list-invitations.md): This API returns a paginated list of pending invitations for your organization. Use this endpoint to review outstanding invitations before sending reminders or re-inviting users whose invitations have expired.
- [List users](https://docs.ocrolus.com/reference/list-users.md): This API returns a paginated list of Dashboard members in your organization. Use this endpoint to review existing users, filter by manager status, or sort results by ID or email.
- [Book information](https://docs.ocrolus.com/reference/book-info.md): This API retrieves the details of a <<glossary:Book>>, including uploaded <<glossary:Document>>s, bank account information, and transaction periods.
- [Book list](https://docs.ocrolus.com/reference/book-list.md): This API retrieves a list of all <<glossary:Book>>s available to the current user. It returns the following two different response shapes depending on whether the `limit` parameter is supplied, select the schema and example that matches your use case:   - **Unpaginated**: When `limit` is omitted, the response is a bare array of Book objects with no wrapper.   - **Paginated**: When `limit` is supplied, the response is an object containing `_links`, `limit`, `total_book_count`, and `books`.    ---    > 📘 Note     > - By default results are ordered by <<glossary:Book>> PK in descending order but you can alter how and what books are returned by providing different parameters with your request.     > - Use the `name` query parameter to find a <<glossary:Book>> by an exact name. This will be faster than `search` which uses approximate string matching algorithm.
- [Book status](https://docs.ocrolus.com/reference/book-status.md): This API retrieves the status of a <<glossary:Book>>. --- Use this endpoint to retrieve details about a Book, including its current processing status and the status of each Document within it. Book status reflects the overall state of the Book across its processing life cycle,  while Document status reflects the individual processing stage of each Document uploaded to the Book. For more information, see [Book Statuses](doc:book-status-code) and [Document Statuses](doc:document-status).
- [Book from loan](https://docs.ocrolus.com/reference/book-from-loan.md): This API endpoint lets you retrieve the Ocrolus <<glossary:Book>> associated with a specific Encompass loan. You can query it using either the `Encompass loan_id` (GUID) or the `loan_number`, depending on which identifier you have available.   > 📘 Note: > The system accepts either `loan_id` or `loan_number` to identify the loan. If both parameters are provided, or if neither is included in the request payload, the API returns a 400 error.
- [Loan details from Book](https://docs.ocrolus.com/reference/loan-from-book.md): This API retrieves the Encompass Loan GUID and related loan metadata using the Ocrolus <<glossary:Book>> UUID. It enables seamless mapping between an Ocrolus Book and its corresponding Encompass Loan, supporting accurate LOS integration, tracking, and synchronization between Ocrolus and Encompass systems.
- [Create Book](https://docs.ocrolus.com/reference/create-a-book.md): Create a <<glossary:Book>> that you can use to group related <<glossary:Document>>s. Each document must be uploaded to a <<glossary:Book>>, so you'll need to create one with this endpoint before you can upload files. <<glossary:Book>>s are generally used to store related <<glossary:Document>>s, such as for a loan application or a case file.
- [Delete Book](https://docs.ocrolus.com/reference/delete-a-book.md): Delete a <<glossary:Book>> that you no longer need.  --- > 🚧 No turning back! > Deleting a <<glossary:Book>> also deletes the <<glossary:Document>>s contained within. This action is not reversible, meaning that you can't recover deleted <<glossary:Document>>s and <<glossary:Book>>s. Make sure you're ready!
- [Update Book](https://docs.ocrolus.com/reference/update-book.md): Configure properties of a  <<glossary:Book>>, including its processing class, visibility, name, and external identifier.  To change a Book’s processing class such as `Instant → Complete`, set `book_class` in this request. Book class changes are **forward-only**. For allowed transitions, guardrails, errors, and webhook guidance, see the [Book Upgrades](https://docs.ocrolus.com/docs/book-upgrade).  To upgrade individual documents without changing the Book class, use the [Upgrade a document](https://docs.ocrolus.com/reference/upgrade-doc) or [Upgrade a mixed document](https://docs.ocrolus.com/reference/upgrade-mixed-doc) API.
- [Multipart/form-data payloads](https://docs.ocrolus.com/reference/multipartform-data-payloads.md)
- [Upload PDF to Book](https://docs.ocrolus.com/reference/upload-document.md): Upload a PDF file to a <<glossary:Book>> for processing.  --- You can upload a file to this endpoint as a `multipart/form-data` encoded payload. Visit [our guide](https://docs.ocrolus.com/reference/multipartform-data-payloads) for more information.    > 📘  >  - The maximum file size for upload is 200 MB.   For all Documents *except* bank statements, the optional `form_type` parameter can be used to specify the type of <<glossary:Document>>.     You can see form types we support in our [forms directory](https://docs.ocrolus.com/docs/all-supported-documents). For more information, please contact your Account Executive or Customer Success Executive to discuss other options for your organization.
- [Upload Mixed Document PDF to Book](https://docs.ocrolus.com/reference/upload-mixed-document.md): Upload a PDF file containing more than one <<glossary:Document>> to a <<glossary:Book>>.  --- You can upload a file to this endpoint as a `multipart/form-data` encoded payload. Visit [our guide](https://docs.ocrolus.com/reference/multipartform-data-payloads) for more information.  > 📘 >  - The maximum file size for upload is 200 MB.
- [Upload Pay stub PDF to Book](https://docs.ocrolus.com/reference/upload-paystub.md): Upload a known <<glossary:Pay stub>> file directly to a specific <<glossary:Book>>.  --- You can upload a file to this endpoint as a `multipart/form-data` encoded payload. Visit [our guide](https://docs.ocrolus.com/reference/multipartform-data-payloads) for more information.  If successful, the response will return the specific doc_uuid for the uploaded <<glossary:Document>>. > 📘 >  - This endpoint is limited to PDF's where the form type is expected to be a PAYSTUB. >  - The maximum file size allowed for upload is 200 MB.
- [Upload Image to Book](https://docs.ocrolus.com/reference/upload-image.md): Upload image files to a <<glossary:Book>>.  ---   You can upload a file to this endpoint as a `multipart/form-data` encoded payload. Visit [our guide](https://docs.ocrolus.com/reference/multipartform-data-payloads) for more information.  With the capability to classify images, you can upload a single image using this endpoint. To upload multiple images to the same <<glossary:Book>>, call this endpoint once for each image, and then call the [Finalize image group](ref:mark-image-group-complete) endpoint to complete the image group.   We support uploads of the images in the **JPEG**, **PNG**, **BMP**, and **TIFF** (Single-image files only) formats.     > 📘  > The term **image group** refers to a collection of images that may consist of one or more images.
- [Finalize Image Group](https://docs.ocrolus.com/reference/mark-image-group-complete.md): Finalize an image group and construct a <<glossary:Document>> from its images.  ---  After you have [uploaded images](ref:upload-image), call this endpoint to finalize an image group and construct a <<glossary:Document>> from its content.  > 📘 > The term **image group** refers to a collection of images that may consist of one or more images.   Here is the list of all the [Additional Supported Form Types](https://docs.ocrolus.com/docs/forms-directory) we support. For more information, please contact your Account Executive or Customer Success Executive to discuss other options for your organization.
- [Upload aggregator JSON to Book](https://docs.ocrolus.com/reference/upload-json.md): This API uploads aggregator-provided JSON data (Plaid or Finicity) to an Ocrolus <<glossary:Book>>. This endpoint supports uploading:  - Plaid Asset Report JSON - Plaid Transactions JSON - Finicity JSON bundles, including accounts, transactions, customers, and institutions  For Plaid, this endpoint takes the JSON output from Plaid's [**`/transactions/get`**](https://plaid.com/docs/api/products/#transactionsget) or [**`/asset_report/get`**](https://plaid.com/docs/api/products/#asset_reportget) endpoints. To learn more, see the [Plaid integration](https://docs.ocrolus.com/docs/plaid) guide.  For Finicity, this endpoint requires a complete and internally consistent JSON bundle. Ocrolus validates references across files (accounts, customers, institutions, transactions) before generating accounts and periods. Partial Finicity uploads are not supported. To learn more, see the [Account aggregator](https://docs.ocrolus.com/docs/aggregator-finicity) guide.  > 👍 Tips    > - You can upload multiple JSON files at a time using this endpoint.   > - For best results, create a separate Book for each Plaid Asset Report. Do not upload JSON files alongside PDF statements, as the data may not reconcile.      > - When multiple Finicity JSON files are uploaded, they are combined into a single document within the Book.   > - This is a shared endpoint for all both Plaid and Finicity JSON uploads. Aggregator-specific behavior is controlled using the **`aggregate_source`** parameter.   > - Ensure that all the Finicity JSON files originate from the same Finicity data pull and belong to the same account set.   > - Verify that all cross-file identifiers of Finicity (accountId, customerId, institutionId) resolve correctly.  ##Plaid and Finicity statement period construction Plaid Asset Reports do not provide explicit statement periods. Ocrolus constructs periods based on transaction dates. For example, if transactions span Jan 15 to Apr 4, statement periods are created as: - Jan 15 - Jan 31 - Feb 1 - Feb 28 - Mar 1 - Mar 31 - Apr 1 - Apr 4  > ❗️ Having unusual problems?   > Do not use older versions of Plaid’s Python or Ruby client libraries to access these endpoints. Users have reported access issues with outdated versions. Upgrade to the latest available client libraries before proceeding. If you believe this behavior is a bug, open a support ticket with Plaid. As a temporary workaround, use a general-purpose HTTP request library.
- [Import Plaid Asset Report](https://docs.ocrolus.com/reference/import-plaid-asset-report.md): Import an Asset Report directly from Plaid and construct a <<glossary:Document>> from it.  ---   With fully automated workflows in mind, Ocrolus and [Plaid](https://plaid.com) offer the ability to directly import the Asset Report of any customer who has provided Bank Account details via Plaid - without you having to explicitly download and handle the JSON report.  To achieve this, Plaid will ask you to [share an Audit Copy](https://plaid.com/docs/#4-share-an-audit-copy) of the Asset Report directly with Ocrolus.  Next, Ocrolus will use the provided `audit_copy_token` to extract the associated Audit Report from Plaid. This _must_ be a production token, as Ocrolus does not support sandbox tokens.  Then, Ocrolus will import the Audit Report into the specified <<glossary:Book>>.  > 📘  > Creating an Audit Copy Token > - You can create an **Audit Copy Token** with Plaid using our auditor_id of `ocrolus`. Use this value when invoking the `createAuditCopy` function on the Plaid client object.  > 🚧  > Due to masking of account numbers in Plaid data, we are unable to reconcile bank accounts across Plaid data and PDF bank statements. Mixing such uploads within the same book may result in duplicate bank accounts, periods and transactions.
- [Cancel document verification](https://docs.ocrolus.com/reference/cancel-file-verification.md): Abort verification of an uploaded <<glossary:Document>>.  ---  > 🚧 No turning back! > Canceling verification of an uploaded <<glossary:Document>> will permanently delete all associated data.  You cannot cancel the verification of a <<glossary:Document>> that is in the `REJECTED` or `VERIFICATION_COMPLETE` state. You can stop the verification at any time while the file is in the `VERIFYING` state, but you may still be charged for its processing depending on the timing of your cancelation.
- [Delete document](https://docs.ocrolus.com/reference/delete-a-file.md): Delete a <<glossary:Document>> uploaded to a <<glossary:Book>>.  --- You can only delete files that are in the `VERIFICATION_COMPLETE` or `REJECTED` states. Attempting to delete a file in any other state will return a failure as shown in the examples. > 🚧 No turning back! > Deleted <<glossary:Document>>s and associated data (such as transactions) cannot be recovered. Make sure you're ready!
- [Delete mixed document](https://docs.ocrolus.com/reference/delete-mixed-doc.md): Delete a mixed <<glossary:Document>> uploaded to a <<glossary:Book>>.  ---  Before deleting a mixed document, make sure all its child documents have finished processing. You can proceed with deletion if the child documents are in **`VERIFICATION_COMPLETE`**, **`COMPLETED`**, **`FAILED`**, or **`REJECTED`** state. Any child documents already marked as **`DELETED`** or **`DELETING`** are automatically skipped.  The deletion will fail if any child document is still being processed such as, in **`QUEUED`**, **`PROCESSING`**, **`VERIFYING`**, or **`GROOMING`** state. It will also fail if the mixed document itself is already in **`DELETING`** or **`DELETED`** state.  > 🚧 No turning back!   > Deleted mixed documents and associated data, such as transactions, cannot be recovered. Make sure you want to proceed before deleting.
- [Download document](https://docs.ocrolus.com/reference/document-download.md): Download a <<glossary:Document>> that has been uploaded to a <<glossary:Book>>.  ---  > 🚧 > Requests to this endpoint will download the requested <<glossary:Document>> directly to your current working directory, therefore there is no documentation for a JSON response schema for a successful request.
- [Upgrade a document](https://docs.ocrolus.com/reference/upgrade-doc.md): Change the processing type of a <<glossary:Document>> from Classify to Instant, or from Instant to Complete—without changing the Book’s `book_class`.  Use this endpoint when only some documents need a higher processing tier and you want new uploads to continue following the Book’s current class.  For Book-level class changes, use the [Book Upgrades](https://docs.ocrolus.com/docs/book-upgrade) and [Update Book](https://docs.ocrolus.com/reference/update-book) endpoints. For mixed PDFs, use the [Upgrade a mixed document](https://docs.ocrolus.com/reference/upgrade-mixed-doc) endpoint.  ### Requirements  - Document-level upgrades must be enabled for your organization. If not, contact your Ocrolus account manager. - The document must finish its current processing before you upgrade it. - Child documents that belong to a mixed document cannot be upgraded with this endpoint. Upgrade the mixed document instead. - If the Book is already Complete, or a Book upgrade already covers the same target, the document upgrade is rejected. - On success, the document re-enters processing under the new tier. Re-fetch Capture or Analyze data after verification completes.  ### When to use this endpoint  | Scenario | Use this endpoint? | |---|---| | An Instant document needs Complete accuracy | Yes - `upgrade_type: COMPLETE` | | A classified document needs Instant capture (Book class is `INSTANT_CLASSIFY_ISO_CAPTURE`) | Yes -  `upgrade_type: INSTANT` | | The entire Book should move to Complete | No -  use [Update Book](https://docs.ocrolus.com/reference/update-book) | | The file is a mixed document | No - use [Upgrade a mixed document](https://docs.ocrolus.com/reference/upgrade-mixed-doc) |  ### Upgrade types  | `upgrade_type` | Meaning | |---|---| | `INSTANT` | Upgrade from Classify to Instant capture | | `COMPLETE` | Upgrade from Classify or Instant to Complete |  Document upgrades are **forward-only**. You cannot downgrade a document from Complete back to Instant.
- [Upgrade a mixed document](https://docs.ocrolus.com/reference/upgrade-mixed-doc.md): Change the processing type of a Mixed Document from Classify to Instant, or from Instant to Complete, without changing the Book's `book_class`.  Use this endpoint for mixed PDF uploads when only that mixed document needs a higher processing tier and you want new uploads to continue following the Book's current class.  For single (non-mixed) documents, use the [Upgrade a document](https://docs.ocrolus.com/reference/upgrade-doc) endpoint. For Book-level class changes, use the [Book Upgrades](https://docs.ocrolus.com/docs/book-upgrade) and [Update Book](https://docs.ocrolus.com/reference/update-book) endpoint.  ### Requirements  - Document-level upgrades must be enabled for your organization. If not, contact your Ocrolus account manager. - The mixed document must finish its current processing before you upgrade it. - Do not upgrade child documents individually. Upgrade the mixed document with this endpoint. - If the Book is already Complete, or a Book upgrade already covers the same target, the mixed document upgrade is rejected. - On success, the mixed document re-enters processing under the new tier. Re-fetch status and Capture or Analyze data after verification completes.  ### When to use this endpoint  | Scenario | Use this endpoint? | |---|---| | An Instant mixed document needs Complete accuracy | Yes - `upgrade_type: COMPLETE` | | A classified mixed document needs Instant capture (Book class is `INSTANT_CLASSIFY_ONLY` or `INSTANT_CLASSIFY_ISO_CAPTURE`) | Yes - `upgrade_type: INSTANT` | | The file is a single (non-mixed) document | No - use [Upgrade a document](https://docs.ocrolus.com/reference/upgrade-doc) | | The entire Book should move to Complete | No - use [Update Book](https://docs.ocrolus.com/reference/update-book) |  ### Upgrade types  | `upgrade_type` | Meaning | |---|---| | `INSTANT` | Upgrade from Classify to Instant capture | | `COMPLETE` | Upgrade from Classify or Instant to Complete |  Mixed document upgrades are **forward-only**. You cannot downgrade from Complete back to Instant.
- [Retrieve Mixed Document status](https://docs.ocrolus.com/reference/mixed-document-status.md): Retrieve the status of a Mixed Document using it's <<glossary:PK>> or UUID.  ---  To learn more about the different processing statuses of an uploaded <<glossary:Document>>, [view our guide](https://docs.ocrolus.com/docs/document-status).
- [Book classification summary](https://docs.ocrolus.com/reference/book-classification-summary.md): This API retrieved a summary of the classification of all Documents within a <<glossary:Book>>.   > 📘 About Uniqueness Values (UV)     > The `uniqueness_values` array is populated only when the UV feature is enabled for your organization.     > The fields returned within this array vary by form type but remain consistent across all organizations for a given form type.      > New UV fields may be added to existing form types over time. To enable this feature, contact your Ocrolus account team reach out to [support@ocrolus.com](mailto:support@ocrolus.com).
- [Mixed Doc classification summary](https://docs.ocrolus.com/reference/mixed-doc-classification-summary.md): This API retrieves a summary of the classification of all Documents within a Mixed <<glossary:Document>>. > 📘 About Uniqueness Values (UV)  > The `uniqueness_values` array is populated only when the UV feature is enabled for your organization.  > The fields returned within this array vary by form type but remain consistent across all organizations for a given form type.   > New UV fields may be added to existing form types over time. To enable this feature, contact your Ocrolus account team or reach out to [support@ocrolus.com](mailto:support@ocrolus.com).
- [Grouped mixed doc classification summary](https://docs.ocrolus.com/reference/grouped-mixed-doc-classification-summary.md): This API returns a classification summary for a mixed document, with forms organized into groups. Each group contains the associated pages and key details such as form type, status, and uniqueness values. Use this API to map pages to their respective forms, review form classifications, distinguish between known forms (such as 1040 and W2) and UNKNOWN forms, and extract key borrower data like SSN or name via `uniqueness_values`. > 📘 About Uniqueness Values (UV)  > The `uniqueness_values` array is populated only when the UV feature is enabled for your organization.  > The fields returned within this array vary by form type but remain consistent across all organizations for a given form type.   > New UV fields may be added to existing form types over time. To enable this feature, contact your Ocrolus account team reach out to [support@ocrolus.com](mailto:support@ocrolus.com).
- [Book form data](https://docs.ocrolus.com/reference/book-form-data.md): Retrieve data for all forms uploaded to a <<glossary:Book>>.  ---  A detailed description of the response can be found on the [form data](https://docs.ocrolus.com/docs/form-data) data type definition.
- [Book pay stub data](https://docs.ocrolus.com/reference/book-paystub-data.md): Retrieve pay stub data for a given <<glossary:Book>>.  ---  A detailed description of the response can be found on the [pay stub](https://docs.ocrolus.com/docs/pay-stub) data type definition.
- [Doc form data](https://docs.ocrolus.com/reference/doc-form-data.md): Get field data for all <<glossary:Form>>s captured in a <<glossary:Document>>.  ---  A detailed description of the response can be found on the [form data](https://docs.ocrolus.com/docs/form-data) data type definition.
- [Doc pay stub data](https://docs.ocrolus.com/reference/doc-paystub-data.md): Retrieve pay stub data for a given <<glossary:Document>>.  ---  A detailed description of the response can be found on the [Pay stub](https://docs.ocrolus.com/docs/pay-stub) data type definition
- [Form data](https://docs.ocrolus.com/reference/form-field-data.md): Retrieve field data for a <<glossary:Form>>.  ---  A detailed description of the response can be found on the [Form data](https://docs.ocrolus.com/docs/form-data) data type definition.
- [Pay stub data](https://docs.ocrolus.com/reference/paystub-data.md): Retrieve pay stub data for a given <<glossary:Pay stub>>.  ---  A detailed description of the response can be found on the [pay stub](https://docs.ocrolus.com/docs/pay-stub) data type definition.
- [Transactions](https://docs.ocrolus.com/reference/transactions.md): Retrieve transactions from all Documents uploaded to a <<glossary:Book>>.  --- > 🚧  > The Transactions endpoint provides raw transactions output. If you are looking for enriched transactions complete with a list of categories, transaction tagging, and improved revenue, expense, and transfer logic, please visit the [Enriched transactions page](ref:enriched-transactions)  > 📘 > If `uploaded_doc_pk` or `uploaded_doc_uuid` are not provided in the request, transactions from all Documents in the Book will be provided.
- [Book-level Fraud Signals](https://docs.ocrolus.com/reference/book-fraud-signals.md): Scan every <<glossary:Document>> in an uploaded <<glossary:Book>> for signs of potentially fraudulent tampering.  ---  > 📘 This is the better version! > This endpoint supersedes our existing [Suspicious Activity Flags endpoint](ref:suspicious-activity), as well as the `primary_recon_error_reason` and `secondary_recon_error_reason` attributes returned by the [Analytics endpoints](ref:analytics). A deprecation plan will be announced in the future.
- [Document-Level Fraud Signals](https://docs.ocrolus.com/reference/doc-fraud-signals.md): Scan a <<glossary:Document>> for signs of potentially fraudulent tampering.  ---  > 📘 This is the better version! > This endpoint supersedes our existing [Suspicious Activity Flags endpoint](ref:suspicious-activity), as well as the `primary_recon_error_reason` and `secondary_recon_error_reason` attributes returned by the [Analytics endpoints](ref:analytics). A deprecation plan will be announced in the future.
- [Signal visualization](https://docs.ocrolus.com/reference/signal-visualization.md): Retrieve an image file that contains a Detect Signal visualization.  --- See our guide on [Interpreting Detect Signal Visualizations](doc:detect-signals#interpreting-visualizations) for more information about what the image means.  You'll generally use this endpoint through the URLs returned by the [Document-Level Fraud Signals](ref:doc-fraud-signals) or [Book-Level Fraud Signals](ref:book-fraud-signals) endpoints. > 📘 Don't forget your keys! > This endpoint requires authentication, just as the others do. This means that you can't hotlink images from this endpoint with `<img>` tags; to display them in your own applications, you'll need to retrieve and serve them yourself, although this can be done in-browser with JavaScript.
- [Suspicious Activity Flags (Legacy)](https://docs.ocrolus.com/reference/suspicious-activity.md): Retrieve a report on possible instances of file tampering on any of the given <<glossary:Book>>'s bank statements, W-2s, and pay stubs.  ---  > 🚧 We have a better version! > This product is superseded by our new Detect offering, which we recommend for all new work. A deprecation plan will be announced in the future.
- [Object Definitions](https://docs.ocrolus.com/reference/detect-definitions.md)
- [Signal analysis](https://docs.ocrolus.com/reference/signalanalysis-definition.md)
- [Document analysis](https://docs.ocrolus.com/reference/documentanalysis-definition.md)
- [Form analysis](https://docs.ocrolus.com/reference/formanalysis-definition.md)
- [Signal](https://docs.ocrolus.com/reference/signal-definition.md)
- [Visualization](https://docs.ocrolus.com/reference/visualization-definition.md)
- [Visualization region](https://docs.ocrolus.com/reference/visualizationregion-definition.md)
- [Supporting data](https://docs.ocrolus.com/reference/supportingdata-definition.md)
- [Supporting data values](https://docs.ocrolus.com/reference/supportingdatavalues-definition.md)
- [Bank statement income calculator](https://docs.ocrolus.com/reference/bsic.md): This API retrieves the bank statement income calculator output in JSON format.  You can also access this through the Dashboard. To learn more, see [Bank Statement Income Calculator](https://docs.ocrolus.com/docs/bank-statement-income-calculator).
- [Bank statement income calculator (Excel)](https://docs.ocrolus.com/reference/bsic-excel.md): This API retrieves the bank statement income calculator in an Excel format. --- Visit our [guide](https://docs.ocrolus.com/docs/bank-statement-income-calculator) for more information.  The output of this endpoint is intended for manual review, as opposed to automated consumption by your application. > 🚧 Important   > The response will have a MIME type of `application/vnd.openxmlformats-officedocument.spreadsheetml.sheet`, hence there is no JSON response schema. See [here](https://docs.google.com/spreadsheets/d/1IeElDLJWQ-YZRmR_zO0OD6ltFnyOPIOQ/edit?usp=sharing&ouid=108945757603422712879&rtpof=true&sd=true) for an example output.
- [Book summary](https://docs.ocrolus.com/reference/book-summary.md): This API retrieves the Cash Flow Analytics summary of a Book in JSON format. It provides daily balances, bank account PII, and time series for all transaction categories at the <<glossary:Book>> and bank account level.   It offers quicker analytics generation, more granular and accurate transaction categories (including improved revenue and expense calculations), and a more concise structure.  ---  ### Async processing   This API supports asynchronous processing. To get the asynchronous result, add `async=true` in the query parameter to run the request as a background job and receive a `job_id` immediately instead of waiting for the full response inline. When `async=true`, the endpoint returns `202 Accepted` with a `job_id` instead of the analytics payload.  Async mode is required for Books with more than 100,000 transactions. Books exceeding 1,000,000 transactions are rejected with `422` (error code `1100`). Once submitted, poll [Async job status](https://docs.ocrolus.com/reference/async-job-status) API to retrieve the result when the job is complete.
- [Cash flow features](https://docs.ocrolus.com/reference/cash-flow-features.md): This API retrieves pre-engineered analytics on a series of bank statements within a <<glossary:Book>> with an object structure that’s suitable for modeling applications. > 📘 Note    > ***Min_days_to_include**: Minimum number of days required for the most recent calendar month to be included in monthly cash flow calculations. The default value is `0`. If the value is set to **32**, only fully completed months are included.  --- ### Async processing  This API supports asynchronous processing. To get the asynchronous result, add `async=true` in the query parameter to run the request as a background job and receive a `job_id` immediately instead of waiting for the full response inline. When `async=true`, the endpoint returns `202 Accepted` with a `job_id` instead of the analytics payload.    Async mode is required for Books with more than 100,000 transactions. Books exceeding 1,000,000 transactions are rejected with `422` (error code `1100`). Once submitted, poll [Async job status](https://docs.ocrolus.com/reference/async-job-status) API to retrieve the result when the job is complete.
- [Enriched transactions](https://docs.ocrolus.com/reference/enriched-transactions.md): This API provides categorizations for each transaction in the requested <<glossary:Book>>. It's the building block for all the Cash Flow Analytics products. It contains a comprehensive list of categories, accurate Transaction tagging, and improved revenue, expense, and transfer logic.  ---  ### Async processing   This API supports asynchronous processing. To get the asynchronous result, add `async=true` in the query parameter to run the request as a background job and receive a `job_id` immediately instead of waiting for the full response inline. When `async=true`, the endpoint returns `202 Accepted` with a `job_id` instead of the analytics payload.  Async mode is required for Books with more than 100,000 transactions. Books exceeding 1,000,000 transactions are rejected with `422` (error code `1100`). Once submitted, poll [Async job status](https://docs.ocrolus.com/reference/async-job-status) API to retrieve the result when the job is complete.
- [SMB analytics (Excel)](https://docs.ocrolus.com/reference/analytics-excel.md): This API retrieves analytics encompassing Enriched Transactions, Book Summary, Cash Flow Features for a Book in an Excel format.  ---  The output of this endpoint is intended for manual review, as opposed to automated consumption by your application.  > 🚧 > The response will have a MIME type of `application/vnd.openxmlformats-officedocument.spreadsheetml.sheet`, hence there is no JSON response schema. See [here](https://docs.google.com/spreadsheets/d/1RMtnH8StW_5ajcI6-6xgws81qnV4BwDv/edit?usp=sharing&ouid=108945757603422712879&rtpof=true&sd=true) for an example output.  ---  ### Async processing   This API supports asynchronous processing. To get the asynchronous result, add `async=true` in the query parameter to run the request as a background job and receive a `job_id` immediately instead of waiting for the full response inline. When `async=true`, the endpoint returns `202 Accepted` with a `job_id` instead of the analytics payload.    Async mode is required for Books with more than 100,000 transactions. Books exceeding 1,000,000 transactions are rejected with `422` (error code `1100`). Once submitted, poll [Async job status](https://docs.ocrolus.com/reference/async-job-status) API to retrieve the result when the job is complete.
- [Async job status](https://docs.ocrolus.com/reference/async-job-status.md): Retrieves the status and result of an analytics job created when any supported analytics endpoint is called with **`async=true`**. Poll this endpoint until the job reaches a terminal state (`DONE` or `FAILED`).  The job **`status`** moves through the following states: **`PENDING`** while the job is running, **`DONE`** when the result is ready, and **`FAILED`** if the job could not be completed. Poll every few seconds until a terminal state is reached. Large Books may take longer to process.  When the status is **`DONE`**, the response includes a **`result_url`**, a temporary pre-signed download link to retrieve the analytics payload, which is identical in shape to the corresponding synchronous endpoint's response. The job and its **`result_url`** are valid for 24 hours from the time the job was created.
- [Risk score](https://docs.ocrolus.com/reference/risk-score.md): This API retrieves the Risk Score of a Book in JSON format. The Ocrolus Risk Score offers a highly analytical approach to predicting the probability of default for borrowers based on cash flow analytics. This endpoint offers the following benefits:  - Make quicker, more accurate lending decisions backed by data - Leverage alternative data effectively to gain a complete view of borrowers and speed up decision making  - Mitigate credit risk - Easily identifying borrowers that are likely to default with the necessary level of context to understand contributors and detractors  - Expand access to credit and approve more loans for borrowers - Having insight into borrowers’ finances and associated risk can help you see opportunities where others only see risk  ### Async processing   This API supports asynchronous processing. To get the asynchronous result, add `async=true` in the query parameter to run the request as a background job and receive a `job_id` immediately instead of waiting for the full response inline. When `async=true`, the endpoint returns `202 Accepted` with a `job_id` instead of the analytics payload.      Async mode is required for Books with more than 100,000 transactions. Books exceeding 1,000,000 transactions are rejected with `422` (error code `1100`). Once submitted, poll [Async job status](https://docs.ocrolus.com/reference/async-job-status) API to retrieve the result when the job is complete.
- [Cash Flow Benchmarking (CFB)](https://docs.ocrolus.com/reference/benchmarking-cfb.md): Retrieve benchmarking percentiles for an SMB <<glossary:Book>>. The endpoint ranks the Book against anonymized peers across four metrics: revenue, expenses, fintech inflows, and fintech outflows. Use optional query parameters to shape the peer group by time window, geography, and industry granularity.  > 📘 Peer-group validity > Results are returned only when the peer group contains 30 or more Books. Opted-out organizations are excluded before computation. The same inputs return identical results across the API and the Dashboard.
- [Loan Inquiry Events](https://docs.ocrolus.com/reference/loan-inquiry-events.md): This API retrieve loan inquiries for an SMB <<glossary:Book>>. It groups a merchant's loan inquiries into clusters to give lenders visibility into how frequently and how recently the merchant has inquired about loans. The response includes two velocity views: individual loan inquiries and grouped loan inquiries, along with the full list of events and their anonymized lender inquiry timestamps.
- [Business identifier](https://docs.ocrolus.com/reference/business-identifier.md): This API retrieves the business associated with a given `book_uuid`. It returns the business ID and display name, which can be used with business-level endpoints to access aggregated data across multiple <<glossary:Book>>s.  A single business can have multiple Books. All books associated with the same business within your organization return the same business ID.
- [Business overview](https://docs.ocrolus.com/reference/business-overview.md): This API retrieves the full metadata profile for a business entity, including industry classification, loan inquiry history, and addresses derived from bank account holder information.
- [Business transactions](https://docs.ocrolus.com/reference/business-transactions.md): This API retrieves the paginated, deduplicated enriched transactions across all of the requesting org's <<glossary:Book>>s for a given business. Transactions are structurally compatible with the existing book-level enriched transactions API.    > 👍 Tips   > `start_date` and `end_date` filter transactions based on when they occurred at the bank, while `updated_since` filters based on when transactions were ingested into the system. Use `updated_since` to retrieve newly added data, even if the transaction dates are earlier.
- [Business summary](https://docs.ocrolus.com/reference/business-summary.md): This API retrieves the chronological financial summary for a business entity, calculated from deduplicated and organization-enriched transactions across all <<glossary:Book>> belonging to the requesting organization.
- [Create industry revenue formulas](https://docs.ocrolus.com/reference/create-industry-revenue-formula.md): This API creates an industry revenue formula from scratch, or adopts an Ocrolus-suggested formula by passing its `uuid` as `suggested_formula_uuid`.  When **`suggested_formula_uuid`** is provided, **`naics_codes`** and **`deduction_tags`** are optional and will default to the values from the suggested formula. You can still override them by including them in the request body.  This feature is also available in the Ocrolus Dashboard, where you can browse and adopt suggested formulas from the **Industry Revenue Formulas** page. To learn more, see the [Industry revenue formulas](https://docs.ocrolus.com/docs/customize-revenue-formula#industry-aware-formulas) guide.    > 📘 Manager role required     > This operation requires the **manager** role on your Ocrolus user account.
- [Get an industry revenue formula](https://docs.ocrolus.com/reference/get-industry-revenue-formula.md): This API retrieves a single industry revenue formula for your organization using the UUID specified in the path parameter.  This feature is also available in the Ocrolus Dashboard. To learn more, see the [Industry revenue formulas](https://docs.ocrolus.com/docs/customize-revenue-formula#industry-aware-formulas) guide.
- [List industry revenue formulas](https://docs.ocrolus.com/reference/list-industry-revenue-formulas.md): This API lists all the industry formulas configured for your organization.  This feature is also available in the Ocrolus Dashboard. To learn more, see the [Industry revenue formulas](https://docs.ocrolus.com/docs/customize-revenue-formula#industry-aware-formulas) guide.
- [List Ocrolus-suggested revenue formulas](https://docs.ocrolus.com/reference/list-ocrolus-suggested-revenue-formulas.md): This API returns a list of Ocrolus-recommended formulas. These are read-only and cannot be modified. To adopt a suggested formula as a starting point, pass its **`uuid`** as **`suggested_formula_uuid`** in the [Create industry revenue formula](https://docs.ocrolus.com/reference/create-industry-revenue-formula) API.  This feature is also available in the Ocrolus Dashboard. To learn more, see the [Industry revenue formulas](https://docs.ocrolus.com/docs/customize-revenue-formula#industry-aware-formulas) guide.
- [Update an industry revenue formula](https://docs.ocrolus.com/reference/update-industry-revenue-formula.md): This API updates an existing industry revenue formula. Send any subset of **`name`, `naics_codes`, `deduction_tags`,** and **`enabled`**. Omitted fields are left unchanged. The same validation rules as the Create industry revenue formula API apply to any field you send.  This feature is also available in the Ocrolus Dashboard. To learn more, see the [Industry revenue formulas](https://docs.ocrolus.com/docs/customize-revenue-formula#industry-aware-formulas) guide.    > 📘  **Manager role required**     > This operation requires the **manager** role on your Ocrolus user account.
- [Delete an industry revenue formula](https://docs.ocrolus.com/reference/delete-industry-revenue-formula.md): This API deletes an existing industry revenue formula from your organization.   This feature is also available in the Ocrolus Dashboard. To learn more, see the [Industry revenue formulas](https://docs.ocrolus.com/docs/customize-revenue-formula#industry-aware-formulas) guide.    > 📘 **Manager role required**     > This operation requires the **manager** role on your Ocrolus user account.
- [Income calculations](https://docs.ocrolus.com/reference/income-calculations.md): This API provides income values based on the specified guidelines for a <<glossary:Book>> type. The supported income types include `wage-earner`, `self-employed`, `rental`, and `other income`. A detailed description of income-related fields found in the `calculated_fields` objects within the totals array can be found in the [income calculation](https://docs.ocrolus.com/docs/income-calculations-api) definition. These fields include attributes like field name, default value, and title/header to identify and interpret each data point.    > 👍 Tips > To retrieve Fannie Mae income calculation data, first call the [Fannie Mae self-employed income calculation](https://docs.ocrolus.com/reference/self-employed-income-calculation-fm) API, and then call the this income calculation API.
- [Income summary](https://docs.ocrolus.com/reference/income-summary.md): Retrieve a summarized view of income data for a specific <<glossary:Book>> in Ocrolus.
- [Configure income entity](https://docs.ocrolus.com/reference/income-entity-config.md): This API allows you to **update the employment start date** for a borrower–employer pair linked to a specific Ocrolus <<glossary:Book>>. You can optionally include identifiers such as the employer’s **EIN** (Employer Identification Number) and the borrower’s **last four SSN digits (Social Security Number)** for more accurate matching. If the borrower–employer pair exists, the record is updated; otherwise, a new one is created. When provided, the **employment start date** is also used in income calculation to ensure the precise and consistent results across the platform. > 📘 Note > - If the borrower–employer pair already exists, the system updates the existing record with the new start date. > - If the pair does not exist, a new configuration entry is created automatically. > - Optional identifiers (**`ein, last_four_ssn_digits`**, and **`income_type`**) help ensure accurate borrower–employer matching.
- [Save income guideline](https://docs.ocrolus.com/reference/save-income-guideline.md): This API lets you set or update the loan program or Government-Sponsored Enterprise (GSE) guideline for an Ocrolus <<glossary:Book>>. It ensures income calculations use the correct guideline (for example, Fannie Mae, Freddie Mac, FHA, VA, or USDA) and that the results are accurately reflected in the Ocrolus Dashboard for underwriting review. The most recent guideline is always used for income calculations by default.  You can use this API to: - Set the income guideline immediately after the Book is created. - Update the income guideline with a different guideline value later if the loan program changes.   > 📘 Notes > - A valid `book_uuid` is required. > - Updated income calculations are reflected after processing is complete.
- [Calculate Fannie Mae self-employed income](https://docs.ocrolus.com/reference/self-employed-income-calculation-fm.md): This API calculates Fannie Mae self-employed income for a borrower–business pair in a Book. Send only the fields you want to update. The API merges these fields with the existing income record and recalculates the income. If a field is missing or empty, the system may apply [organization-level default values](#organization-level-defaults) based on the income type and guideline. These defaults act as fallback values and never override fields explicitly provided in the request.  > 👍 Tips > After calling this API, call the [Income calculations](https://docs.ocrolus.com/reference/income-calculations) API to retrieve the updated income data.  ## Merge behavior The API performs a deep merge of the provided `meta_info` into the existing income record (common or tax-return specific).  | Category | Merge behavior | |---|---| | Top-level meta fields such as `employment_start_date` | Provided values overwrite existing values. Fields not included in the request are preserved. | | Common `yearwise_details` | Merged by `year`. Only the fields provided for a given year are updated. | | Per-type `yearwise_details` such as `s_corporation_earnings.yearwise_details` | Merged by `year`. Existing fields are preserved unless explicitly overridden. |  ## Organization-level defaults  Organizations can configure default values for self-employed income fields by `org_uuid`, `income_type`, and `income_guideline`.  Defaults act as fallback values during income updates. They are applied only when a supported field is missing or empty in the request. Explicit values, including `false`, `0`, and `None`, are never overridden.  ### Default application rules  | Category | Field location | Fallback condition | |---|---|---| | Common scalar | `meta_info.field` | Applied when the value is `null` or an empty list `[]` | | Common yearwise | `meta_info.yearwise_details[].field` | Applied per year when the field value is `null` or `""` | | Per-type yearwise | `meta_info.<type>.yearwise_details[].field` | Applied to each active tax year when the field value is `null` or `""` |  ### Supported default fields | Category                      | Supported Fields                                                                                                                                                                                                                                                                                                                                       | | ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Common defaults**           | `employment_start_date`, `employment_history_consistent_indicator`, `du_case_file_id`, `extraordinary_one_time_expense`, `non_deductible_meal`                                                                                                                                                                                                         | | **Per-type defaults**         | Supported under `s_corporation_earnings`, `partnership_income`, `regular_corporation`, and `individual_tax_return`.                                                                                                                                                                                                                                    | | **Per-type supported fields** | `adequate_business_liquidity`, `amortization`, `amortization_selection_type`, `is_final_return_override`, `is_borrower_trust_guaranter`, `compensation_of_officers_included_as_income`, `mortgages_notes_and_bonds_payable_less_than1_year`, `mortgages_notes_and_bonds_payable_less_than1_year_amount`, `guaranteed_payments_to_partners_alternative` |  Per-type defaults are stored as flat key-value pairs in org config and are replicated into each active tax year's `yearwise_details` during update.
- [Create Book copy jobs](https://docs.ocrolus.com/reference/create-book-copy-jobs.md): This API submits asynchronous copy requests that duplicate a <<glossary:Book>> and all uploaded documents to a specified recipient organization. Each request creates a job. You can monitor job status using the [List Book Copy Jobs](https://docs.ocrolus.com/reference/list-book-copy-jobs) endpoint. ### Supported workflows 1. **Updating existing applications**: Use a prior share label on the Book you are sharing so the new docs are appended to existing Book. Prevents duplicate Books when an applicant submits additional or missing documents. 2. **Renewal/re-engagement**: This workflows support two approaches. You can create a new Book by using either a new shared Book label to initiate a new application with receivers, or a previously used shared Book label to associate the new application with an existing one. Alternatively, you can reuse an existing Book, similar to the application update workflow.  To learn more, see the [Sender's guide](https://docs.ocrolus.com/docs/senders#supported-workflows).  > 👍 Suggestion > We recommend using new share labels for re-engagement and renewal applications to avoid creating confusion on the receiver's side.  > 📘 Note > - This API is intended for small and medium business (SMB) funders. > - This API supports a maximum of 50 requests per call meaning you can include up to 50 Book copy requests in a single API call. If you need to process more, split them into multiple calls.
- [Retrieve Book copy settings (recipient address Book)](https://docs.ocrolus.com/reference/get-book-copy-settings-allow-list.md): This API retrieves a list of allowed recipient and sender organizations for <<glossary:Book>> copying.  > 📘 Note > This API is intended for small and medium business (SMB) funders.
- [Accept Book copy jobs](https://docs.ocrolus.com/reference/copy-jobs-accept.md): This API enables a recipient organization to accept an incoming <<glossary:Book>> copy request. Once accepted, Ocrolus begins copying the Book and its associated documents to the recipient organization. The recipient may optionally change the Book name when accepting a Book copy request. Alternatively, the recipient can rename the Book after it has been accepted. A `book.copy.request_accepted` webhook event is then triggered and sent to the sender organization.  > 📘 Note > - This API is intended for small and medium business (SMB) funders using the Book copy feature.  > - A Book copy job can be accepted only when its status is `AWAITING_RECIPIENT` or `REJECTED`.
- [List Book copy jobs](https://docs.ocrolus.com/reference/list-book-copy-jobs.md): This API retrieves a list of <<glossary:Book>> copy jobs and their details. By default, it returns outbound jobs—requests your organization sent. You can also fetch inbound jobs—requests sent to your organization.  > 📘 Note > This API is intended for small and medium business (SMB) funders.
- [Reject Book copy jobs](https://docs.ocrolus.com/reference/copy-jobs-reject.md): This API allows the recipient organization to reject an incoming <<glossary:Book>> copy request. A `book.copy.request_rejected` webhook event is then triggered and sent to the sender organization.   > 📘 Note > - This API is intended for small and medium business (SMB) funders using the Book copy feature. > - A Book copy job can be rejected only when its status is `AWAITING_RECIPIENT`. > - A Book cannot be rejected after it has been accepted. Additionally, a previously rejected Book cannot be rejected again.
- [Run automated cash flow kick-outs](https://docs.ocrolus.com/reference/run-kick-outs.md): This API signals Ocrolus to run automated cash flow kick-outs using the recipient organization’s preconfigured Encore kick-out criteria. When triggered, Ocrolus evaluates all incoming <<glossary:Book>> copy jobs currently in the `AWAITING_RECIPIENT` state and applies the configured rules to automatically accept or reject them. After the evaluation completes, Ocrolus sends the resulting status updates to the sender organization using `book.copy.kickout_evaluated` webhook events. > 📘 Note > This API is intended for small and medium business (SMB) funders using the Book copy feature.
- [Create tag](https://docs.ocrolus.com/reference/create-tag.md): This API enables the creation of custom tags to classify transactions using user-defined criteria, including include/exclude terms, amount thresholds, and recurrence patterns.
- [Retrieve a tag](https://docs.ocrolus.com/reference/get-tag.md): This API is used to retrieve details of a specific tag based on the specified `tag_uuid`. The response includes the tag's name, description, color, type (system or custom), include and exclude terms, and other configuration details.
- [Modify tag](https://docs.ocrolus.com/reference/modify-tag.md): This API allows you to modify an existing custom tag. You can update the tag's name, description, color, and customization logic.
- [Delete tag](https://docs.ocrolus.com/reference/delete-tag.md): This API allows you to delete a custom tag. System-defined tags cannot be deleted using this endpoint.     ---    > 🚧 **No turning back!**     > This action is not reversible, meaning that you can't recover deleted tags. Make sure you're ready!
- [Retrieve all tags (custom and system tags)](https://docs.ocrolus.com/reference/get-all-tags.md): This API is used to retrieves all available tags in the system, including both system-defined and custom-created tags. You can use the optional query parameter `is_system_tag` to filter the results:  Examples:   - To retrieve all system-defined tags:     GET /v2/analytics/tags?is_system_tag=true    - To retrieve all custom-created tags:     GET /v2/analytics/tags?is_system_tag=false
- [Retrieve revenue deduction tags](https://docs.ocrolus.com/reference/get-revenue-deduction-tags.md): Retrieves a list of all current revenue deduction tags. These tags represent transaction categories that are excluded from **Total Credits** when calculating **Net Revenue**.
- [Update revenue deduction tag](https://docs.ocrolus.com/reference/update-revenue-deduction-tag.md): This API allows you to update the list of tags that should be deducted from all credits to calculate net revenue. Only the tag names provided in the request body will be used as revenue deduction tags after the update, and existing values will be replaced.
- [Override transaction tag](https://docs.ocrolus.com/reference/override-transaction-tag.md): This API allows you to manually override the tags applied to a transaction within a specific Book. You can assign one or more tag UUIDs to a transaction using its primary key (`txn_pk`).
- [Configure webhook](https://docs.ocrolus.com/reference/configure-webhook.md): Set up a webhook for your account so your application can react to Ocrolus events.  --- You can find a list of supported account-level event types and their sample notifications in the [Account-level webhook guide](doc:account-level-webhook#available-events).  > 📘  > Your webhook integration should respond to incoming notifications with a status of `200 OK` to indicate that it's working properly.  > 🚧 We have a better version! > This product is superseded by [Org Level Webhooks](doc:organization-level-webhook), which we recommend for improved functionality and integration.
- [Get webhook configuration](https://docs.ocrolus.com/reference/webhook-configuration.md): Retrieve your most recent webhook configuration.  ---  Returns the same object as that of the most recent [webhook registration](ref:configure-webhook).  You can find a list of supported account-level event types and their sample notifications in the [Account-level webhook guide](doc:account-level-webhook#available-events).  > 🚧 We have a better version! > This product is superseded by [Org Level Webhooks](doc:organization-level-webhook), which we recommend for improved functionality and integration.
- [Test webhook](https://docs.ocrolus.com/reference/test-webhook.md): Send a test payload to your configured webhook endpoint.   --- Requests to this endpoint will send a `POST` request with a test payload of the following JSON in the request body:  ```json {   "status": "VERIFICATION_COMPLETE",   "uploaded_doc_pk": 0,   "book_pk": 0 } ```  > 📘  > Your webhook integration should respond to incoming notifications with a status of `200 OK` to indicate that it's working properly.  If the webhook fails for any reason, the corresponding HTTP status code and message will be provided in the response's `message` and `code` attributes.  > 🚧 We have a better version! > This product is superseded by [Org Level Webhooks](doc:organization-level-webhook), which we recommend for improved functionality and integration.
- [Configure webhook secret](https://docs.ocrolus.com/reference/configure-webhook-secret-account-level.md): This API configures the secret key for account-level webhook signature verification. Use this API to add a new secret or update an existing one. The secret is used to sign webhook payloads using HMAC SHA256, allowing you to verify that requests originate from Ocrolus. > 🚧 We have a better version! > This product is superseded by [Org Level Webhooks](doc:organization-level-webhook), which we recommend for improved functionality and integration.
- [Add webhook](https://docs.ocrolus.com/reference/add-webhook.md): Set up an org-level webhook for your organization so your application can receive and respond to Ocrolus events in real time. Use this endpoint to create or update the webhook configuration. Ocrolus then delivers event payloads to your application as they occur, allowing you to automate downstream workflows.  --- You can find a list of supported org-level event types and their sample notifications in the [Org-level webhook guide](doc:organization-level-webhook#available-events).  > 📘 > Your webhook integration should respond to incoming notifications with a status of `200 OK` to indicate that it's working properly.
- [Configure webhook secret](https://docs.ocrolus.com/reference/configure-webhook-secret-org-level.md): This API configures the secret key for a specific org-level webhook. Use this endpoint to add a new secret or update an existing one. The secret is used to sign webhook payloads using HMAC SHA256, allowing you to verify that requests originate from Ocrolus.
- [Delete webhook](https://docs.ocrolus.com/reference/delete-webhook.md): Delete a webhook using the webhook's universally unique identification code (UUID).
- [List webhooks](https://docs.ocrolus.com/reference/list-webhooks.md): This API retrieves a list of all the webhooks configured for your organization.  --- You can find a list of supported org-level event types and their sample notifications in the [Org-level webhook guide](doc:organization-level-webhook#available-events).
- [List webhook events](https://docs.ocrolus.com/reference/list-events.md): This API retrieves a list of events configured for a webhook using the webhook's universally unique identification code (UUID).  --- You can find a list of supported org-level event types and their sample notifications in the [Org-level webhook guide](doc:organization-level-webhook#available-events).
- [Retrieve webhook](https://docs.ocrolus.com/reference/get-webhook.md): This API retrieves a specific webhook using its universally unique identification code (UUID).  --- You can find a list of supported org-level event types and their sample notifications in the [Org-level webhook guide](doc:organization-level-webhook#available-events).
- [Test webhook](https://docs.ocrolus.com/reference/test-org-webhook.md): This API sends a test payload to your configured webhook endpoint using a provided event.  --- This endpoint requires users to provide an `event_uuid` for a notification event that you have configured a webhook for.  You can find configured notifications event and their uuids by using the [List events for Webhook endpoint](ref:list-events).
- [Update webhook](https://docs.ocrolus.com/reference/update-webhook.md): This API updates the settings for a webhook in your organization by using the webhook's universally unique identification code (UUID).  --- You can find a list of supported org-level event types and their sample notifications in the [Org-level webhook guide](doc:organization-level-webhook#available-events).

## Recipes
- [Access business history for a borrower](https://docs.ocrolus.com/recipes/access-business-history-for-a-borrower.md)
- [Calculating income/revenue from net cash flow found in bank statements](https://docs.ocrolus.com/recipes/calculating-incomerevenue-from-net-cash-flow-found-in-bank-statements.md)
- [Working with ISO brokers and bank statements](https://docs.ocrolus.com/recipes/working-with-iso-brokers-and-bank-statements.md)

## Changelog
- [September 2026](https://docs.ocrolus.com/changelog/september-2026.md)
- [August 2026](https://docs.ocrolus.com/changelog/august-2026.md)
- [July 2026](https://docs.ocrolus.com/changelog/july-2026.md)
- [June 2026](https://docs.ocrolus.com/changelog/june-2026.md)
- [May 2026](https://docs.ocrolus.com/changelog/may-2026.md)
- [April 2026](https://docs.ocrolus.com/changelog/april-2026.md)
- [March 2026](https://docs.ocrolus.com/changelog/march-2026.md)
- [February 2026](https://docs.ocrolus.com/changelog/february-2026.md)
- [January 2026](https://docs.ocrolus.com/changelog/january-2026.md)
- [December 2025](https://docs.ocrolus.com/changelog/december-2025.md)