Documents

The document object contains information from payroll documents that are retrieved and processed by Argyle after a user connects a payroll account. The contents of each specific document can be found in the document object's metadata.

Attributes

ATTRIBUTE	TYPE	DESCRIPTION
id	string uuid	Unique ID of the document associated with a user's payroll account.
account	string uuid	ID of the payroll account associated with the document.
employer	string	The name of the company or entity that employs the user.
document_number	string	The identification number on the document.
document_type	string	Describes the document type. Possible values: `W-2`, `payout-statement`, `W-4`, `W-9`, `1099`, `1095`, `profile-picture`, `drivers-licence`, `vehicle-insurance`, `vehicle-registration`, `vehicle-inspection`, `other`.
document_type_description	string	A free-form text describing the document's type—for example, W-2 Form 2019.
expiration_date	string	The expiration date of the document. Timestamps follow the ISO 8601 standard.
available_date	string	Represents the timestamp when the document was made available to the employee.
file_url	string	If available, `file_url` contains a direct link to the file. This link is valid for 15 minutes. When it expires, you can call the `documents` endpoint again to generate another valid URL.
metadata	string	Metadata holds additional available, often unstructured, information about this data resource.
metadata.ocr_data	object optional	The `ocr_data` object describes the contents of the document retrieved through a connected payroll account and scanned by Argyle. Use the `/forms` endpoint for uploaded documents. More information about fields within the `ocr_data` object can be found in the metadata section below. The object will be `null` if the document was not scanned and its data was not extracted.
created_at	string timestamp	Time at which the document object was created. Timestamps follow the ISO 8601 standard.
updated_at	string timestamp	Time at which the document object was last updated. Timestamps follow the ISO 8601 standard.

Metadata

metadata.ocr_data attributes reference

General attributes

ATTRIBUTE	TYPE	DESCRIPTION
form_type	string optional	The type of form that was processed. Possible values: `W-2`, `W-2c`, `1099-NEC`, `1099-SSA`, `1099-MISC`, `1099-INT`, `1099-R`, `1099-G`, `1099-K`.
omb_no	string optional	The OMB form and information collection number of the specific form type that was processed.
year	string optional	The calendar year for which the form is valid.
recipient.name	string optional	The employee’s legal name. All form types contain this field.
recipient.address	object	Contains the employee’s address. All form types contain this field. Data fields within the `recipient.address` object: - `address.city` - `address.country` - `address.line1` - `address.line2` - `address.postal_code` - `address.state`
recipient_tin	string optional	The employee’s Taxpayer Identification Number. All form types contain this field.
payer.name	string optional	The employer’s name. All form types contain this field, except for `1099-SSA`.
payer.address	object	Contains the employer’s address. All form types contain this field, except for `1099-SSA`. Data fields within the `payer.address` object: - `address.city` - `address.country` - `address.line1` - `address.line2` - `address.postal_code` - `address.state`
payer_tin	string optional	The employer's Taxpayer Identification Number. All form types contain this field, except for `1099-SSA`.

{
    "form_type": "1099-NEC",
    "omb_no": "1545-0116",
    "year": "2020",
    "form": {
        "recipient": {
            "name": "John Smith",
            "address": {
                "city": "Norton",
                "country": null,
                "line1": "4321 S. Jackson St Apt 987C",
                "line2": null,
                "postal_code": "45678",
                "state": "MA"
            }
        },
        "recipient_tin": "***-**-0193",
        "payer": {
            "name": "Peak Performance Publishing LLC",
            "address": {
                "city": "Ambler",
                "country": null,
                "line1": "118 Mary Ambler Way",
                "line2": null,
                "postal_code": "19002",
                "state": "PA"
            }
        },
        "payer_tin": "46-5237939"
    }
}

Quality attributes

The ocr_data object provides details on the success of data retrieval from payroll documents processed by Argyle after a user connects a payroll account. Whenever the process encounters an issue, it raises a warning. Some of these warnings may be errors, others are just information about a missing field in the document.

📘
The type of the warning is detailed in the warnings.message field and determines the severity of that warning. warnings.severity indicates whether a warning is considered an error or not. Based on the number of errors raised during the process, the estimated level of parsing success will be included in the confidence field.

ATTRIBUTE	TYPE	DESCRIPTION
warnings	object	This object contains the list of warnings for fields where warnings were raised.
warnings.field_name	string optional	Indicates the name of the field where a warning was raised.
warnings.message	string optional	Includes the `field_name` and the type of warning that affects the field. Possible warning messages are listed below in this table.
warnings.severity	string optional	Indicates whether a warning is considered an error or not. - `ERROR` is shown as `1.0`. For example, a `not found` warning is considered an error. - `NOT ERROR` is shown as `0.0`. For example, a `value empty/bad format`, or an `obfuscated` warning are not considered errors. - `UNKNOWN` is shown as `0.5`. `UNKNOWN` is used when a field or its value is not found, but it is not clear whether the information should be present in the document.
confidence	string optional	Indicates an estimated level of parsing success, based on the number of errors found. - `EXACT_MATCH` - No error was found. - `HIGH` - 1 error was found. - `MEDIUM` - 2 errors were found. - `LOW` - 3 errors were found. - `NO_MATCH` - 4 or more errors were found, which usually means that the document is the wrong type.

`warnings.message`

WARNING MESSAGE	FIELDS	DESCRIPTION
not found	Any	The field was not found within the document.
value empty/bad format	Any	The field was found, but the value was empty, or misread, or in an incorrect format.
obfuscated	`recipient_tin`	Taxpayer Identification Number is completely obfuscated.
obfuscated last two digits given	`recipient_tin`	Only last two digits of Taxpayer Identification Number are visible.
obfuscated last four digits given	`recipient_tin`	Only last four digits of Taxpayer Identification Number are visible.
`field_name` had non numeric chars removed, original value: `<value>`	Fields with strictly numeric values.	If numeric validation fails, removal of non-numeric characters is attempted. This warning is issued when the invalid characters from the numeric field are successfully filtered.
`field_name` invalid - non numeric value, original value: `<value>`	Fields with strictly numeric values.	If numeric validation fails, removal of non-numeric characters is attempted. This warning is issued when the invalid characters from the numeric field could not be filtered.

{
    "warnings": [
        {
            "field_name": "recipient_tin",
            "message": "recipient_tin obfuscated, 2 last digits given",
            "severity": 0.0
        },
        {
            "field_name": "benefits_3",
            "message": "benefits_3 had non numeric chars removed, original value: *1507.40",
            "severity": 0.0
        },
        {
            "field_name": "state_inc_7",
            "message": "state_inc_7 value empty/bad format",
            "severity": 0.0
        }
    ],
    "confidence": "EXACT_MATCH"
}

Metadata error

ATTRIBUTE	TYPE	DESCRIPTION
error	string optional	When the document data retrieval process fails, `error` field will return the specific type of error that happened. - `invalid_document` - The document is not valid. It could be incomplete, cropped incorrectly and missing the required fields, or not filled at all. - `unknown` - An internal issue occurred during document processing. Argyle is investigating.

{
    "ocr_data": {
        "error": "invalid_document"
    }
}

metadata.ocr_data attributes specific to document_type W-2 and 1099

W-2 and 1099 attributes

Argyle extracts and standardizes data from the following supported document types when retrieving payroll documents after a user connects a payroll account.

W-2 and W-2c (Wage and Tax Statement, Corrected Wage and Tax Statement)

Field name	Description
control_no_d	The code that uniquely identifies a particular W-2 document in the employer's records.
comp_1	The amount of wages, tips, and other compensation.
fed_income_tax_2	The amount of federal income tax withheld.
ss_wages_3	The amount of social security wages.
ss_tax_4	The amount of social security tax withheld.
med_wages_5	The amount of Medicare wages and tips.
med_tax_6	The amount of Medicare tax withheld.
ss_tips_7	The amount of social security tips.
tips_8	The amount of allocated tips.
verification_9	A code used to verify the accuracy of the form’s contents during electronic tax return.
benefits_10	The amount of dependent care benefits.
nonqualified_11	The amount of contributions made to a nonqualified savings plan.
uncollected_ss_RRTA_12a	The amount of uncollected social security or RRTA tax on tips.
uncollected_med_tax_12b	The amount of uncollected Medicare tax on tips.
insurance_12c	The amount of taxable cos of group-term life insurance over $50,000.
plan_401k_12d	The amount of elective deferrals related to contributions to 401-k plan.
other_14	Used to report additional tax information.
employers_state_15	Lists the state for which the employer withheld the taxes, and to which the employer remitted the taxes. Indicates the employer’s state ID number.
state_wages_16	The amount of state wages, tips, etc.
state_income_tax_17	The amount of state income tax.
local_wages_18	The amount of local wages, tips, etc.
local_income_tax_19	The amount of local income tax.
locality_name_20	The name of the locality where taxes indicated in the local_income_tax_19 field are paid.

Download W-2 sample

Example W-2 object

{
    "form_type": "W-2",
    "omb_no": null,
    "year": "2019",
    "form": {
        "recipient": {
            "name": "John Smith",
            "address": {
                "city": "Norton",
                "country": null,
                "line1": "4 Jackson St",
                "line2": null,
                "postal_code": "75211",
                "state": "MA"
            }
        },
        "recipient_tin": "123-12-1234",
        "payer": {
            "name": "EAST COAST ASSEMBLERS INC",
            "address": {
                "city": "Lake Worth",
                "country": null,
                "line1": "6586 Hypolouxo Road",
                "line2": "Suite 145",
                "postal_code": "33467",
                "state": "FL"
            }
        },
        "payer_tin": "20-0388460",
        "control_no_d": "86O78 6805",
        "comp_1": "1540.83",
        "fed_income_tax_2": "147.41",
        "ss_wages_3": "1540.83",
        "ss_tax_4": "95.53",
        "med_wages_5": "1540.83",
        "med_tax_6": "22.34",
        "ss_tips_7": null,
        "tips_8": null,
        "verification_9": null,
        "benefits_10": null,
        "nonqualified_11": null,
        "uncollected_ss_RRTA_12a": null,
        "uncollected_med_tax_12b": null,
        "insurance_12c": null,
        "plan_401k_12d": null,
        "other_14": null,
        "employers_state_15": null,
        "state_wages_16": null,
        "state_income_tax_17": null,
        "local_wages_18": "N/A",
        "local_income_tax_19": "N/A",
        "locality_name_20": "N/A"
    },
    "warnings": [
        {
            "field_name": "ss_tips_7",
            "message": "ss_tips_7 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "tips_8",
            "message": "tips_8 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "benefits_10",
            "message": "benefits_10 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "nonqualified_11",
            "message": "nonqualified_11 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "uncollected_ss_RRTA_12a",
            "message": "uncollected_ss_RRTA_12a value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "uncollected_med_tax_12b",
            "message": "uncollected_med_tax_12b value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "insurance_12c",
            "message": "insurance_12c value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "plan_401k_12d",
            "message": "plan_401k_12d value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "employers_state_15",
            "message": "employers_state_15 not found",
            "severity": 0.0
        },
        {
            "field_name": "state_wages_16",
            "message": "state_wages_16 not found",
            "severity": 0.0
        },
        {
            "field_name": "state_income_tax_17",
            "message": "state_income_tax_17 not found",
            "severity": 0.0
        },
        {
            "field_name": "other_14",
            "message": "other_14 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "verification_9",
            "message": "verification_9 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "omb_no",
            "message": "omb_no not found",
            "severity": 1.0
        }
    ],
    "confidence": "HIGH",
    "ocr_page_count": 1
}

1099-NEC (Nonemployee Compensation)

Field name	Description
account_no	A code that is unique to the recipient and the form, for example a bank account number, employee ID, etc.
comp_1	The amount of nonemployee compensation.
fed_inc_tax_4	The amount of federal income tax withheld.
state_tax_5	The amount of state tax withheld.
state_no_6	The abbreviated name of the state and the payer’s state tax identification number.
state_inc_7	The amount of state income.

Download 1099-NEC sample

Example 1099-NEC object

{
    "form_type": "1099-NEC",
    "omb_no": "1545-0116",
    "year": "2020",
    "form": {
        "recipient": {
            "name": "John Smith",
            "address": {
                "city": "Norton",
                "country": null,
                "line1": "4321 S. Jackson St Apt 987C",
                "line2": null,
                "postal_code": "45678",
                "state": "MA"
            }
        },
        "recipient_tin": "***-**-0193",
        "payer": {
            "name": "Peak Performance Publishing LLC",
            "address": {
                "city": "Ambler",
                "country": null,
                "line1": "118 Mary Ambler Way",
                "line2": null,
                "postal_code": "19002",
                "state": "PA"
            }
        },
        "payer_tin": "46-5237939",
        "account_no": "zeno000046945",
        "comp_1": "22796.50",
        "fed_inc_tax_4": "0.00",
        "state_tax_5": null,
        "state_no_6": null,
        "state_inc_7": null
    },
    "warnings": [
        {
            "field_name": "recipient_tin",
            "message": "recipient_tin obfuscated",
            "severity": 0.0
        },
        {
            "field_name": "state_tax_5",
            "message": "state_tax_5 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "state_no_6",
            "message": "state_no_6 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "state_inc_7",
            "message": "state_inc_7 value empty/bad format",
            "severity": 0.0
        }
    ],
    "confidence": "EXACT_MATCH",
    "ocr_page_count": 1
}

1099-SSA (Social Security Benefits)

Field name	Description
recipient_name_1	The name of the recipient.
benefits_3	The amount of benefits paid.
benefits_ssa_4	The amount of benefits repaid to SSA.
net_benefits_5	The amount of net benefits.
fed_inc_tax_6	The amount of voluntary federal income tax withholding.
claim_no	The social security number under which a claim is filed or benefits are paid.

Download 1099-SSA sample

Example 1099-SSA object

{
    "form_type": "1099-SSA",
    "omb_no": null,
    "year": "2021",
    "form": {
        "recipient": {
            "name": "JOHN SMITH"
        },
        "recipient_tin": "666-66-6666",
        "recipient_name_1": "JOHN SMITH",
        "benefits_3": "1507.40",
        "benefits_ssa_4": "66.40",
        "net_benefits_5": "1441.00",
        "fed_inc_tax_6": "NONE",
        "claim_no": "123-12-1234C2"
    },
    "warnings": [
        {
            "field_name": "omb_no",
            "message": "omb_no not found",
            "severity": 0.0
        }
    ],
    "confidence": "EXACT_MATCH",
    "ocr_page_count": 1
}

1099-MISC (Miscellaneous Income)

Field name	Description
account_no	A code that is unique to the recipient and the form, for example a bank account number, employee ID, etc.
rent_1	The amount of rental income.
royalties_2	The amount of royalty income.
other_inc_3	Other income.
fed_inc_4	The amount of federal income tax withheld.
fishing_5	The amount of fishing boat proceeds.
med_care_6	The amount of medical and health care payment.
comp_7	The amount nonemployee compensation.
crop_insurance_10	The amount of crop insurance proceeds.
golden_parachute_13	The amount of excess Golden Parachute payments.
gross_attorney_14	The amount of gross proceeds paid to an attorney.
sec_409a_defer_15a	The amount of section 409A deferrals.
sec_409a_inc_15b	The amount of section 409A income.
state_tax_16	The amount of state tax withheld.
state_no_17	The abbreviated name of the state and the payer’s state tax identification number.
state_inc	The amount of state income.

Download 1099-MISC sample

Example 1099-MISC object

{
    "form_type": "1099-MISC",
    "omb_no": "1545-0115",
    "year": "2018",
    "form": {
        "recipient": {
            "name": "JOHN SMITH",
            "address": {
                "city": "Norton",
                "country": null,
                "line1": "888 W JACKSON ST APT #123",
                "line2": null,
                "postal_code": "54321",
                "state": "MA"
            }
        },
        "recipient_tin": "123-56-6789",
        "payer": {
            "name": "IPS INC",
            "address": {
                "city": "TUSTIN",
                "country": null,
                "line1": "3002 DOW AVE UNIT 512",
                "line2": null,
                "postal_code": "92780",
                "state": "CA"
            }
        },
        "payer_tin": "81-2570912",
        "account_no": "000131losa/kqsa",
        "rent_1": null,
        "royalties_2": null,
        "other_inc_3": null,
        "fed_inc_4": null,
        "fishing_5": null,
        "med_care_6": null,
        "comp_7": "2227.85",
        "crop_insurance_10": null,
        "sec_409a_defer_15a": null,
        "sec_409a_inc_15b": null,
        "state_tax_16": null,
        "state_no_17": "CA066-5069 1",
        "state_inc": null
    },
    "warnings": [
        {
            "field_name": "rent_1",
            "message": "rent_1 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "royalties_2",
            "message": "royalties_2 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "other_inc_3",
            "message": "other_inc_3 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "fed_inc_4",
            "message": "fed_inc_4 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "fishing_5",
            "message": "fishing_5 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "med_care_6",
            "message": "med_care_6 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "crop_insurance_10",
            "message": "crop_insurance_10 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "sec_409a_defer_15a",
            "message": "sec_409a_defer_15a value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "sec_409a_inc_15b",
            "message": "sec_409a_inc_15b value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "state_tax_16",
            "message": "state_tax_16 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "state_inc",
            "message": "state_inc value empty/bad format",
            "severity": 0.0
        }
    ],
    "confidence": "EXACT_MATCH",
    "ocr_page_count": 1
}

1099-INT (Interest Income)

Field name	Description
payer_rtn	The payer's RTN (Routing and Transit Number).
account_no	A code that is unique to the recipient and the form, for example a bank account number, employee ID, etc.
interest_1	The amount of interest income.
withdraw_penalty_2	The amount of early withdrawal penalty.
interest_obligations_3	The amount of interest earned on U.S. savings bonds or Treasury notes, bills or bonds.
fed_inc_tax_4	The amount of federal income tax withheld.
investment_5	The amount of investment expenses.
foreign_tax_6	The amount of foreign tax paid.
foreign_possession_7	Shows the country or U.S. possession to which the foreign tax was paid.

Download 1099-INT sample

Example 1099-INT object

{
    "form_type": "1099-INT",
    "omb_no": "1545-0112",
    "year": "2018",
    "form": {
        "recipient": {
            "name": "JOHN SMITH",
            "address": {
                "city": "Norton",
                "country": null,
                "line1": "4 Jackson St",
                "line2": null,
                "postal_code": "27660",
                "state": "MA"
            }
        },
        "recipient_tin": "123-45-678",
        "payer": {
            "name": "DEFENSE FINANCE AND ACCTG SERVICE",
            "address": {
                "city": "Cleveland",
                "country": null,
                "line1": "1240 E 9TH ST",
                "line2": null,
                "postal_code": "44199-9904",
                "state": "OH"
            }
        },
        "payer_tin": "34-9990000",
        "payer_rtn": null,
        "account_no": "593901503",
        "interest_1": "475.00",
        "withdraw_penalty_2": null,
        "interest_obligations_3": null,
        "fed_inc_tax_4": null,
        "investment_5": null,
        "foreign_tax_6": null,
        "foreign_possession_7": null
    },
    "warnings": [
        {
            "field_name": "payer_rtn",
            "message": "payer_rtn value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "withdraw_penalty_2",
            "message": "withdraw_penalty_2 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "interest_obligations_3",
            "message": "interest_obligations_3 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "fed_inc_tax_4",
            "message": "fed_inc_tax_4 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "investment_5",
            "message": "investment_5 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "foreign_tax_6",
            "message": "foreign_tax_6 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "foreign_possession_7",
            "message": "foreign_possession_7 value empty/bad format",
            "severity": 0.0
        }
    ],
    "confidence": "EXACT_MATCH",
    "ocr_page_count": 1
}

1099-R (Distributions From Pensions, Annuities)

Field name	Description
control_no	The code that uniquely identifies a particular 1099-R document in the employer's records.
gross_1	The amount of gross distribution.
tax_amount_2a	The amount of distribution that is taxable.
fed_inc_tax_4	The amount of federal income tax withheld.
distribution_code_7	A code that identifies the type of distribution received.
distribution_percent_9	The percentage of total distribution received.
state_tax_14	The amount of state tax withheld.
state_no_15	The abbreviated name of the state and the payer’s state tax identification number.

Download 1099-R sample

Example 1099-R object

{
    "form_type": "1099-R",
    "omb_no": "1545-0119",
    "year": "2019",
    "form": {
        "recipient": {
            "name": "JOHN SMITH",
            "address": {
                "city": "NORTON",
                "country": null,
                "line1": "1480 JACKSON ST",
                "line2": null,
                "postal_code": "12345-1234",
                "state": "MA"
            }
        },
        "recipient_tin": "111223333",
        "payer": {
            "name": "Defense Finance and Accounting Service U.S. Military Retired Pay",
            "address": {
                "city": "Indianapolis",
                "country": null,
                "line1": "8899 E 56th Street",
                "line2": null,
                "postal_code": "46249-1200",
                "state": "IN"
            }
        },
        "payer_tin": "34-0727612",
        "control_no": null,
        "gross_1": "14978.94",
        "tax_amount_2a": "14978.94",
        "fed_inc_tax_4": "382.08",
        "distribution_code_7": null,
        "distribution_percent_9": null,
        "state_tax_14": "300.00",
        "state_no_15": "VA 987654321",
        "retired": "01012019-12312019"
    },
    "warnings": [
        {
            "field_name": "control_no",
            "message": "control_no value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "distribution_code_7",
            "message": "distribution_code_7 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "distribution_percent_9",
            "message": "distribution_percent_9 value empty/bad format",
            "severity": 0.0
        }
    ],
    "confidence": "EXACT_MATCH",
    "ocr_page_count": 1
}

1099-G (Certain Government Payments)

Field name	Description
a_unemployment_comp_1	The amount of unemployment compensation.
a_state_inc_tax_2	The amount of state or local income tax refunds, credits or offsets.
a_benefits_this_year_3	The amount of benefits repaid for current year.
a_benefits_prev_year_3	The amount of benefits repaid for previous year.
a_fed_inc_tax_4	The amount of federal income tax withheld.
b_unemployment_comp_1	The amount of unemployment compensation, paid family leave.
b_state_inc_tax_2	The amount of state or local income tax refunds, credits or offsets.
b_benefits_this_year_3	The amount of benefits repaid for current year.
b_benefits_prev_year_3	The amount of benefits repaid for previous year.
b_fed_inc_tax_4	The amount of federal income tax withheld.

Download 1099-G sample

Example 1099-G object

{
    "form_type": "1099-G",
    "omb_no": "1454-0120",
    "year": "2020",
    "form": {
        "recipient": {
            "name": "JOHN SMITH",
            "address": {
                "city": "Norton",
                "country": null,
                "line1": "4 Jackson Street",
                "line2": "Po box 1234",
                "postal_code": "92382-7434",
                "state": "MA"
            }
        },
        "recipient_tin": "***-**-1234",
        "payer": {
            "name": "Unemployment Insurance Integrity and Accounting Division",
            "address": {
                "city": "Rancho Cordova",
                "country": null,
                "line1": "P.O. Box 2408",
                "line2": "MIC 16A",
                "postal_code": "95741-2408",
                "state": "CA"
            }
        },
        "payer_tin": "94-2650401",
        "a_unemployment_comp_1": "30900.00",
        "a_state_inc_tax_2": "0.00",
        "a_benefits_this_year_3": "0.00",
        "a_benefits_prev_year_3": "0.00",
        "a_fed_inc_tax_4": "90.00",
        "b_unemployment_comp_1": "0.00",
        "b_state_inc_tax_2": "0.00",
        "b_benefits_this_year_3": "0.00",
        "b_benefits_prev_year_3": "0.00",
        "b_fed_inc_tax_4": "0.00"
    },
    "warnings": [
        {
            "field_name": "recipient_tin",
            "message": "recipient_tin obfuscated",
            "severity": 0.0
        }
    ],
    "confidence": "EXACT_MATCH",
    "ocr_page_count": 1
}

1099-K (Payment Card and Third Party Network Transactions)

Field name	Description
pse_name_phone	PSE's name and telephone number.
account_no	A code that is unique to the recipient and the form, for example a bank account number, employee ID, etc.
gross_1a	Gross amount of payment card/third party network transactions.
gross_1b	The amount of Card Not Present transactions.
category_code_2	Merchant category code.
no_transactions_3	Number of payment transactions.
fed_inc_tax_4	The amount of federal income tax withheld.
january_5a	The total reportable payment transactions for this month.
february_5b	The total reportable payment transactions for this month.
march_5c	The total reportable payment transactions for this month.
april_5d	The total reportable payment transactions for this month.
may_5e	The total reportable payment transactions for this month.
june_5f	The total reportable payment transactions for this month.
july_5g	The total reportable payment transactions for this month.
august_5h	The total reportable payment transactions for this month.
september_5i	The total reportable payment transactions for this month.
october_5j	The total reportable payment transactions for this month.
november_5k	The total reportable payment transactions for this month.
december_5l	The total reportable payment transactions for this month.
state_6	State.
state_id_7	State identification number.
state_income_8	The amount of state income tax withheld.

Download 1099-K sample

Example 1099-K object

{
    "form_type": "1099-K",
    "omb_no": "1545-2205",
    "year": "2020",
    "form": {
        "recipient": {
            "name": "JOHN SMITH",
            "address": {
                "city": "NORTON",
                "country": null,
                "line1": "4 E JACKSON STREET 2FL",
                "line2": null,
                "postal_code": "12345",
                "state": "MA"
            }
        },
        "recipient_tin": "***-**-2345",
        "payer": {
            "name": "LYFT, INC",
            "address": {
                "city": "SAN FRANCISCO",
                "country": null,
                "line1": "185 BERRY ST. SUITE 5000",
                "line2": null,
                "postal_code": "94107",
                "state": "CA"
            }
        },
        "payer_tin": "20-8809830",
        "pse_name_phone": null,
        "account_no": "10099240023921642.58",
        "gross_1a": "28119.23",
        "gross_1b": null,
        "category_code_2": "41.21",
        "no_transactions_3": null,
        "fed_inc_tax_4": null,
        "january_5a": "476.66",
        "february_5b": "3052.06",
        "march_5c": "2875.24",
        "april_5d": "83.19",
        "may_5e": "211.94",
        "june_5f": "2077.84",
        "july_5g": "2066.84",
        "august_5h": "3090.84",
        "september_5i": "6793.09",
        "october_5j": "2269.41",
        "november_5k": "2115.08",
        "december_5l": "3007.04",
        "state_6": "MA",
        "state_id_7": null,
        "state_income_8": null
    },
    "warnings": [
        {
            "field_name": "recipient_tin",
            "message": "recipient_tin obfuscated",
            "severity": 0.0
        },
        {
            "field_name": "pse_name_phone",
            "message": "pse_name_phone value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "gross_1b",
            "message": "gross_1b value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "no_transactions_3",
            "message": "no_transactions_3 not found",
            "severity": 0.0
        },
        {
            "field_name": "fed_inc_tax_4",
            "message": "fed_inc_tax_4 value empty/bad format",
            "severity": 0.0
        },
        {
            "field_name": "state_id_7",
            "message": "state_id_7 not found",
            "severity": 0.0
        },
        {
            "field_name": "state_income_8",
            "message": "state_income_8 value empty/bad format",
            "severity": 0.0
        }
    ],
    "confidence": "EXACT_MATCH",
    "ocr_page_count": 1
}

Endpoints

These are the endpoints available for documents.

Endpoints
Retrieve a document - `GET /documents/:id`
List documents - `GET /documents`

Example object

{
    "id": "110a6cd9-2cd5-3a8e-b8db-3fae4e96b58a",
    "account": "e0c16ace-0628-25da-8928-5dffd7a7b1d1",
    "employer": "walmart",
    "created_at": "2020-11-18T12:27:30.478199Z",
    "updated_at": "2020-11-29T08:33:41.525392Z",
    "document_number": "T1234567",
    "document_type": "W-2",
    "document_type_description": "W-2 Form 2019",
    "expiration_date": "null",
    "available_date": "2020-02-15T00:00:00Z",
    "file_url": "https://argyle-api-prod-uploads.storage.googleapis.com/e0c16ace-0628-25da-8928-5dffd7a7b1d1-20200016",
    "metadata": {}
}