The document object

A document object represents a tax documents or other payroll document that belongs to a company, an employee, or a contractor.

There are 4 different document categories: company tax documents, company authorization documents, employee tax documents, and contractor tax documents.

Employee tax documents, contractor tax documents, and setup documents all return a machine-readable document_type alongside the human-readable label. See Document types for the full list of values for each category. Company tax documents and company authorization documents do not currently return document_type; identify those by label, jurisdiction, year, and quarter.

{
    "id": "doc_uq8gCZZSxvvz890zRS0g",
    "company": "com_8BDDxUvOZcFVeiuAGne8",
    "category": "company_tax_document",
    "label": "Form 941",
    "description": "Form 941 is filed quarterly to reconcile social security, medicare and federal income tax.",
    "jurisdiction": "FED",
    "year": 2019,
    "quarter": null,
    "filed_on": "2020-01-31"
}

All document objects include the following fields:

AttributeDescription
id
string
Unique identifier for the document
category
string
The categorization of the document. One of:

  • company_tax_document

  • company_authorization_document

  • employee_tax_document

  • contractor_tax_document
label
string
Document’s type
jurisdiction
string
Jurisdiction associated with this document; will be either a two-character state abbreviation or "FED" to represent the federal jurisdiction
year
int
Year that this document was filed for
filed_on
date
Date that this document was filed

Company tax documents can include the following documents as applicable:

  • Federal Annual Returns & Docs
  • Federal Quarterly Returns
  • Federal FUTA Returns
  • State Annual Returns & Docs
  • State Withholding Returns
  • State SUI Returns (or combine into State Quarterly Returns)
  • Local Returns
  • PFML Docs
  • Wage Reports (Payroll Reports)
  • New Hire Reporting

Company tax document objects (/documents/company_tax_documents) have the following additional attributes:

AttributeDescription
company
string
ID of the company that this document was filed for
description
string
Description of what this document is used for
quarter
string
Quarter that this document was filed for; null if this document is filed annually

Company authorization documents can include the following documents as applicable:

  • Federal Form 8655 Submissions
  • State Power of Attorney Documents
  • State Filer and Remitter Authorization Documents
  • PMFL and L&I Authorization Forms

Company authorization document objects (/documents/company_authorization_documents) have the following additional attributes:

AttributeDescription
company
string
ID of the company that this document was filed for

Employee tax documents can include the following documents as applicable:

  • Federal I-9 Submissions
  • Federal W-4 Submissions
  • Federal W-2 and W-2c Submissions
  • State Withholding Form Submissions

Employee tax document objects (/documents/employee_tax_documents) have the following additional attributes:

AttributeDescription
employee
string
ID of the employee that this document was filed for
document_type
string
Machine-readable document type identifier (for example, fed_w4, ca_de4, or fed_w2). See Document types for the full list. Filter list results with the same values using the document_type query parameter.

Contractor tax documents can include the following documents as applicable:

  • 1099 NEC/1099 NEC Correction Submissions
  • Federal W-9 Submissions

Contractor tax document objects (/documents/contractor_tax_documents) have the following additional attributes:

AttributeDescription
contractor
string
ID of the contractor that this document was filed for
description
string
Description of what this document is used for
document_type
string
Machine-readable document type identifier (for example, fed_1099_nec, 1099_nec_corrected, or fed_w9). See Document types for the full list. Legacy 1099-NEC rows are returned as fed_1099_nec. Filter list results with the same values using the document_type query parameter.

Setup document objects (/documents/setup_documents) have the following additional attributes

AttributeDescription
document_type
string
Machine-readable document type identifier (for example, payroll_journal, employee_setup, or bank_account_setup). See Document types for the full list.
description
string
Description of what this document is