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.
{
"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:
| Attribute | Description |
|---|---|
idstring | Unique identifier for the document |
categorystring | The categorization of the document. One of:
|
labelstring | Document’s type |
jurisdictionstring | Jurisdiction associated with this document; will be either a two-character state abbreviation or "FED" to represent the federal jurisdiction |
yearint | Year that this document was filed for |
filed_ondate | 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:
| Attribute | Description |
|---|---|
companystring | ID of the company that this document was filed for |
descriptionstring | Description of what this document is used for |
quarterstring | 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:
| Attribute | Description |
|---|---|
companystring | 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:
| Attribute | Description |
|---|---|
employeestring | ID of the employee that this document was filed for |
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:
| Attribute | Description |
|---|---|
contractorstring | ID of the contractor that this document was filed for |
descriptionstring | Description of what this document is used for |
Setup document objects (/documents/setup_documents) have the following additional attributes
| Attribute | Description |
|---|---|
document_typestring | Type of setup document. One of post_tax_deductions_setup, benefits_setup, payroll_journal, employee_setup, contractor_setup, bank_account_setup, hld_report |
descriptionstring | Description of what this document is |

