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.

{
    "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

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:

Attribute

Description

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:

Attribute

Description

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:

Attribute

Description

employee
string

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) include the following additional attributes:

Attribute

Description

contractor
string

ID of the contractor that this document was filed for

description
string

Description of what this document is used for