How to process 1040s and generate analytics?

How to process 1040s from the Dashboard:

Create a new book or open an existing book to process 1040s. After you open the Book, click on “Upload Documents.” 

A pop-up box will appear for you to upload 1040s for processing. You can either drag and drop documents, or you can select them from folders on your computer. Start with selecting the document type for processing, i.e., 1040s before uploading supported documents to the uploader.

Once the file is uploaded, you will then click on "Confirm Upload".

The uploaded file will then feature a checkmark to confirm upload, you can then click "Close".

How to process W2s via the Ocrolus API:

• Create a new book to hold one or more W2s and other related forms. Save the book_uuid for later use.
• Use the Upload a PDF to Book endpoint, referencing the {book_uuid} in the URL.The form_type parameter A_1040_2020 for the Upload PDF endpoint is required for this Form Type.

How to generate a response from the 1040s processed:

To generate JSON responses of the 1040s via the Dashboard, use the export widget as highlighted below from the cases page for a book to save responses on your local machine.

You can also Retrieve the JSON results by using the Doc Form Data endpoint, referencing the doc_uuid in the URL.

A detailed description of the response can be found on the Form Data Type definition.

Reach out to us at support@ocrolus.com to enable support for processing 1040s for your organization.