Learn more about the report values for accounts.
Attributes
The table below covers information from the report response.
Attribute | Type | Description |
---|---|---|
id | string | Unique identifier |
status | string | Status from Connection Lifecycle |
finished_at | string | Time when report was finished |
completed_at | string | |
access_token | string | Access token for Link to payroll provider |
tracking_info | string | Information passed to Truv Bridge from partner |
refresh_status | string | Status of most recent refresh task |
employments | array of objects | List of employments, see Employments object |
pdf_report | uri | Verification report in PDF format |
provider | string | Payroll provider name |
data_source | string | Source of datapayroll - Payroll provider parsingdocs - User-uploaded documents |
Employments object
The Employments object contains the values and descriptions below.
Attribute | Type | Description |
---|---|---|
income | string | Income amount not including commission or bonuses, only for income product Null for employment product |
income_unit | string | Pay interval for income field, only for income productYEARLY - Annual incomeMONTHLY - Monthly incomeWEEKLY - Weekly incomeDAILY - Daily incomeHOURLY - Hourly incomeNull for employment product |
pay_rate | string | Payment rate per pay cycle, only for income product Null for employment product |
pay_frequency | string | Pay frequency, only for income productM - MonthlySM - Semi-MonthlyW - WeeklyBW - Bi-WeeklyA - AnnuallySA - SemiannuallyC - CommissionNull for employment product |
statements | array of objects | List of paystubs received from a payroll provider, only for income product, see Statements object Null for employment product |
annual_income_summary | array of objects | Annual income summary by years, only for income product, see Annual income summary object Null for employment product |
bank_accounts | array of objects | List of bank accounts linked to employment, only for income product, see Bank accounts object Null for employment product |
w2s | array of objects | List of W-2 forms linked to employment, only for income product, see W2s object Null for employment product |
id | string | Unique ID |
is_active | Boolean | Status of active employment |
job_title | string | Employee's job title |
job_type | string | Employee's job typeF - Full TimeP - Part TimeS - SeasonalD - Daily (per diem)C - Contract |
start_date | date | Employee's hire date |
original_hire_date | date | Original hire date |
end_date | date | Employee's end date |
external_last_update | date | Indicates date of last updated employment data from Payroll Provider |
derived_fields | array of strings | Array of derived fields |
missing_data_fields | array of strings | List of missing data fields from payroll response |
manager_name | string | Supervisor's name |
profile | object | Person's identity information |
company | object | Company object |
gse_accepted | Boolean | Status of provider eligibility from Fannie Mae Desktop Underwriter |
Company object
This table covers values within the company object.
Attribute | Type | Description |
---|---|---|
name | string | Company name |
address | object | Address object |
phone | string | Company phone number |
ein | string | Employer Identification Number |
Address object
The values in this table are for the address object of the company.
Attribute | Type | Description |
---|---|---|
street | string | Street |
city | string | City |
state | string | State |
zip | string | Zip |
country | string | Country |
Statements object
View the table below for information from the Statements object.
Attribute | Type | Description |
---|---|---|
id | string | Unique ID |
check_number | string | External ID of pay stub from payroll provider |
pay_date | date | Pay date |
net_pay | string | Net pay |
net_pay_ytd | string | Net pay year to date |
gross_pay | string | Gross pay |
gross_pay_ytd | string | Gross pay year to date |
bonus | string | Bonus |
commission | string | Commission |
hours | string | Work hours during pay period |
basis_of_pay | string | Basis of payS - SalaryH - HourlyD - DailyW - Weekly |
period_start | date | Period start |
period_end | date | Period end |
regular | string | Regular pay |
regular_ytd | string | Regular salary year to date |
other_pay_ytd | string | All other payment year to date |
bonus_ytd | string | Bonus year to date |
commission_ytd | string | Commission year to date |
overtime | string | Overtime pay |
overtime_ytd | string | Overtime pay year to date |
other_pay | string | All other payment |
earnings | array of objects | Earnings for this pay cycle by type |
earnings_ytd | array of objects | Earnings year to date by type |
deductions | array of objects | Deductions for pay cycle by type |
deductions_ytd | array of objects | Deductions year to date by type |
md5sum | string | MD5 hash value computed based on file content |
file | uri | Link to pay stub file, format is specified in the content-type |
derived_fields | array of strings | Array of derived fields |
missing_data_fields | array of strings | List of missing data fields from payroll response |
Annual income summary object
Find information for the attributes and values of the annual income summary object.
Attribute | Type | Description |
---|---|---|
id | string | Unique ID |
year | integer | Income report year |
regular | string | Regular salary |
bonus | string | Bonus |
commission | string | Commission |
overtime | string | Overtime pay |
other_pay | string | All other payment forms |
net_pay | string | Net pay |
gross_pay | string | Gross pay |
Bank accounts object
The table below covers the attributes within the bank accounts object.
Attribute | Type | Description |
---|---|---|
account_number | string | Account number |
routing_number | string | Routing number |
account_name | string | User friendly account name |
account_type | string | Account typeC - Checking accountS - Savings account |
deposit_type | string | Deposit typeE - Entire paycheckP - Percentage of the paycheckA - Fixed amount from the paycheck |
deposit_value | string | Deposit value |
bank_name | string | Bank name |
W2s object
The values in this table are for the W-2s object field.
Attribute | Type | Description |
---|---|---|
file | uri | Link to W2 report file, format is specified in the content-type |
md5sum | string | MD5 hash value computed based on file content |
year | integer | Year |
wages | string | Wages, tips, other compensation (Section 1) |
federal_tax | string | Federal income tax withheld (Section 2) |
social_security_wages | string | Social security wages (Section 3) |
social_security_tax | string | Social security tax withheld (Section 4) |
medicare_wages | string | Medicare wages (Section 5) |
medicare_tax | string | Medicare tax withheld (Section 6) |
gross_pay | string | Gross pay |
Earnings Object
The earnings
or earnings_ytd
field is an array that contains all earnings. Below is an example of the earnings object with the supported categories: regular
, bonus
, commission
, overtime
, other_pay
.
[
{
"name": "Regular",
"amount": "38072.0",
"category": "regular",
"rate": "475.9",
"units": "80"
},
{
"name": "Bonus",
"amount": "10000.0",
"category": "bonus",
"rate": null,
"units": null
}
]
Deductions Object
The deductions
or deductions_ytd
field is an array that contains all deductions. Below is an example of the deductions object. The supported categories are the following: memo
, medicare
, retirement
, benefit
, socialsec
, federal
, state
, garnishment
, local
, other
.
[
{
"amount": "127.01",
"category": "socialsec",
"name": "Social Security Tax"
},
{
"amount": "46.23",
"category": "state",
"name": "VA State Income Tax"
},
{
"amount": "29.7",
"category": "medicare",
"name": "Medicare Tax"
}
]
Endpoints
Use the endpoints below to get information on reports.
- Retrieve an employment history report for a link
- Retrieve an income and employment report for a link
Example response
The sample below is a JSON response for the endpoint.
{
"id": "24d7e80942ce4ad58a93f70ce4115f5c",
"status": "new",
"finished_at": "2021-04-06T11:30:00Z",
"completed_at": "2021-04-06 11:30:00+00:00",
"access_token": "48427a36d43c4d5aa6324bc06c692456",
"tracking_info": "user123456",
"refresh_status": "new",
"employments": [
{
"income": "70000.00",
"income_unit": "YEARLY",
"pay_rate": "6500.00",
"pay_frequency": "M",
"statements": [
{
"id": "24d7e80942ce4ad58a93f70ce4115f5c",
"check_number": "29205182",
"pay_date": "2018-05-15",
"net_pay": "11500.32",
"net_pay_ytd": "31980.64",
"gross_pay": "13900.11",
"gross_pay_ytd": "49200.00",
"bonus": "100.00",
"commission": "12000.00",
"hours": "40.00",
"basis_of_pay": "S",
"period_start": "2018-05-01",
"period_end": "2018-05-15",
"regular": "1695.11",
"regular_ytd": "23000.00",
"other_pay_ytd": "700.00",
"bonus_ytd": "1000.00",
"commission_ytd": "24000.00",
"overtime": "45.00",
"overtime_ytd": "500.00",
"other_pay": "60.00",
"earnings": [
{
"name": "Regular",
"amount": "1935.77",
"category": "regular",
"rate": null,
"units": null
},
{
"name": "Overtime",
"amount": "60.58",
"category": "overtime",
"rate": "30.29",
"units": "2"
}
],
"earnings_ytd": [
{
"name": "Regular",
"amount": "1935.77",
"category": "regular",
"rate": null,
"units": null
},
{
"name": "Overtime",
"amount": "60.58",
"category": "overtime",
"rate": "30.29",
"units": "2"
}
],
"deductions": [
{
"amount": "127.01",
"category": "socialsec",
"name": "Social Security Tax"
},
{
"amount": "46.23",
"category": "state",
"name": "VA State Income Tax"
},
{
"amount": "29.7",
"category": "medicare",
"name": "Medicare Tax"
}
],
"deductions_ytd": [
{
"amount": "127.01",
"category": "socialsec",
"name": "Social Security Tax"
},
{
"amount": "46.23",
"category": "state",
"name": "VA State Income Tax"
},
{
"amount": "29.7",
"category": "medicare",
"name": "Medicare Tax"
}
],
"md5sum": "03639d6a6624f69a54a88ea90bd25e9d",
"file": "https://citadelid-resources.s3-us-west-2.amazonaws.com/paystub_sample.pdf",
"derived_fields": [
"basis_of_pay"
],
"missing_data_fields": [
"earnings_ytd"
]
}
],
"annual_income_summary": [
{
"id": "24d7e80942ce4ad58a93f70ce4115f5c",
"year": 2018,
"regular": "23000.00",
"bonus": "1000.00",
"commission": "24000.00",
"overtime": "500.00",
"other_pay": "700.00",
"net_pay": "31980.64",
"gross_pay": "49200.00"
}
],
"bank_accounts": [
{
"account_number": "1234567890",
"routing_number": "123456789",
"account_name": "My Bank",
"account_type": "C",
"deposit_type": "A",
"deposit_value": "200.00",
"bank_name": "TD Bank"
}
],
"w2s": [
{
"file": "https://citadelid-resources.s3-us-west-2.amazonaws.com/W2_sample.pdf",
"md5sum": "f65e30c39124ad707ac4b3aeaee923a7",
"year": 2020,
"wages": "900.50",
"federal_tax": "75.01",
"social_security_wages": "900.50",
"social_security_tax": "56.30",
"medicare_wages": "900.50",
"medicare_tax": "13.15",
"gross_pay": "18211.48"
}
],
"id": "24d7e80942ce4ad58a93f70ce4115f5c",
"is_active": false,
"job_title": "PR associate",
"job_type": "F",
"start_date": "2018-01-01",
"original_hire_date": "2017-06-21",
"end_date": "2023-04-29",
"external_last_updated": "2023-04-29",
"dates_from_statements": false,
"derived_fields": [
"is_active"
],
"missing_data_fields": [
"w2s"
],
"manager_name": "Jenny McDouglas",
"profile": {
"id": "48427a36d43c4d5aa6324bc06c692456",
"created_at": "2022-06-07T15:00:00Z",
"updated_at": "2022-06-31T15:00:00Z",
"first_name": "John",
"last_name": "Doe",
"full_name": "John Doe",
"middle_initials": "K",
"email": "[email protected]",
"ssn": "123456789",
"date_of_birth": "1992-03-03",
"home_address": {
"street": "1 Morgan Ave",
"city": "Los Angeles",
"state": "CA",
"zip": "90210",
"country": "US"
}
},
"company": {
"name": "Facebook Demo",
"address": {
"street": "1 Morgan Ave",
"city": "Los Angeles",
"state": "CA",
"zip": "90210",
"country": "US"
},
"phone": "6503087300",
"ein": "12-345678"
}
}
],
"pdf_report": "https://citadelid-resources.s3-us-west-2.amazonaws.com/report.pdf",
"provider": "adp",
"data_source": "payroll"
}