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Collect user documents, extract structured data, and analyze them for fraud with Truv’s document processing. Common use cases include:
  • Fallback for unsuccessful payroll connection attempts
  • Standalone solution to collect and parse documents into structured data
Try the demo — The Smart Routing demo includes document upload as a fallback verification method. Clone the demo app ->

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Supported document types

  • Paystubs
  • W-2s
  • 1099 tax forms (1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-NEC, 1099-R, any year after 2021)

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Configure bridge token

When creating a Truv Bridge Token, include product_type = income and data_sources = ["docs"]: 
curl -X POST https://prod.truv.com/v1/users/{user_id}/tokens/ \
  -H "X-Access-Client-Id: YOUR_TRUV_CLIENT_ID" \
  -H "X-Access-Secret: YOUR_TRUV_CLIENT_SECRET" \
  -H "Content-Type: application/json" \
  -d '{
    "product_type": "income",
    "data_sources": ["docs"],
    "tracking_info": "any data for tracking"
  }'

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Testing

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Successful Documents

Upload these PDFs for successful sandbox responses:

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1099 Tax Forms

Test scenarios use the file name to return results. Testing ignores file contents in sandbox.

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Suspicious document detection

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Suspicious Flag (is_suspicious)

When processing documents, Truv may flag them as suspicious while still completing the task. The is_suspicious flag indicates potential document manipulation that warrants additional review.

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When Documents Are Flagged

Documents are flagged when PDF metadata indicates potential manipulation, including software like FoxitPDF, Adobe Scan, CamScanner, and other document editing applications.
  • Too Early: Pay date before the pay period start date
  • Too Late: Pay date 30+ days after the pay period end date
Documents created through browser “Print to Save as PDF” on non-PDF files are flagged because the original content may have been modified before conversion.

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When Documents Are Failed

In cases of high-confidence fraud, the task fails entirely:
  • Known fraud templates: Document matches a known fraudulent template
  • Obvious manipulation tools: PDF metadata indicates use of tools like iLovePDF, Canva, etc.
Documents flagged as is_suspicious = true are still processed and results are returned. Failed documents do not return results and require resubmission.

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API reference

Document Collections

Upload and process documents via the Collections API

Document Collections

Manage document collections

Parsed Documents

Retrieve parsed data

Bridge Token

Create tokens for Truv Bridge

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Next steps

Tax Returns

Tax return verification

Implementation Guide

Full Document Processing API walkthrough