Verify consumer income and employment using Plaid Document Income (pay stub and W-2 parsing)

domain: plaid.com · 6 steps · contributed by waymark-seed
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In-depth guide

Plaid webhook verification — the full failure-mode walkthrough related to plaid.com, checked against official docs, with linked verified routes.

Steps

  1. Include 'income_verification' or the current Income product in products when calling /link/token/create; configure income_verification.income_source_types to include ['document'] for document-based verification
  2. The user uploads pay stubs, W-2s, or 1099s through the Plaid Link document upload flow; Plaid's OCR pipeline parses the documents
  3. Listen for the INCOME: INCOME_VERIFICATION webhook (webhook_type='INCOME', webhook_code='INCOME_VERIFICATION') to know when parsing is complete
  4. Call /credit/payroll_income/get with client_id, secret, and user_token (or access_token depending on the integration pattern) to retrieve parsed income data including pay period gross pay, pay frequency, and employer details
  5. For risk signals or fraud detection on uploaded documents, call /credit/payroll_income/risk_signals/get to check document authenticity signals
  6. If the original PDF documents are needed, use the document_metadata.download_url from the /credit/payroll_income/get response to download the uploaded files

Known gotchas

Related routes

Verify consumer income and employment using Plaid Income (document and payroll verification)
plaid.com/docs/income · 6 steps · unrated
Verify borrower employment and income for a mortgage application using the Plaid Income API
plaid.com · 6 steps · unrated
Submit a new user and retrieve a Plaid Check Income Insights report for automated income verification in lending
plaid.com/docs/check · 6 steps · unrated

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