API to Generate Intelligent Tax Documents
To request API access, go to /apps/sdkapp/
Additional documentation in the form of Swagger UI is available. Contact us at support@taxdochub.com for details.
POST tax document data. Receive an Intelligent Tax Document (PDF).
HTTP Request
Method
POST
URL, Endpoint
https://<DOMAIN-AVAILABLE-UPON-API-ACCESS-GRANT>/fdx/v5/tax-forms
Our server implements the Financial Data Exchange (FDX) API standard, version 5.0.
Request headers
Accept: application/pdf x-apikey: {your-api-key}
Query Parameters
?maskTin=true &withFire=true &withCoverSheet=true &withAddresses=true &triFold=true&withQr=true &itdType=logo &withInstructions=true &withCoordinates=true
maskTin=true (default value: true)
Show taxpayer ID as xxx-xx-6789 instead of 123-45-6789, if true.
withFire=true (default value: true)
Forward copy of data to IRS, if true.
withCoverSheet=true (default value: false)
Add a cover sheet to the tax document, if true.
withAddresses=true (default value: false)
For window envelope purposes, include issuer and recipient addresses in the lower portion of the form (or cover sheet), if true.
triFold=true (default value: false)
Position the addresses for folding the form in thirds, if true. Bi-fold positioning applies, if false.
withQr=true (default value: false)
Add QR code in the lower right portion of the tax document, if true.
itdType=logo (default value: logo)
Type of Intelligent Tax Document stamp to show in lower right corner of the tax document. Valid options are 'logo' or 'text'.
withInstructions=true (default value: true)
Attach recipient instructions to the tax document, if true.
withCoordinates=true (default value: false)
Make tax document data importable into tax software, if true. Show import codes, also known as coordinates, in upper left corner of document.
POST body
POST TaxDataList object with 1 tax document.
Example
{ "forms" : [ { "tax1098" : { "taxYear" : 2022, "corrected" : true, "accountId" : "865-278-929", "taxFormDate" : "2022-08-31", "description" : "description", "lenderNameAddress" : { "line1" : "5766 Hill Walks", "city" : "Lake Teodorachester", "state" : "NV", "postalCode" : "19225", "name1" : "Rachele Anderson", "phone" : { "number" : "145-867-5309", "extension" : "8372" } }, "lenderTin" : "13-0228361", "borrowerTin" : "539-32-0000", "borrowerNameAddress" : { "line1" : "2658 Little Keys", "city" : "East Chadburgh", "state" : "GA", "postalCode" : "72284", "name1" : "Reiko Hamill" }, "mortgagedProperties" : 2, "otherInformation" : "otherInformation", "accountNumber" : "240-275-434", "mortgageInterest" : 688696.65, "outstandingPrincipal" : 79956.39, "originationDate" : "2022-08-31", "overpaidRefund" : 32301.51, "mortgageInsurance" : 56.99, "pointsPaid" : 30.52, "isPropertyAddressSameAsBorrowerAddress" : true, "acquisitionDate" : "2022-08-31", "propertyAddress" : { "line1" : "597 Pollich Spur", "city" : "Sammymouth", "state" : "VA", "postalCode" : "41326" }, "propertyTax" : 90.3, "propertyDescription" : "propertyDescription" } } ] }
HTTP Response
Binary PDF content