API to Generate Intelligent Tax Documents and more


POST tax document data.
Receive an Intelligent Tax Document® (PDF)

Optionally also:
Electronically file (IRIS) tax document
Print and mail paper tax document
Host tax document for import into tax software

HTTP Request

Method

POST

URL

https://<APIDomain>/tax-pdf/<FDXClassName>

Request headers

Content-Type: application/json
Accept: application/pdf
x-ApiKey: {your-api-key}

POST body

POST tax document data object as JSON

Example Tax3922 object as JSON

{
  "taxYear": 2025,
  "accountId": "94-326-6005",
  "taxFormId": "6567695",
  "taxFormDate": "2025-12-31",
  "issuer": {
    "tin": "00-0256293",
    "partyType": "BUSINESS",
    "businessName": {
      "name1": "Streich, DuBuque and Glover"
    },
    "address": {
      "line1": "05919 Jessie Squares",
      "city": "Irwinville",
      "region": "TX",
      "postalCode": "56898"
    },
    "phone": {
      "number": "555-867-5309"
    },
    "email": "bret.mcglynn@gmail.com"
  },
  "recipient": {
    "tin": "000-82-1334",
    "partyType": "INDIVIDUAL",
    "individualName": {
      "first": "Mandi",
      "last": "Gleichner"
    },
    "address": {
      "line1": "962 Walter Crossroad",
      "city": "Ortizside",
      "region": "IN",
      "postalCode": "88211"
    },
    "email": "issac.jones@gmail.com"
  },
  "attributes": [],
  "links": [],
  "accountNumber": "130-00631-6",
  "optionGrantDate": "2025-04-25",
  "optionExerciseDate": "2025-10-08",
  "grantMarketValue": 200,
  "exerciseMarketValue": 300,
  "exercisePrice": 400,
  "numberOfShares": 500,
  "titleTransferDate": "2025-07-18",
  "grantDateExercisePrice": 600
}

HTTP Response

Binary PDF content

CURL Example

Download CURL example code files

# Available upon sign up
TAX_DOC_HUB_API_GATEWAY_URL='https://xxx.xxxxxxx.xxx'
TAX_DOC_HUB_API_KEY='xxxxxxxxxxxxxxxxxxxxx'
# Tax document
FDX_CLASS=Tax3922
# Type of PDF
PDF_TYPE=downloadPdf4
# Whether hosted at Tax Doc Hub for import into tax software
IMPORTABLE=true
# Whether to electronically file
IRIS=true

curl --request POST \
--location "${TAX_DOC_HUB_API_GATEWAY_URL}/tax-pdf/${FDX_CLASS}?pdfType=${PDF_TYPE}&importable=${IMPORTABLE}&iris=${IRIS}" \
--header "X-ApiKey: ${TAX_DOC_HUB_API_KEY}" \
--header "Content-Type: application/json" \
--header "Accept: application/pdf" \
--data @${FDX_CLASS}.json \
--output ${FDX_CLASS}.${PDF_TYPE}.pdf

PDF Types

Type Description
downloadPdf1 Embedded FDX JSON version (also known as Intelligent Tax Document) for upload to tax software. Large logo.
downloadPdf2 Embedded FDX JSON version (also known as Intelligent Tax Document) for upload to tax software. Smaller logo.
downloadPdf3 Embedded FDX JSON version (also known as Intelligent Tax Document) for upload to tax software. Generic logo.
downloadPdf4 Embedded FDX JSON version (also known as Intelligent Tax Document) for upload to tax software. No logo.
printPdf1 Scan QR code version. With addresses for trifold envelope insertion.
printPdf2 Scan QR code version. With addresses for bifold envelope insertion.
printPdf3 Scan QR code version. No addresses. Older text.
printPdf4 Scan QR code version. No addresses. Newer text.
printPdf5 Scan QR code or upload version.