Tax Doc Hub: APIs for Electronic Distribution of Tax Data

APIs

Application Program Interfaces for electronic distribution of tax document data

REST API: Submit Tax Data

Make your documents importable into tax software without hosting your own server. Submit tax document data for hosting at Tax Doc Hub.

Uses Financial Data Exchange (FDX) Standard REST API and JSON format for tax document data.

Technical Details Request API Access

REST API: Retrieve Tax Data

Retrieve data In Financial Data Exchange (FDX) Standard (JSON) format for import into tax software. Over 50 tax document types supported.

Technical Details FDX Request API Access

Technical Details New

REST API: Submit Tax Data, Receive Intelligent Tax Document™ (PDF)

Generate Intelligent Tax Document™ PDF file. Submit tax document data. PDF is returned.

Technical Details Request API Access

Open Financial Exchange (OFX) API: Retrieve Tax Data

Tax software apps retrieve data in OFX Standard (XML) Format

Our OFX server address is https://ofx.taxdochub.com/ofxserver2021

See ofx.taxdochub.com for more details.

Your OFX client does a POST request with a body like:

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<?OFX OFXHEADER="200" VERSION="202" SECURITY="NONE"
         OLDFILEUID="NONE" NEWFILEUID="NONE" ?>

<OFX>
  <SIGNONMSGSRQV1>
    <SONRQ>
      <DTCLIENT>20190129112937</DTCLIENT>
      <USERID>TAX-DOCUMENT-OR-LOCKER-ID-HERE</USERID>
      <USERPASS>PASSCODE-HERE</USERPASS>
      <LANGUAGE>ENG</LANGUAGE>
      <APPID>YOUR-CLIENT-APP-ID-HERE</APPID>
      <APPVER>2021</APPVER>
    </SONRQ>
  </SIGNONMSGSRQV1>
  <TAX1099MSGSRQV1>
     <TAX1099TRNRQ>
       <TRNUID>8cc835ae-5101-4f5b-8600-9a01992ca0d3</TRNUID>
       <TAX1099RQ>
         <TAXYEAR>2021</TAXYEAR>
       </TAX1099RQ>
     </TAX1099TRNRQ>
  </TAX1099MSGSRQV1>
</OFX>

Our OFX server returns a response body that looks like the below:

<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<?OFX OFXHEADER="200" VERSION="202" SECURITY="NONE" OLDFILEUID="NONE" NEWFILEUID="NONE"?>

<OFX>
    <SIGNONMSGSRSV1>
        <SONRS>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>Successful Login</MESSAGE>
            </STATUS>
            <DTSERVER>20210923184945</DTSERVER>
            <LANGUAGE>ENG</LANGUAGE>
            <FI>
                <ORG>iTips Inc</ORG>
                <FID>itips</FID>
            </FI>
        </SONRS>
    </SIGNONMSGSRSV1>
    <TAXW2MSGSRSV1>
        <TAXW2TRNRS>
            <TRNUID>__GUID__</TRNUID>
            <STATUS>
                <CODE>0</CODE>
                <SEVERITY>INFO</SEVERITY>
                <MESSAGE>SUCCESS</MESSAGE>
            </STATUS>
            <TAXW2RS>
                <TAXW2_V200>
                    <TAXYEAR>2019</TAXYEAR>
                    <CNTRLNO>65189849884</CNTRLNO>
                    <VOID>Y</VOID>
                    <EMPLOYER>
                        <FEDIDNUMBER>951234567</FEDIDNUMBER>
                        <NAME1>Bearcat Enterprises</NAME1>
                        <ADDR1>6740 Lea Berry Way</ADDR1>
                        <CITY>Haymarket</CITY>
                        <STATE>VA</STATE>
                        <POSTALCODE>20168</POSTALCODE>
                    </EMPLOYER>
                    <EMPLOYEE>
                        <SSN>555112222</SSN>
                        <FIRSTNAME>Joseph</FIRSTNAME>
                        <MIDDLENAME>A</MIDDLENAME>
                        <LASTNAME>Wilson</LASTNAME>
                        <SUFFIX>JR</SUFFIX>
                        <ADDR1>603 PA-739</ADDR1>
                        <CITY>Hawley</CITY>
                        <STATE>PA</STATE>
                        <POSTALCODE>18428</POSTALCODE>
                    </EMPLOYEE>
                    <WAGES>111111.11</WAGES>
                    <FEDTAXWH>22222.22</FEDTAXWH>
                    <SSWAGES>33333.33</SSWAGES>
                    <SSTAXWH>4444.44</SSTAXWH>
                    <MEDICAREWAGES>55555.55</MEDICAREWAGES>
                    <MEDICARETAXWH>666.66</MEDICARETAXWH>
                    <SSTIPS>777.77</SSTIPS>
                    <ALLOCATEDTIPS>88.88</ALLOCATEDTIPS>
                    <DEPCAREBENEFIT>1010.1</DEPCAREBENEFIT>
                    <NONQUALPLAN>1111.11</NONQUALPLAN>
                    <CODES>
                        <CODE>A</CODE>
                        <CODEAMOUNT>12.12</CODEAMOUNT>
                    </CODES>
                    <CODES>
                        <CODE>B</CODE>
                        <CODEAMOUNT>13.13</CODEAMOUNT>
                    </CODES>
                    <CODES>
                        <CODE>C</CODE>
                        <CODEAMOUNT>14.14</CODEAMOUNT>
                    </CODES>
                    <CODES>
                        <CODE>D</CODE>
                        <CODEAMOUNT>15.15</CODEAMOUNT>
                    </CODES>
                    <OTHER>
                        <OTHERDESC>Desc</OTHERDESC>
                        <OTHERAMOUNT>13.13</OTHERAMOUNT>
                    </OTHER>
                    <STATUTORY>Y</STATUTORY>
                    <RETIREMENTPLAN>Y</RETIREMENTPLAN>
                    <THIRDPARTYSICKPAY>Y</THIRDPARTYSICKPAY>
                    <STATEINFO>
                        <STATECODE>OH</STATECODE>
                        <EMPLOYERSTID>1561891</EMPLOYERSTID>
                        <STATEWAGES>1616.16</STATEWAGES>
                        <STATETAXWH>171.17</STATETAXWH>
                    </STATEINFO>
                    <LOCALINFO>
                        <LOCALITY>Kirtland</LOCALITY>
                        <LOCALWAGES>181.18</LOCALWAGES>
                        <LOCALTAXWH>19.19</LOCALTAXWH>
                        <LOCALITYSTATE>OH</LOCALITYSTATE>
                    </LOCALINFO>
                    <W2VERIFICATIONCODE>6565-1659-1819-1155</W2VERIFICATIONCODE>
                </TAXW2_V200>
            </TAXW2RS>
        </TAXW2TRNRS>
    </TAXW2MSGSRSV1>
</OFX>

See also the official OFX site at www.ofx.org.