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

Submit tax document data for electronic distribution and/or import into tax software.

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

See https://api.taxdochub.com/ for Open API (Swagger) Documentation.

REST API: Retrieve Tax Data

Retrieve data In Financial Data Exchange (FDX) Standard (JSON) format

See https://api.taxdochub.com/ for Open API (Swagger) Documentation.

Use of the API requires you to supply

a "software id" to identify your software and
an "API key" which we issue to you.

Open Financial Exchange (OFX) API: Retrieve Tax Data

Retrieve data in OFX Standard (XML) Format

Our OFX server address is https://ofx.taxdochub.com/ofxserver2020

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>2020</APPVER>
    </SONRQ>
  </SIGNONMSGSRQV1>
  <TAX1099MSGSRQV1>
     <TAX1099TRNRQ>
       <TRNUID>8cc835ae-5101-4f5b-8600-9a01992ca0d3</TRNUID>
       <TAX1099RQ>
         <TAXYEAR>2020</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>20200923184945</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.