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.
Contact us at support@taxdochub.com if you have questions not answered at the site above.