API to Submit Tax Documents for Import
As seen at item #1 in the diagram below, by using the API services of Tax Doc Hub, you can make your tax documents importable into tax software applications without hosting your own server.
First obtain an API key then follow these steps:
- Collect your document data from your database or file system
- Create TaxDataList object
- Serialize to JSON
- POST the data as shown below
- Receive response with assigned tax document ID and document code
- Extract assigned tax document ID and document code and supply to document recipients
- Users can import document data into tax software using these 2 items of data
SDK to instantiate and serialize TaxDataList objects are available at SDK Information
HTTP Request
Method
POST
URL for testing
https://available-after-subscription/fdx/v5/tax-forms
URL for production
https://available-after-subscription/fdx/v5/tax-forms
Request headers
Accept: application/json
Content-Type: application/json
x-apikey: {your-api-key}
Example post body
{
"forms" : [ {
"tax1065K1" : {
"taxYear" : 2022,
"corrected" : true,
"accountId" : "561-145-653",
"taxFormDate" : "2022-08-27",
"description" : "description",
"fiscalYearBegin" : "2022-08-27",
"fiscalYearEnd" : "2022-08-27",
"finalK1" : true,
"amendedK1" : true,
"partnershipTin" : "10-0587040",
"partnershipNameAddress" : {
"line1" : "5559 Virgilio Locks",
"city" : "New Delphia",
"state" : "NH",
"postalCode" : "38119",
"name1" : "Bruno Breitenberg"
},
"irsCenter" : "irsCenter",
"publiclyTraded" : true,
"partnerTin" : "523-54-0000",
"partnerNameAddress" : {
"line1" : "67581 Yoshie Avenue",
"city" : "Lesiafurt",
"state" : "OK",
"postalCode" : "05432",
"name1" : "Catherin Reichel MD"
},
"generalPartner" : true,
"limitedPartner" : true,
"domestic" : true,
"foreign" : true,
"disregardedEntity" : true,
"disregardedEntityTin" : "96-1571680",
"disregardedEntityName" : "disregardedEntityName",
"entityType" : "entityType",
"retirementPlan" : true,
"profitShareBegin" : 82694.38,
"profitShareEnd" : 992769.97,
"lossShareBegin" : 86280.89,
"lossShareEnd" : 2971.15,
"capitalShareBegin" : 77261.62,
"capitalShareEnd" : 130.05,
"decreaseDueToSaleOrExchange" : true,
"nonrecourseLiabilityShareBegin" : 3366948.46,
"nonrecourseLiabilityShareEnd" : 9483.61,
"qualifiedLiabilityShareBegin" : 808.64,
"qualifiedLiabilityShareEnd" : 37.67,
"recourseLiabilityShareBegin" : 756.74,
"recourseLiabilityShareEnd" : 65395.53,
"includesLowerTierLiability" : true,
"capitalAccountBegin" : 9861478.07,
"capitalAccountContributions" : 335756.51,
"capitalAccountIncrease" : 30.43,
"capitalAccountOther" : 58393.13,
"capitalAccountWithdrawals" : 53242.53,
"capitalAccountEnd" : 37721.37,
"bookTax" : true,
"bookGaap" : true,
"book704b" : true,
"bookOther" : true,
"bookOtherExplain" : "bookOtherExplain",
"builtInGain" : true,
"unrecognizedSection704Begin" : 470023.28,
"unrecognizedSection704End" : 99345.37,
"ordinaryIncome" : 19.49,
"netRentalRealEstateIncome" : 89891.36,
"otherRentalIncome" : 80.22,
"guaranteedPaymentServices" : 5010143.22,
"guaranteedPaymentCapital" : 3105.41,
"guaranteedPayment" : 12657.82,
"interestIncome" : 15.77,
"ordinaryDividends" : 9140359.12,
"qualifiedDividends" : 168.49,
"dividendEquivalents" : 1895.97,
"royalties" : 9746.81,
"netShortTermGain" : 332943.79,
"netLongTermGain" : 7404046.27,
"collectiblesGain" : 92.55,
"unrecaptured1250Gain" : 9953.51,
"net1231Gain" : 73.01,
"otherIncome" : [ {
"code" : "F",
"amount" : 600066.25
} ],
"section179Deduction" : 2289.23,
"otherDeductions" : [ {
"code" : "F",
"amount" : 594306.77
} ],
"selfEmployment" : [ {
"code" : "B",
"amount" : 217281.27
} ],
"credits" : [ {
"code" : "U",
"amount" : 8631.58
} ],
"foreignCountry" : "foreignCountry",
"foreignTransactions" : [ {
"code" : "J",
"amount" : 1596.36
} ],
"amtItems" : [ {
"code" : "Y",
"amount" : 99211.91
} ],
"taxExemptIncome" : [ {
"code" : "G",
"amount" : 4892.44
} ],
"distributions" : [ {
"code" : "P",
"amount" : 7379852.17
} ],
"otherInfo" : [ {
"code" : "D",
"amount" : 730.62
} ],
"multipleAtRiskActivities" : true,
"multiplePassiveActivities" : true
}
} ]
}
HTTP Response
Example Response Header
Note: The assigned tax document ID is shown in the 'x-document-id' header. The document code is included in the 'x-document-code' header.
:status: 200 alt-svc: h3=":443"; ma=2592000,h3-29=":443"; ma=2592000 content-length: 1567 content-type: application/json date: Mon, 26 Sep 2022 19:44:25 GMT via: 1.1 google x-cloud-trace-context: 37f74e4c3e134c9f43cdc926b5b64d53 x-document-id: 5928594396151808 x-document-code: 03708881 x-request-id: 156e7bef-c9e2-4acf-94f3-e731aeb59b1e
Example Response Body
Note: The assigned tax document ID is shown in the 'taxFormId' property. The document code is included in the 'attributes' property.
{
"forms" : [ {
"tax1065K1" : {
"taxYear" : 2022,
"corrected" : true,
"accountId" : "561-145-653",
"taxFormId" : "5928594396151808",
"taxFormDate" : "2022-08-27",
"description" : "description",
"attributes" : [ {
"value" : "03708881",
"code" : "documentCode"
} ],
"fiscalYearBegin" : "2022-08-27",
"fiscalYearEnd" : "2022-08-27",
"finalK1" : true,
"amendedK1" : true,
"partnershipTin" : "10-0587040",
"partnershipNameAddress" : {
"line1" : "5559 Virgilio Locks",
"city" : "New Delphia",
"state" : "NH",
"postalCode" : "38119",
"name1" : "Bruno Breitenberg"
},
"irsCenter" : "irsCenter",
"publiclyTraded" : true,
"partnerTin" : "523-54-0000",
"partnerNameAddress" : {
"line1" : "67581 Yoshie Avenue",
"city" : "Lesiafurt",
"state" : "OK",
"postalCode" : "05432",
"name1" : "Catherin Reichel MD"
},
"generalPartner" : true,
"limitedPartner" : true,
"domestic" : true,
"foreign" : true,
"disregardedEntity" : true,
"disregardedEntityTin" : "96-1571680",
"disregardedEntityName" : "disregardedEntityName",
"entityType" : "entityType",
"retirementPlan" : true,
"profitShareBegin" : 82694.38,
"profitShareEnd" : 992769.97,
"lossShareBegin" : 86280.89,
"lossShareEnd" : 2971.15,
"capitalShareBegin" : 77261.62,
"capitalShareEnd" : 130.05,
"decreaseDueToSaleOrExchange" : true,
"nonrecourseLiabilityShareBegin" : 3366948.46,
"nonrecourseLiabilityShareEnd" : 9483.61,
"qualifiedLiabilityShareBegin" : 808.64,
"qualifiedLiabilityShareEnd" : 37.67,
"recourseLiabilityShareBegin" : 756.74,
"recourseLiabilityShareEnd" : 65395.53,
"includesLowerTierLiability" : true,
"capitalAccountBegin" : 9861478.07,
"capitalAccountContributions" : 335756.51,
"capitalAccountIncrease" : 30.43,
"capitalAccountOther" : 58393.13,
"capitalAccountWithdrawals" : 53242.53,
"capitalAccountEnd" : 37721.37,
"bookTax" : true,
"bookGaap" : true,
"book704b" : true,
"bookOther" : true,
"bookOtherExplain" : "bookOtherExplain",
"builtInGain" : true,
"unrecognizedSection704Begin" : 470023.28,
"unrecognizedSection704End" : 99345.37,
"ordinaryIncome" : 19.49,
"netRentalRealEstateIncome" : 89891.36,
"otherRentalIncome" : 80.22,
"guaranteedPaymentServices" : 5010143.22,
"guaranteedPaymentCapital" : 3105.41,
"guaranteedPayment" : 12657.82,
"interestIncome" : 15.77,
"ordinaryDividends" : 9140359.12,
"qualifiedDividends" : 168.49,
"dividendEquivalents" : 1895.97,
"royalties" : 9746.81,
"netShortTermGain" : 332943.79,
"netLongTermGain" : 7404046.27,
"collectiblesGain" : 92.55,
"unrecaptured1250Gain" : 9953.51,
"net1231Gain" : 73.01,
"otherIncome" : [ {
"code" : "F",
"amount" : 600066.25
} ],
"section179Deduction" : 2289.23,
"otherDeductions" : [ {
"code" : "F",
"amount" : 594306.77
} ],
"selfEmployment" : [ {
"code" : "B",
"amount" : 217281.27
} ],
"credits" : [ {
"code" : "U",
"amount" : 8631.58
} ],
"foreignCountry" : "foreignCountry",
"foreignTransactions" : [ {
"code" : "J",
"amount" : 1596.36
} ],
"amtItems" : [ {
"code" : "Y",
"amount" : 99211.91
} ],
"taxExemptIncome" : [ {
"code" : "G",
"amount" : 4892.44
} ],
"distributions" : [ {
"code" : "P",
"amount" : 7379852.17
} ],
"otherInfo" : [ {
"code" : "D",
"amount" : 730.62
} ],
"multipleAtRiskActivities" : true,
"multiplePassiveActivities" : true
}
} ]
}