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.
![](/assets/img/t-d-h-overview-diagram-4.png)
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 } } ] }