API to Import Into Tax Software

As a tax software application, using the TaxDocHub API you can retrieve tax documents on behalf of your users and import the tax document data into their tax return. See also Submit Tax Document for Import Into Tax Software

Each tax document has a unique ID (referenced as {taxDocumentId} below). A related document code applies to each document (referenced as {taxDocumentCode} )

One-time Set Up

  1. Create an input screen to capture the document ID and document code.
  2. Request an API key.

Testing

Email support@taxdochub.com for a list of test document IDs and related document codes

Import Tax Documents

  1. Submit an http request as seen below
  2. The http response body is a TaxDataList object serialized to JSON.
  3. Deserialize the JSON to a TaxDataList object (A Software Development Kit is available with serialization/deserialization code)
  4. Extract the applicable tax document data
  5. Map the tax document data to an instance of the applicable data object used by your system
  6. As applicable, add, replace, or merge the data into the users existing tax return data

HTTP Request

Method

GET

URL for testing

https://apigee-eval.taxdochub.org/apitaxdochub/fdx/v5/tax-forms/{taxDocumentId}

URL for production

https://available-december-2022

Request headers

Construct Basic authorization header:

  1. Construct string "{taxDocumentId}:{taxDocumentCode}"
  2. Encode using Base64 encoding
Accept: application/json
Authorization: Basic {base-64-encoded-tax-document-id-colon-document-code}
x-apikey: {your-api-key}

Example Success Http Response body

{
  "forms" : [ {
    "tax5498Esa" : {
      "taxYear" : 2022,
      "corrected" : true,
      "accountId" : "748-899-388",
      "taxFormId" : "5689540979195904",
      "taxFormDate" : "2022-08-26",
      "description" : "description",
      "attributes" : [ {
        "value" : "68188015",
        "code" : "documentCode"
      } ],
      "issuerNameAddress" : {
        "line1" : "668 Justin Shoals",
        "city" : "Shontastad",
        "state" : "VT",
        "postalCode" : "78144",
        "name1" : "Bradley Runte",
        "phone" : {
          "number" : "448-867-5309",
          "extension" : "4946"
        }
      },
      "issuerTin" : "01-0515363",
      "beneficiaryTin" : "221-28-0000",
      "beneficiaryNameAddress" : {
        "line1" : "9789 Francie Light",
        "city" : "South Adan",
        "state" : "CA",
        "postalCode" : "75573",
        "name1" : "Denver Botsford"
      },
      "accountNumber" : "200-283-916",
      "coverdellEsaContributions" : 682.27,
      "rolloverContributions" : 34205.57
    }
  } ]
}