Tax Document Issuers

Application Program Interfaces, Docker Images, SDKs for tax document issuers.

 

SDKs to Produce Financial Data Exchange (FDX) Tax Data Files

 

FDX Tax Data Model Files

Just clone repository(ies):

No need to set up your own model file generation.

One-time fee of $150.

FDX tax data model files in the following languages:

  • CSharp
  • Java
  • Python
  • Ruby
  • TypeScript
  • YAML
  • JSON
  • Other languages (upon request)
Request Repository Access or More Information
 

Java 17 (Maven) SDK for Intelligent Tax Document® PDF Generation

Intelligent Tax Documents are Portable Document Format (PDF) files with Financial Data Exchange (FDX) standard features including:

Steps

  1. Clone repository
  2. See repository README.md for subscription information
  3. Customize Java code and integrate into your application

See repositories linked below

  1. Form 1041 K-1 Beneficiary's Share of Income, Deductions, Credits, etc.
  2. Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding
  3. Form 1065 K-1 Partner's Share of Income, Deductions, Credits, etc.
  4. Form 1097-BTC Bond Tax Credit
  5. Form 1098 Mortgage Interest Statement
  6. Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes
  7. Form 1098-E Student Loan Interest Statement
  8. Form 1098-MA Mortgage Assistance Payments
  9. Form 1098-Q Qualifying Longevity Annuity Contract Information
  10. Form 1098-T Tuition Statement
  11. Form 1099-A Acquisition or Abandonment of Secured Property
  12. Form 1099-B Proceeds From Broker and Barter Exchange Transactions
  13. Form 1099-C Cancellation of Debt
  14. Form 1099-CAP Changes in Corporate Control and Capital Structure
  15. Form 1099-DIV Dividends and Distributions
  16. Form 1099-G Certain Government Payments
  17. Form 1099-H Health Coverage Tax Credit (HCTC) Advance Payments
  18. Form 1099-INT Interest Income
  19. Form 1099-K Merchant Card and Third-Party Network Payments
  20. Form 1099-LS Reportable Life Insurance Sale
  21. Form 1099-LTC Long-Term Care and Accelerated Death Benefits
  22. Form 1099-MISC Miscellaneous Income
  23. Form 1099-NEC Nonemployee Compensation
  24. Form 1099-OID Original Issue Discount
  25. Form 1099-PATR Taxable Distributions Received From Cooperatives
  26. Form 1099-Q Payments From Qualified Education Programs
  27. Form 1099-QA Distributions From ABLE Accounts
  28. Form 1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  29. Form 1099-S Proceeds From Real Estate Transactions
  30. Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
  31. Form 1099-SB Seller's Investment in Life Insurance Contract
  32. Form 1120S K-1 Shareholder's Share of Income, Deductions, Credits, etc.
  33. Form 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
  34. Form 3921 Exercise of an Incentive Stock Option Under Section 422(b)
  35. Form 3922 Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
  36. Form 5498 IRA Contribution Information
  37. Form 5498-ESA Coverdell ESA Contribution Information
  38. Form 5498-QA ABLE Account Contribution Information
  39. Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
  40. Form W-2 Wage and Tax Statement

 

Docker Images to Produce Financial Data Exchange (FDX) Tax Data Files

Docker Images for Intelligent Tax Document® Generation

Distributed from Google Artifact Registry

Intelligent Tax Documents are Portable Document Format (PDF) files with Financial Data Exchange (FDX) standard features including:

There are 2 versions.

1. Microservice Version — for On The Fly PDF Generation
  1. Retrieve Docker image from registry.
  2. Host on your server.
  3. POST JSON to server.
  4. Receive tax document in Portable Document Format (PDF).
2. Command Line Version — for Batch PDF Generation
  1. Retrieve Docker image from registry.
  2. Place CSV file in shared folder (volume).
  3. Run the Docker image.
  4. Execute command.
  5. App will generate PDF files on your system.

Available images. Click on link for details.

  1. Form 1041 K-1 Beneficiary's Share of Income, Deductions, Credits, etc.
  2. Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding
  3. Form 1065 K-1 Partner's Share of Income, Deductions, Credits, etc.
  4. Form 1097-BTC Bond Tax Credit
  5. Form 1098 Mortgage Interest Statement
  6. Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes
  7. Form 1098-E Student Loan Interest Statement
  8. Form 1098-MA Mortgage Assistance Payments
  9. Form 1098-Q Qualifying Longevity Annuity Contract Information
  10. Form 1098-T Tuition Statement
  11. Form 1099-A Acquisition or Abandonment of Secured Property
  12. Form 1099-B Proceeds From Broker and Barter Exchange Transactions
  13. Form 1099-C Cancellation of Debt
  14. Form 1099-CAP Changes in Corporate Control and Capital Structure
  15. Form 1099-DIV Dividends and Distributions
  16. Form 1099-G Certain Government Payments
  17. Form 1099-H Health Coverage Tax Credit (HCTC) Advance Payments
  18. Form 1099-INT Interest Income
  19. Form 1099-K Merchant Card and Third-Party Network Payments
  20. Form 1099-LS Reportable Life Insurance Sale
  21. Form 1099-LTC Long-Term Care and Accelerated Death Benefits
  22. Form 1099-MISC Miscellaneous Income
  23. Form 1099-NEC Nonemployee Compensation
  24. Form 1099-OID Original Issue Discount
  25. Form 1099-PATR Taxable Distributions Received From Cooperatives
  26. Form 1099-Q Payments From Qualified Education Programs
  27. Form 1099-QA Distributions From ABLE Accounts
  28. Form 1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
  29. Form 1099-S Proceeds From Real Estate Transactions
  30. Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
  31. Form 1099-SB Seller's Investment in Life Insurance Contract
  32. Form 1120S K-1 Shareholder's Share of Income, Deductions, Credits, etc.
  33. Form 2439 Notice to Shareholder of Undistributed Long-Term Capital Gains
  34. Form 3921 Exercise of an Incentive Stock Option Under Section 422(b)
  35. Form 3922 Transfer of Stock Acquired Through an Employee Stock Purchase Plan under Section 423(c)
  36. Form 5498 IRA Contribution Information
  37. Form 5498-ESA Coverdell ESA Contribution Information
  38. Form 5498-QA ABLE Account Contribution Information
  39. Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information
  40. Form W-2 Wage and Tax Statement

Price: See https://www.taxdataexchange.org/services/index.html.

 

APIs

REST API: Submit Tax Data

Make your documents importable into tax software without hosting your own server. Submit tax document data for hosting at Tax Doc Hub.

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

Technical Details Request API Access