Tax Software Companies

Application Program Interfaces, SDKs for tax software companies.

 

APIs

REST API: Retrieve Tax Data

Retrieve data In Financial Data Exchange (FDX) Standard (JSON) format for import into tax software. Over 50 tax document types supported.
Technical Details FDX Request API Access
Technical Details New

Open Financial Exchange (OFX) API: Retrieve Tax Data

Tax software apps retrieve data in OFX Standard (XML) Format

Our OFX server address is https://ofx.taxdochub.com/ofxserver2021

See ofx.taxdochub.com for more details.

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>2021</APPVER>
    </SONRQ>
  </SIGNONMSGSRQV1>
  <TAX1099MSGSRQV1>
     <TAX1099TRNRQ>
       <TRNUID>8cc835ae-5101-4f5b-8600-9a01992ca0d3</TRNUID>
       <TAX1099RQ>
         <TAXYEAR>2021</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>20210923184945</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.

 

SDKs

 

FDX Tax Data Model Files

Just clone this repository: https://github.com/iTipsDev/fdx-tax-schema-v5.3.3

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)
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