Tax Software Companies


Application Program Interfaces, Web Applications, and Software Artifacts for tax software companies.

 

APIs

REST API: Retrieve Tax Data

Retrieve data In Financial Data Exchange (FDX) Standard (JSON) format

See https://api.taxdochub.com/ for Open API (Swagger) Documentation.

Use of the API requires you to supply

  • a "software id" to identify your software and
  • an "API key" which we issue to you.

Open Financial Exchange (OFX) API: Retrieve Tax Data

Retrieve data in OFX Standard (XML) Format

Our OFX server address is https://ofx.taxdochub.com/ofxserver2020

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>2020</APPVER>
    </SONRQ>
  </SIGNONMSGSRQV1>
  <TAX1099MSGSRQV1>
     <TAX1099TRNRQ>
       <TRNUID>8cc835ae-5101-4f5b-8600-9a01992ca0d3</TRNUID>
       <TAX1099RQ>
         <TAXYEAR>2020</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>20200923184945</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.

 

Apps

Tax Form PDF Plus App

Includes

  • Automated notification of IRS form and instruction updates
  • Form and instruction files as PDF, PNG
  • More coming soon
Go to Tax Form PDF Plus App

Tax Software Simulator App

Demonstrates ways that tax document issuers can publish tax document data and tax software can consume that data.

Includes:

  • API Import
  • File Import
  • Copy and Paste
  • QR Code Scan
Go to Simulator App

 

Artifacts

PDF, JPG, or PNG

Deploy the docker image on your system and generate any of 51 tax forms in portable document or image formats.

  • Uses REST API.
  • Your client software does http POST of tax document data in JSON format.
  • Microservice responds with application/pdf, image/jpeg, or image/png response.
  • Saves you over 250 hours of research and development effort

Distributed from Google Container Registry and Google Artifact Registry

Tax year 2020 edition available NOW

Price: $10,400

Request Docker image or more info

OFX to FDX

Convert tax data from Open Financial Exchange (OFX) xml to Financial Data Exchange (FDX) json format.

  • Includes support for all 37 tax forms supported by OFX specification
  • Do HTTP POST Request containing OFX XML from your app
  • Server responds with FDX JSON.
  • Saves you over 200 hours of research and development effort

Distributed from Google Container Registry

Tax year 2020 edition available NOW

Price: $7,400

Request Docker image or more info

FDX Tax Data Model Files

Just clone the repository. No need to set up your own model file generation.

Available from Bitbucket source code repository

FDX tax data model files in the following languages:

Price: $300.00

Tax year 2020 edition (FDX version 4.2) available NOW

Request repository access or more info

OFX to FDX SDK

Convert tax data from Open Financial Exchange (OFX) xml to Financial Data Exchange (FDX) json format.

Java source code including:

  • Includes support for all 37 tax forms supported by OFX specification
  • Includes 4 modules:
    1. All OFX Tax data models
    2. All FDX Tax data models
    3. OFX to FDX conversion code
    4. OFX to FDX servlet code
  • Includes any updates for changes to tax year 2020 specifications
  • Saves you over 240 hours of research and development effort

Available from Bitbucket source code repository.

Tax year 2020 edition available NOW

Price: $14,800

Request repository access or more info

   

QR Code Scanning

Add tax document QR code scanning to your smart phone app.

Ionic + Angular + Capacitor TypeScript code:

  • Component to scan QR codes
  • Over 30 Tax Form Components
  • Display scanned tax form data on HTML canvas with IRS form background
  • Http Client Service to POST data to server
  • Local Storage Service to store/retrieve scanned data
  • Customization available

Available from Bitbucket source code repository

Tax year 2020 edition available soon

Price: Coming soon

Request repository access or more info