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Contents

Tax

9 operations. All areas

GET/v1/tax/lines

The tax-line catalog (IRS form lines, with UltraTax CS codes where Thomson Reuters publishes them) and what each tax package supports

  • Operation listTaxLines
  • Scope: read
  • Read
Parameters
  • return_type query, "1120S" | "1065" | "1120" | "SCHC"
Responses
  • 200 Lines (object)
  • Errors 400, 401, 403, 429, 500 (Error: error.type, message)

GET/v1/tax/profile

The company's return type

  • Operation getTaxProfile
  • Scope: read
  • Read
Responses
  • 200 Profile (object)
  • Errors 400, 401, 403, 429, 500 (Error: error.type, message)

POST/v1/tax/profile

Set the company's return type (Form 1120-S, 1065, 1120 or Schedule C). Audited.

  • Operation setTaxProfile
  • Scope: approve
  • Write: sets a value, no Idempotency-Key needed
Request body
  • return_type "1120S" | "1065" | "1120" | "SCHC", required 1120S (S corporation), 1065 (partnership), 1120 (C corporation), SCHC (Schedule C of Form 1040)
Responses
  • 200 Profile (object)
  • Errors 400, 401, 403, 409, 422, 429, 500 (Error: error.type, message)

GET/v1/tax/mapping

Every account with its tax line for a return type (default: the company's), the suggested default, and whether the mapping is complete

  • Operation getTaxMapping
  • Scope: read
  • Read
Parameters
  • return_type query, "1120S" | "1065" | "1120" | "SCHC"
Responses
  • 200 Mapping (TaxMapping)
  • Errors 400, 401, 403, 422, 429, 500 (Error: error.type, message)

POST/v1/tax/mapping

Set (or clear, with null) the tax line of accounts for a return type; lines must belong to that return. Audited with before and after. dry_run previews.

  • Operation setTaxMapping
  • Scope: approve
  • Write: needs Idempotency-Key (or dry_run)
Request body
  • return_type "1120S" | "1065" | "1120" | "SCHC" 1120S (S corporation), 1065 (partnership), 1120 (C corporation), SCHC (Schedule C of Form 1040)
  • mappings array of object, required
  • dry_run boolean
Responses
  • 200 Mapping (object)
  • Errors 400, 401, 403, 409, 422, 429, 500 (Error: error.type, message)

POST/v1/tax/mapping/defaults

Fill every unmapped account with its default line for a return type (a starting point to review; never overwrites a mapping). dry_run previews.

  • Operation applyDefaultTaxMapping
  • Scope: approve
  • Write: needs Idempotency-Key (or dry_run)
Request body
  • return_type "1120S" | "1065" | "1120" | "SCHC" 1120S (S corporation), 1065 (partnership), 1120 (C corporation), SCHC (Schedule C of Form 1040)
  • dry_run boolean
Responses
  • 200 Mapping (object)
  • Errors 400, 401, 403, 409, 422, 429, 500 (Error: error.type, message)

GET/v1/tax/trial-balance

The mapped tax trial balance for the fiscal year to date: unadjusted, adjustments (entries posted as adjusting), adjusted, tax line per account, unmapped accounts, and the tie-out to the balance sheet and P&L

  • Operation getTaxTrialBalance
  • Scope: read
  • Read
Parameters
  • as_of query, string, required
  • return_type query, "1120S" | "1065" | "1120" | "SCHC"
  • format query, "json" | "csv"
Responses
  • 200 Mapped trial balance (MappedTrialBalance)
  • Errors 400, 401, 403, 422, 429, 500 (Error: error.type, message)

GET/v1/tax/export

The tax-software file for a package: UltraTax CS (.xlsx with tax codes), Lacerte (CSV for the Trial Balance Utility; lines assigned in Lacerte), Drake (an entry worksheet: Drake publishes no import format) or generic (CSV). Refused while any account is unmapped or the export does not tie to the books. Recorded as a new version; audited.

  • Operation exportTaxPackage
  • Scope: read
  • Read
Parameters
  • package query, "generic" | "lacerte" | "ultratax" | "drake", required
  • as_of query, string, required
  • return_type query, "1120S" | "1065" | "1120" | "SCHC"
  • format query, "file" | "base64"
Responses
  • 200 The file (or with format=base64, JSON) (TaxPackageFile)
  • Errors 400, 401, 403, 422, 429, 500 (Error: error.type, message)

GET/v1/tax/exports

Tax-software exports made: package, period, version, totals, SHA-256, who

  • Operation listTaxExports
  • Scope: read
  • Read
Parameters
  • limit query, integer
Responses
  • 200 Exports (object)
  • Errors 400, 401, 403, 429, 500 (Error: error.type, message)