Tax Returns

Verify income instantly through tax preparation software connections. Skip the wait for IRS tax returns and 4506-C documents while improving conversion rates. Truv supports connections to major tax preparation software providers through Truv Bridge, including F1040 document support.

Configure bridge token

When creating a Bridge Token, include product_type = income and data_sources = ["tax"]:

curl -X POST https://prod.truv.com/v1/users/{user_id}/tokens/ \
  -H "X-Access-Client-Id: YOUR_TRUV_CLIENT_ID" \
  -H "X-Access-Secret: YOUR_TRUV_CLIENT_SECRET" \
  -H "Content-Type: application/json" \
  -d '{
    "product_type": "income",
    "data_sources": ["tax"],
    "tracking_info": "any data for tracking"
  }'

Example response

The JSON data below is a sample payload from the tax documents endpoint:

[
  {
    "id": "24d7e80942ce4ad58a93f70ce4115f5c",
    "document_type": "F1040",
    "document_subtype": "",
    "file": "https://example.com/tax_sample.pdf",
    "md5sum": "24d7e80942ce4ad58a93f70ce4115f5c",
    "year": 2019
  }
]

Extracted fields

A tax software connection returns the return as a file, with fields set to null. To get line-level 1040 data — total income, AGI, and the attached Schedule 1, Schedule C, Form 4562, and Form 4684 — route the return through document processing instead. That path also turns every Schedule C business into its own employment. See where tax document data comes from for the field set per source.

Testing

Use the credentials below for sandbox testing:

Username	Password	SSN	Scenario
`goodlogin.tax`	`goodpassword`	`991-91-9991`	Successful login with complete data

Error Scenarios

Username	Password	Scenario
`error.user`	`login_error`	Incorrect login and password
`error.user`	`mfa_error`	Multi-factor authentication issue
`error.user`	`account_locked`	Locked account
`error.user`	`no_data`	No data found
`error.user`	`unavailable`	Provider maintenance
`error.user`	`error`	Generic login error

Consumer Credit

Integration

Tax Returns

Configure bridge token

Example response

Extracted fields

Testing

Error Scenarios

API reference

Tax Documents

Bridge Token

Users

Next steps

Document Processing

​Configure bridge token

​Example response

​Extracted fields

​Testing

​Error Scenarios

​API reference

Tax Documents

Bridge Token

Users

​Next steps

Document Processing

Configure bridge token

Example response

Extracted fields

Testing

Error Scenarios

API reference

Next steps