Tax Documents

Learn more about the reference information for Tax Documents.

Attributes

The table below has the values for Tax Document fields.

Attribute	Type	Description
id	string	Unique identifier
document_type	string	Type of document
document_sutype	string	Subtype of document
file	uri	Link to tax document file, format is specified in the content-type (up to 2048 characters long)
md5sum	string	MD5 hash value computed based on file content
year	integer	Tax document year
fields	object	Additional metadata for a specific document type

Endpoint

The link below is the reference for the available Tax Document endpoint.

List all tax documents

Example responses

The sample below is a JSON response for the endpoint. The sections below have different document type examples.

[
  {
    "id": "string",
    "document_type": "W2",
    "file": "string",
    "md5sum": "string",
    "year": 2024,
    "fields": {...} // see below by form type
  }
]

W2

This payload response is an example of a W-2 form.

{
  'federal_tax': '4102.75',
  'medicare_tax': '816.43',
  'medicare_wages': '58805.40',
  'social_security_tax': '3490.93',
  'social_security_wages': '58805.40',
  'wages': '56269.25'
}

1099

For all 1099 forms the year of the document along with user's information is provided.

1040

The 1040 tax document sample below is the example JSON payload.

{
  "total_income": "1000.00"
}