v1

latestOpenAPI 3.1.02026-07-263036.7 KB

Tax Returns

Get a list of a user's Tax Returns

get/v1/users/{user_identifier}/tax_returns

Path parameters

user_identifierstring required

The unique identifier for the user. The same identifier used to create the user via a call to /v1/exp/initialize_tax_filing

Response

200

OR
OR

Example response

{
  "tax_returns": [
    {
      "tax_year": 2023,
      "status": "submitted",
      "information_disclosure_consent_status": "consented",
      "information_use_consent_status": "consented",
      "jurisdictions": [
        {
          "code": "US",
          "refund_or_amount_owed_cents": 500000,
          "submission_status": "accepted",
          "refunds": [
            {
              "refund_method": "direct_deposit",
              "amount_cents": 500000,
              "account": {
                "account_type": "checking",
                "account_number": "123124124",
                "routing_number": "011123124"
              }
            }
          ]
        }
      ],
      "additional_products": [
        {
          "additional_product_identifier": "expert_assist",
          "configuration": "enrolled"
        }
      ]
    }
  ]
}