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v1

latestOpenAPI 3.1.02026-07-261520561.4 KB
Account Documents

Generate Tax Document

post/account/{account_id}/tax_document

Path parameters

account_idstring required

Account ID

Account ID

Request body

account_idstring required

Account ID

is_correctionboolean

Boolean indicating whether the document to be created is a correction of the existing tax document for the account

skip_tin_verification'true' | 'false' required

Boolean indicating whether TIN verification should be skipped when filing the tax document. Defaults to false. When tax filing is triggered, TIN verification is run before the document is sent to the agency for filing. TIN verification checks that the TIN and name of the payee on tax document match to avoid failures after sending to the IRS. TIN verification typically takes 24 hours. When this flag is true, TIN verification is skipped when filing the document

typestring required

Type of tax document. Only 1099 is currently supported

yearstring required

Tax document year in YYYY format.

Response

The account.tax_document.create created

account_idstring

Account ID

errorstring

Error message describing why a tax document failed

idstring

Tax Document ID

is_correctionboolean

Boolean indicating whether the document to be created is a correction of the existing tax document for the account

skip_tin_verification'true' | 'false'

Boolean indicating whether TIN verification should be skipped when filing the tax document. Defaults to false. When tax filing is triggered, TIN verification is run before the document is sent to the agency for filing. TIN verification checks that the TIN and name of the payee on tax document match to avoid failures after sending to the IRS. TIN verification typically takes 24 hours. When this flag is true, TIN verification is skipped when filing the document

statusstring

Status of the tax document

typestring

Type of tax document. Only 1099 is currently supported

yearstring

Tax document year in YYYY format.