Tax Form Resources

Tax Form

taxForm is a JSON:API resource, top-level fields:

id

string

Identifier of the tax form resource.

type

string

Type of the tax form resource. The value is always taxForm.

attributes

JSON Object

JSON object representing the tax form data.

relationships

JSON:API Relationships

Describes relationships between the tax form resource and other resources (account and customer).

Attributes

formType

string

The type of the tax form (e.g., 1099-INT).

taxYear

ISO8601 Year string

The tax year of the form, formatted YYYY, e.g "2023".

Relationships

account

Optional. JSON:API Relationship

The account to which the tax form was produced. Available only if the customer to which the form was produced for owns a single account.

accounts

Optional. Array of JSON:API Relationship

The accounts to which the tax form was produced. Only available if the customer to which the tax form was produced owns multiple accounts.

customer

JSON:API Relationship

The Customer the tax form belongs to.

Example Tax Form resource:

{
  "type": "taxForm",
  "id": "1",
  "attributes": {
    "formType": "1099-INT",
    "taxYear": "2023"
  },
  "relationships": {
    "customer": {
      "data": {
        "type": "customer",
        "id": "10"
      }
    },
    "account": {
      "data": {
        "type": "account",
        "id": "1000"
      }
    }
  }
}