Application Program Interfaces (API)

Brokers and accounting firms and others with information technology expertise who wish to generate tax documents for their clients may do so using the one or more of our application program interfaces described below.

To use the APIs you will need an API Token which will be emailed to you upon request. Email us at support@itips.info with your name, company, contact information and a description of how you will use the APIs. We will then supply you with a token. We will also include sample code for implementing the APIs (java).

Our standard billing rates apply unless a special contract has been arranged.

Introduction

Our APIs have 4 output options at this time:

  • Adobe PDF : The requested document in PDF format.
  • ZIP Archive : A .zip file containing multiple PDF documents.
  • HTML : A block of html content with links from which the generated content can be downloaded. ( Downloads originate from our tax document distribution site Tax Doc Hub )
  • Email : An email is sent to the designated email address with links to download the documents. You may supply an email template.

Data to be processed can be supplied in one of two manners:

  • Server credentials : Supply the user credentials which will allow our server to receive the data from your OFX server
  • Form parameter : Include the data as a string in the http request as described below.

There are two API's, one for the server credential input option and another for the form parameter input option. Each API can identify the desired output option

Server Credential Option

Makes a request to specified broker's OFX server and generates and returns the requested content

Service Endpoint
URL https://taxdochub.appspot.com/apis/v1/brokerofxreq2form8949data  
Method POST  
Form Parameters
apiToken The API token issued uniquely to you to identify the requesting party and authorize use of the service.   Required
brokerId The id of the broker from whose OFX server data should be requested. ( We will provide more details upon your request for an API token. )   Required
docList The ids of the documents to be generated separated by semi-colon. ( FORM_8949; FORM_8949_STMT; TURBOTAX_INSTRUCT; TAXACT_INSTRUCT; SCHEDULE_D )   Optional
email Email address of document recipient (or developer if other then EMAIL returnType)   Required
userid The user id portion of the ofx server credentials   Required
password The password portion of the ofx server credentials   Required
returnType The type of data to be returned ( PDF, HTML, ZIP, or EMAIL )   Required

Form Parameter Option

Convert supplied OFX 1099-B document to Form 8949 in PDF Document

Service Endpoint
URL https://taxdochub.appspot.com/apis/v1/ofx2form8949data  
Method POST  
Form Parameters
apiToken The API token issued uniquely to you to identify the requesting party and authorize use of the service.   Required
ofxData The OFX document containing the 1099-B data for the client as a string.   Required
name Name to appear at top of Form 8949.   Optional
email Email address of document recipient (or developer if other then EMAIL returnType)   Required
returnType The type of data to be returned ( PDF, HTML, ZIP, or EMAIL ). (In case of email, the app will return a plain text time stamp of the email submission.)   Required
docList The ids of the documents to be generated separated by semi-colon. ( FORM_8949; FORM_8949_STMT; TURBOTAX_INSTRUCT; TAXACT_INSTRUCT; SCHEDULE_D )   Optional