Specialized Document Aggregation

Get Tax Documents

With Specialized Document Aggregation, you can connect to an end user's financial institution and retrieve tax documents and data about credit card reward programs. This data can be used as part of a number of solutions including tax preparation and personal financial management. Tax documents are delivered in PDF format.

Diagram flow of the steps to get tax documents

Quick Links

API Reference

Learn about the full features of the Platform API.

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Connect Widget

Learn about the Connect Widget.

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Demo App

View the demo app on GitHub.

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Tax Doc Data

This sample response shows the kinds of data you can expect to get for tax documents.


_34{
_34  "tax_documents": [
_34    {
_34      "content_hash": "a16c580c4fcdfa8088edaa7b4d35b290",
_34      "created_at": "2022-10-18T19:23:16Z",
_34      "document_type": "TAX_MISC",
_34      "guid": "TAX-ee8776ea-468b-4b02-b95d-743adf6ba50e",
_34      "issued_on": "2022-03-31",
_34      "member_guid": "MBR-3bdc7d6b-efd4-1497-a0af-b23501cf9bd0",
_34      "tax_year": "2022",
_34      "updated_at": "2022-10-18T19:23:16Z",
_34      "uri": "/users/USR-11141024-90b3-1bce-cac9-c06ced52ab4c/members/MBR-7c6f361b-e582-15b6-60c0-358f12466b4b/tax_documents/TAX-ee8776ea-468b-4b02-b95d-743adf6ba50e.pdf",
_34      "user_guid": "USR-11141024-90b3-1bce-cac9-c06ced52ab4c",
_34    },
_34    {
_34      "content_hash": "067b2c789bf830fcc8460203ffd3efc0",
_34      "created_at": "2022-10-18T19:23:25Z",
_34      "document_type": "TAX1099_R",
_34      "guid": "TAX-a2fc5fbd-fc1d-42d5-8894-7fe8a68d5aaa",
_34      "issued_on": "2021-12-31",
_34      "member_guid": "MBR-3bdc7d6b-efd4-1497-a0af-b23501cf9bd0",
_34      "tax_year": "2021",
_34      "updated_at": "2022-10-18T19:23:25Z",
_34      "uri": "/users/USR-11141024-90b3-1bce-cac9-c06ced52ab4c/members/MBR-3bdc7d6b-efd4-1497-a0af-b23501cf9bd0/tax_documents/TAX-a2fc5fbd-fc1d-42d5-8894-7fe8a68d5aaa.pdf",
_34      "user_guid": "USR-11141024-90b3-1bce-cac9-c06ced52ab4c"
_34    }
_34  ],
_34  "pagination": {
_34    "current_page": 1,
_34    "per_page": 10,
_34    "total_entries": 2,
_34    "total_pages": 1
_34  },
_34}