Introduction to Tax Documents

Some financial institutions allow developers to access an end user's tax documents. The process for fetching and then reading tax documents is much like standard aggregation. The preferred method is to use the Connect Widget to aggregate tax documents and download them with the Platform API.

After reading this guide you'll be able to:

• Create a user.
• Load the Connect Widget and run a tax docs job.
• Read tax doc info.
• Download a tax document.

Prerequisites

1. Be aware that tax document features can only be tested in our production environment. This means you will need to request and obtain production access before getting started with tax documents.
2. This guide uses the MX Widget SDK. See Implementation Guides to install and set up an SDK before getting started with tax documents.
3. The endpoints in this guide are available in our Platform API wrapper libraries.
   • C#
   • Go
   • Java
   • Python
   • Node
   • Ruby

Workflow

The general workflow is as follows:

1. Create a user; Capture the user's guid.
2. Request a Connect Widget URL with the correct configuration for tax docs.
3. Load and interact with the Connect Widget using one of our SDKs; The end user follows the Connect Widget flow which allows them to select an institution, create a member, and aggregate tax documents.
4. After the end user completes the Connect Widget flow, capture the member_guid from the memberConnected postMessage event.
5. Interact with the aggregated tax documents; This may be retrieving a list of available documents, reading information about a specific document, or downloading a PDF of a document.
6. If necessary, fetch the latest tax documents again using the API.