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POST
/
account
/
{account_id}
/
tax_document
Generate Tax Document
curl --request POST \
  --url https://api.treasuryprime.com/account/{account_id}/tax_document \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "type": "1099",
  "year": "2024"
}
'
{
  "account_id": "acct_2074732992",
  "is_correction": false,
  "status": "pending",
  "type": "1099",
  "year": "2024"
}
Work in progress

Authorizations

​
Authorization
string
header
required

Basic authentication header of the form Basic <encoded-value>, where <encoded-value> is the base64-encoded string username:password.

Path Parameters

​
account_id
string
required

Account ID

Body

application/json

The account.tax_document.create to create

​
account_id
string
required

Account ID

​
skip_tin_verification
enum<string>
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

Available options:
true,
false
​
type
string
required

Type of tax document. Only 1099 is currently supported

​
year
string
required

Tax document year in YYYY format.

​
is_correction
boolean

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

Response

200 - application/json

The account.tax_document.create created

​
account_id
string

Account ID

​
error
string

Error message describing why a tax document failed

​
id
string

Tax Document ID

​
is_correction
boolean

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

​
skip_tin_verification
enum<string>

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

Available options:
true,
false
​
status
string

Status of the tax document

​
type
string

Type of tax document. Only 1099 is currently supported

​
year
string

Tax document year in YYYY format.