Tax Form Resources

Tax Form

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

Name	Type	Description
id Required	string	Identifier of the tax form resource.
type Required	string	Type of the tax form resource. The value is always taxForm.
attributes Required	JSON Object	JSON object representing the tax form data.
relationships Required	JSON:API Relationships	Describes relationships between the tax form resource and other resources (account and customer).

Attributes

Name	Type	Description
formType Required	string	The type of the tax form (e.g., 1099-INT).
taxYear Required	ISO8601 Year string	The tax year of the form, formatted YYYY, e.g "2023".

Relationships

Name	Type	Description
account Required	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 Required	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 Required	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"
      }
    }
  }
}