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...GET /account/{accountId}/tax/{taxDocumentId}
ACCOUNT
GET /account-list
Get account summary of all accounts of a customer using the current token
Request URL
GET /v3/account-list
Sample Response
{
"accountDescriptorList": [
{
"accountId":...
..."1098B"
}
],
GET/account/{accountId}/tax/{taxDocumentId}
Retrieve tax document in PDF format
Parameters
Parameter
Parameter Type
Data Type
Description
accountId
path
string
Account Identifier (GUID)
taxDcoumentId
path
string
Tax Document Identifier
Request...
..."1098B"
}
],
GET/account/{accountId}/tax/{taxDocumentId}
Retrieve tax document in PDF format.
Parameters
Parameter
Parameter Type
Data type
Description
accountId
path
string
Account Identifier (GUID)
taxDcoumentId
path
string
Tax Document Identifier
Request...
...personal) mismatch - Or, partial name match and Tax ID or Social Security Number mismatch
Research further
Ownership information is not available
Ownership data was not returned from the Early Warning National Shared Database Resource.
Research further
Identity questionable
- Partial name match,...
...personal) mismatch - Or, partial name match and Tax ID or Social Security Number mismatch
Research further
Ownership information is not available
Ownership data was not returned from the National Shared Database.
Research further
Identity questionable
- Partial name match, any address match,...
...personal) mismatch - Or, partial name match and Tax ID or Social Security Number mismatch
Research further
Ownership information is not available
Ownership data was not returned from the National Shared Database.
Research further
Identity questionable
- Partial name match, any address match,...
...Tax API, you can:
Once you have access to the Tax API, you can:
View historical tax information.
Get loan origination date or mortgage loan details from 1098 forms.
Confirm and pre-fill customer address information.
Calculate loan payoffs and notify payment activity
Enrich the customer...
Tags: data, account aggregation, applications, account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, tax, financial health, risk, payoff, OAuth
...card
Line of credit
Loans
Brokerage/IRA
Retrieve tax documents and receive PDF versions of tax forms including:
1098
1099-INT
1099-DIV
Workflow
Example use cases
Interact with authorized consumer data through our Documents API to provide value-added services and products to enrich financial...
Tags: tax document, tax, loan, mortgage, PDF, credit, checking, savings, data toolbox
...help it go faster.
Once you have access to the Tax API, you can:
View historical tax information.
Get loan origination date or mortgage loan details from 1098 forms.
Confirm and pre-fill customer address information.
Loan payoff calculator and payment alerts
Enrich the customer experience with...
Tags: data, account aggregation, applications, account management, accounts, checking, savings, credit card, line of credit, loans, mortgage, brokerage, tax, financial health, risk, payoff, OAuth
...0,
"federalGasTaxName": "FED GAS TAX",
"federalGasTaxRate": 0.183,
"localSalesTaxAmount": 0,
"localSalesTaxAmountAssessed": 0,
"localSalesTaxName": null,
"localSalesTaxRate": 0,
"miscellaneousAmount": 0,
"miscellaneousAmountAssessed": 0,
"productCode": "01",
...
...access to accounts, transactions, statements and tax information. Data Toolbox is U.S. Bank the flagship product in the Data Toolbox line.
Revision history
Version
Path
Highlights
Release date
1.1
Added new optional request header “requestType” to the API
December 2022
1.0
/accounts/...
...access to Accounts, Transactions, Statements and Tax information. Data Toolbox is U.S. Bank flag ship product in the Data Toolbox line.
Revision History
Version
Path
Highlights
Release Date
1.0
/accounts//account/customer/account/statements/account/tax/account/transactions
Initial release
July 31,...
..."7276",
"merchantCategoryCodeDescription": "TAX PREPARATION SERVICES",
"merchantName": "Test Industries",
"merchantCity": "Chicago",
"merchantState": "Illinois",
"merchantOrderNumber": "988776501",
...
},
"fleetInformation": {
"vehicleNumber": 87658765,
"driverNumber": 12345,
...
...to such as Statements, Accounts, Transactions or Tax resources.
Future releases may include additional scopes and claims.
The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...
...amounts and dates, account statements and tax documents are also available.
Interested in learning more about Akoya?
Akoya is transforming the way consumers provide access to their data with increased security, privacy and control over their information. Data aggregators, fintechs and...
...to such as Statements, Accounts, Transactions or Tax resources.
Future releases may include additional scopes and claims.
The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...
...amounts and dates, account statements and tax documents are also available.
Interested in learning more about Akoya?
Akoya is transforming the way consumers provide access to their data with increased security, privacy and control over their information. Data aggregators, fintechs and...
...to such as Statements, Accounts, Transactions or Tax resources.
Future releases may include additional scopes and claims.
The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...
...to such as Statements, Accounts, Transactions or Tax resources.
Future releases may include additional scopes and claims.
The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...
...value
Symbol
Markup
Commission
Taxes
Workflow
Example use cases
Interact with authorized consumer data through our Transactions API to provide value-added services and products to enrich financial services experiences.
Get a list of authorized accounts
Retrieve a list of...
Tags: transactions, accounts, checking, savings, aggregator, account aggregation, data toolbox
...to such as Statements, Accounts, Transactions or Tax resources.
Future releases may include additional scopes and claims.
The "openid" scope is a standard request scope for inclusion as part of the OpenId Connect specification for issuing Id Tokens based on Authentication OAuth 2.0 flow which...
...because it’s inconvenient and may present tax implications. The Flexible Capital Platform® API lets you evaluate the client’s borrowing power of their assets and calculate an estimate for a Flexible Capital Line of Credit® that can be used to make the purchase. You can also initiate the...
Tags: Flexible Capital Line of Credit, liquid asset secured, apply
..."agreementInvolvedPartyRole": "Pledgor"],
"taxReportCode": "SSN",
"taxReportId": "265396504",
"dateOfBirth": "1/1/1961",
"prefix": "Dr", "lastName": "AQUINO",
"middleName": "BRC",
"firstName": "LUIS",
"suffix": "Smith",
"formatCode": "DO"
}]
}],
"custodianName": "CUSTODIAN"
}
Sample...
...amounts and dates, account statements and tax documents are also available.
Interested in learning more about Akoya?
Akoya is transforming the way consumers provide access to their data with increased security, privacy and control over their information. Data aggregators, fintechs and...
Tags: Innovation, Data toolbox