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Developer guide
/api-library/data-toolbox-documents/ver-1.0/documents/developer-guide

...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":...

Developer guide
/api-library/data-toolbox/ver-1.0/documents/developer-guide

..."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...

User guide
/api-library/account-validation/ver-1.1/documents/user-guide

...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,...

User guide
/api-library/account-validation/ver-1.2/documents/user-guide

...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,...

Data Toolbox - Documents
/api-library/data-toolbox-documents/ver-1.0

...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 that may enrich their...

Tags: tax document, tax, loan, mortgage, PDF, credit, checking, savings, data toolbox

Data Toolbox
/api-library/data-toolbox/ver-1.0

...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

Product notes
/api-library/data-toolbox/ver-1.0/documents/changelog

...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,...

Developer guide
/api-library/access-online-transactions/ver-1.1/documents/developer-guide

..."7276", "merchantCategoryCodeDescription": "TAX PREPARATION SERVICES", "merchantName": "Test Industries", "merchantCity": "Chicago", "merchantState": "Illinois", "merchantOrderNumber": "988776501", ... }, "fleetInformation": { "vehicleNumber": 87658765, "driverNumber": 12345, ...

Client authentication
/api-library/data-toolbox/ver-1.0/documents/security-guide

...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...

Client authentication
/api-library/data-toolbox-accounts/ver-1.0/documents/security-guide

...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...

Client authentication
/api-library/data-toolbox-documents/ver-1.0/documents/security-guide

...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...

Data Toolbox - Transactions
/api-library/data-toolbox-transactions/ver-1.0

...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 that may enrich their financial services experience. Get a list of authorized accounts Retrieve a list...

Tags: transactions, accounts, checking, savings, aggregator, account aggregation, data toolbox

Client authentication
/api-library/data-toolbox-transactions/ver-1.0/documents/security-guide

...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...

Developer guide
/api-library/voyager-transactions/ver-2.0/documents/developer-guide

...0, "federalGasTaxName": "FED GAS TAX", "federalGasTaxRate": 0.183, "localSalesTaxAmount": 0, "localSalesTaxAmountAssessed": 0, "localSalesTaxName": null, "localSalesTaxRate": 0, "miscellaneousAmount": 0, "miscellaneousAmountAssessed": 0, "productCode": "01", ...