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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...

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,...

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-1.1/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", ...

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", ...