The DOCUMENT method allows a company to retrieve documents used in the consent/authorization process. Any form sumbitted to the IRS by TaxStatus can be
retrived with this method. These include:
Post the following payload to retrieve the document in the request body.
The company Id of the company this call is on behalf of. If the call is not on behalf of another company, then the registered company Id
TaxStatus assigned during the registration process used in the euid field in the header.
9-digit tax id (no spaces or hypens) of the individual or company
The last name of the taxpayer or business name if business
Booliean value indicating if this call is for an individual or business
Id indicating which document to retrieve. This Id can be obtained either from the consent completed callback (if you are using callbacks). Or
the response of the TAXPAYERS call, in the ConsentLink field, the value of req on the querystring. If the latter, you will need to append it to the
document type. There are 3 different types of documents:
- Identity - Driver's licenses or passports. Document type: Id
- Authorization - The IRS form used in the authorization process. Document type: either 8821 or 4506
- Consent - Terms the taxpayer agreed to. Document type: Consent
Example request body for the documnet method to retrieve a driver's license
The last 4 figits of the Tax Identification Number sent in the request
The last name or business name of the taxpayer
The document Id sent in the request
The document in base-64 string format
Example response body for the documant method
"Doc":"Base-64 string of file"
The reponse codes for the document call are standard HTML response codes.
|HTTP Status Code
||The request has been accepted with no issues
||You are missing some required fields or the Json in the body is missing or malformed
||You do not have authorization to make this call. Possibly your comapany Id is invalid or you
are calling on behalf of a company with which you dont have authority.