The TRANSCRIPT method is used to request transcripts for a taxpayer with which the requestor has consent by the taxpayer
to view the tax data.
/Transcript Request
application/json
Request the transcript(s) needed by the organization.
Request Body
Below are the attributes for the Transcript method.
Attributes
-
companyId*
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.
-
tin*
9-digit tax id (no spaces or hypens) of the individual or company
-
needPDF
If provided, a boolean as to whether the transcripts needs to be PDF instead of the standard HTML
-
transcripts
An array indicationg which transcripts need to be ordered
-
transciptType*
One of the transcript types: ACTR (Account Transcript), WAID (Income), RECA (Record of Account), RETR (Tax Return Transcript)
-
transcriptForm*
The form type to be ordered (1040, 940, 941, 1120, 1065, INCOME, etc.)
-
transcriptPeriod*
The tax year and month concatinated together i.e. - 201812
Example: Transcript calls
{
"companyId": "enco45100",
"tin": "222222222",
"transcripts": [{
"transcriptType": "ACTR",
"transcriptForm": "1040",
"transcriptPeriod": "201612"
},
{
"transcriptType": "WAID",
"transcriptForm": "INCOME",
"transcriptPeriod": "201512"
},
{
"transcriptType": "RECA",
"transcriptForm": "1040",
"transcriptPeriod": "201812"
}]
}
{
"companyId": "enco45100",
"tin": "333333333",
"needPDF": true,
"transcripts": [{
"transcriptType": "ACTR",
"transcriptForm": "1040",
"transcriptPeriod": "201912"
},
{
"transcriptType": "WAID",
"transcriptForm": "INCOME",
"transcriptPeriod": "201912"
},
{
"transcriptType": "RECA",
"transcriptForm": "1040",
"transcriptPeriod": "201912"
}]
}
Sample business call
{
"companyId": "enco45100",
"tin": "555555555",
"transcripts": [{
"transcriptType": "ACTR",
"transcriptForm": "940",
"transcriptPeriod": "201812"
},
{
"transcriptType": "RECA",
"transcriptForm": "1120",
"transcriptPeriod": "201812"
}]
}
Response Body
application/json
The following is a list of all possible fields. NULL fields are not returned.
Attributes
-
Data
An array of objects containing transcript data
-
Period
The period from the request
-
Form
The form from the request
-
FormType
The form type from the request
-
TIN
The SSN or EIN from request, which ever is appropriate
-
LastOrBusiness
The last name of individual or business name from the request
-
TranscriptDate
The IRS system date of the transcript
-
EmptyMessage
If populated, will be a message from the IRS system such as 'Transcipt Not Available'
-
Transcript
If available, the base-64 string of the transcript file. To be converted back into the original file
-
Example response body for the Transcript method. Actual base-64 string not shown for brevity.
{
"Data": [
{
"Period": "201612",
"Form": "1040",
"FormType": "ACTR",
"TIN": "XXXXX2222",
"LastOrBusiness": "Smith",
"TranscriptDate": "10/18/2021",
"EmptyMessage": "",
"Transcript": "Base-64 string of the file"
},
{
"Period": "201512",
"Form": "INCOME",
"FormType": "WAID",
"TIN": "XXXXX2222",
"LastOrBusiness": "Smith",
"TranscriptDate": "10/18/2021",
"EmptyMessage": "",
"Transcript": "Base-64 string of the file"
},
{
"Period": "201812",
"Form": "1040",
"FormType": "RECA",
"TIN": "XXXXX2222",
"LastOrBusiness": "Smith",
"TranscriptDate": "10/18/2021",
"EmptyMessage": "Transcript not found",
"Transcript": ""
}
]
}