Transcriptdetail Method (Version 2) POST

The new v2 TRANSCRIPTDETAIL method, like V1, allows a company to retrieve all fields from the requested transcript as key:value pairs in a different JSON pattern than V1. You will notice each secton has a TYPE field that identifies the form or schedule. Typically, there will be 3 objects in the Type section. This generally breaks down to the Employer or Provider of the information, the Payee/Employee details and an ITEMS or Form/Schedule section with key value pairs for the fields and their values for that form or schedule type. However, this can very as the IRS has many different forms and schedules. The JSON always follows what is in the transcript and in the same order.

Request Path

Submit all transcriptdetail requests to the following path.

Path

You will obtain the API endpoint after you register on your account page.

Headers

Each request must an OAuth2 tokan and your company Id, assigned by TaxStatus, in the header.

Authorization
euid

Query String Parameters

Query string parameters are not supported on this method.

/Transcriptdetail (v2) Request application/json

Post the following payload to get the transcript in JSON format.

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
  • 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 call individual request body

{
"companyId": "X94200000",
"tin": "222222222",
"transcriptType": "ACTR",
"transcriptForm": "1040",
"transcriptPeriod": "202212"
}
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{
"companyId": "X94200000",
"tin": "222222222",
"transcriptType": "RECA",
"transcriptForm": "1040",
"transcriptPeriod": "202212"
}
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Example call business request body

{
"companyId": "X94200000",
"tin": "555555555",
"transcriptType": "ACTR",
"transcriptForm": "940",
"transcriptPeriod": "202112"
}
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Response Body application/json

The reponse for the transcriptdetail v2 request will very depending on the form requested. There may be more than 100 key:value pairs. In most cases, you will need to identify which fields are important to your use cases and create a mapping for those.

Attributes

  • Key The IRS name of the field
  • Value The value the IRS has for the given field

The IRS has four different transcript types: ACTR (Account Transcript), WAID (Wage & Income), RECA (Record of Account), RETR (Tax Return Transcript). Each type has a simular layout but they will vary as to what scriions they will have. Each section will follow the IRS transcript layout. The section types are:

  • SECTION_HEADER All transcript types will have this section. It contains the information around the transcript itself, such as report date, tracking number, etc.
  • SECTION_BALANCE This section contains any IRS balance, penalties, and interest the taxpayer may have accrued.
    This section appears in the ACTR and RECA transcript types.
  • SECTION_SUMMARY This section contains a summary of the taxpayer filing such as filing status and exemptions claimed.
    This section appears in the ACTR and RECA transcript types.
  • SECTION_FILING This section contains the sections of the tax return that was filed by the taxpayer.
    This section appears in the RETR transcript type.
  • SECTION_INCOME This section contains a summary of the wages and income, filed by the taxpayer.
    This section appears in the WAID transcript type.
  • SECTION_TRANSACTIONS This section contains a log of the IRS activity for the taxpayer account (tax year).
    This section appears in the ACTR and RECA transcript types.

Example response body for the transcriptdetail v2 method of type WAID

{
"TYPE": "WAID",
"SECTION_HEADER": {
"TITLE": "WAGE AND INCOME TRANSCRIPT",
"REQUEST DATE": "06-08-2024",
"RESPONSE DATE": "06-08-2024",
"TRACKING NUMBER": "106103114493",
"CUSTOMER FILE NUMBER": "6118816543",
"SSN PROVIDED": "222-22-2222",
"TAX PERIOD REQUESTED": "DECEMBER, 2021"
},
"SECTION_INCOME": [
{
"TYPE": "Form W-2 Wage and Tax Statement",
"EMPLOYER": {
"EMPLOYER IDENTIFICATION NUMBER (EIN)": "555555555",
"SSN": "555555555",
"NAME": "ACME INC",
"ADDRESS": "888 WEST BIG BEAVER RO",
"CITY": "TROY",
"STATE": "MI",
"ZIP": "48084"
},
"EMPLOYEE": {
"EMPLOYEE'S SOCIAL SECURITY NUMBER": "222-22-2222",
"NAME": "SAMMY SMITH",
"ADDRESS": "386 CHICOPEE RD",
"CITY": "BUXTON",
"STATE": "ME",
"ZIP": "04093"
},
"ITEMS": {
"WAGES, TIPS AND OTHER COMPENSATION": "$12,144.00",
"FEDERAL INCOME TAX WITHHELD": "$1,061.00",
"SOCIAL SECURITY WAGES": "$12,144.00",
"SOCIAL SECURITY TAX WITHHELD": "$752.00",
"MEDICARE WAGES AND TIPS": "$12,144.00",
"MEDICARE TAX WITHHELD": "$176.00",
"SOCIAL SECURITY TIPS": "$0.00",
"ALLOCATED TIPS": "$0.00",
"DEPENDENT CARE BENEFITS": "$0.00",
"DEFERRED COMPENSATION": "$0.00",
"CODE \"Q\" NONTAXABLE COMBAT PAY": "$0.00",
"CODE \"W\" EMPLOYER CONTRIBUTIONS TO A HEALTH SAVINGS ACCOUNT": "$0.00",
"CODE \"Y\" DEFERRALS UNDER A SECTION 409A NONQUALIFIED DEFERRED COMPENSATION PLAN": "$0.00",
"CODE \"Z\" INCOME UNDER SECTION 409A ON A NONQUALIFIED DEFERRED COMPENSATION PLAN": "$0.00",
"CODE \"R\" EMPLOYER'S CONTRIBUTION TO MSA": "$0.00",
"CODE \"S\" EMPLOYER'S CONTRIBUTION TO SIMPLE ACCOUNT": "$0.00",
"CODE \"T\" EXPENSES INCURRED FOR QUALIFIED ADOPTIONS": "$0.00",
"CODE \"V\" INCOME FROM EXERCISE OF NON-STATUTORY STOCK OPTIONS": "$0.00",
"CODE \"AA\" DESIGNATED ROTH CONTRIBUTIONS UNDER A SECTION 401(K) PLAN": "$0.00",
"CODE \"BB\" DESIGNATED ROTH CONTRIBUTIONS UNDER A SECTION 403(B) PLAN": "$0.00",
"CODE \"DD\" COST OF EMPLOYER-SPONSORED HEALTH COVERAGE": "$0.00",
"CODE \"EE\" DESIGNATED ROTH CONTRIBUTIONS UNDER A GOVERNMENTAL SECTION 457(B) PLAN": "$0.00",
"CODE \"FF\" PERMITTED BENEFITS UNDER A QUALIFIED SMALL EMPLOYER HEALTH REIMBURSEMENT ARRANGEMENT": "$0.00",
"CODE \"GG\" INCOME FROM QUALIFIED EQUITY GRANTS UNDER SECTION 83(I)": "$0.00",
"CODE \"HH\" AGGREGATE DEFERRALS UNDER SECTION 83(I) ELECTIONS AS OF THE CLOSE OF THE CALENDAR YEAR": "$0.00",
"THIRD PARTY SICK PAY INDICATOR": "UNANSWERED",
"RETIREMENT PLAN INDICATOR": "UNANSWERED",
"STATUTORY EMPLOYEE": "NOT STATUTORY EMPLOYEE",
"W2 SUBMISSION TYPE": "",
"W2 WHC SSN VALIDATION CODE": "CORRECT SSN"
}
},
{
 
 
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Example response body for the transcriptdetail v2 method of type RECA

{
"TYPE": "RECA",
"SECTION_HEADER": {
"TITLE": "RECORD OF ACCOUNT Transcript",
"REQUEST DATE": "06-14-2024",
"RESPONSE DATE": "06-14-2024",
"TRACKING NUMBER": "106133046340",
"CUSTOMER FILE NUMBER": "6112288234",
"FORM NUMBER": "1040",
"TAX PERIOD": "DEC. 31, 2022",
"TAXPAYER IDENTIFICATION NUMBER": "XXX-XX-2222",
"SPOUSE TAXPAYER IDENTIFICATION NUMBER": "XXX-XX-1111",
"NAME": "SAM SMIT & ELAN SMIT",
"STREET": "14562"
},
"SECTION_BALANCE": {
"ACCOUNT BALANCE": "0.00",
"ACCRUED INTEREST": "0.00",
"ACCRUED INTEREST AS OF": "JUN. 24, 2024",
"ACCRUED PENALTY": "0.00",
"ACCRUED PENALTY AS OF": "JUN. 24, 2024",
"ACCOUNT BALANCE PLUS ACCRUALS(THIS IS NOT A PAYOFF AMOUNT)": "0.00"
},
"SECTION_SUMMARY": {
"EXEMPTIONS": "03",
"FILING STATUS": "MARRIED FILING JOINT",
"ADJUSTED GROSS INCOME": "97,659.00",
"TAXABLE INCOME": "60,038.00",
"TAX PER RETURN": "6,056.00",
"SE TAXABLE INCOME TAXPAYER": "0.00",
"SE TAXABLE INCOME SPOUSE": "0.00",
"TOTAL SELF EMPLOYMENT TAX": "0.00",
"RETURN DUE DATE OR RETURN RECEIVED DATE (WHICHEVER IS LATER)": "APR. 15, 2023",
"PROCESSING DATE": "MAY 01, 2023"
},
"SECTION_TRANSACTIONS": [
{
"CODE": "150",
"DESC": "TAX RETURN FILED",
"CYCLE": "20231505",
"DATE": "05-01-2023",
"AMOUNT": "$6,056.00"
},
{
"CODE": "N/A",
"DESC": "09221-092-56722-3",
"CYCLE": "",
"DATE": "",
"AMOUNT": ""
},
{
"CODE": "670",
"DESC": "PAYMENT",
"CYCLE": "",
"DATE": "03-09-2023",
"AMOUNT": "-$6,204.00"
},
{
"CODE": "170",
"DESC": "PENALTY FOR NOT PRE-PAYING TAX05-01-2033",
"CYCLE": "20231505",
"DATE": "05-01-2023",
"AMOUNT": "$148.00"
},
{
 
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For our test environment, here are the trancript examples we have:
Taxpayer ID: 222222222
TranscriptPeriod: 202112, TranscriptForm: 1040, TranscriptType: ACTR
TranscriptPeriod: 202112, TranscriptForm: 1040, TranscriptType: RECA
TranscriptPeriod: 202112, TranscriptForm: 1040, TranscriptType: RETR
TranscriptPeriod: 202112, TranscriptForm: INCOME, TranscriptType: WAID
TranscriptPeriod: 202212, TranscriptForm: 1040, TranscriptType: ACTR
TranscriptPeriod: 202212, TranscriptForm: 1040, TranscriptType: RECA
TranscriptPeriod: 202212, TranscriptForm: 1040, TranscriptType: RETR
TranscriptPeriod: 202212, TranscriptForm: INCOME, TranscriptType: WAID
TranscriptPeriod: 202312, TranscriptForm: 1040, TranscriptType: ACTR
TranscriptPeriod: 202312, TranscriptForm: 1040, TranscriptType: RECA
TranscriptPeriod: 202312, TranscriptForm: 1040, TranscriptType: RETR
TranscriptPeriod: 202312, TranscriptForm: INCOME, TranscriptType: WAID
Taxpayer ID: 555555555
TranscriptPeriod: 202112, TranscriptForm: 940, TranscriptType: ACTR
TranscriptPeriod: 202106, TranscriptForm: 941, TranscriptType: ACTR [no data found]
TranscriptPeriod: 202109, TranscriptForm: 941, TranscriptType: ACTR
TranscriptPeriod: 202112, TranscriptForm: 1120, TranscriptType: ACTR
TranscriptPeriod: 202012, TranscriptForm: 1120, TranscriptType: RECA
TranscriptPeriod: 201712, TranscriptForm: 1120, TranscriptType: RETR

The reponse codes for the Transcriptdetail call are standard HTML response codes.

Response Codes

HTTP Status Code Description Explanation
200 Accepted/OK The request has been accepted with no issues
400 Bad Request You are missing some required fields or the Json in the body is missing or malformed
403 Forbidden 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.