Transcriptdetail Method POST

The TRANSCRIPTDETAIL method allows a company to retrieve all fields from the requested transcript as key:value pairs in JSON.

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 Request application/json

Post the following payload to get a list of allowable taxpayers and status, for the company, within the timeperiod supplied. If no date is supplied, then the time periiod is last 24 hours.

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": "201912" }

{ "companyId": "X94200000", "tin": "222222222", "transcriptType": "RECA", "transcriptForm": "1040", "transcriptPeriod": "201912" }

Example call business request body

{ "companyId": "X94200000", "tin": "555555555", "transcriptType": "ACTR", "transcriptForm": "940", "transcriptPeriod": "201712" }

Response Body application/json

The reponse for the transcriptdetail 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

Example response body for the transcriptdetail method

{ "Data": [{ "Last4": "2222", "Form": "1040", "Period": "201912", "Type": "RECA", "Summary": { "EmptyMessage": null, "AnnualForm": "1040", "Balance": "105.29", "FilingStatus": "MARRIED FILING JOINT", "AGI": "169505.00", "FileDate": "2020-08-17", "LateDate": "2020-08-17", "NoticeDate": "2021-05-24", "LienDate": "2021-05-28", "LevyDate": "2021-07-13", "TotalWages": "172505.00", "TotalIncome": "169505.00" }, "Transactions": [{ "Code": "150", "Desc": "Tax return filed", "Date": "08-17-2020", "Amount": "$18,338.00" }, { "Code": "n/a", "Desc": "30221-479-16715-0", "Date": "", "Amount": "" }, { "Code": "806", "Desc": "W-2 or 1099 withholding", "Date": "04-15-2020", "Amount": "-$16,237.00" }, { "Code": "170", "Desc": "Penalty for not pre-paying tax 08-17-2030", "Date": "08-17-2020", "Amount": "$9.00" }, { "Code": "276", "Desc": "Penalty for late payment of tax", "Date": "08-17-2020", "Amount": "$21.01" }, { "Code": "196", "Desc": "Interest charged for late payment", "Date": "08-17-2020", "Amount": "$5.69" }, { "Code": "971", "Desc": "Notice issued CP 0014", "Date": "08-17-2020", "Amount": "$0.00" }, { "Code": "610", "Desc": "Payment with return", "Date": "01-04-2021", "Amount": "-$2,110.00" }, { "Code": "971", "Desc": "Tax period blocked from automated levy program", "Date": "03-01-2021", "Amount": "$0.00" }, { "Code": "971", "Desc": "Collection due process Notice of Intent to Levy -- issued", "Date": "05-24-2021", "Amount": "$0.00" }, { "Code": "582", "Desc": "Lien placed on assets due to balance owed", "Date": "05-28-2021", "Amount": "$0.00" }, { "Code": "971", "Desc": "Issued notice of lien filing and right to Collection Due Process hearing", "Date": "06-03-2021", "Amount": "$0.00" }, { "Code": "971", "Desc": "First Levy Issued on Module", "Date": "07-13-2021", "Amount": "$0.00" }, { "Code": "971", "Desc": "Tax period blocked from automated levy program", "Date": "08-12-2021", "Amount": "$0.00" } ], "DataValues": [{ "DataSection": "RECA HEADER", "DataGroup": "ACTR HEADER", "DataKey": "NonLabeled0", "DataValue": "RECORD OF ACCOUNT" }, { "DataSection": "RECA HEADER", "DataGroup": "ACTR HEADER", "DataKey": "REQUEST DATE", "DataValue": "11-15-2021" }, { "DataSection": "RECA HEADER", "DataGroup": "ACTR HEADER", "DataKey": "RESPONSE DATE", "DataValue": "11-15-2021" }, { "DataSection": "RECA HEADER", "DataGroup": "ACTR HEADER", "DataKey": "TRACKING NUMBER", "DataValue": "101302573818" } ... ]}

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.