The TRANSCRIPTDETAIL method allows a company to retrieve all fields from the requested transcript as key:value pairs in JSON.
/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"
}
],
"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"
},
{
"DataSection": "RECA HEADER",
"DataGroup": "RETR HEADER",
"DataKey": "PTIN",
"DataValue": "XXX-XX-2222"
},
{
"DataSection": "RECA HEADER",
"DataGroup": "RETR HEADER",
"DataKey": "PREPARER EIN",
"DataValue": "XX-XXX9400"
},
{
"DataSection": "INCOME",
"DataGroup": "INCOME",
"DataKey": "WAGES, SALARIES, TIPS, ETC",
"DataValue": "$172,505.00"
},
{
"DataSection": "INCOME",
"DataGroup": "INCOME",
"DataKey": "TAXABLE INTEREST INCOME",
"DataValue": "$0.00"
},
{
"DataSection": "INCOME",
"DataGroup": "INCOME",
"DataKey": "TAX-EXEMPT INTEREST",
"DataValue": "$0.00"
},
{
"DataSection": "INCOME",
"DataGroup": "INCOME",
"DataKey": "ORDINARY DIVIDEND INCOME",
"DataValue": "$0.00"
},
{
"DataSection": "INCOME",
"DataGroup": "INCOME",
"DataKey": "QUALIFIED DIVIDENDS",
"DataValue": "$0.00"
},
{
"DataSection": "INCOME",
"DataGroup": "INCOME",
"DataKey": "REFUNDS OF STATE/LOCAL TAXES",
"DataValue": "$0.00"
},
{
"DataSection": "INCOME",
"DataGroup": "INCOME",
"DataKey": "TOTAL INCOME",
"DataValue": "$169,505.00"
},
{
"DataSection": "INCOME",
"DataGroup": "INCOME",
"DataKey": "TOTAL INCOME PER COMPUTER",
"DataValue": "$169,505.00"
},
{
"DataSection": "ADJUSTMENTS TO INCOME",
"DataGroup": "ADJUSTMENTS TO INCOME",
"DataKey": "EDUCATOR EXPENSES",
"DataValue": "$0.00"
},
...
]}
For our test environment, here are the trancript examples we have:
Taxpayer ID: 222222222
TranscriptPeriod: 201912, TranscriptForm: 1040, TranscriptType: ACTR
TranscriptPeriod: 201912, TranscriptForm: 1040, TranscriptType: RECA
TranscriptPeriod: 202912, TranscriptForm: 1040, TranscriptType: RETR
TranscriptPeriod: 201912, TranscriptForm: INCOME, TranscriptType: WAID
Taxpayer ID: 555555555
TranscriptPeriod: 201712, TranscriptForm: 940, TranscriptType: ACTR
TranscriptPeriod: 202112, TranscriptForm: 940, TranscriptType: ACTR
TranscriptPeriod: 202106, TranscriptForm: 941, TranscriptType: ACTR
TranscriptPeriod: 202109, TranscriptForm: 941, TranscriptType: ACTR
TranscriptPeriod: 202112, TranscriptForm: 1120, TranscriptType: ACTR
TranscriptPeriod: 202012, 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. |