API to Generate Intelligent Tax Documents


POST tax document data. Receive an Intelligent Tax Document® (PDF).

HTTP Request

Method

POST

URL

https://<APIDomain>/tax-pdf/<FDXClassName>

Request headers

Content-Type: application/json
Accept: application/pdf
x-apikey: {your-api-key}

POST body

POST tax document data object as JSON

Example Tax3922 object as JSON

{
  "taxYear": 2025,
  "accountId": "94-326-6005",
  "taxFormId": "6567695",
  "taxFormDate": "2025-12-31",
  "issuer": {
    "tin": "00-0256293",
    "partyType": "BUSINESS",
    "businessName": {
      "name1": "Streich, DuBuque and Glover"
    },
    "address": {
      "line1": "05919 Jessie Squares",
      "city": "Irwinville",
      "region": "TX",
      "postalCode": "56898"
    },
    "phone": {
      "number": "555-867-5309"
    },
    "email": "bret.mcglynn@gmail.com"
  },
  "recipient": {
    "tin": "000-82-1334",
    "partyType": "INDIVIDUAL",
    "individualName": {
      "first": "Mandi",
      "last": "Gleichner"
    },
    "address": {
      "line1": "962 Walter Crossroad",
      "city": "Ortizside",
      "region": "IN",
      "postalCode": "88211"
    },
    "email": "issac.jones@gmail.com"
  },
  "attributes": [],
  "links": [],
  "accountNumber": "130-00631-6",
  "optionGrantDate": "2025-04-25",
  "optionExerciseDate": "2025-10-08",
  "grantMarketValue": 200,
  "exerciseMarketValue": 300,
  "exercisePrice": 400,
  "numberOfShares": 500,
  "titleTransferDate": "2025-07-18",
  "grantDateExercisePrice": 600
}

HTTP Response

Binary PDF content

CURL Example

# Available upon sign up
TAX_DOC_HUB_API_GATEWAY_URL='https://xxx.xxxxxxx.xxx'
TAX_DOC_HUB_API_KEY='xxxxxxxxxxxxxxxxxxxxx'
# Tax document
FDX_CLASS=Tax3922
# Type of PDF
PDF_TYPE=downloadPdf4
# Whether hosted at Tax Doc Hub for import into tax software
IMPORTABLE=true

curl --request POST \
--location "${TAX_DOC_HUB_API_GATEWAY_URL}/tax-pdf/${FDX_CLASS}?pdfType=${PDF_TYPE}&importable=${IMPORTABLE}" \
--header "X-ApiKey: ${TAX_DOC_HUB_API_KEY}" \
--header "Content-Type: application/json" \
--header "Accept: application/pdf" \
--data @${FDX_CLASS}.json \
--output ${FDX_CLASS}.${PDF_TYPE}.pdf

PDF Types

Type Description
downloadPdf4 Embedded FDX JSON version (also known as Intelligent Tax Document) for upload to tax software
printPdf4 Scan QR code version
printPdf5 Scan QR code or upload version