API

Create Tax Form Request (Business)

POST https://app.moderntax.io/api/v1/tax-form-requests

Create a transcript request for an individual business.

Supports requesting transcripts for multiple years ie: "years": [2017, 2020, 2021]

Headers

Name	Type	Description
MODERNTAX-API-KEY*	String	Add your API

Request Body

Name	Type	Description
business*	Object	Request Example: { "tax_form_request": { "business": { "name": "ModernTax", "taxpayer_id": "12-12345678", "address": "...", "phone_number": "(XXX)XXX-XXXX", "signator_name": "John Doe", "signator_title": "CTO", } }
years*	Array	["2020", "2021"]

200 Transcript

{ 
  "taxpayer_id": "7a3fa0bf-0352-4e17-8e5f-482fee5d9f4b",
  "business_name": "ModernTax",
  "created_at": "2021-03-11T16:38:57.099Z",
  "transcripts": [
    {
      "id": 98,
      "name": "FormName",
      "created_at": "2021-03-25T23:06:25.932Z",
      "pdf_url": "https://moderntaxstorage.s3...",
      "summary": "..."
    }
  ]
}

Create Tax Form Request (Individual)

POST https://app.moderntax.io/api/v1/tax-form-requests

Create a transcript request for an individual.

Currently, there is only support for requesting a single year for an individual ie: "years": [2019]

Headers

Name	Type	Description
MODERNTAX-API-KEY*	String	Add your API

Request Body

Name	Type	Description
business*	Object	Request Example: { "tax_form_request": { "individual": { "name": "Full Name", "taxpayer_id": "XXX-XX-XXXX", "address": "Address" }, "form_type": "1040", "years": [2019] } }
years*	Array	[Single Year]

200 Transcript

{ 
  "success": true,
  "created_at": "2021-03-11T16:38:57.099Z",
  "transcripts": [{...}]
}

Create Multiple Tax Form Requests

POST https://app.moderntax.io/api/v1/tax-form-requests/bulk-upload

Bulk multiple tax form requests within a single post request.

Headers

Name	Type	Description
MODERNTAX-API-KEY*	String	API Key

Request Body

Name	Type	Description
*	Object	Request Example: [{ "tax_form_request": { "business": { "name": "Company 1", "taxpayer_id": "23-3222435", "address": "3143 10th st, San Francisco, CA, 94101, "phone_number": "555-1234", "signator": "John Doe", "signator_title": "ABC" }, "years": ["2021"] } }, { "tax_form_request": { "business": { "name": "Company 1", "taxpayer_id": "23-3222434", "address": "3142 10th st, San Francisco, CA, 94101", "phone_number": "555-1234", "signator": "John Doe", "signator_title": "ABC" }, "years": ["2021"] } }]

200

{ 
  "taxpayer_id": "7a3fa0bf-0352-4e17-8e5f-482fee5d9f4b",
  "full_name": "John Smith",
  "created_at": "2021-03-11T16:38:57.099Z",
  "transcripts": [
    {
      "id": 98,
      "name": "201712_Verification of Non-Filing_SMIT",
      "created_at": "2021-03-25T23:06:25.932Z",
      "pdf_url": "https://moderntaxstorage.s3..."
    },
    {
      "id": 99,
      "name": "201812_Tax Return Transcript_SMIT",
      "created_at": "2021-03-25T23:06:25.932Z",
      "pdf_url": "https://moderntaxstorage.s3..."
    }
  ]
}