Accounts
Account mgmt APIs
Tax document list
2 min
name endpoint core v1 dda accounts accountnumber tax documents method get url https sandbox crbcos com core v1 dda accounts accountnumber tax documents description when the account is over a year old returns a list of the tax documents associated with the specified account based on query criteria the list includes each document s unique guid which you need to pull a specific document the response values below are repeated for each document in the list n nonce you have the document id use get core v1 dda accounts accountnumber tax documents id to pull an individual document tab examples examples languages id h7b5xnrx rlojzazypt5j language curl code curl location https sandbox crbcos com core v1 dda accounts 2203250853 tax documents n header authorization bearer token customlabel id 4rmypdripkuflkl9bjfgy language nodejs code var request require request ; nvar options n method get n url core v1 dda accounts 2203250853 tax documents?accountnumber string status string documenttype string year integer n headers n accept application json n content type application json n n ; nrequest options function error response n if error throw new error error ; n console log response body ; n ; n customlabel id 7l 7exagtnyamwe0wq2uk language python code import requests nimport json n nurl core v1 dda accounts 2203250853 tax documents?accountnumber string status string documenttype string year integer n npayload nheaders n accept application json n content type application json n n nresponse requests request get url headers headers data payload n nprint response text n customlabel id 22p0mytyozs5ayyprc xk language ruby code require uri nrequire json nrequire net http n nurl uri core v1 dda accounts 2203250853 tax documents?accountnumber string status string documenttype string year integer n nhttp net http new url host url port ; nrequest net http get new url nrequest accept application json nrequest content type application json n nresponse http request request nputs response read body n customlabel id pxd ftns7ovee1mk3xssm language go code package main n nimport n fmt n net http n io n n nfunc main n n url https sandbox crbcos com core v1 dda accounts 2203250853 tax documents n method get n n client http client n n req err http newrequest method url nil n n if err ! nil n fmt println err n return n n req header add authorization bearer token n n res err client do req n if err ! nil n fmt println err n return n n defer res body close n n body err io readall res body n if err ! nil n fmt println err n return n n fmt println string body n customlabel selectedlanguageid h7b5xnrx rlojzazypt5j results languages id inq22wdzxrqff2cdgnja6 language 200 customlabel code results n n n n n n pagenumber 1 n pagesize 0 n haspreviouspage false n hasnextpage false n selectedlanguageid inq22wdzxrqff2cdgnja6 request pathparameters name accountnumber kind required type string description number of the customer s account that earns tax reportable income number of the customer s account that earns tax reportable income queryparameters name status kind optional type string description status of the document in the cross river system n importing n active n recalled status name documenttype kind optional type string description document type the query returns information about n form1099int n unknown document type the query returns information about n form1099int n unknown name year kind optional type integer description year the document covers in the format yyyy children headerparameters bodydataparameters formdataparameters currentnewparameter label path parameter value pathparameters response name id kind optional type string description cross river system id of the specific document in guid format use this id to get the document in pdf format name accountnumber kind optional type string description the account number used in your request children name customerid kind optional type string description the unique id assigned to a customer when the customer record is created you need this id to take action for a specific customer for example when opening an account or adding an address to a customer record n nthe id is in guid format children name status kind optional type string description document status in the system n importing n active n recalled children name documenttype kind optional type string description document type the query returns information about n form1099int n unknown children name year kind optional type string description year the document covers in the format yyyy children name iscorrection kind optional type boolean description true if the document is a correction to a previously generated document otherwise false children name productid kind optional type string description id in guid format of your specific product type on which the account is based provided by cross river children name partnerid kind optional type string description your id in the cross river system this id is in guid format children name createdat kind optional type string description when the document was created in this case the date and time are in this format yyyy mm ddthh mm ss mmm children name recalledat kind optional type string description when the document was recalled for example for a correction in this case the date and time are in this format yyyy mm ddthh mm ss mmm children name lastmodifiedat kind optional type string description internal cross river value date and time the database entry was last modified children important only pull documents as needed if you want to pull a large number of documents, speak to your relationship manager the irs requires cross river to provide account holders with an irs form 1099 for earnings equal to or greater than $10 00, per taxpayer identification number (tin) should the customer have more than one account, the system generates a 1099 for each account if the earnings of all accounts total $10 00 or more