Tax document list

API reference

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.

Once you have the document ID use Tax document to pull an individual document.

Endpoint: /core/v1/dda/accounts/{accountNumber}/tax-documents/

GET

https://sandbox.crbcos.com/core/v1/dda/accounts/{accountNumber}/tax-documents/

Path Parameters

accountNumberstringrequired
Description
Number of the customer's account that earns tax-reportable income

Query Parameters

statusstring
Description
Status of the document in the Cross River system: - Importing - Active - Recalled
documentTypestring
Description
Document type the query returns information about: - Form1099Int - Unknown
yearinteger
Description
Year the document covers, in the format YYYY

Response

idstring
Description
Cross River system ID of the specific document, in GUID format. Use this ID to get the document in PDF format.
accountNumberstring
Description
The account number used in your request
customerIdstring
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. The ID is in GUID format.
statusstring
Description
Document status in the system: - Importing - Active - Recalled
documentTypestring
Description
Document type the query returns information about: - Form1099Int - Unknown
yearstring
Description
Year the document covers, in the format YYYY
isCorrectionboolean
Description
True if the document is a correction to a previously generated document. Otherwise, false.
productIdstring
Description
ID in GUID format of your specific product type on which the account is based. Provided by Cross River.
partnerIdstring
Description
Your unique ID in the Cross River system. This ID is in GUID format.
createdAtstring
Description
When the document was created. In this case, the date and time are in this format: yyyy-mm-ddThh:mm:ss[.mmm].
recalledAtstring
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].
lastModifiedAtstring
Description
Internal Cross River value. Date and time the database entry was last modified. In this case, the date and time are in this format: yyyy-mm-ddThh:mm:ss[.mmm]

curl

curl --location 'https://sandbox.crbcos.com/core/v1/dda/accounts/2203250853/tax-documents' \
--header 'Authorization: Bearer <token>'

nodejs

var https = require('follow-redirects').https;
var fs = require('fs');

var options = {
  'method': 'GET',
  'hostname': 'sandbox.crbcos.com',
  'path': '/core/v1/dda/accounts/2203250853/tax-documents',
  'headers': {
    'Authorization': 'Bearer <token>'
  },
  'maxRedirects': 20
};

var req = https.request(options, function (res) {
  var chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function (chunk) {
    var body = Buffer.concat(chunks);
    console.log(body.toString());
  });

  res.on("error", function (error) {
    console.error(error);
  });
});

req.end();

python

import requests

url = "https://sandbox.crbcos.com/core/v1/dda/accounts/2203250853/tax-documents"

payload = {}
headers = {
  'Authorization': 'Bearer <token>'
}

response = requests.request("GET", url, headers=headers, data=payload)

print(response.text)

ruby

require "uri"
require "net/http"

url = URI("https://sandbox.crbcos.com/core/v1/dda/accounts/2203250853/tax-documents")

https = Net::HTTP.new(url.host, url.port)
https.use_ssl = true

request = Net::HTTP::Get.new(url)
request["Authorization"] = "Bearer <token>"

response = https.request(request)
puts response.read_body

package main

import (
  "fmt"
  "net/http"
  "io"
)

func main() {

  url := "https://sandbox.crbcos.com/core/v1/dda/accounts/2203250853/tax-documents"
  method := "GET"

  client := &http.Client {
  }
  req, err := http.NewRequest(method, url, nil)

  if err != nil {
    fmt.Println(err)
    return
  }
  req.Header.Add("Authorization", "Bearer <token>")

  res, err := client.Do(req)
  if err != nil {
    fmt.Println(err)
    return
  }
  defer res.Body.Close()

  body, err := io.ReadAll(res.Body)
  if err != nil {
    fmt.Println(err)
    return
  }
  fmt.Println(string(body))
}

200

{   "results":
    [



     ],
     "pageNumber": 1,
     "pageSize": 0,
     "hasPreviousPage": false,
     "hasNextPage": false
}

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.