--- title: Tax document list slug: apis/accounts/account-mgmt-apis/get-tax-documents description: List available tax documents for an account via GET /core/v1/dda/accounts/{accountnumber}/tax-documents, including document IDs. icon: {"apiMethod":"GET"} docTags: createdAt: 2025-05-07T05:52:20.441Z --- ## 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 [GET /core/v1/dda/accounts/{accountNumber}/tax-documents/{id}](docId\:hHDTdVSPONreJhJT_0rhw) to pull an individual document. :::ApiMethodV2 ```json { "name": "Endpoint: /core/v1/dda/accounts/{accountNumber}/tax-documents/", "method": "GET", "url": " https://sandbox.crbcos.com/core/v1/dda/accounts/{accountNumber}/tax-documents/", "description": "", "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 '", "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 \")\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 unique 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. In this case, the date and time are in this format: yyyy-mm-ddThh:mm:ss[.mmm]", "children": [] } ], "hasTryItOut": false, "autoGeneratedAnchorSlug": "endpoint-corev1ddaaccountsaccountnumbertax-documen", "legacyHash": "6CxX7v9g2t8oBONNcIptN" } ``` ::: :::hint{type="warning"} **IMPORTANT** Only pull documents as needed. If you want to pull a large number of documents, speak to your Relationship Manager. ::: :::hint{type="info"} 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. :::