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Guides API Reference

API Reference

Guides API Reference

API

Auth Token
- Request a Tenant Scoped Bearer Tokenpost
Account Owners
Accounts
Transactions
Transaction Aggregations
- Aggregate income data for a given time periodget
Documents
- Get Released Tax Documentsget
Disposition Methods
Filers
Form Items
Gains
Inventory
Reports
- Trigger an Inventory Summary Reportpost
- Get Inventory Summary Report Statusget
Tax Documentation
Real-Time TIN Validation
- Validate a US TIN and namepost
- Get US TIN Validation resultsget

Embedded API

Auth Token
- Get an Account Owner Scoped Bearer Tokenpost
Tax Documentation

Appendix

Transaction Data Model

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Disposition Methods

The Disposition Methods API can be used to manage account-level and filer-level accounting methods. See Supported Disposition Methods for additional detail.

Updated 6 months ago

Get Released Tax Documents

Create Account Disposition Methods

Updated 6 months ago

Get Released Tax Documents

Create Account Disposition Methods