API Reference
  1. Treasury Solutions
  2. Tax Form

List Tax Forms

post
https://sandbox-api.prioritycommerce.com/v1/passport/v1/taxForm/list

List all tax forms generated for an entity, as per the criteria requested. You can filter tax forms by payor, recipient, year, type, status, and other attributes. Currently supports 1099 forms including 1099-MISC (miscellaneous income), 1099-INT (interest income), 1099-NEC (nonemployee compensation), and 1042-S.

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Body Params

Search criteria for filtering and sorting tax forms. Specify filters for recipient entity, payor entity, year, type, or status.

Search criteria for listing tax forms.

string

Page number for pagination. Starts at 1.

string

Number of records per page. Maximum 100.

criteria
object

Filter criteria for tax form search.

sortOptions
object

Sorting options for search results.

Headers
string
enum
required

Controls response timing. Use NEVER for immediate synchronous response or ALWAYS for asynchronous processing with later response.

Allowed:
Responses

400

The request could not be processed. Check for missing required fields, invalid values, or incorrect data formats.

401

Authentication failed. Verify that the Authorization header contains a valid Bearer token.

403

The authenticated user does not have permission to perform this operation.

500

An unexpected error occurred on the server while processing the request.

Updated 4 days ago

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Response
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application/json

Updated 4 days ago

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