Get All Records
Returns all tax records associated with an access_token.
Please use your Access Token
Header used to specify the version for a given API request. Current version is 2024-01-01.
curl --request GET \
--url https://api.trychartapi.com/records \
--header 'Authorization: Bearer <token>' \
--header 'Chart-API-Version: <chart-api-version>'[
{
"id": "clt0szoxp0001p82z45ufj6t4",
"name": "John Doe",
"tax_year": "2022",
"provider_id": "turbotax",
"date": "2024-02-26T21:33:49.428Z",
"raw_file": "<string>",
"type": "F1040",
"form": {
"Type": "F1040",
"TaxYear": "<string>",
"FilingInfo": {
"FilingStatus": "<string>",
"FirstAndMiddleName": "<string>",
"LastName": "<string>",
"SSN": "<string>",
"Spouse": {
"FirstAndMiddleName": "<string>",
"LastName": "<string>",
"SSN": "<string>"
},
"Address": {
"HomeAddress": "<string>",
"AptNo": "<string>",
"CityTownOrPO": "<string>",
"State": "<string>",
"ZipCode": "<string>",
"ForeignCountryName": "<string>",
"ForeignProvince": "<string>",
"ForeignPostalCode": "<string>"
}
},
"Income": {
"1": "<string>",
"7": "<string>",
"8": "<string>",
"9": "<string>",
"10": "<string>",
"11": "<string>",
"12": "<string>",
"13": "<string>",
"14": "<string>",
"15": "<string>",
"1a": "<string>",
"1b": "<string>",
"1c": "<string>",
"1d": "<string>",
"1e": "<string>",
"1f": "<string>",
"1g": "<string>",
"1h": "<string>",
"1i": "<string>",
"1z": "<string>",
"2a": "<string>",
"2b": "<string>",
"3a": "<string>",
"3b": "<string>",
"4a": "<string>",
"4b": "<string>",
"5a": "<string>",
"5b": "<string>",
"6a": "<string>",
"6b": "<string>",
"12a": "<string>",
"12b": "<string>",
"12c": "<string>"
},
"TaxAndCredits": {
"16": "<string>",
"17": "<string>",
"18": "<string>",
"19": "<string>",
"20": "<string>",
"21": "<string>",
"22": "<string>",
"23": "<string>",
"24": "<string>"
},
"Payments": {
"26": "<string>",
"27": "<string>",
"28": "<string>",
"29": "<string>",
"30": "<string>",
"31": "<string>",
"32": "<string>",
"33": "<string>",
"25a": "<string>",
"25b": "<string>",
"25c": "<string>",
"25d": "<string>",
"27a": "<string>",
"27b": "<string>",
"27c": "<string>"
},
"Refund": {
"34": "<string>",
"36": "<string>",
"35b": "<string>",
"35c": "Checking",
"35d": "<string>"
},
"AmountYouOwe": {
"37": "<string>",
"38": "<string>"
},
"ThirdPartyDesignee": {
"Allowed": true,
"Name": "<string>",
"PhoneNo": "<string>",
"PIN": "<string>"
},
"SignHere": {
"Date": "<string>",
"Occupation": "<string>",
"PIN": "<string>",
"PhoneNo": "<string>",
"EmailAddress": "<string>",
"Spouse": {
"Date": "<string>",
"Occupation": "<string>",
"PIN": "<string>"
}
},
"PaidPreparer": {
"Name": "<string>",
"Date": "<string>",
"PhoneNo": "<string>",
"PTIN": "<string>",
"SelfEmployed": true,
"FirmName": "<string>",
"FirmAddress": "<string>",
"FirmEIN": "<string>"
}
}
}
]Authorizations
Please use your Access Token
Headers
Header used to specify the version for a given API request. Current version is 2024-01-01.
Response
The Chart UUID assigned to this tax record.
The account name retrieved from tax record provider.
The tax year of the record.
The tax record provider associated with the access_token.
The date of the submission in ISO 8601 format in UTC.
A pre-signed URL pointing to the raw tax file retrieved from the provider.
The type of the tax record.
F1040 The parsed tax form data associated with the tax record.
The type of the form
F1040 The tax year for the form 1040.
The filing status of the taxpayer. Options are Single, Head of household (HOH), Married filing jointly (even if only one had income), Married filing separately (MFS), Qualifying surviving spouse (QSS).
The first name and middle initial of the taxpayer.
The last name of the taxpayer.
The social security number of the taxpayer.
The first name and middle initial of the spouse, if joint return.
The last name of the spouse, if joint return.
The social security number of the spouse, if joint return.
The home address (number and street) of the taxpayer.
The apartment number of the taxpayer.
The city, town, or post office of the taxpayer.
The state of the taxpayer.
The zip code of the taxpayer.
The foreign country name if the taxpayer has a foreign address.
The foreign province, state or county if the taxpayer has a foreign address.
The foreign postal code if the taxpayer has a foreign address.
Wages, salaries, tips
Capital gain or (loss).
Additional income from Schedule 1.
Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income.
Adjustments to income from Schedule 1.
Subtract line 10 from line 9. This is your adjusted gross income.
Standard deduction or itemized deductions (from Schedule A).
Qualified business income deduction from Form 8995 or Form 8995-A.
Add lines 12 and 13.
Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income.
Total amount from Form(s) W-2
Household employee wages not reported on Form(s) W-2.
Tip income not reported on line 1a.
Medicaid waiver payments not reported on Form(s) W-2
Taxable dependent care benefits from Form 2441.
Employer-provided adoption benefits from Form 8839.
Wages from Form 8919.
Other earned income.
Nontaxable combat pay election.
Add lines 1a through 1h.
Tax-exempt interest.
Taxable interest.
Qualified dividends.
Ordinary dividends.
IRA distributions.
Taxable amount of IRA distributions.
Pensions and annuities.
Taxable amount of Pensions and annuities.
Social security benefits.
Taxable amount of social security benefits.
Standard deduction or itemized deductions (from Schedule A).
Charitable contributions if you take the standard deduction (see instructions).
Add lines 12a and 12b.
Tax.
Amount from Schedule 2.
Add lines 16 and 17.
Child tax credit or credit for other dependents from Schedule 8812.
Amount from Schedule 3.
Add lines 19 and 20.
Subtract line 21 from line 18.
Other taxes, including self-employment tax, from Schedule 2.
Add lines 22 and 23. This is your total tax.
Estimated tax payments and amount applied from previous return.
Earned income credit (EIC).
Additional child tax credit from Schedule 8812.
American opportunity credit from Form 8863.
Reserved for future use.
Amount from Schedule 3.
Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits.
Add lines 25d, 26, and 32. These are your total payments.
Federal income tax withheld from Form(s) W-2.
Federal income tax withheld from Form(s) 1099.
Federal income tax withheld from Other forms.
Add lines 25a through 25c.
Earned income credit (EIC).
Nontaxable combat pay election.
Prior year earned income.
The amount taxpayer overpaid.
Amount of line 34 you want applied to your next year tax return.
Routing number.
Checking or Savings.
Checking, Savings Account number.
Amount the tax payer owes.
Estimated tax penalty.
Whether or not another person is allowed to discuss this return with the IRS.
Designee's name.
Designee's Phone number.
Personal identification number (PIN) of the Designee.
The signature date.
The taxpayer's occupation.
The Identity Protection PIN of the tax payer.
The phone number of the tax payer.
The email address of the tax payer.
The spouse's signature date.
The spouse's occupation.
The Identity Protection PIN of the spouse.
Full name of the tax preparer.
Date when the preparation was completed.
Contact phone number of the tax preparer.
Preparer Tax Identification Number (PTIN) of the tax preparer.
Indicates if the tax preparer is self-employed.
Name of the firm where the tax preparer is employed.
Physical address of the firm where the tax preparer is employed.
Employer Identification Number (EIN) of the firm where the tax preparer is employed.
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curl --request GET \
--url https://api.trychartapi.com/records \
--header 'Authorization: Bearer <token>' \
--header 'Chart-API-Version: <chart-api-version>'[
{
"id": "clt0szoxp0001p82z45ufj6t4",
"name": "John Doe",
"tax_year": "2022",
"provider_id": "turbotax",
"date": "2024-02-26T21:33:49.428Z",
"raw_file": "<string>",
"type": "F1040",
"form": {
"Type": "F1040",
"TaxYear": "<string>",
"FilingInfo": {
"FilingStatus": "<string>",
"FirstAndMiddleName": "<string>",
"LastName": "<string>",
"SSN": "<string>",
"Spouse": {
"FirstAndMiddleName": "<string>",
"LastName": "<string>",
"SSN": "<string>"
},
"Address": {
"HomeAddress": "<string>",
"AptNo": "<string>",
"CityTownOrPO": "<string>",
"State": "<string>",
"ZipCode": "<string>",
"ForeignCountryName": "<string>",
"ForeignProvince": "<string>",
"ForeignPostalCode": "<string>"
}
},
"Income": {
"1": "<string>",
"7": "<string>",
"8": "<string>",
"9": "<string>",
"10": "<string>",
"11": "<string>",
"12": "<string>",
"13": "<string>",
"14": "<string>",
"15": "<string>",
"1a": "<string>",
"1b": "<string>",
"1c": "<string>",
"1d": "<string>",
"1e": "<string>",
"1f": "<string>",
"1g": "<string>",
"1h": "<string>",
"1i": "<string>",
"1z": "<string>",
"2a": "<string>",
"2b": "<string>",
"3a": "<string>",
"3b": "<string>",
"4a": "<string>",
"4b": "<string>",
"5a": "<string>",
"5b": "<string>",
"6a": "<string>",
"6b": "<string>",
"12a": "<string>",
"12b": "<string>",
"12c": "<string>"
},
"TaxAndCredits": {
"16": "<string>",
"17": "<string>",
"18": "<string>",
"19": "<string>",
"20": "<string>",
"21": "<string>",
"22": "<string>",
"23": "<string>",
"24": "<string>"
},
"Payments": {
"26": "<string>",
"27": "<string>",
"28": "<string>",
"29": "<string>",
"30": "<string>",
"31": "<string>",
"32": "<string>",
"33": "<string>",
"25a": "<string>",
"25b": "<string>",
"25c": "<string>",
"25d": "<string>",
"27a": "<string>",
"27b": "<string>",
"27c": "<string>"
},
"Refund": {
"34": "<string>",
"36": "<string>",
"35b": "<string>",
"35c": "Checking",
"35d": "<string>"
},
"AmountYouOwe": {
"37": "<string>",
"38": "<string>"
},
"ThirdPartyDesignee": {
"Allowed": true,
"Name": "<string>",
"PhoneNo": "<string>",
"PIN": "<string>"
},
"SignHere": {
"Date": "<string>",
"Occupation": "<string>",
"PIN": "<string>",
"PhoneNo": "<string>",
"EmailAddress": "<string>",
"Spouse": {
"Date": "<string>",
"Occupation": "<string>",
"PIN": "<string>"
}
},
"PaidPreparer": {
"Name": "<string>",
"Date": "<string>",
"PhoneNo": "<string>",
"PTIN": "<string>",
"SelfEmployed": true,
"FirmName": "<string>",
"FirmAddress": "<string>",
"FirmEIN": "<string>"
}
}
}
]