We’re excited to launch the Tax API in beta, offering access to both structured tax data and tax documents for user accounts.

With the Tax API, you can:

• Retrieve JSON tax data for supported forms such as 1099-INT, 1099-DIV, and others.

• Access tax documents in PDF format.

• Filter results by specific account or fetch data across all consented accounts.

At launch, support for PDF tax documents is available with one provider, and we’re actively working to expand support to additional providers. See this article in the Data Recipient Hub for a list of supported providers.

You can test out the Tax product with the

GenericUser_Tax test user [Link not found]

.

The Tax product is now visible in the Data Inventory section of the DR Hub. If you’re interested in enabling Tax as a product for your integration, please reach out to your Customer Success Manager (CSM) or open a General Inquiry through the Support Center.

Explore the Tax API documentation to get started.