{ "info": { "_postman_id": "01b8714b-3b8a-490e-b9ca-4fae8cd039ab", "name": "Nutshell Tax API v2.1.0", "description": "Generated from Nutshell Tax API v2.1.0. Import and select the Nutshell Tax API Staging environment, then replace ID and SECRET. Run each workflow in numeric order. Example and placeholder values are not production data.", "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json" }, "auth": { "type": "bearer", "bearer": [ { "key": "token", "value": "{{access_token}}", "type": "string" } ] }, "variable": [ { "key": "access_token", "value": "", "type": "string" }, { "key": "access_token_expires_in", "value": "", "type": "string" }, { "key": "tax_year", "value": "2026", "type": "string" }, { "key": "filer_id", "value": "replace-with-filer-id", "type": "string" }, { "key": "recipient_id", "value": "replace-with-recipient-id", "type": "string" }, { "key": "form_id", "value": "replace-with-form-id", "type": "string" }, { "key": "statement_id", "value": "replace-with-statement-id", "type": "string" }, { "key": "operation_id", "value": "replace-with-operation-id", "type": "string" }, { "key": "if_generation_match", "value": "", "type": "string" }, { "key": "filter", "value": "", "type": "string" }, { "key": "page_size", "value": "50", "type": "string" }, { "key": "page_token", "value": "", "type": "string" }, { "key": "download_ttl_s", "value": "900", "type": "string" }, { "key": "guide_1042s_filer_id", "value": "acme-holdings-1042s", "type": "string" }, { "key": "guide_1042s_filer_tin", "value": "000000001", "type": "string" }, { "key": "guide_1042s_recipient_id", "value": "customer-8827", "type": "string" }, { "key": "guide_1042s_form_id", "value": "1042s-2026-000417", "type": "string" }, { "key": "guide_1042s_operation_id", "value": "", "type": "string" }, { "key": "guide_1042s_statement_id", "value": "", "type": "string" }, { "key": "guide_1042s_foreign_tin", "value": "FR123456789", "type": "string" }, { "key": "guide_nec_filer_id", "value": "acme-holdings-nec", "type": "string" }, { "key": "guide_nec_filer_tin", "value": "000000003", "type": "string" }, { "key": "guide_nec_recipient_id", "value": "contractor-8827", "type": "string" }, { "key": "guide_nec_form_id", "value": "nec-2026-000417", "type": "string" }, { "key": "guide_nec_operation_id", "value": "", "type": "string" }, { "key": "guide_nec_statement_id", "value": "", "type": "string" }, { "key": "guide_nec_recipient_tin", "value": "000000002", "type": "string" }, { "key": "guide_da_filer_id", "value": "acme-digital", "type": "string" }, { "key": "guide_da_filer_tin", "value": "000000004", "type": "string" }, { "key": "guide_da_recipient_id", "value": "customer-8827-da", "type": "string" }, { "key": "guide_da_recipient_tin", "value": "000000005", "type": "string" }, { "key": "guide_da_form_id", "value": "da-2026-000417", "type": "string" }, { "key": "guide_da_operation_id", "value": "", "type": "string" }, { "key": "guide_da_statement_id", "value": "", "type": "string" }, { "key": "guide_misc_filer_id", "value": "acme-holdings-misc", "type": "string" }, { "key": "guide_misc_filer_tin", "value": "000000006", "type": "string" }, { "key": "guide_misc_recipient_id", "value": "property-8827", "type": "string" }, { "key": "guide_misc_recipient_tin", "value": "000000007", "type": "string" }, { "key": "guide_misc_form_id", "value": "misc-2026-000418", "type": "string" }, { "key": "guide_misc_operation_id", "value": "", "type": "string" }, { "key": "guide_misc_statement_id", "value": "", "type": "string" } ], "item": [ { "name": "Guided workflows", "description": "Runnable tax form scenarios in execution order. Use isolated test data because actions process the complete tax year.", "item": [ { "name": "Form 1042-S", "description": "Run the Form 1042-S scenario from top to bottom.", "item": [ { "name": "01 Authenticate", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/x-www-form-urlencoded" } ], "url": { "raw": "{{auth_url}}", "query": [], "host": [ "{{auth_url}}" ], "path": [] }, "description": "", "auth": { "type": "noauth" }, "body": { "mode": "urlencoded", "urlencoded": [ { "key": "client_id", "value": "{{client_id}}", "type": "text" }, { "key": "client_secret", "value": "{{client_secret}}", "type": "text" }, { "key": "grant_type", "value": "client_credentials", "type": "text" } ] } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.expect(data).to.have.property('access_token');", "pm.collectionVariables.set('access_token', data.access_token);", "if (data.expires_in) pm.collectionVariables.set('access_token_expires_in', String(data.expires_in));" ] } } ] }, { "name": "02 Create filer", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_1042s_filer_id}}\",\n \"tin\": {\n \"taxpayer_id\": \"{{guide_1042s_filer_tin}}\",\n \"type\": \"BUSINESS\"\n },\n \"name\": {\n \"type\": \"BUSINESS\",\n \"line1\": \"Acme Holdings Inc\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"123 Main St\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zip_code\": \"78701\"\n },\n \"phone_number\": \"5125550100\",\n \"withholding_agent\": {\n \"chapter_3_status\": \"CORPORATION\",\n \"chapter_4_status\": \"US_WITHHOLDING_AGENT_OTHER\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('filer_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_1042s_filer_id'));" ] } } ] }, { "name": "03 Retrieve filer", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "04 Create recipient", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_1042s_recipient_id}}\",\n \"name\": {\n \"type\": \"PERSON\",\n \"first_name\": \"Jennifer\",\n \"last_name\": \"McNally\"\n },\n \"mailing_address\": {\n \"type\": \"FOREIGN\",\n \"line1\": \"10 Rue Rivoli\",\n \"city\": \"Paris\",\n \"country\": {\n \"representation\": \"ISO_3166_1_ALPHA2\",\n \"identifier\": \"FR\"\n },\n \"postal_code\": \"75001\"\n },\n \"foreign_status\": {\n \"country\": {\n \"representation\": \"ISO_3166_1_ALPHA2\",\n \"identifier\": \"FR\"\n },\n \"chapter_3_status\": \"INDIVIDUAL\",\n \"chapter_4_status\": \"INDIVIDUAL\",\n \"foreign_tin\": \"{{guide_1042s_foreign_tin}}\"\n },\n \"_client\": {\n \"filer_id\": \"{{guide_1042s_filer_id}}\",\n \"batch_id\": \"2026-1042s-guide\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('recipient_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_1042s_recipient_id'));" ] } } ] }, { "name": "05 Retrieve recipient", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "06 Create form", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_1042s_form_id}}\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1042-S\",\n \"unique_form_identifier\": \"0000000417\",\n \"income_code\": \"OTHER_ROYALTIES\",\n \"gross_income\": \"10000\",\n \"chapter\": \"CHAPTER_3\",\n \"chapter_3\": {\n \"exemption_code\": \"WITHHELD_NOT_EXEMPT\",\n \"tax_rate\": \"0.3000\"\n },\n \"chapter_4\": {\n \"exemption_code\": \"PAYEE_NOT_SUBJECT_TO_CHAPTER4_WITHHOLDING\",\n \"tax_rate\": \"0.0000\"\n },\n \"federal_tax_withheld\": \"3000\",\n \"account_number\": \"ROYALTY-8827\"\n },\n \"_client\": {\n \"source_record_id\": \"royalty-417\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('form_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_1042s_form_id'));" ] } } ] }, { "name": "07 Prepare snapshot", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/prepareSnapshot", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "prepareSnapshot" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_1042s_operation_id', operationId);" ] } } ] }, { "name": "08 Check preparation status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_1042s_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_1042s_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "09 Review prepared form", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}/forms/{{guide_1042s_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}", "forms", "{{guide_1042s_form_id}}" ] }, "description": "" }, "response": [ { "name": "Example Form 1042-S with problems", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}/forms/{{guide_1042s_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}", "forms", "{{guide_1042s_form_id}}" ] }, "description": "" }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "body": "{\n \"generation\": 1,\n \"id\": \"{{guide_1042s_form_id}}\",\n \"filer_id\": \"{{guide_1042s_filer_id}}\",\n \"recipient_id\": \"{{guide_1042s_recipient_id}}\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1042-S\",\n \"unique_form_identifier\": \"0000000417\",\n \"income_code\": \"OTHER_ROYALTIES\",\n \"gross_income\": \"10000\",\n \"chapter\": \"CHAPTER_3\",\n \"chapter_3\": {\n \"exemption_code\": \"WITHHELD_NOT_EXEMPT\",\n \"tax_rate\": \"0.3000\"\n },\n \"chapter_4\": {\n \"exemption_code\": \"PAYEE_NOT_SUBJECT_TO_CHAPTER4_WITHHOLDING\",\n \"tax_rate\": \"0.0000\"\n },\n \"federal_tax_withheld\": \"3000\",\n \"account_number\": \"ROYALTY-8827\"\n },\n \"federal_filing_status\": \"AWAITING_CORRECTION\",\n \"state_filings\": [],\n \"problems\": [\n {\n \"type\": \"chapter-4-exemption-code-required\",\n \"title\": \"Chapter 4 exemption code is required\",\n \"detail\": \"A Chapter 4 exemption code is required when the Chapter 4 tax rate is 0.0000.\",\n \"severity\": \"ERROR\",\n \"jurisdiction\": \"FEDERAL\",\n \"pointer\": \"/data/chapter_4/exemption_code\"\n }\n ],\n \"created_at\": \"2026-12-15T15:00:00Z\",\n \"updated_at\": \"2026-12-15T15:05:00Z\",\n \"history\": []\n}" } ], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const form = pm.response.json();", "pm.test('Form includes filing status', function () { pm.expect(form).to.have.property('federal_filing_status'); });", "if (form.problems?.length) console.warn('Review form problems:', form.problems);", "if (form.state_filings?.length) console.log('State filings:', form.state_filings);" ] } } ] }, { "name": "10 List recipient forms", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}", "forms" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "11 List recipient statements", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}/statements", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}", "statements" ] }, "description": "" }, "response": [ { "name": "Example Form 1042-S statements", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}/statements", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}", "statements" ] }, "description": "" }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "body": "{\n \"resources\": [\n {\n \"id\": \"statement-1042s-2026-001\",\n \"filer_id\": \"{{guide_1042s_filer_id}}\",\n \"recipient_id\": \"{{guide_1042s_recipient_id}}\",\n \"tax_year\": 2026,\n \"kind\": \"STANDARD\",\n \"status\": \"PREPARED\",\n \"created_at\": \"2027-01-10T15:00:00Z\",\n \"updated_at\": \"2027-01-10T15:00:00Z\"\n }\n ],\n \"next_page_token\": \"\"\n}" } ], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "const rows = data.resources || data.statements || [];", "if (rows.length) pm.collectionVariables.set('guide_1042s_statement_id', rows[0].id || rows[0].entity_id);", "pm.test('Statement list returned', function () { pm.expect(rows).to.be.an('array'); });" ] } } ] }, { "name": "12 Retrieve statement", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}/statements/{{guide_1042s_statement_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}", "statements", "{{guide_1042s_statement_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "13 Download statement document", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/pdf" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}/statements/{{guide_1042s_statement_id}}/document", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}", "statements", "{{guide_1042s_statement_id}}", "document" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "14 Publish statements", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/statements/publish", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "statements", "publish" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_1042s_operation_id', operationId);" ] } } ] }, { "name": "15 Check publishing status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_1042s_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_1042s_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "16 Submit filings", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/filings/submit", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "filings", "submit" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_1042s_operation_id', operationId);" ] } } ] }, { "name": "17 Check submission status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_1042s_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_1042s_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "18 Review submitted form", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_1042s_filer_id}}/recipients/{{guide_1042s_recipient_id}}/forms/{{guide_1042s_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_1042s_filer_id}}", "recipients", "{{guide_1042s_recipient_id}}", "forms", "{{guide_1042s_form_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const form = pm.response.json();", "pm.test('Form includes filing status', function () { pm.expect(form).to.have.property('federal_filing_status'); });", "if (form.problems?.length) console.warn('Review form problems:', form.problems);", "if (form.state_filings?.length) console.log('State filings:', form.state_filings);" ] } } ] } ] }, { "name": "Form 1099-NEC", "description": "Run the Form 1099-NEC scenario from top to bottom.", "item": [ { "name": "01 Authenticate", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/x-www-form-urlencoded" } ], "url": { "raw": "{{auth_url}}", "query": [], "host": [ "{{auth_url}}" ], "path": [] }, "description": "", "auth": { "type": "noauth" }, "body": { "mode": "urlencoded", "urlencoded": [ { "key": "client_id", "value": "{{client_id}}", "type": "text" }, { "key": "client_secret", "value": "{{client_secret}}", "type": "text" }, { "key": "grant_type", "value": "client_credentials", "type": "text" } ] } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.expect(data).to.have.property('access_token');", "pm.collectionVariables.set('access_token', data.access_token);", "if (data.expires_in) pm.collectionVariables.set('access_token_expires_in', String(data.expires_in));" ] } } ] }, { "name": "02 Create filer", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_nec_filer_id}}\",\n \"tin\": {\n \"taxpayer_id\": \"{{guide_nec_filer_tin}}\",\n \"type\": \"BUSINESS\"\n },\n \"name\": {\n \"type\": \"BUSINESS\",\n \"line1\": \"Acme Holdings Inc\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"123 Main St\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zip_code\": \"78701\"\n },\n \"phone_number\": \"5125550100\"\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('filer_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_nec_filer_id'));" ] } } ] }, { "name": "03 Retrieve filer", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "04 Create recipient", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_nec_recipient_id}}\",\n \"tin\": {\n \"taxpayer_id\": \"{{guide_nec_recipient_tin}}\",\n \"type\": \"INDIVIDUAL\"\n },\n \"name\": {\n \"type\": \"PERSON\",\n \"first_name\": \"Jordan\",\n \"last_name\": \"Lee\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"900 Market St\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zip_code\": \"78702\"\n },\n \"_client\": {\n \"filer_id\": \"{{guide_nec_filer_id}}\",\n \"batch_id\": \"2026-nec-guide\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('recipient_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_nec_recipient_id'));" ] } } ] }, { "name": "05 Retrieve recipient", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "06 Create form", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_nec_form_id}}\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1099-NEC\",\n \"nonemployee_compensation\": \"12000.00\",\n \"account_number\": \"CONTRACTOR-8827\"\n },\n \"_client\": {\n \"source_record_id\": \"contractor-payment-417\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('form_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_nec_form_id'));" ] } } ] }, { "name": "07 Prepare snapshot", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/prepareSnapshot", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "prepareSnapshot" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_nec_operation_id', operationId);" ] } } ] }, { "name": "08 Check preparation status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_nec_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_nec_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "09 Review prepared form", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}/forms/{{guide_nec_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}", "forms", "{{guide_nec_form_id}}" ] }, "description": "" }, "response": [ { "name": "Example Form 1099-NEC with problems", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}/forms/{{guide_nec_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}", "forms", "{{guide_nec_form_id}}" ] }, "description": "" }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "body": "{\n \"generation\": 1,\n \"id\": \"{{guide_nec_form_id}}\",\n \"filer_id\": \"{{guide_nec_filer_id}}\",\n \"recipient_id\": \"{{guide_nec_recipient_id}}\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1099-NEC\",\n \"nonemployee_compensation\": \"12000.00\",\n \"account_number\": \"CONTRACTOR-8827\"\n },\n \"federal_filing_status\": \"AWAITING_FILING\",\n \"state_filings\": [],\n \"problems\": [\n {\n \"type\": \"recipient-tin-mismatch\",\n \"title\": \"Recipient name and TIN did not match\",\n \"detail\": \"The IRS did not confirm the recipient name and TIN pair for the sample account.\",\n \"severity\": \"WARNING\",\n \"jurisdiction\": \"FEDERAL\"\n }\n ],\n \"created_at\": \"2026-12-15T15:00:00Z\",\n \"updated_at\": \"2026-12-15T15:05:00Z\",\n \"history\": []\n}" } ], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const form = pm.response.json();", "pm.test('Form includes filing status', function () { pm.expect(form).to.have.property('federal_filing_status'); });", "if (form.problems?.length) console.warn('Review form problems:', form.problems);", "if (form.state_filings?.length) console.log('State filings:', form.state_filings);" ] } } ] }, { "name": "10 List recipient forms", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}", "forms" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "11 List recipient statements", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}/statements", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}", "statements" ] }, "description": "" }, "response": [ { "name": "Example Form 1099-NEC statements", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}/statements", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}", "statements" ] }, "description": "" }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "body": "{\n \"resources\": [\n {\n \"id\": \"statement-1099nec-2026-001\",\n \"filer_id\": \"{{guide_nec_filer_id}}\",\n \"recipient_id\": \"{{guide_nec_recipient_id}}\",\n \"tax_year\": 2026,\n \"kind\": \"STANDARD\",\n \"status\": \"PREPARED\",\n \"created_at\": \"2027-01-10T15:00:00Z\",\n \"updated_at\": \"2027-01-10T15:00:00Z\"\n }\n ],\n \"next_page_token\": \"\"\n}" } ], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "const rows = data.resources || data.statements || [];", "if (rows.length) pm.collectionVariables.set('guide_nec_statement_id', rows[0].id || rows[0].entity_id);", "pm.test('Statement list returned', function () { pm.expect(rows).to.be.an('array'); });" ] } } ] }, { "name": "12 Retrieve statement", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}/statements/{{guide_nec_statement_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}", "statements", "{{guide_nec_statement_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "13 Download statement document", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/pdf" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}/statements/{{guide_nec_statement_id}}/document", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}", "statements", "{{guide_nec_statement_id}}", "document" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "14 Publish statements", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/statements/publish", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "statements", "publish" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_nec_operation_id', operationId);" ] } } ] }, { "name": "15 Check publishing status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_nec_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_nec_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "16 Submit filings", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/filings/submit", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "filings", "submit" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_nec_operation_id', operationId);" ] } } ] }, { "name": "17 Check submission status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_nec_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_nec_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "18 Review submitted form", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_nec_filer_id}}/recipients/{{guide_nec_recipient_id}}/forms/{{guide_nec_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_nec_filer_id}}", "recipients", "{{guide_nec_recipient_id}}", "forms", "{{guide_nec_form_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const form = pm.response.json();", "pm.test('Form includes filing status', function () { pm.expect(form).to.have.property('federal_filing_status'); });", "if (form.problems?.length) console.warn('Review form problems:', form.problems);", "if (form.state_filings?.length) console.log('State filings:', form.state_filings);" ] } } ] } ] }, { "name": "Form 1099-DA", "description": "Run the Form 1099-DA scenario from top to bottom.", "item": [ { "name": "01 Authenticate", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/x-www-form-urlencoded" } ], "url": { "raw": "{{auth_url}}", "query": [], "host": [ "{{auth_url}}" ], "path": [] }, "description": "", "auth": { "type": "noauth" }, "body": { "mode": "urlencoded", "urlencoded": [ { "key": "client_id", "value": "{{client_id}}", "type": "text" }, { "key": "client_secret", "value": "{{client_secret}}", "type": "text" }, { "key": "grant_type", "value": "client_credentials", "type": "text" } ] } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.expect(data).to.have.property('access_token');", "pm.collectionVariables.set('access_token', data.access_token);", "if (data.expires_in) pm.collectionVariables.set('access_token_expires_in', String(data.expires_in));" ] } } ] }, { "name": "02 Create filer", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_da_filer_id}}\",\n \"tin\": {\n \"taxpayer_id\": \"{{guide_da_filer_tin}}\",\n \"type\": \"BUSINESS\"\n },\n \"name\": {\n \"type\": \"BUSINESS\",\n \"line1\": \"Acme Digital Inc\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"123 Main St\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zip_code\": \"78701\"\n },\n \"phone_number\": \"5125550100\"\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('filer_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_da_filer_id'));" ] } } ] }, { "name": "03 Retrieve filer", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "04 Create recipient", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_da_recipient_id}}\",\n \"tin\": {\n \"taxpayer_id\": \"{{guide_da_recipient_tin}}\",\n \"type\": \"INDIVIDUAL\"\n },\n \"name\": {\n \"type\": \"PERSON\",\n \"first_name\": \"Jane\",\n \"last_name\": \"Smith\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"456 Oak Ave\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zip_code\": \"78702\"\n },\n \"_client\": {\n \"filer_id\": \"{{guide_da_filer_id}}\",\n \"batch_id\": \"2026-da-guide\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('recipient_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_da_recipient_id'));" ] } } ] }, { "name": "05 Retrieve recipient", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "06 Create form", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_da_form_id}}\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1099-DA\",\n \"account_number\": \"4471902-01\",\n \"digital_asset_code\": \"BTC\",\n \"digital_asset_name\": \"Bitcoin\",\n \"units\": \"0.153900000000000000\",\n \"date_acquired\": \"2025-06-15\",\n \"date_sold_or_disposed\": \"2026-03-10\",\n \"proceeds\": \"12500.00\",\n \"cost_or_other_basis\": \"8000.00\",\n \"basis_reported_to_irs\": true,\n \"gain_or_loss_holding_period\": \"SHORT_TERM\",\n \"form_8949_checkbox\": \"SHORT_TERM_BASIS_REPORTED\"\n },\n \"_client\": {\n \"source_record_id\": \"trade-417\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('form_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_da_form_id'));" ] } } ] }, { "name": "07 Prepare snapshot", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/prepareSnapshot", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "prepareSnapshot" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_da_operation_id', operationId);" ] } } ] }, { "name": "08 Check preparation status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_da_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_da_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "09 Review prepared form", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}/forms/{{guide_da_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}", "forms", "{{guide_da_form_id}}" ] }, "description": "" }, "response": [ { "name": "Example Form 1099-DA with problems", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}/forms/{{guide_da_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}", "forms", "{{guide_da_form_id}}" ] }, "description": "" }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "body": "{\n \"generation\": 1,\n \"id\": \"{{guide_da_form_id}}\",\n \"filer_id\": \"{{guide_da_filer_id}}\",\n \"recipient_id\": \"{{guide_da_recipient_id}}\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1099-DA\",\n \"account_number\": \"4471902-01\",\n \"digital_asset_code\": \"BTC\",\n \"digital_asset_name\": \"Bitcoin\",\n \"units\": \"0.153900000000000000\",\n \"date_acquired\": \"2025-06-15\",\n \"date_sold_or_disposed\": \"2026-03-10\",\n \"proceeds\": \"12500.00\",\n \"cost_or_other_basis\": \"8000.00\",\n \"basis_reported_to_irs\": true,\n \"gain_or_loss_holding_period\": \"SHORT_TERM\",\n \"form_8949_checkbox\": \"SHORT_TERM_BASIS_REPORTED\"\n },\n \"federal_filing_status\": \"AWAITING_CORRECTION\",\n \"state_filings\": [],\n \"problems\": [\n {\n \"type\": \"disposition-date-required\",\n \"title\": \"Disposition date is required\",\n \"detail\": \"The disposition date is required for this transaction-level Form 1099-DA.\",\n \"severity\": \"ERROR\",\n \"jurisdiction\": \"FEDERAL\",\n \"pointer\": \"/data/date_sold_or_disposed\"\n }\n ],\n \"created_at\": \"2026-12-15T15:00:00Z\",\n \"updated_at\": \"2026-12-15T15:05:00Z\",\n \"history\": []\n}" } ], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const form = pm.response.json();", "pm.test('Form includes filing status', function () { pm.expect(form).to.have.property('federal_filing_status'); });", "if (form.problems?.length) console.warn('Review form problems:', form.problems);", "if (form.state_filings?.length) console.log('State filings:', form.state_filings);" ] } } ] }, { "name": "10 List recipient forms", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}", "forms" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "11 List recipient statements", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}/statements", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}", "statements" ] }, "description": "" }, "response": [ { "name": "Example Form 1099-DA statements", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}/statements", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}", "statements" ] }, "description": "" }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "body": "{\n \"resources\": [\n {\n \"id\": \"statement-1099da-2026-001\",\n \"filer_id\": \"{{guide_da_filer_id}}\",\n \"recipient_id\": \"{{guide_da_recipient_id}}\",\n \"tax_year\": 2026,\n \"kind\": \"SUBSTITUTE\",\n \"status\": \"PREPARED\",\n \"created_at\": \"2027-01-10T15:00:00Z\",\n \"updated_at\": \"2027-01-10T15:00:00Z\"\n }\n ],\n \"next_page_token\": \"\"\n}" } ], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "const rows = data.resources || data.statements || [];", "if (rows.length) pm.collectionVariables.set('guide_da_statement_id', rows[0].id || rows[0].entity_id);", "pm.test('Statement list returned', function () { pm.expect(rows).to.be.an('array'); });" ] } } ] }, { "name": "12 Retrieve statement", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}/statements/{{guide_da_statement_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}", "statements", "{{guide_da_statement_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "13 Download statement document", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/pdf" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}/statements/{{guide_da_statement_id}}/document", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}", "statements", "{{guide_da_statement_id}}", "document" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "14 Publish statements", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/statements/publish", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "statements", "publish" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_da_operation_id', operationId);" ] } } ] }, { "name": "15 Check publishing status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_da_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_da_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "16 Submit filings", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/filings/submit", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "filings", "submit" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_da_operation_id', operationId);" ] } } ] }, { "name": "17 Check submission status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_da_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_da_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "18 Review submitted form", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_da_filer_id}}/recipients/{{guide_da_recipient_id}}/forms/{{guide_da_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_da_filer_id}}", "recipients", "{{guide_da_recipient_id}}", "forms", "{{guide_da_form_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const form = pm.response.json();", "pm.test('Form includes filing status', function () { pm.expect(form).to.have.property('federal_filing_status'); });", "if (form.problems?.length) console.warn('Review form problems:', form.problems);", "if (form.state_filings?.length) console.log('State filings:', form.state_filings);" ] } } ] } ] }, { "name": "Form 1099-MISC", "description": "Run the Form 1099-MISC scenario from top to bottom.", "item": [ { "name": "01 Authenticate", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/x-www-form-urlencoded" } ], "url": { "raw": "{{auth_url}}", "query": [], "host": [ "{{auth_url}}" ], "path": [] }, "description": "", "auth": { "type": "noauth" }, "body": { "mode": "urlencoded", "urlencoded": [ { "key": "client_id", "value": "{{client_id}}", "type": "text" }, { "key": "client_secret", "value": "{{client_secret}}", "type": "text" }, { "key": "grant_type", "value": "client_credentials", "type": "text" } ] } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.expect(data).to.have.property('access_token');", "pm.collectionVariables.set('access_token', data.access_token);", "if (data.expires_in) pm.collectionVariables.set('access_token_expires_in', String(data.expires_in));" ] } } ] }, { "name": "02 Create filer", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_misc_filer_id}}\",\n \"tin\": {\n \"taxpayer_id\": \"{{guide_misc_filer_tin}}\",\n \"type\": \"BUSINESS\"\n },\n \"name\": {\n \"type\": \"BUSINESS\",\n \"line1\": \"Acme Holdings Inc\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"123 Main St\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zip_code\": \"78701\"\n },\n \"phone_number\": \"5125550100\"\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('filer_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_misc_filer_id'));" ] } } ] }, { "name": "03 Retrieve filer", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "04 Create recipient", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_misc_recipient_id}}\",\n \"tin\": {\n \"taxpayer_id\": \"{{guide_misc_recipient_tin}}\",\n \"type\": \"BUSINESS\"\n },\n \"name\": {\n \"type\": \"BUSINESS\",\n \"line1\": \"Oak Street Properties LLC\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"800 Oak St\",\n \"city\": \"Austin\",\n \"state\": \"TX\",\n \"zip_code\": \"78703\"\n },\n \"_client\": {\n \"filer_id\": \"{{guide_misc_filer_id}}\",\n \"batch_id\": \"2026-misc-guide\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('recipient_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_misc_recipient_id'));" ] } } ] }, { "name": "05 Retrieve recipient", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "06 Create form", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"{{guide_misc_form_id}}\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1099-MISC\",\n \"rents\": \"18000.00\",\n \"account_number\": \"4471902-02\"\n },\n \"_client\": {\n \"source_record_id\": \"payment-418\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "pm.collectionVariables.set('form_id', pm.response.json().id || pm.response.json().entity_id || pm.collectionVariables.get('guide_misc_form_id'));" ] } } ] }, { "name": "07 Prepare snapshot", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/prepareSnapshot", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "prepareSnapshot" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_misc_operation_id', operationId);" ] } } ] }, { "name": "08 Check preparation status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_misc_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_misc_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "09 Review prepared form", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}/forms/{{guide_misc_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}", "forms", "{{guide_misc_form_id}}" ] }, "description": "" }, "response": [ { "name": "Example Form 1099-MISC with problems", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}/forms/{{guide_misc_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}", "forms", "{{guide_misc_form_id}}" ] }, "description": "" }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "body": "{\n \"generation\": 1,\n \"id\": \"{{guide_misc_form_id}}\",\n \"filer_id\": \"{{guide_misc_filer_id}}\",\n \"recipient_id\": \"{{guide_misc_recipient_id}}\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1099-MISC\",\n \"rents\": \"18000.00\",\n \"account_number\": \"4471902-02\"\n },\n \"federal_filing_status\": \"AWAITING_CORRECTION\",\n \"state_filings\": [],\n \"problems\": [\n {\n \"type\": \"reportable-payment-required\",\n \"title\": \"A reportable payment is required\",\n \"detail\": \"The form does not contain an amount or indicator that can be reported.\",\n \"severity\": \"ERROR\",\n \"jurisdiction\": \"FEDERAL\",\n \"pointer\": \"/data\"\n }\n ],\n \"created_at\": \"2026-12-15T15:00:00Z\",\n \"updated_at\": \"2026-12-15T15:05:00Z\",\n \"history\": []\n}" } ], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const form = pm.response.json();", "pm.test('Form includes filing status', function () { pm.expect(form).to.have.property('federal_filing_status'); });", "if (form.problems?.length) console.warn('Review form problems:', form.problems);", "if (form.state_filings?.length) console.log('State filings:', form.state_filings);" ] } } ] }, { "name": "10 List recipient forms", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}", "forms" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "11 List recipient statements", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}/statements", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}", "statements" ] }, "description": "" }, "response": [ { "name": "Example Form 1099-MISC statements", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}/statements", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}", "statements" ] }, "description": "" }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "body": "{\n \"resources\": [\n {\n \"id\": \"statement-1099misc-2026-001\",\n \"filer_id\": \"{{guide_misc_filer_id}}\",\n \"recipient_id\": \"{{guide_misc_recipient_id}}\",\n \"tax_year\": 2026,\n \"kind\": \"STANDARD\",\n \"status\": \"PREPARED\",\n \"created_at\": \"2027-01-10T15:00:00Z\",\n \"updated_at\": \"2027-01-10T15:00:00Z\"\n }\n ],\n \"next_page_token\": \"\"\n}" } ], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "const rows = data.resources || data.statements || [];", "if (rows.length) pm.collectionVariables.set('guide_misc_statement_id', rows[0].id || rows[0].entity_id);", "pm.test('Statement list returned', function () { pm.expect(rows).to.be.an('array'); });" ] } } ] }, { "name": "12 Retrieve statement", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}/statements/{{guide_misc_statement_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}", "statements", "{{guide_misc_statement_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "13 Download statement document", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/pdf" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}/statements/{{guide_misc_statement_id}}/document", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}", "statements", "{{guide_misc_statement_id}}", "document" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });" ] } } ] }, { "name": "14 Publish statements", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/statements/publish", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "statements", "publish" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_misc_operation_id', operationId);" ] } } ] }, { "name": "15 Check publishing status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_misc_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_misc_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "16 Submit filings", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/filings/submit", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "filings", "submit" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('guide_misc_operation_id', operationId);" ] } } ] }, { "name": "17 Check submission status", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{guide_misc_operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{guide_misc_operation_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const data = pm.response.json();", "pm.test('Operation has a status', function () { pm.expect(data).to.have.property('status'); });", "console.log('Operation status:', data.status);" ] } } ] }, { "name": "18 Review submitted form", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{guide_misc_filer_id}}/recipients/{{guide_misc_recipient_id}}/forms/{{guide_misc_form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{guide_misc_filer_id}}", "recipients", "{{guide_misc_recipient_id}}", "forms", "{{guide_misc_form_id}}" ] }, "description": "" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Request succeeded', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204]); });", "const form = pm.response.json();", "pm.test('Form includes filing status', function () { pm.expect(form).to.have.property('federal_filing_status'); });", "if (form.problems?.length) console.warn('Review form problems:', form.problems);", "if (form.state_filings?.length) console.log('State filings:', form.state_filings);" ] } } ] } ] } ] }, { "name": "API reference", "description": "Requests generated from the bundled OpenAPI specification.", "item": [ { "name": "Filers", "item": [ { "name": "List filers", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers", "query": [ { "key": "filter", "value": "{{filter}}", "disabled": true }, { "key": "page_size", "value": "{{page_size}}", "disabled": true }, { "key": "page_token", "value": "{{page_token}}", "disabled": true } ], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers" ] }, "description": "Operation ID: listFilers" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Create a filer", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers" ] }, "description": "Operation ID: createFiler", "body": { "mode": "raw", "raw": "{\n \"tin\": {\n \"taxpayer_id\": \"001234567\",\n \"type\": \"INDIVIDUAL\"\n },\n \"name\": {\n \"type\": \"PERSON\",\n \"first_name\": \"Elizabeth\",\n \"last_name\": \"Barker\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"876 Arch Rd\",\n \"city\": \"Cary\",\n \"state\": \"AL\",\n \"zip_code\": \"275130000\"\n },\n \"phone_number\": \"8594678343\"\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('filer_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Retrieve a filer", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}" ] }, "description": "Operation ID: getFiler" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Update a filer", "request": { "method": "PUT", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" }, { "key": "If-Generation-Match", "value": "{{if_generation_match}}", "disabled": true } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}" ] }, "description": "Operation ID: updateFiler", "body": { "mode": "raw", "raw": "{\n \"tin\": {\n \"taxpayer_id\": \"001234567\",\n \"type\": \"INDIVIDUAL\"\n },\n \"name\": {\n \"type\": \"PERSON\",\n \"first_name\": \"Elizabeth\",\n \"last_name\": \"Barker\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"876 Arch Rd\",\n \"city\": \"Cary\",\n \"state\": \"AL\",\n \"zip_code\": \"275130000\"\n },\n \"phone_number\": \"8594678343\"\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Delete a filer", "request": { "method": "DELETE", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "If-Generation-Match", "value": "{{if_generation_match}}", "disabled": true } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}" ] }, "description": "Operation ID: deleteFiler" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] } ] }, { "name": "Recipients", "item": [ { "name": "List recipients", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients", "query": [ { "key": "filter", "value": "{{filter}}", "disabled": true }, { "key": "page_size", "value": "{{page_size}}", "disabled": true }, { "key": "page_token", "value": "{{page_token}}", "disabled": true } ], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients" ] }, "description": "Operation ID: listRecipients" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Create a recipient", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients" ] }, "description": "Operation ID: createRecipient", "body": { "mode": "raw", "raw": "{\n \"name\": {\n \"type\": \"PERSON\",\n \"first_name\": \"Elizabeth\",\n \"last_name\": \"Barker\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"876 Arch Rd\",\n \"city\": \"Cary\",\n \"state\": \"AL\",\n \"zip_code\": \"275130000\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('recipient_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Retrieve a recipient", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}" ] }, "description": "Operation ID: getRecipient" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Update a recipient", "request": { "method": "PUT", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" }, { "key": "If-Generation-Match", "value": "{{if_generation_match}}", "disabled": true } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}" ] }, "description": "Operation ID: updateRecipient", "body": { "mode": "raw", "raw": "{\n \"name\": {\n \"type\": \"PERSON\",\n \"first_name\": \"Elizabeth\",\n \"last_name\": \"Barker\"\n },\n \"mailing_address\": {\n \"type\": \"US\",\n \"line1\": \"876 Arch Rd\",\n \"city\": \"Cary\",\n \"state\": \"AL\",\n \"zip_code\": \"275130000\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Delete a recipient", "request": { "method": "DELETE", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "If-Generation-Match", "value": "{{if_generation_match}}", "disabled": true } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}" ] }, "description": "Operation ID: deleteRecipient" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] } ] }, { "name": "Forms", "item": [ { "name": "List forms", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [ { "key": "filter", "value": "{{filter}}", "disabled": true }, { "key": "page_size", "value": "{{page_size}}", "disabled": true }, { "key": "page_token", "value": "{{page_token}}", "disabled": true } ], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "Operation ID: listForms" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Create a form", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "Operation ID: createForm", "body": { "mode": "raw", "raw": "{\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1042-S\",\n \"unique_form_identifier\": \"0000000317\",\n \"income_code\": \"INTEREST_PAID_BY_US_OBLIGORS_GENERAL\",\n \"gross_income\": \"12500\",\n \"chapter\": \"CHAPTER_3\",\n \"chapter_4\": {\n \"exemption_code\": \"WITHHELD_NOT_EXEMPT\",\n \"tax_rate\": \"0.3000\"\n },\n \"federal_tax_withheld\": \"3750\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Retrieve a form", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms/{{form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms", "{{form_id}}" ] }, "description": "Operation ID: getForm" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Update a form", "request": { "method": "PUT", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" }, { "key": "If-Generation-Match", "value": "{{if_generation_match}}", "disabled": true } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms/{{form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms", "{{form_id}}" ] }, "description": "Operation ID: updateForm", "body": { "mode": "raw", "raw": "{\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1042-S\",\n \"unique_form_identifier\": \"0000000317\",\n \"income_code\": \"INTEREST_PAID_BY_US_OBLIGORS_GENERAL\",\n \"gross_income\": \"12500\",\n \"chapter\": \"CHAPTER_3\",\n \"chapter_4\": {\n \"exemption_code\": \"WITHHELD_NOT_EXEMPT\",\n \"tax_rate\": \"0.3000\"\n },\n \"federal_tax_withheld\": \"3750\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Delete a form", "request": { "method": "DELETE", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "If-Generation-Match", "value": "{{if_generation_match}}", "disabled": true } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms/{{form_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms", "{{form_id}}" ] }, "description": "Operation ID: deleteForm" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] } ] }, { "name": "Statements", "item": [ { "name": "List statements", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/statements", "query": [ { "key": "filter", "value": "{{filter}}", "disabled": true }, { "key": "page_size", "value": "{{page_size}}", "disabled": true }, { "key": "page_token", "value": "{{page_token}}", "disabled": true } ], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "statements" ] }, "description": "Operation ID: listStatements" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Retrieve a statement", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/statements/{{statement_id}}", "query": [ { "key": "download_ttl_s", "value": "{{download_ttl_s}}", "disabled": true } ], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "statements", "{{statement_id}}" ] }, "description": "Operation ID: getStatement" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('statement_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Download a statement document", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/pdf" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/statements/{{statement_id}}/document", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "statements", "{{statement_id}}", "document" ] }, "description": "Operation ID: getStatementDocument" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "List a recipient's statements", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/statements", "query": [ { "key": "filter", "value": "{{filter}}", "disabled": true }, { "key": "page_size", "value": "{{page_size}}", "disabled": true }, { "key": "page_token", "value": "{{page_token}}", "disabled": true } ], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "statements" ] }, "description": "Operation ID: listRecipientStatements" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Retrieve a recipient's statement", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/statements/{{statement_id}}", "query": [ { "key": "download_ttl_s", "value": "{{download_ttl_s}}", "disabled": true } ], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "statements", "{{statement_id}}" ] }, "description": "Operation ID: getRecipientStatement" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('statement_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Download a recipient's statement document", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/pdf" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/statements/{{statement_id}}/document", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "statements", "{{statement_id}}", "document" ] }, "description": "Operation ID: getRecipientStatementDocument" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] } ] }, { "name": "Actions", "item": [ { "name": "Prepare a snapshot", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/prepareSnapshot", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "prepareSnapshot" ] }, "description": "Operation ID: prepareSnapshot" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('operation_id', operationId);" ] } } ] }, { "name": "Publish statements", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/statements/publish", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "statements", "publish" ] }, "description": "Operation ID: publishStatements" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('operation_id', operationId);" ] } } ] }, { "name": "Submit filings", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/actions/filings/submit", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "actions", "filings", "submit" ] }, "description": "Operation ID: submitFilings" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "let operationId;", "try { const data = pm.response.json(); operationId = data.id || data.entity_id || data.operation_id; } catch (e) {}", "const location = pm.response.headers.get('Location');", "if (!operationId && location) operationId = location.split('/').filter(Boolean).pop();", "if (operationId) pm.collectionVariables.set('operation_id', operationId);" ] } } ] } ] }, { "name": "Operations", "item": [ { "name": "List operations", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations", "query": [ { "key": "filter", "value": "{{filter}}", "disabled": true }, { "key": "page_size", "value": "{{page_size}}", "disabled": true }, { "key": "page_token", "value": "{{page_token}}", "disabled": true } ], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations" ] }, "description": "Operation ID: listOperations" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });" ] } } ] }, { "name": "Retrieve an operation", "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/operations/{{operation_id}}", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "operations", "{{operation_id}}" ] }, "description": "Operation ID: getOperation" }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('operation_id', data.id || data.entity_id);", "}" ] } } ] } ] } ] }, { "name": "Form creation templates", "description": "Starter requests generated from the form schemas. Replace placeholder values and add applicable optional fields before sending.", "item": [ { "name": "Create Form 1098", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1098-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1098\",\n \"mortgage_interest_received\": \"12480.55\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 3921", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-3921-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"3921\",\n \"date_option_granted\": \"2021-03-15\",\n \"date_option_exercised\": \"2026-06-02\",\n \"exercise_price_per_share\": \"4.50\",\n \"fair_market_value_per_share\": \"31.75\",\n \"shares_transferred\": 1200\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 3922", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-3922-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"3922\",\n \"date_option_granted\": \"2026-01-01\",\n \"date_option_exercised\": \"2026-01-01\",\n \"shares_transferred\": 143\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 5498", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-5498-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"5498\",\n \"fair_market_value_of_account\": \"148230.55\",\n \"account_type\": \"IRA\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1042-S", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1042s-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1042-S\",\n \"unique_form_identifier\": \"0000000317\",\n \"income_code\": \"INTEREST_PAID_BY_US_OBLIGORS_GENERAL\",\n \"gross_income\": \"12500\",\n \"chapter\": \"CHAPTER_3\",\n \"chapter_4\": {\n \"exemption_code\": \"WITHHELD_NOT_EXEMPT\",\n \"tax_rate\": \"0.3000\"\n },\n \"federal_tax_withheld\": \"3750\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1097-BTC", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1097btc-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1097-BTC\",\n \"issuer_role\": \"BOND_ISSUER_OR_AGENT\",\n \"total_credits\": \"1250.00\",\n \"bond_type\": \"CLEAN_RENEWABLE_ENERGY_BOND\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1098-C", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1098c-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1098-C\",\n \"date_of_contribution\": \"2026-03-14\",\n \"vehicle_identification_number\": \"1HGCM82633A004352\",\n \"goods_or_services_provided\": false\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1098-E", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1098e-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1098-E\",\n \"student_loan_interest\": \"1450.00\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1098-F", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1098f-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1098-F\",\n \"total_required_to_be_paid\": \"75000.00\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1098-Q", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1098q-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1098-Q\",\n \"total_premiums\": \"50000.00\",\n \"qlac_fair_market_value\": \"52300.00\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1098-T", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1098t-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1098-T\",\n \"payments_received\": \"12450.00\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1099-A", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1099a-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1099-A\",\n \"acquisition_or_abandonment_date\": \"2026-01-01\",\n \"principal_balance\": \"143500.00\",\n \"borrower_personally_liable\": false\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1099-B", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1099b-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1099-B\",\n \"property_description\": \"100 sh. XYZ Co.\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); });", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form 1099-C", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-1099c-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"1099-C\",\n \"debt_discharged\": \"12450.00\",\n \"debt_description\": \"Student loan\",\n \"debtor_personally_liable\": false,\n \"identifiable_event_code\": \"BANKRUPTCY\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); 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});", "if (pm.response.headers.get('Content-Type')?.includes('json')) {", " const data = pm.response.json();", " if (data.id || data.entity_id) pm.collectionVariables.set('form_id', data.id || data.entity_id);", "}" ] } } ] }, { "name": "Create Form W-2G", "request": { "method": "POST", "header": [ { "key": "Accept", "value": "application/json" }, { "key": "Content-Type", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/api/v2/{{tax_year}}/filers/{{filer_id}}/recipients/{{recipient_id}}/forms", "query": [], "host": [ "{{baseUrl}}" ], "path": [ "api", "v2", "{{tax_year}}", "filers", "{{filer_id}}", "recipients", "{{recipient_id}}", "forms" ] }, "description": "", "body": { "mode": "raw", "raw": "{\n \"id\": \"example-w2g-2026-001\",\n \"tax_year\": 2026,\n \"data\": {\n \"type\": \"W-2G\",\n \"reportable_winnings\": \"4750.00\",\n \"date_won\": \"2026-11-14\",\n \"type_of_wager\": \"HORSE_RACE_TRACK\"\n }\n}", "options": { "raw": { "language": "json" } } } }, "response": [], "event": [ { "listen": "test", "script": { "type": "text/javascript", "exec": [ "pm.test('Response received', function () { pm.expect(pm.response.code).to.be.oneOf([200, 201, 202, 204, 400, 401, 403, 404, 409, 412]); 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