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Filter operations

post/v1/usersCreate a User
patch/v1/usersUpdate User Information
post/v1/exp/initialize_tax_filingInitialize Tax Filing
get/v1/users/{user_identifier}/tax_returnsTax Returns
get/v1/users/{user_identifier}/tax_returns_detailsTax Return Details — Get User
get/v1/users/tax_returns_details?tax_year_filter={param_name}Tax Returns Details — Get List of Users
get/v1/users/{id}/tax_return_statusTax Return Status
post/v1/users/{id}/personal_informationPersonal Information
post/v1/users/{id}/w-2W-2
post/v1/users/{id}/1099-nec1099-NEC
post/v1/users/{id}/1099-misc1099-MISC
post/v1/users/{id}/schedule-cSchedule C
post/v1/users/{id}/extension_paymentExtension Payment
post/v1/users/{id}/refund_deposit_accountRefund Deposit Account
get/v1/users/{id}/statusTax Refund Unlock Status

Changes to Tax Refund Unlock Status

get/v1/users/{id}/status

Nov 3, 2026a1b57b175f2b Revision changes
- info
  endpoint added