DRdrivewealth
Statements

List Account Tax Statements

Retrieves a list of Account Tax Statements by accountID.

get/accounts/{accountID}/taxforms

Request

  • Base URL
    https://bo-api.drivewealth.io/back-office
  • URL
    https://bo-api.drivewealth.io/back-office/accounts/{accountID}/taxforms
  • Auth
    HTTP bearer

Path parameters

accountIDstring required

sensitive The user's unique account identifier.

Example:123e4567-e89b-12d3-a456-000000000004.1234567890125

sensitive

Query parameters

fromstring

The date to start the filter.

tostring

The date to end the filter.

Response

Retrieving a list of Account Tax Statements by accountID was Successful.

displayNamestring

sensitive Description of account tax statement file.

fileKeystring

sensitive Key to be used to retrieve account tax statement PDF. Reference Get Statement File for retrieving an account statement.

Example response

[
  {
    "displayName": "2015 Tax Year 1099-B",
    "fileKey": "2015123103"
  }
]

Changes

No recorded changes to this operation across all 1 revision of this API.