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Checked 1mo ago · Updated 1mo ago
  • getList clients
  • postCreate a new entity and user
  • getGet client information
  • patchUpdate a client
  • getList entities
  • postCreate a new entity
  • getGet entity information
  • patchUpdate an entity
  • postAssign or update a firm role on an entity
  • postCreate new user and add to enitty
  • getList entity tags
  • postCreate a new entity tag
  • deleteDelete an entity tag
  • getList entity firm role assignments
  • postAssign a firm role to an entity
  • deleteDelete a firm role assignment of an entity
  • getGet questionnaire details
  • getList questionnaires
  • postSend a questionnaire to a client/entity
  • getList firm users
  • getList firm roles
  • getGet document download link
  • postQuestionnaire created
  • postQuestionnaire updated
  • postQuestionnaire submitted
  • postQuestionnaire locked
  • postQuestionnaire comment added
  • postDocument exported
  • postMessage sent
  • postEntity created
  • postEntity updated
  • postClient created
  • postClient updated
  • postClient deleted
  • postDocument uploaded
  • postTax return payment status changed
  • postTax return status changed
  • postTax return sent
  • postTax return draft sent
  • postTax return updated
  • postTax return draft updated

List questionnaires

get/questionnaires

Query parameters

tax_yearinteger

Filter by tax year

entity_idinteger

Filter by entity ID

pageinteger

Page number (1-based). Defaults to 1.

per_pageinteger

Number of records per page. Defaults to 50. Maximum 500.

Response

Array of questionnaires

idinteger required
company_idinteger required
namestring required
tax_yearinteger
statusstring

Changes