--- title: "GET /records" method: GET path: "/records" --- # GET /records `GET /records` ## Request - Base URL: `https://api.trychart.com` - URL: `https://api.trychart.com/records` - Auth: HTTP bearer Returns all tax records associated with an `access_token`. ## Headers - `Chart-API-Version` string ## Response `200` Records Response - Record[] - `id` string: The Chart UUID assigned to this tax record. - `name` string, nullable: The account name retrieved from tax record provider. - `tax_year` string: The tax year of the record. - `provider_id` 'turbotax' | 'hr' | 'taxact' | 'tax_slayer' | 'jackson' | 'free_tax_usa' | 'irs' | 'irs_tax_pro' | 'pilot' | 'cch_axcess' | 'drake' | 'proconnect' | 'chart-sandbox': The tax record provider associated with the access_token. - `date` string, date-time: The date of the submission in ISO 8601 format in UTC. - `raw_file` string: A pre-signed URL pointing to the raw tax file retrieved from the provider. Returns a PDF file. The URL expires after 12 hours. - `forms` union[]: The parsed tax form data associated with the tax record. - union - WAID - `type` 'WAID', required - `year` string, required - `ssn` string, required - `form_w2` FormW2[] - `employer` object - `name` string - `address` string - `ein` string - `employee` object - `name` string - `address` string - `ssn` string - `submission_type` string - `wages_tips_other_compensation` number - `federal_income_tax_withheld` number - `social_security_wages` number - `social_security_tax_withheld` number - `medicare_wages_tips` number - `medicare_tax_withheld` number - `social_security_tips` number - `allocated_tips` number - `dependent_care_benefits` number - `deferred_compensation` number - `nonqualified_plans` number - `code_q` number - `code_w` number - `code_y` number - `code_z` number - `code_r` number - `code_s` number - `code_t` number - `code_v` number - `code_aa` number - `code_bb` number - `code_dd` number - `code_ee` number - `code_ff` number - `code_gg` number - `code_hh` number - `third_party_sick_pay_indicator` boolean - `retirement_plan_indicator` boolean - `statutory_employee` boolean - `w2_whc_ssn_validation_code` string - `form_w2g` FormW2G[] - `payer` object - `fin` string - `name` string - `address` string - `winner` object - `tin` string - `name` string - `address` string - `submission_type` string - `gross_winnings` number - `federal_income_tax_withheld` number - `type_of_wager` string - `date_won` string, date - `winnings_from_identical_wagers` number - `schedule_k1_1065` ScheduleK11065[] - `partnership` object - `ein` string - `name` string - `address` string - `partner` object - `id` string - `name` string - `address` string - `submission_type` string - `partner_share_of_capital_beginning` number - `partner_share_of_capital_end` number - `ira_sep_keogh_indicator` string - `tax_period_beginning` string - `tax_period_end` string - `sch_k3` string - `dividends` number - `interest` number - `royalties` number - `ordinary_income_k1` number - `real_estate` number - `other_rental` number - `total_guaranteed_payments` number - `section_179_expenses` number - `capital_gain_short` number - `capital_gain_long` number - `part_iii_other_income_loss` number - `part_iii_other_deduction` number - `nonrecourse_beginning` number - `nonrecourse_end` number - `qualified_nonrecourse_beginning` number - `qualified_nonrecourse_end` number - `recourse_beginning` number - `recourse_end` number - `dividend_equivalents` number - `schedule_k1_1120s` ScheduleK11120S[] - `corporation` object - `ein` string - `name` string - `address` string - `shareholder` object - `id` string - `name` string - `address` string - `submission_type` string - `dividends` number - `interest` number - `royalties` number - `ordinary_income_k1` number - `real_estate` number - `other_rental` number - `section_179_expenses` number - `short_term_capital_gain` number - `long_term_capital_gain` number - `credits` number - `part_iii_other_income_loss` number - `part_iii_other_deduction` number - `credits_code_1` string - `credits_code_2` string - `shareholder_percentage_of_stock` string - `beginning_tax_period` string - `ending_tax_period` string - `schedule_k1_1041` ScheduleK11041[] - `fiduciary` object - `ein` string - `name` string - `address` string - `beneficiary` object - `id` string - `name` string - `address` string - `submission_type` string - `dividends` number - `interest` number - `ordinary_business_income` number - `short_term_capital_gain` number - `long_term_capital_gain` number - `net_rental_real_estate_income` number - `other_rental_income` number - `other_information` number - `other_portfolio_and_non_business_income` number - `other_information_codes` string[] - `beginning_tax_period` string - `ending_tax_period` string - `form_5498` Form5498IRA[] - `trustee` object - `fin` string - `name` string - `address` string - `participant` object - `id` string - `name` string - `address` string - `submission_type` string - `account_number` string - `ira_contributions` number - `rollover_contributions` number - `roth_conversion_amount` number - `recharacterized_contributions` number - `fair_market_value_of_account` number - `life_insurance_cost` number - `sep_code` boolean - `ira_code` boolean - `simple_code` boolean - `roth_ira_code` boolean - `rmd_subsequent_year` string - `rmd_date` string - `year` string - `postponed_contribution_code` string - `repayments_code` string - `sep_contributions` number - `simple_contributions` number - `roth_ira_contributions` number - `required_minimum_distribution` number - `postponed_contributions` number - `fair_market_value_specified_assets` number - `form_1042_s` Form1042S[] - `withholding_agent` object - `ein` string - `name` string - `address` string - `recipient` object - `id` string - `name` string - `address` string - `submission_type` string - `withholding_agent_province_code` string - `withholding_agent_country_code` string - `unique_form_identifier` string - `return_type` string - `number_or_space` string - `recipient_country_code` string - `recipient_account_number` string - `withholding_occurred_in_subsequent_year` string - `withholding_agent_ein_type` string - `pro_rata_basis_reporting` string - `income_code` string - `recipient_foreign_tax_identifying_number` string - `gross_income` number - `withholding_allowance` number - `net_income` number - `tax_rate_chapter_3` number - `exemption_code_chapter_3` number - `tax_rate_chapter_4` number - `exemption_code_chapter_4` string - `us_federal_tax_withheld` number - `overwithheld_tax_repaid_to_recipient` number - `nqi_flow_through_entity_ein` string - `nqi_flow_province_code` string - `nqi_flow_country_code` string - `nqi_flow_postal_code` string - `nqi_flow_through_name` string - `payer_tin` string - `payer_name` string - `state_income_tax_withheld` number - `withholding_by_other_agents` number - `payer_state_tax_no` string - `state_code` string - `total_withholding_credit` number - `tax_paid_by_withholding_agent` number - `chapter_3_or_chapter_4_indicator` string - `tax_not_deposited_under_escrow_procedure_checkbox` string - `recipient_chapter_3_status_code` string - `recipient_chapter_4_status_code` string - `recipient_giin` string - `recipient_birthdate` string - `primary_withholding_agent_name` string - `primary_withholding_agent_ein` string - `intermediary_or_flow_through_entity_chapter_3_status_code` string - `intermediary_or_flow_through_entity_chapter_4_status_code` string - `intermediary_or_flow_through_entity_foreign_tax_id_number` string - `intermediary_or_flow_through_entity_giin` string - `withholding_agent_chapter_3_status_code` string - `withholding_agent_chapter_4_status_code` string - `withholding_agent_foreign_taxpayer_id_number` string - `withholding_agent_giin` string - `payer_giin` string - `lob_code` string - `payer_chapter_3_status_code` string - `payer_chapter_4_status_code` string - `form_1099_misc` Form1099MISC[] - `payer` object - `fin` string - `name` string - `address` string - `recipient` object - `id` string - `name` string - `address` string - `submission_type` string - `account_number` string - `tax_withheld` number - `medical_payments` number - `fishing_income` number - `rents` number - `royalties` number - `other_income` number - `substitute_payments_for_dividends` number - `excess_golden_parachute` number - `crop_insurance` number - `attorney_fees` number - `foreign_tax_paid` number - `section_409a_deferrals` number - `nonqualified_deferred_compensation` number - `fish_purchased_for_resale` number - `direct_sales_indicator` boolean - `fatca` boolean - `second_notice_indicator` boolean - `form_1099_int` Form1099INT[] - `payer` object - `fin` string - `name` string - `address` string - `recipient` object - `id` string - `name` string - `address` string - `submission_type` string - `account_number` string - `interest_income` number - `tax_withheld` number - `savings_bonds` number - `investment_expense` number - `interest_forfeiture` number - `foreign_tax_paid` number - `tax_exempt_interest` number - `specified_private_activity_bond_interest` number - `market_discount` number - `bond_premium` number - `bond_premium_on_tax_exempt_bond` number - `bond_premium_on_treasury_obligation` number - `second_notice_indicator` string - `cusip` string - `fatca` boolean - `form_1099_g` Form1099G[] - `payer` object - `fin` string - `name` string - `address` string - `recipient` object - `id` string - `name` string - `address` string - `submission_type` string - `account_number` string - `rtaa_payments` number - `tax_withheld` number - `taxable_grants` number - `unemployment_compensation` number - `agricultural_subsidies` number - `prior_year_refund` number - `market_gain_commodity_credit_corporation_loans` number - `year_of_refund` number - `offset` string - `second_tin_notice` boolean - `form_1099_r` Form1099R[] - `payer` object - `fin` string - `name` string - `address` string - `recipient` object - `id` string - `name` string - `address` string - `submission_type` string - `account_number` string - `distribution_codes` object[] - `value` string - `code` string - `tax_amount_undetermined_code` boolean - `total_distribution_code` boolean - `first_year_roth_contribution` string - `sep_indicator` string - `fatca` boolean - `date_of_payment_for_reportable_death_benefits` string - `Tax Withheld` number - `total_employee_contributions` number - `unrealized_appreciation` number - `other_income` number - `gross_distribution` number - `taxable_amount` number - `eligible_capital_gains` number - `amount_to_irr` number - `form_1099_div` Form1099DIV[] - `payer` object - `fin` string - `name` string - `address` string - `recipient` object - `id` string - `name` string - `address` string - `submission_type` string - `account_number` string - `tax_withheld` number - `capital_gains` number - `non_dividend_distribution` number - `cash_liquidation_distribution` number - `non_cash_liquidation_distribution` number - `investment_expense` number - `ordinary_dividend` number - `collectibles_28_percent_gain` number - `unrecaptured_section_1250_gain` number - `section_1202_gain` number - `foreign_tax_paid` number - `qualified_dividends` number - `section_199a_reit_dividends` number - `second_notice_indicator` string - `fatca` boolean - `exempt_interest_dividends` number - `specified_private_activity_bond_interest_dividend` number - `section_897_ordinary_dividends` number - `section_897_capital_gain` number - `form_1099_b` Form1099B[] - `payer` object - `fin` string - `name` string - `address` string - `recipient` object - `id` string - `name` string - `address` string - `submission_type` string - `account_number` string - `date_sold_or_disposed` string - `cusip` string - `gross_proceeds` number - `federal_income_tax_withheld` number - `proceeds` number - `aggregate_profit_loss` number - `realized_profit_loss` number - `unrealized_profit_loss_prior_year` number - `unrealized_profit_loss_current_year` number - `cost_basis` number - `wash_sale_loss_disallowed` number - `accrued_market_discount` number - `description` string - `second_notice_indicator` string - `date_acquired` string - `noncovered_security_indicator` string - `type_gain_loss` string - `loss_not_allowed_indicator` string - `fatca` boolean - `proceeds_from` string - `form_1099_nec` Form1099NEC[] - `issuer_provider` object - `fin` string - `name` string - `address` string - `recipient` object - `id` string - `name` string - `address` string - `submission_type` string - `second_notice_indicator` boolean - `federal_income_tax_withheld` number - `non_employee_compensation` number - `direct_sales_indicator` boolean - `form_ssa_1099` FormSSA1099[] - `payer` object - `fin` string - `name` string - `address` string - `payee` object - `id` string - `name` string - `address` string - `submission_type` string - `account_number` string - `pensions_and_annuities` number - `tax_withheld` number - `repayments` number - `workmans_compensation_offset` number - `payments` object[] - `year` string - `payment` number - `trust_fund_indicator` string - `SSA/RRB Payments` string - `form_1098` Form1098[] - `recipient_lender` object - `fin` string - `name` string - `address` string - `payer_borrower` object - `ssn` string - `name` string - `address` string - `submission_type` string - `account_number` string - `mortgage_interest_received` number - `points_paid_on_purchase` number - `refund_of_overpaid_interest` number - `mortgage_insurance_premiums` number - `outstanding_mortgage_principal` number - `mortgage_origination_date` string - `address_of_property_securing_mortgage` string - `other_information_from_recipient` string - `number_of_mortgaged_properties` integer - `mortgage_acquisition_date` string - `form_1098_t` Form1098T[] - `payer` object - `fin` string - `name` string - `address` string - `recipient` object - `id` string - `name` string - `address` string - `submission_type` string - `account_number` string - `qualified_tuition_and_related_expenses` number - `scholarships_grants` number - `half_time_student_indicator` string - `graduate_student_indicator` string - `academic_period_code` string - `tin_checkbox` boolean - `adjustments_made_for_prior_year` number - `adjustments_to_scholarships_or_grants_for_a_prior_year` number - `reimbursements_refunds_from_an_insurance_contract` number - union - object - `type` 'RECA', required - `year` string, required - `form_number` string, required - `name` string, required - `address` string, required - `filing_status` 'SINGLE' | 'MARRIED_FILING_JOINTLY' | 'MARRIED_FILING_SEPARATELY' | 'HEAD_OF_HOUSEHOLD' | 'QUALIFYING_WIDOW_ER', required - `tin` string, required - `spouse_tin` string - `remittance` number - `ptin` string - `preparer_ein` string - `account_summary` AccountSummaryModel, required - `account_balance` number, required - `accrued_interest` AccruedAmountModel, required - … - `accrued_penalty` AccruedAmountModel, required - … - `account_balance_plus_accruals` AccruedAmountModel - … - `exemptions` integer - `return_summary` ReturnSummaryModel, required - `filing_status` 'SINGLE' | 'MARRIED_FILING_JOINTLY' | 'MARRIED_FILING_SEPARATELY' | 'HEAD_OF_HOUSEHOLD' | 'QUALIFYING_WIDOW_ER', required - `adjusted_gross_income` number, required - `taxable_income` number - `tax_per_return` number - `se_taxable_income_taxpayer` number - `se_taxable_income_spouse` number - `total_self_employment_tax` number - `return_due_received_date` string - `processing_date` string - `transactions` TransactionModel[], required - `code` string, required - `explanation_of_transaction` string, required - `cycle` string - `date` string - `amount` number, required - `dependents` DependentModel[], required - `name` string, required - `ssn` string, required - `original_return` object, required - `income` IncomeModel, required - … - `refund_or_amount_owed` RefundOrAmountOwedModel - … - `income_adjustments` AdjustmentsToIncomeModel, required - … - `tax_and_credits` TaxAndCreditsModel, required - … - `payments` PaymentsModel, required - … - `other_taxes` OtherTaxesModel, required - … - `sch_c` ScheduleCModel[] - … - `sch_se` ScheduleSEModel[] - … - `sch_eic` ScheduleEICModel[] - … - `sch_a` ScheduleAModel[] - … - `sch_d` ScheduleDModel - … - `third_party_designee` ThirdPartyDesigneeDetailsModel - … - `form8863` Form8863Model - … - `form8962` Form8962Model - … - `form2441` Form2441Model - … - `form8995` Form8995Model - … - `form8867` Form8867Model - … - object - `type` 'RECA', required - `year` string, required - `name` string, required - `address` string, required - `form_number` string, required - `tin` string, required - `account_summary` AccountSummaryModel, required - `account_balance` number, required - `accrued_interest` AccruedAmountModel, required - … - `accrued_penalty` AccruedAmountModel, required - … - `account_balance_plus_accruals` AccruedAmountModel - … - `exemptions` integer - `transactions` TransactionModel[], required - `code` string, required - `explanation_of_transaction` string, required - `cycle` string - `date` string - `amount` number, required - `return_summary` ReturnSummaryBusinessModel, required - `net_receipts` number - `total_income` number - `total_deductions` number - `net_taxable_income` number - `minimum_tax_amount` number - `estimated_tax_credits` number - `personal_holding_tax` number - `es_7004_payments_claimed` number - `tax_per_return` number - `naics` string - `return_due_received_date` string - `processing_date` string - `original_return` object, required - `indicators_codes_misc` IndicatorsCodesAndMiscellaneousInformationBusinessModel - … - `income` IncomeBusinessModel - … - `deductions` DeductionsBusinessModel - … - `tax_and_payments` TaxAndPaymentsBusinessModel - … - `sch_a` ScheduleABusinessModel - … - `sch_k` ScheduleKBusinessModel - … - `sch_l` ScheduleLBusinessModel - … - `form5884b` Form5884BModel - … - `form4626` Form4626Model - … - `form3800` Form3800BusinessModel - … - `credits` CreditsFormBusinessModel - … - union - object - `type` 'ACTR', required - `year` string, required - `form_number` string, required - `name` string, required - `address` string, required - `filing_status` 'SINGLE' | 'MARRIED_FILING_JOINTLY' | 'MARRIED_FILING_SEPARATELY' | 'HEAD_OF_HOUSEHOLD' | 'QUALIFYING_WIDOW_ER' - `tin` string, required - `spouse_tin` string - `remittance` number - `ptin` string - `preparer_ein` string - `account_summary` AccountSummaryModel, required - `account_balance` number, required - `accrued_interest` AccruedAmountModel, required - … - `accrued_penalty` AccruedAmountModel, required - … - `account_balance_plus_accruals` AccruedAmountModel - … - `exemptions` integer - `return_summary` ReturnSummaryModel, required - `filing_status` 'SINGLE' | 'MARRIED_FILING_JOINTLY' | 'MARRIED_FILING_SEPARATELY' | 'HEAD_OF_HOUSEHOLD' | 'QUALIFYING_WIDOW_ER', required - `adjusted_gross_income` number, required - `taxable_income` number - `tax_per_return` number - `se_taxable_income_taxpayer` number - `se_taxable_income_spouse` number - `total_self_employment_tax` number - `return_due_received_date` string - `processing_date` string - `transactions` TransactionModel[], required - `code` string, required - `explanation_of_transaction` string, required - `cycle` string - `date` string - `amount` number, required - object - `type` 'ACTR', required - `year` string, required - `form_number` string, required - `name` string, required - `address` string, required - `tin` string, required - `remittance` number - `ptin` string - `preparer_ein` string - `account_summary` AccountSummaryModel, required - `account_balance` number, required - `accrued_interest` AccruedAmountModel, required - … - `accrued_penalty` AccruedAmountModel, required - … - `account_balance_plus_accruals` AccruedAmountModel - … - `exemptions` integer - `transactions` TransactionModel[], required - `code` string, required - `explanation_of_transaction` string, required - `cycle` string - `date` string - `amount` number, required - `return_summary` ReturnSummaryBusinessModel, required - `net_receipts` number - `total_income` number - `total_deductions` number - `net_taxable_income` number - `minimum_tax_amount` number - `estimated_tax_credits` number - `personal_holding_tax` number - `es_7004_payments_claimed` number - `tax_per_return` number - `naics` string - `return_due_received_date` string - `processing_date` string - union - object - `type` 'RETR' - `year` string - `form_number` string - `name` string - `address` string - `filing_status` 'SINGLE' | 'MARRIED_FILING_JOINTLY' | 'MARRIED_FILING_SEPARATELY' | 'HEAD_OF_HOUSEHOLD' | 'QUALIFYING_WIDOW_ER' - `tin` string - `spouse_tin` string - `dependents` DependentModel[] - `name` string, required - `ssn` string, required - `income` IncomeModel, required - `total_wages` number - `w2_wages` number - `sch_b_taxable_interest_income` number - `tax_exempt_interest` number - `sch_b_ordinary_dividend_income` number - `qualified_dividends` number - `state_local_refunds` number - `alimony_received` number - `sch_c_business_income_or_loss` number - `sch_c_business_income_or_loss_per_computer` number - `sch_d_capital_gain_or_loss` number - `sch_d_capital_gain_or_loss_per_computer` number - `form4797_gains_or_losses` number - `total_ira_distributions` number - `taxable_ira_distributions` number - `total_pensions_and_annuities` number - `taxable_pension_annuity_amount` number - `additional_income` number - `additional_income_per_computer` number - `refundable_credits_per_computer` number - `refundable_education_credit_per_computer` number - `qualified_business_income_deduction` number - `sch_e_rent_royalty_partnership_estate` number - `sch_e_rent_royalty_partnership_estate_per_computer` number - `sch_e_rent_royalty_income_loss_per_computer` number - `estate_trust_income_loss_per_computer` number - `partnership_s_corp_income_loss_per_computer` number - `sch_f_farm_income_or_loss` number - `sch_f_farm_income_or_loss_per_computer` number - `unemployment_compensation` number - `total_social_security_benefits` number - `taxable_social_security_benefits` number - `taxable_social_security_benefits_per_computer` number - `other_income` number - `sch_eic_self_employment_income_per_computer` number - `sch_eic_earned_income_per_computer` number - `sch_eic_disqualified_income_per_computer` number - `excess_advance_child_tax_credit_per_computer` number - `primary_advanced_child_tax_credit_payments` number - `secondary_advanced_child_tax_credit_payments` number - `additional_child_tax_credit_earned_income` number - `eic_prior_year_earned_income` number - `ctc_prior_year_earned_income` number - `qualified_business_income_deduction_duplicate` number - `form8995_qualified_business_income_deduction_computer` number - `form8995_net_capital_gains_computer` number - `primary_economic_impact_payment` number - `secondary_economic_impact_payment` number - `scholarship_fellowship_grant` number - `total_income` number - `total_income_per_computer` number - `treaty_exempt_income` number - `total_eff_connected_income` number - `total_eff_connected_income_per_computer` number - `farm_income_loss_schedule_f` number - `farm_income_loss_schedule_f_per_computer` number - `refund_or_amount_owed` RefundOrAmountOwedModel - `refund_amount` number - `amount_you_owe` number - `estimated_tax_credit_applied_to_next_year` number - `estimated_tax_penalty` number - `tax_on_income_less_state_refund_per_computer` number - `bal_due_over_pymt_using_tp_fig_per_computer` number - `bal_due_over_pymt_using_computer_figures` number - `form_8888_total_refund_per_computer` number - `income_adjustments` AdjustmentsToIncomeModel, required - `educator_expenses` number - `educator_expenses_per_computer` number - `reservist_and_other_business_expense` number - `health_savings_account_deduction` number - `health_savings_account_deduction_per_computer` number - `moving_expenses_f3903` number - `self_employment_tax_deduction` number - `self_employment_tax_deduction_per_computer` number - `self_employment_tax_deduction_verified` number - `keogh_sep_contribution_deduction` number - `self_employment_health_insurance_deduction` number - `early_withdrawal_of_savings_penalty` number - `alimony_paid_ssn` string - `alimony_paid` number - `ira_deduction` number - `ira_deduction_per_computer` number - `student_loan_interest_deduction` number - `student_loan_interest_deduction_per_computer` number - `student_loan_interest_deduction_verified` number - `total_other_payment_refundable_credit_per_computer` number - `total_other_payment_refund_verified` number - `other_adjustments` number - `archer_msa_deduction` number - `archer_msa_deduction_per_computer` number - `domestic_production_activities_deduction` number - `total_adjustments` number - `total_adjustments_per_computer` number - `adjusted_gross_income` number - `adjusted_gross_income_per_computer` number - `qualified_business_income_deduction` number - `f8995_qualified_business_income_deduction_computer` number - `primary_economic_impact_payment` number - `secondary_economic_impact_payment` number - `scholarship_fellowship_grant` number - `scholarship_fellowship_excluded` number - `tax_and_credits` TaxAndCreditsModel, required - `over_65` boolean - `blind` boolean - `spouse_over_65` boolean - `spouse_blind` boolean - `standard_deduction_per_computer` number - `additional_standard_deduction_per_computer` number - `tax_table_income_per_computer` number - `exemption_per_computer` number - `taxable_income` number - `taxable_income_per_computer` number - `total_positive_income_per_computer` number - `tentative_tax` number - `tentative_tax_per_computer` number - `form_8814_additional_tax` number - `tax_on_income_less_social_security_income_per_computer` number - `form_6251_alternative_minimum_tax` number - `form_6251_alternative_minimum_tax_per_computer` number - `foreign_tax_credit` number - `foreign_tax_credit_per_computer` number - `foreign_income_exclusion_per_computer` number - `foreign_income_exclusion_tax_per_computer` number - `excess_advance_premium_tax_credit_repayment_amount` number - `excess_advance_premium_tax_credit_repayment_verified_amount` number - `child_dependent_care_credit` number - `child_dependent_care_credit_per_computer` number - `credit_for_elderly_and_disabled` number - `credit_for_elderly_and_disabled_per_computer` number - `education_credit` number - `education_credit_per_computer` number - `gross_education_credit_per_computer` number - `retirement_savings_contribution_credit` number - `retirement_savings_contribution_credit_per_computer` number - `total_retirement_savings_contribution_f8880_computer` number - `primary_retirement_savings_contribution_f8880_ln6a` number - `secondary_retirement_savings_contribution_f8880_ln6b` number - `residential_clean_energy_credit` number - `residential_energy_credit_per_computer` number - `child_and_other_dependent_credit` number - `child_and_other_dependent_credit_per_computer` number - `adoption_credit_f8839` number - `adoption_credit_per_computer` number - `form_8396_mortgage_certificate_credit` number - `form_8396_mortgage_certificate_credit_per_computer` number - `total_other_non_refundable_credit` number - `form_3800_general_business_credits` number - `form_3800_general_business_credits_per_computer` number - `prior_year_minimum_tax_credit_f8801` number - `prior_year_minimum_tax_credit_f8801_per_computer` number - `earlier_year_income_repayment_credit` number - `clean_vehicle_credit` number - `clean_vehicle_credit_per_computer` number - `f8910_alternative_motor_vehicle_credit_amount` number - `f8910_alternative_motor_vehicle_credit_per_computer` number - `f8936_electric_motor_vehicle_credit_amount` number - `f8936_electric_motor_vehicle_credit_per_computer` number - `sick_family_leave_credit` number - `non_itemized_charitable_contribution_deduction` number - `non_itemized_charitable_contribution_per_computer` number - `refundable_child_care_credit` number - `sick_family_leave_credit_after_331` number - `refundable_child_care_credit_verified` number - `recovery_rebate_credit` number - `recovery_rebate_credit_per_computer` number - `recovery_rebate_credit_verified` number - `other_credits` number - `total_credits` number - `total_credits_per_computer` number - `income_tax_after_credits_per_computer` number - `advanced_manufacturing_credit_per_computer` number - `advanced_manufacturing_invest_credit_per_computer` number - `clean_hydrogen_production_credit_per_computer` number - `carbon_oxide_sequestration_credit_per_computer` number - `energy_efficient_home_credit_per_computer` number - `energy_efficient_home_credit` number - `pre_owned_clean_vehicle_credit_per_computer` number - `pre_owned_clean_vehicle_credit` number - `pre_owned_clean_vehicle_verified` number - `new_clean_vehicle_bus_credit_per_computer` number - `new_clean_vehicle_bus_verified` number - `commercial_clean_vehicle_credit_per_computer` number - `commercial_clean_vehicle_verified` number - `clean_vehicle_credit_verified` number - `payments` PaymentsModel, required - `federal_income_tax_withheld` number - `sch_8812_additional_tax` number - `estimated_tax_payments` number - `other_payment_credit` number - `refundable_education_credit` number - `refundable_education_credit_per_computer` number - `refundable_education_credit_verified` number - `refundable_credits` number - `earned_income_credit` number - `earned_income_credit_per_computer` number - `nontaxable_combat_pay` number - `earned_income_credit_nontaxable_combat_pay` number - `sch_8812_nontaxable_combat_pay` number - `sch_8812_tot_ss_medicare_withheld` number - `excess_social_security_rrta_tax_withheld` number - `sch_8812_additional_child_tax_credit` number - `sch_8812_additional_child_tax_credit_per_computer` number - `sch_8812_additional_child_tax_credit_verified` number - `amount_paid_with_form_4868` number - `form_2439_regulated_investment_company_credit` number - `form_4136_credit_for_federal_tax_on_fuels` number - `form_4136_credit_for_federal_tax_on_fuels_per_computer` number - `health_coverage_tax_credit_f8885` number - `sec_965_tax_installment` number - `sec_965_tax_liability` number - `premium_tax_credit_amount` number - `premium_tax_credit_verified_amount` number - `primary_nap_first_time_home_buyer_installment_amount` number - `secondary_nap_first_time_home_buyer_installment_amount` number - `first_time_homebuyer_credit_repayment_amount` number - `form_5405_total_homebuyers_credit_repayment_per_computer` number - `small_employer_health_insurance_per_computer` number - `small_employer_health_insurance_per_computer_2` number - `total_other_payments_refundable` number - `total_payments` number - `total_payments_per_computer` number - `other_taxes` OtherTaxesModel, required - `self_employment_tax` number - `self_employment_tax_per_computer` number - `social_security_and_medicare_tax_on_unreported_tips` number - `tax_on_qualified_plans_f5329_pr` number - `tax_on_qualified_plans_f5329_per_computer` number - `individual_retirement_account_file_iraf_tax_per_computer` number - `taxpayer_tax_figures_reduced_by_iraf_per_computer` number - `individual_master_file_imf_total_tax_reduced_by_iraf_per_computer` number - `total_other_taxes_per_computer` number - `unpaid_federal_insurance_contributions_act_fica_on_reported_tips` number - `f8959_additional_medicare_tax` number - `f8960_net_investment_income_tax` number - `interest_on_deferred_tax` number - `total_other_taxes` number - `recapture_tax_f8611` number - `household_employment_taxes` number - `household_employment_taxes_per_computer` number - `interest_due_on_installment` number - `sch_8812_additional_tax_computer` number - `refundable_child_care_computer` number - `health_coverage_recapture_f8885` number - `excess_social_security_tax_withheld_verified` number - `excess_social_security_tax_withheld_per_computer` number - `total_additional_taxes` number - `total_assessment_per_computer` number - `total_tax_liability_taxpayer_figures` number - `total_tax_liability_taxpayer_figures_per_computer` number - `deferred_tax_sch_h_se` number - `max_deferred_tax_per_computer` number - `social_security_and_medicare_tax_on_unreported_tips_per_computer` number - `sch_c` ScheduleCModel[] - `ssn` string - `ein` string - `business_name` string - `description` string - `naics` string - `account_method` string - `first_time_schedule_c_filed` string - `statutory_employee_indicator` string - `income` object - … - `expenses` object - … - `cogs` object - … - `sch_se` ScheduleSEModel[] - `ssn` string - `net_farm_profit_loss` number - `conservation_reserve_program_payments` number - `net_nonfarm_profit_loss` number - `total_se_income` number - `se_quarters_covered` integer - `total_se_tax_per_computer` number - `se_income_computer_verified` number - `se_income_per_computer` number - `total_net_earnings_per_computer` number - `long_form_only` object - … - `sch_eic` ScheduleEICModel[] - `qualified_dependents_count` integer - `dependents` object[] - … - `sch_a` ScheduleAModel[] - `medical_dental` object - … - `taxes_paid` object - … - `interest_paid` object - … - `charitable_contributions` object - … - `casualty_and_theft_loss` object - … - `jobs_and_miscellaneous` object - … - `other_miscellaneous` object - … - `total_itemized_deductions` object - … - `sch_d` ScheduleDModel - `short_term_capital_gains_and_losses` ShortTermCapitalGainsAndLossesModel - … - `long_term_capital_gains_and_losses` LongTermCapitalGainsAndLossesModel - … - `tax_computation_using_maximum_capital_gains_rates` TaxComputationUsingMaximumCapitalGainsRatesModel - … - `third_party_designee` ThirdPartyDesigneeDetailsModel - `third_party_designee_id_number` string - `authorization_indicator` integer - `third_party_designee_name` string - `form8863` Form8863Model - `education_credits` object - … - `lifetime_learning_credits` object - … - `allowable_education_credits` object - … - `form8962` Form8962Model - `married_filing_separately_premium_tax_credit_exception_checkbox_indicator` integer - `federal_poverty_level_checkbox` string - `dependents_modified_agi` number - `monthly_contribution_for_health_care` number - `annual_premium` number - `annual_premium_slcsp` number - `annual_advance_payment_of_ptc` number - `monthly_premiums` object[]: Monthly premiums for each month of the year. Array indices follow the order of the months of the year starting with 0 for January. - … - `total_premium_tax_credit` number - `net_premium_tax_credit` number - `form2441` Form2441Model - `qualifying_filing_separate` integer - `f2441_principal_abode` integer - `prov_name` string - `care_prov_ssn` string - `dependent_care_employer_benefits_amt` number - `qualified_expenses_employer_incurred_amt` number - `dependent_care_exclusion_amount` number - `credit_for_child_and_dependent_care_expenses` object - … - `dependent_care_benefits` object - … - `form8995` Form8995Model - `qualified_business_income_component` number - `reit_and_ptp_component` number - `f8995_net_capital_gains` number - `f8995_domestic_production_deduction` number - `qualified_business_net_loss_carryforward` number - `qualified_reit_div_and_ptp_loss_carryforward` number - `total_qualified_business_loss_carryforward` number - `total_reit_div_loss_carryforward` number - `total_qualified_business_income_or_loss` number - `qualified_reit_div_and_ptp_income_or_loss` number - `form8867` Form8867Model - `incorrect_information_aotc` string - `f8867_certification` boolean - `eic_claimed` boolean - `ctc_actc_claimed` boolean - `aotc_claimed` boolean - `head_of_household_filing_status_claimed` boolean - object - `type` 'RETR' - `year` string - `name` string - `address` string - `form_number` string - `tin` string - `indicators_codes_misc` IndicatorsCodesAndMiscellaneousInformationBusinessModel - `tax_year_beginning` string - `correspondence_received_date` string - `parent_corp_ein` string - `designee_checkbox` boolean - `designee_phone_number` string - `total_assets` number - `sch_k_net_operating_loss_carryover_prior_tax_years` number - `f8996_qualified_opportunity_fund` number - `number_shareholders` integer - `sch_m2_balance_at_beginning_of_tax_year` number - `sch_n_total_estimated_income_exclusion` number - `f8586_low_income_housing_credit` number - `f8611_total_recapture_amount` number - `f8825_total_gross_rents_amount` number - `income` IncomeBusinessModel - `gross_receipts_sales` number - `returns_allowances` number - `net_receipts_per_computer` number - `cogs` number - `cogs_per_computer` number - `gross_profit_per_computer` number - `dividends_income` number - `interest_income` number - `gross_rents` number - `gross_royalties` number - `capital_gain_net_income` number - `net_gain_loss` number - `other_income` number - `total_receipts_per_computer` number - `total_income` number - `total_income_per_computer` number - `merchant_card_and_third_party_payment` number - `deductions` DeductionsBusinessModel - `compensation_of_officers` number - `salaries_and_wages_less_job_credits` number - `repairs_maintenance` number - `bad_debts` number - `rents` number - `taxes_and_licenses` number - `interest` number - `charitable_contributions` number - `charitable_contributions_per_computer` number - `net_depreciation` number - `depletion` number - `domestic_production_activities_deduction` number - `f7205_energy_efficient_commercial_building_deduction` number - `advertising` number - `pension_profit_share_plans` number - `employee_benefits` number - `other_deductions` number - `total_deductions` number - `total_deductions_per_computer` number - `net_income_per_computer` number - `taxable_income_pre_net_operating_loss_deduction_per_computer` number - `net_operating_loss_deduction` number - `special_deductions` number - `special_deductions_per_computer` number - `ordinary_income_loss` number - `ordinary_income_loss_per_computer` number - `tax_and_payments` TaxAndPaymentsBusinessModel - `taxable_income_per_computer` number - `manually_corrected_total_tax` number - `total_income_tax` number - `total_income_tax_per_computer` number - `total_payments_and_refundable_credits` number - `credit_from_regulated_investment_company_per_computer` number - `estimated_tax_payments` number - `f7004_tax_deposited` number - `total_payments` number - `foreign_investment_in_real_property_tax_act_credit` number - `credit_from_federal_tax_fuels_per_computer` number - `net_965_tax_liability_paid` number - `total_payments_per_computer` number - `overpayment_windfall_profit_tax` number - `tax_shown_on_return` number - `deferred_965_tax` number - `estimated_tax_penalty` number - `tax_due` number - `tax_due_per_computer` number - `credit_elect_amount` number - `credit_next_year_estimated_tax` number - `total_tax_settlement_per_computer` number - `f8996_qualified_opportunity_fund` number - `total_phone_tax_refund` number - `total_phone_tax_verified` number - `phone_tax_refund` number - `phone_tax_interest` number - `phone_tax_refund_per_computer` number - `international_tax_report_checkbox` boolean - `sch_a` ScheduleABusinessModel - `inventory_beginning` number - `inventory_end` number - `total_cost_of_sales` number - `cogs_per_computer` number - `sch_k` ScheduleKBusinessModel - `portfolio_interest_income` number - `alcohol_fuels_tax_credit` number - `total_property_distribution` number - `income_loss` number - `sch_l` ScheduleLBusinessModel - `trade_notes_and_accounts_receivable_end` number - `less_accumulated_depreciation` number - `loans_to_shareholders_end` number - `total_assets_begin` number - `total_assets_end` number - `other_current_liabilities_end` number - `other_liabilities_end` number - `preferred_stock` number[] - `common_stock` number[] - `common_stock_end` number - `retained_earnings_begin` number - `lost_cost_treasury_stock_begin` number - `lost_cost_treasury_stock_end` number - `total_liabilities_and_stock_equity_end` number - `loans_for_shareholders_end` number - `loans_from_shareholders_end` number - `capital_stock_end` number - `additional_paid_in_capital_end` number - `retained_earnings_end` number - `form5884b` Form5884BModel - `preliminary_new_hire_retention_credit` number - `number_of_retained_workers` integer - `merchant_card_gross_receipts_per_computer` number - `net_receipts_per_computer` number - `form4626` Form4626Model - `taxable_income_before_nold_per_computer` number - `pre_adjustment_amount` number - `adjusted_current_earnings` number - `amti_before_energy_preference_per_computer` number - `alt_tax_net_operating_loss_deduction` number - `alt_tax_net_operating_loss_deduction_computer` number - `alt_min_taxable_income_per_computer` number - `exemption_per_computer` number - `alt_min_foreign_tax_per_computer` number - `tentative_amt` number - `tentative_amt_per_computer` number - `environmental_tax_per_computer` number - `form3800` Form3800BusinessModel - `parts` union[] - … - `credits` CreditsFormBusinessModel - `vehicle_1_number` string - `placed_in_service_date_1` string - `tentative_1_credit` number - `net_1_business_credit` number - `net_1_business_credit_computer` number - `lesser_1_pt_4` number - `lesser_1_pt_5` number - `lesser_1_part_5_computer` number - `vehicle_2_number` string - `placed_in_service_date_2` string - `tentative_2_credit` number - `net_2_business_credit` number - `net_2_business_credit_computer` number - `lesser_2_pt_4` number - `lesser_2_pt_5` number - `lesser_2_part_5_computer` number - `summary_vehicle_validation_credit_verified` number - `more_than_2_schedule_a_indicators` string - `vehicle_1_validation_number` string - `vehicle_2_validation_number` string - `total_net_elective_pay_per_computer` number - `reduction_of_cvc_credit_per_computer` number - VENF - `type` 'VENF' - `year` string - F1040 - `type` 'F1040' - `year` string - `filing_info` object - `name` string - `spouse_name` string - `ssn` string - `spouse_ssn` string - `home_address` string - `city` string - `state` string - `zip` string - `filing_status` 'SINGLE' | 'MARRIED_FILING_JOINTLY' | 'MARRIED_FILING_SEPARATELY' | 'HEAD_OF_HOUSEHOLD' | 'QUALIFYING_WIDOW_ER' - `dependents` object[] - `name` string - `ssn` string - `relationship` string - `child_tax_credit` boolean - `credit_for_other_dependents` boolean - `income` object - `w2_wages` number: Line 1a: Total from W-2, box 1 - `household_employee_wages` number: Line 1b: Household employee wages not reported on W-2 - `tip_income` number: Line 1c: Tip income not reported on line 1a - `medicaid_waiver_payments` number: Line 1d: Medicaid waiver payments - `dependent_care_benefits` number: Line 1e: Taxable dependent care benefits from Form 2441 - `adoption_benefits` number: Line 1f: Employer-provided adoption benefits from Form 8839 - `form_8919_wages` number: Line 1g: Wages from Form 8919 - `other_earned_income` number: Line 1h: Other earned income - `nontaxable_combat_pay` number: Line 1i: Nontaxable combat pay election - `total_wages` number: Line 1z: Total wages (sum of 1a-1h) - `tax_exempt_interest` number: Line 2a: Tax-exempt interest - `taxable_interest` number: Line 2b: Taxable interest - `qualified_dividends` number: Line 3a: Qualified dividends - `ordinary_dividends` number: Line 3b: Ordinary dividends - `ira_distributions` number: Line 4a: IRA distributions - `taxable_ira_distributions` number: Line 4b: Taxable IRA distributions - `pensions_annuities` number: Line 5a: Pensions and annuities - `taxable_pensions_annuities` number: Line 5b: Taxable pensions and annuities - `social_security_benefits` number: Line 6a: Social security benefits - `taxable_social_security_benefits` number: Line 6b: Taxable social security benefits - `lump_sum_election` boolean: Line 6c: Lump-sum election method checkbox - `capital_gain_loss` number: Line 7: Capital gain or (loss) - `additional_income_schedule_1` number: Line 8: Additional income from Schedule 1, line 10 - `total_income` number: Line 9: Total income - `adjustments_to_income` number: Line 10: Adjustments to income from Schedule 1, line 26 - `adjusted_gross_income` number: Line 11: Adjusted gross income (subtract line 10 from line 9) - `standard_or_itemized_deduction` number: Line 12: Standard deduction or itemized deductions from Schedule A - `qualified_business_income_deduction` number: Line 13: Qualified business income deduction from Form 8995 or 8995-A - `total_deductions` number: Line 14: Add lines 12 and 13 - `taxable_income` number: Line 15: Taxable income (subtract line 14 from line 11) - W2 - `type` 'W2', required - `year` string, required - `forms` object[], required - `employer` object - `ein` string - `name` string - `address` string - `employee` object - `ssn` string - `name` string - `address` string - `wages` number - `social_security_wages` number - `medicare_wages` number - `federal_income_tax_withheld` number - `social_security_tax_witheld` number - `medicare_tax_witheld` number - Form1095A - `type` '1095A', required - `year` string, required - `forms` object[], required - `recipient_info` object, required - `policy_number` string, required - `policy_issuer` string, required - `name` string, required - `ssn` string, required - `dob` string, required - `spouse_name` string - `spouse_ssn` string - `spouse_dob` string - `policy_start` string, required - `policy_termination` string, required - `street_address` string, required - `city` string, required - `state` string, required - `zip_code` string, required - `covered_individuals` object[], required - `name` string, required - `ssn` string, required - `dob` string, required - `coverage_start` string, required - `coverage_termination` string, required - `coverage_months` object[], required: each month is an item ordered by month number - `monthly_enrollment_premium` number, required - `monthly_slcsp_premium` number, required - `monthly_advance_payment` number, required - `annual_totals` object, required - `monthly_enrollment_premium` number, required - `monthly_slcsp_premium` number, required - `monthly_advance_payment` number, required - FormIrs1099IntModel - `type` '1099INT', required - `year` string, required - `forms` object[], required - `payer_info` object, required - `name` string, required - `tin` string, required - `address` string, required - `recipient_info` object, required - `name` string, required - `tin` string, required - `address` string, required - `interest_income` number, required - `early_withdrawal_penalty` number, required - `savings_bonds_and_treasury_interest` number, required - `federal_income_tax_withheld` number, required - `investment_expenses` number, required - `foreign_tax_paid` number, required - `foreign_country` string - `tax_exempt_interest` number, required - `specified_private_activity_bond_interest` number, required - `market_discount` number, required - `bond_premium` number, required - `bond_premium_on_treasury_obligations` number, required - `bond_premium_on_tax_exempt_bond` number, required - `fatca_checked` boolean, required - `account_number` string, required - `tax_exempt_and_tax_credit_bond_cusip_no` string - FormIrs1099GModel - `payer` object, required - `name` string, required - `tin` string, required - `address` string, required - `recipient` object, required - `name` string, required - `tin` string, required - `address` string, required - `unemployment_compensation` number, required - `state_local_income_tax_refunds` number, required - `year_of_refund` integer, required - `federal_income_tax_withheld` number, required - `rtaa_payments` number, required - `taxable_grants` number, required - `agriculture_payments` number, required - `trade_or_business_income` boolean, required - `market_gain` number, required - `account_number` string, nullable --- [API](https://skmtc.dev/trychart/apis/chart-api.md) - [All operations](https://skmtc.dev/trychart/apis/chart-api/llms.txt) - [OpenAPI document](https://skmtc.dev/trychart/apis/chart-api/revisions/fac67e8a1281?raw)