Overview

Some tax forms are generated automatically at the start of each year, and providing them to your customers is a regulatory requirement.

While Unit generates some tax forms in line with detailed regulatory requirements, you are responsible for following all IRS and regulatory guidelines and distributing those forms to your customers.

note

Note that the IRS requires you provide tax forms to customers using postal mail unless you’ve obtained consent from them and followed notice, delivery, and other requirements outlined by IRS guidelines, in order to deliver the forms electronically. To opt out of mail delivery, please contact Unit.

info

We recommend listening to webhooks to be notified when a tax form is created or when an update to an existing form is available (usually in response to a request to amend an issued form).

info

The interest relevant to a 1099-INT is the interest that was paid during the relevant tax year (e.g. the interest accrued in December 2023 is paid in January 2024 and will be included in the 1099-INT issued in 2025).

List

List tax form resources per tax year. Filtering and paging can be applied.

Verb	GET
Url	https://api.s.unit.sh/tax-forms
Required Scope	statements
Timeout (Seconds)	5

Name	Type	Default	Description
page[limit]	integer	100	Optional. Maximum number of resources that will be returned. Maximum is 1000 resources. See Pagination.
page[offset]	integer	0	Optional. Number of resources to skip. See Pagination.
filter[customerId]	string	(empty)	Optional. Filters the results by the specified customer id.
filter[accountId]	string	(empty)	Optional. Filters the results by the specified account id.
filter[taxYears]	ISO8601 Year string	Latest tax year	Optional. Returns the available tax forms for one or more tax years. e.g. Usage example: filter[taxYears][0]=2023
filter[taxFormTypes]	string	(empty)	Optional. Usage example: filter[taxFormsType][0]=1099-INT

curl -X GET 'https://api.s.unit.sh/tax-forms?page[limit]=20&page[offset]=10' \
-H "Authorization: Bearer ${TOKEN}"

Response

Response is a JSON:API document.

200 OK

Field	Type	Description
data	Array of tax forms	Array of tax form resources for a given tax year.

Example Response:

{
  "data": [
    {
      "type": "taxForm",
      "id": "1",
      "attributes": {
        "formType": "1099-INT",
        "taxYear": "2023"
      },
      "relationships": {
        "customer": {
          "data": {
            "type": "customer",
            "id": "10"
          }
        },
        "account": {
          "data": {
            "type": "account",
            "id": "1000"
          }
        }
      }
    },
    {
      "type": "taxForm",
      "id": "2",
      "attributes": {
        "taxYear": "2023"
      },
      "relationships": {
        "customer": {
          "data": {
            "type": "customer",
            "id": "1"
          }
        },
        "accounts": {
          "data": [
            {
              "type": "account",
              "id": "10000"
            },
            {
              "type": "account",
              "id": "3000"
            }
          ]
        }
      }
    }
  ]
}

Get Tax Form by Id

Get a tax form by id.

Verb	GET
Url	https://api.s.unit.sh/tax-forms/{id}
Required Scope	statements
Timeout (Seconds)	5

Response

Response is a JSON:API document.

200 OK

Field	Type	Description
data	taxForm	Tax form resource. Can be 1099-INT as indicated by the type field.

curl -X GET 'https://api.s.unit.sh/tax-forms/4333' \
-H "Authorization: Bearer ${TOKEN}"

Get Tax Form PDF by Id

Get a tax form PDF file by id.

Verb	GET
Url	https://api.s.unit.sh/tax-forms/{id}/pdf
Required Scope	statements
Timeout (Seconds)	180

Response

Response is a PDF document.

curl -X GET 'https://api.s.unit.sh/tax-forms/1/pdf' \
-H "Authorization: Bearer ${TOKEN}"