Quickstart

This walks through getting an access token and reading your first transcript in the sandbox. Step 1 gets the token. Steps 2 to 4 use it.

The interactive Run on the API reference pages calls the live endpoints with an access token you paste in. Step 1 gets that token.

Before you start

Have your sandbox client_id and client_secret handy. Credentials are issued per environment.

1. Get an access token

Open Get a token, fill in your client_id and client_secret, and Run it. Or send the request yourself:

curl --request POST https://login-demo.taxrock.com/oauth/token \
  --header "Content-Type: application/json" \
  --data '{
    "grant_type": "client_credentials",
    "client_id": "YOUR_CLIENT_ID",
    "client_secret": "YOUR_CLIENT_SECRET",
    "audience": "https://api.taxrock.com"
  }'

The response includes an access_token. Cache it and reuse it until it expires.

2. List taxpayers

Open List taxpayers, paste your access_token as the bearer credential, and Run. Or:

curl https://api-demo.taxrock.com/taxpayers \
  --header "Authorization: Bearer YOUR_ACCESS_TOKEN"

Pick a taxpayer and keep its id.

3. List the taxpayer’s transcripts

List a taxpayer’s Wage & Income transcripts returns one entry per tax year:

curl https://api-demo.taxrock.com/taxpayers/TAXPAYER_ID/transcripts/wage-and-income \
  --header "Authorization: Bearer YOUR_ACCESS_TOKEN"

Keep the id of a transcript.

4. Fetch the transcript

Get a Wage & Income transcript returns the year’s information returns and a summary:

curl https://api-demo.taxrock.com/transcripts/wage-and-income/TRANSCRIPT_ID \
  --header "Authorization: Bearer YOUR_ACCESS_TOKEN"

The Transcripts overview covers the three transcript types, paging and timestamps.

Direct access

Delegate access

Guides

Before you start

1. Get an access token

2. List taxpayers

3. List the taxpayer’s transcripts

4. Fetch the transcript

​Before you start

​1. Get an access token

​2. List taxpayers

​3. List the taxpayer’s transcripts

​4. Fetch the transcript

Before you start

1. Get an access token

2. List taxpayers

3. List the taxpayer’s transcripts

4. Fetch the transcript