The Tax Documents API from Arch — 4 operation(s) for tax documents.
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openapi: 3.2.0
info:
title: Arch Client Tax Documents API
version: 0.1.0
description: '# Arch Client API Documentation
## Getting Started
To get started, you need to request credentials from us at api-support@arch.co.'
servers:
- url: /
host: arch.co
tags:
- name: Tax Documents
paths:
/client-api/v0/tax-documents:
get:
operationId: get-list-tax-documents
parameters:
- name: year
in: query
deprecated: true
description: A year to query tax documents from. Defaults to the last calendar year.
schema:
type: integer
- name: beforeReceivedTime
in: query
description: Filter the output for activities with a processed time before the queried timestamp.
example: '2024-05-22T21:15:55.306Z'
schema:
type: string
format: date-time
- name: afterReceivedTime
in: query
description: Filter the output for activities with a processed time after the queried timestamp.
example: '2024-05-22T21:15:55.306Z'
schema:
type: string
format: date-time
- name: years
in: query
description: A comma separated list of years to query tax documents from. Defaults to the last calendar year.
schema:
type: string
- name: offset
in: query
description: The number of tax documents to skip before collecting results
schema:
type: integer
default: 0
minimum: 0
- name: limit
in: query
description: The number of tax documents to return
schema:
type: integer
default: 25
minimum: 25
- name: documentType
in: query
description: The type of tax document to filter by
schema:
type: string
enum:
- K1
- '1099'
- Other
- name: includeFiles
in: query
description: Whether to include file details in the response
schema:
type: boolean
default: false
summary: Get all tax documents
security:
- BearerAuth: []
tags:
- Tax Documents
responses:
'200':
description: The tax document overview
content:
application/json:
schema:
$ref: '#/components/schemas/TaxDocumentList'
/client-api/v0/tax-documents/{taxDocId}:
get:
operationId: get-tax-document-by-id
summary: Get a single tax document by ID
security:
- BearerAuth: []
tags:
- Tax Documents
parameters:
- name: taxDocId
in: path
description: The ID of the tax document to retrieve
required: true
schema:
type: integer
- name: includeFiles
in: query
description: Whether to include file details in the response
schema:
type: boolean
default: false
responses:
'200':
description: The tax document
content:
application/json:
schema:
$ref: '#/components/schemas/TaxDocument'
'404':
description: Tax document not found
/client-api/v0/tax-documents/{taxDocId}/files:
get:
operationId: get-tax-document-list-files
summary: Get all files for a specific tax document
security:
- BearerAuth: []
description: Returns a list of files, including download links.
tags:
- Tax Documents
parameters:
- name: taxDocId
in: path
description: A specific tax document to query
required: true
schema:
type: integer
responses:
'200':
description: A list of files for the tax document.
content:
application/json:
schema:
$ref: '#/components/schemas/TaxDocFileList'
/client-api/v0/tax-documents/{taxDocId}/files/{fileId}/download:
get:
operationId: get-tax-document-download-file
summary: Download individual tax doc file
security:
- BearerAuth: []
tags:
- Tax Documents
parameters:
- name: taxDocId
in: path
description: A specific tax document to query
required: true
schema:
type: integer
- name: fileId
in: path
description: A specific file to download
required: true
schema:
type: integer
responses:
'200':
content:
application/octet-stream:
schema:
type: string
format: binary
description: Buffer containing the content of the requested file.
components:
schemas:
IssuingEntityRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- issuing-entity-ref
id:
type: number
description: The ID of the referenced issuing entity
example: 204
url:
type: string
description: A relative url to the referenced issuing entity
example: /issuing-entities/204
name:
type: string
description: The name of the referenced issuing entity
example: Issuing Entity 204
ActivityRef:
type: object
required:
- id
- url
- filesUrl
properties:
id:
type: string
description: The ID of the referenced activity
example: 112
url:
type: string
description: A relative url to the referenced activity
example: /activities/112
filesUrl:
type: string
description: A relative url to the files attached to the referenced activity. The activity may not have files attached.
example: /activities/112/files
File:
type: object
required:
- id
- name
- uploadTime
- downloadUrl
properties:
id:
type: number
description: A unique identifier for the file
example: 101
name:
type: string
description: Name of the file
example: 56_TestEntity.pdf
sizeBytes:
type: number
description: Size of the file in bytes
example: 123456
uploadTime:
type: string
description: Time of the file upload
example: '2024-02-08T18:50:15.000Z'
fileHash:
type: string
description: A hash of the file
example: afakehash
downloadUrl:
type: string
description: A relative url to download the file itself, as originally received by Arch
example: /{parentType}/1234/files/1234/download
originalName:
type: string
description: Original name of the file before applying custom name conventions
example: file_123.pdf
HoldingRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- holding-ref
id:
type: number
description: The ID of the referenced holding
example: 112
url:
type: string
description: A relative url to the referenced holding
example: /holdings/112
name:
type: string
description: The name of the referenced holding
example: Holding 112
InvestingEntityRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- investing-entity-ref
id:
type: number
description: The ID of the referenced investing entity
example: 711
url:
type: string
description: A relative url to the referenced investing entity
example: /investing-entities/711
name:
type: string
description: The name of the referenced investing entity
example: Investing Entity 711
AccountRef:
type: object
required:
- kind
- id
- url
properties:
kind:
type: string
enum:
- account-ref
id:
type: number
description: The ID of the referenced account
example: 56
url:
type: string
description: A relative url to the referenced account
example: /account/56
name:
type: string
description: The name of the referenced account
example: Account 56
TaxDocumentList:
type: object
required:
- kind
- selfUrl
- contents
properties:
kind:
type: string
description: page
contents:
type: array
items:
$ref: '#/components/schemas/TaxDocument'
description: List of tax documents
selfUrl:
type: string
description: The URL for the current page of documents
example: /tax-documents?limit=25&offset=50
next:
type: string
description: The URL for the next page of documents
example: /tax-documents?limit=25&offset=75
prev:
type: string
description: The URL for previous page of documents
example: /tax-documents?limit=25&offset=25
TaxDocument:
type: object
required:
- kind
- id
- selfUrl
- type
- holdingRef
- investingEntityRef
- issuingEntityRef
properties:
kind:
type: string
description: tax-document
example: tax-document
id:
type: number
description: The Arch ID for tracking the tax document
example: 100200
selfUrl:
type: string
description: The relative URL for accessing this resource via the Arch Client API
example: /tax-documents/100200
type:
type: string
description: The type of document expected.
example: K-1
taxYear:
type: number
description: The tax year the document corresponds to
example: 2024
repeatedCadence:
type: string
enum:
- Yearly
- One-off
description: Whether the tax document is expected yearly, or one time
collectionStatus:
type: string
enum:
- Waiting
- Linking
- ReceivedEstimate
- ReceivedDraft
- ReceivedFinal
- NoDocument
- NotThisYear
- Overdue
- OverdueReachedOut
- NotApplicable
- WaitingReachedOut
description: Whether we have received the document
receivedDate:
type: string
format: date
description: The date the document was received
example: 2024/03/29
receivedTime:
type: string
format: date-time
description: Date and time when the document was received in UTC
example: '2024-03-29T14:30:00.000Z'
expectedDate:
type: string
format: date
description: The date the document was expected to arrive
example: 2024/03/31
fileUrl:
type: string
description: A relative URL to see the files associated with this tax document
example: /tax-documents/100200/files
holdingRef:
$ref: '#/components/schemas/HoldingRef'
investingEntityRef:
$ref: '#/components/schemas/InvestingEntityRef'
issuingEntityRef:
$ref: '#/components/schemas/IssuingEntityRef'
accountRef:
$ref: '#/components/schemas/AccountRef'
TaxDocFileList:
type: object
properties:
kind:
type: string
enum:
- page
contents:
type: array
items:
allOf:
- $ref: '#/components/schemas/File'
- type: object
properties:
version:
type: string
enum:
- Final
- Draft
- Estimate
- Uploaded
type:
type: string
description: The type of document received.
example: K-1
downloadUrl:
type: string
description: A relative url to download the file itself, as originally received by Arch
activityRef:
$ref: '#/components/schemas/ActivityRef'
example:
kind: page
selfUrl: /tax-documents/100200/files
contents:
- id: 200101
name: 56_TestEntity.pdf
sizeBytes: 12345
uploadTime: '2024-03-14T18:50:15.000Z'
fileHash: afakehash
version: Estimate
type: K-1
downloadUrl: /tax-documents/100200/files/200101/download
originalName: estimated-k1.pdf
- id: 200102
name: 56_TestEntity.pdf
sizeBytes: 23456
uploadTime: '2024-03-28T12:22:00.000Z'
fileHash: differentfakehash
version: Final
type: K-1
downloadUrl: /tax-documents/100200/files/200102/download
originalName: final-k1.pdf
securitySchemes:
BearerAuth:
type: http
scheme: bearer
bearerFormat: JWT