medianfi-com

medianfi-com Tax Settings API

The Tax Settings API from medianfi-com — 1 operation(s) for tax settings.

GitHub OpenAPI

Operations 2

GET /companies/{companyId}/tax-settings Get tax settings for a company #
PUT /companies/{companyId}/tax-settings Update tax settings (upsert). Snapshots prior effective state to history #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/medianfi-com/openapi/medianfi-com-tax-settings-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-practice-packet-v1-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-therapist-metrics-envelope-response-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-sub-ledger-liabilities-view-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-quick-books-chart-push-preview-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-books-overview-schema.json
📊
JSONSchema
https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-agent-client-facts-schema.json

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OpenAPI Specification

medianfi-com-tax-settings-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Median Tax Settings API
  version: 0.1.0
  description: Production-grade Node.js + Express API starter template
  license:
    name: Proprietary
servers:
- url: /api/v1
security: []
tags:
- name: Tax Settings
paths:
  /companies/{companyId}/tax-settings:
    parameters:
    - $ref: '#/components/parameters/companyId'
    get:
      operationId: getTaxSettings
      summary: Get tax settings for a company
      tags:
      - Tax Settings
      security:
      - bearerAuth: []
      responses:
        '200':
          description: Current tax settings (returns defaults if not yet set)
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TaxSettingsResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
    put:
      operationId: updateTaxSettings
      summary: Update tax settings (upsert). Snapshots prior effective state to history
      tags:
      - Tax Settings
      security:
      - bearerAuth: []
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateTaxSettingsInput'
      responses:
        '200':
          description: Tax settings updated. Returns the underlying tax_settings row; call GET to see the merged effective view + history.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UpdateTaxSettingsResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/Forbidden'
        '422':
          description: Validation error
components:
  schemas:
    TaxInformation:
      type: object
      properties:
        companyId:
          type: string
          format: uuid
        ein:
          type:
          - string
          - 'null'
        accountingMethod:
          type:
          - string
          - 'null'
          enum:
          - cash
          - accrual
          - tbd
          - null
        state:
          type:
          - string
          - 'null'
        taxYearEndMonth:
          type:
          - integer
          - 'null'
          minimum: 1
          maximum: 12
        sources:
          type: object
          properties:
            ein:
              $ref: '#/components/schemas/TaxInformationFieldSource'
            accountingMethod:
              $ref: '#/components/schemas/TaxInformationFieldSource'
            state:
              $ref: '#/components/schemas/TaxInformationFieldSource'
            taxYearEndMonth:
              $ref: '#/components/schemas/TaxInformationFieldSource'
        settings:
          $ref: '#/components/schemas/TaxSettings'
        history:
          type: array
          description: Most recent change-history entries, newest first.
          items:
            $ref: '#/components/schemas/TaxSettingsHistoryEntry'
    ProblemDetail:
      type: object
      properties:
        type:
          type: string
        title:
          type: string
          description: 'For application errors, a stable UPPER_SNAKE machine code (for example `NOT_FOUND`, `FORECAST_NOT_FOUND`, `VALIDATION_ERROR`). Clients branch on this, never on `detail` wording. A few transport level responses use a short human title instead.

            '
        status:
          type: integer
        detail:
          type: string
          description: 'Human-readable explanation; correlate a failure with `traceId`. A NOT_FOUND-family 404 names the resource type (for example "Company not found"), not its id. Some legacy messages still include an id (tracked in #2666).

            '
        instance:
          type: string
        traceId:
          type: string
        retryAfter:
          type: integer
          minimum: 0
          description: Whole seconds until retry is allowed for a 429 response
        errors:
          type: array
          items:
            type: object
            properties:
              field:
                type: string
              message:
                type: string
        extensions:
          type: object
          additionalProperties: true
    TaxInformationFieldSource:
      type: string
      enum:
      - onboarding
      - settings
      - default
      description: Where the displayed value came from. 'onboarding' = what the customer entered during onboarding (companies table). 'settings' = an override in tax_settings. 'default' = neither source had a value and the field falls back to an app default (UI renders "TBD").
    UpdateTaxSettingsInput:
      type: object
      properties:
        federalTaxId:
          type:
          - string
          - 'null'
          maxLength: 20
        stateTaxId:
          type:
          - string
          - 'null'
          maxLength: 50
        filingFrequency:
          type:
          - string
          - 'null'
          enum:
          - monthly
          - quarterly
          - annual
          - null
        fiscalYearEnd:
          type:
          - integer
          - 'null'
          minimum: 1
          maximum: 12
        entityType:
          type:
          - string
          - 'null'
          maxLength: 50
        accountingMethod:
          type:
          - string
          - 'null'
          enum:
          - cash
          - accrual
          - tbd
          - null
        stateOfIncorporation:
          type:
          - string
          - 'null'
          maxLength: 100
        notes:
          type:
          - string
          - 'null'
          maxLength: 2000
        changeReason:
          type:
          - string
          - 'null'
          maxLength: 500
          description: Optional free-text explanation stored alongside the history entry that captures the pre-update effective state.
    TaxSettingsResponse:
      type: object
      properties:
        success:
          type: boolean
        data:
          $ref: '#/components/schemas/TaxInformation'
    TaxSettings:
      type: object
      properties:
        id:
          type: string
        companyId:
          type: string
          format: uuid
        federalTaxId:
          type:
          - string
          - 'null'
        stateTaxId:
          type:
          - string
          - 'null'
        filingFrequency:
          type:
          - string
          - 'null'
          enum:
          - monthly
          - quarterly
          - annual
          - null
        fiscalYearEnd:
          type:
          - integer
          - 'null'
          minimum: 1
          maximum: 12
        entityType:
          type:
          - string
          - 'null'
        accountingMethod:
          type:
          - string
          - 'null'
          enum:
          - cash
          - accrual
          - tbd
          - null
          description: Override for the onboarding accounting-method answer. 'tbd' is rendered as "TBD" in the UI and maps from the onboarding 'unsure' choice; null means "fall back to companies.accounting_method".
        stateOfIncorporation:
          type:
          - string
          - 'null'
          description: Override for the onboarding state-of-incorporation answer. null means "fall back to companies.state".
        notes:
          type:
          - string
          - 'null'
        createdAt:
          type: string
          format: date-time
        updatedAt:
          type: string
          format: date-time
    UpdateTaxSettingsResponse:
      type: object
      properties:
        success:
          type: boolean
        data:
          $ref: '#/components/schemas/TaxSettings'
    TaxSettingsHistoryEntry:
      type: object
      properties:
        id:
          type: string
          format: uuid
        companyId:
          type: string
          format: uuid
        ein:
          type:
          - string
          - 'null'
        accountingMethod:
          type:
          - string
          - 'null'
          enum:
          - cash
          - accrual
          - tbd
          - null
        stateOfIncorporation:
          type:
          - string
          - 'null'
        taxYearEndMonth:
          type:
          - integer
          - 'null'
          minimum: 1
          maximum: 12
        stateTaxId:
          type:
          - string
          - 'null'
        filingFrequency:
          type:
          - string
          - 'null'
          enum:
          - monthly
          - quarterly
          - annual
          - null
        entityType:
          type:
          - string
          - 'null'
        notes:
          type:
          - string
          - 'null'
        changedByUserId:
          type:
          - string
          - 'null'
          format: uuid
        changeSource:
          type: string
          enum:
          - onboarding
          - settings_update
          - accountant_edit
          - migration
        changeReason:
          type:
          - string
          - 'null'
        changedAt:
          type: string
          format: date-time
  responses:
    Forbidden:
      description: Insufficient permissions or not a company member
      content:
        application/problem+json:
          schema:
            $ref: '#/components/schemas/ProblemDetail'
    Unauthorized:
      description: Authentication required
      content:
        application/problem+json:
          schema:
            $ref: '#/components/schemas/ProblemDetail'
  parameters:
    companyId:
      name: companyId
      in: path
      required: true
      schema:
        type: string
        format: uuid
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
    serviceApiKey:
      type: apiKey
      in: header
      name: X-API-Key
      description: 'Persistent credential for the configured cloud-bookkeeping service principal. The key must carry accountant:* and is accepted only on accountant operations that explicitly list this scheme. Ordinary API keys, and service keys presented to bearer-only operations, are denied.

        '
    refreshSessionCookie:
      type: apiKey
      in: cookie
      name: __Secure-median_refresh
      description: 'Exact production HttpOnly refresh-session cookie. Local non-secure development uses median_refresh.

        '
    passkeyEnrollmentGrantCookie:
      type: apiKey
      in: cookie
      name: __Secure-median_passkey_enrollment
      description: 'Exact production HttpOnly passkey-enrollment grant cookie. Local non-secure development uses median_passkey_enrollment.

        '
    webAuthnCeremonyCookie:
      type: apiKey
      in: cookie
      name: __Secure-median_webauthn
      description: 'Exact production HttpOnly WebAuthn ceremony cookie. Local non-secure development uses median_webauthn.

        '
x-median-quarantined-authorities:
  decision: ADR-0001-model-a
  runtimeStatus: unmounted
  description: 'Migrations 267-272 modeled legal entities as separate company tenants. These paths are not runtime API authority while their preserved accounting math is re-keyed to legal entities inside one company workspace.

    '
  paths:
  - /companies/{companyId}/consolidation-groups
  - /companies/{companyId}/consolidation-groups/{groupId}/versions/{groupVersionId}/report-rollups
  - /companies/{companyId}/consolidation-groups/{groupId}/versions/{groupVersionId}/report-rollups/{rollupId}
  - /companies/{companyId}/consolidation-groups/{groupId}/versions/{groupVersionId}/translation-adjustments
  - /companies/{companyId}/consolidation-groups/{groupId}/versions/{groupVersionId}/translation-adjustments/{adjustmentId}
x-median-demo-parity-customer-surface:
  runtimeStatus: mounted-lifecycle-only
  description: 'v2 customer-app capabilities available to JWT-authenticated members of any active or test company — the v2 app is the product, not a rollout cohort, so no allowlist applies to the markerless path. Production customer calls omit X-Median-App-Surface. Test-company calls may carry X-Median-App-Surface: qa to select the QA bundle; that marker branch alone still requires membership in CUSTOMER_APP_DEMO_PARITY_COMPANY_IDS. An API key, unknown marker, malformed company id, inactive company, missing gate dependency, or failed company lookup receives the standard hidden-resource 404 contract. The held surfaces riding these prefixes (AR/AP, Forecast, Insights) carry their own additional allowlist gate — see x-median-forecast-hold and x-median-ar-ap-hold.

    '
  headerContract: '#/components/parameters/demoParityCustomerAppSurface'
  routePrefixes:
  - /companies/{companyId}/ar
  - /companies/{companyId}/ap
  - /companies/{companyId}/customers
  - /companies/{companyId}/vendors
  - /companies/{companyId}/contracts
  - /companies/{companyId}/receivables
  - /companies/{companyId}/entities
  - /companies/{companyId}/currencies
  - /companies/{companyId}/reporting-scopes
  - /companies/{companyId}/reporting-scopes/{reportingScopeId}/versions/{versionId}/rollups
  - /companies/{companyId}/reporting-scopes/{reportingScopeId}/versions/{versionId}/translation-adjustments
  - /companies/{companyId}/presentation-report-snapshots
  - /companies/{companyId}/reporting-trial-balances
  - /companies/{companyId}/reporting-scopes/{reportingScopeId}/versions/{versionId}/trial-balances
  - /companies/{companyId}/reporting-scopes/{reportingScopeId}/versions/{versionId}/intercompany
  - /companies/{companyId}/weekly-email
  - /companies/{companyId}/forecast
  - /companies/{companyId}/books
  - /companies/{companyId}/sub-ledgers
x-median-forecast-hold:
  runtimeStatus: mounted-only-with-server-gate
  description: 'Forecast is held. Beyond the lifecycle-only customer surface above, every operation under the prefix below also requires the company to appear in the held-surface allowlist CUSTOMER_APP_DEMO_PARITY_COMPANY_IDS — the one operator-set list that opens AR/AP, Forecast and Insights (the legacy CUSTOMER_APP_FORECAST_COMPANY_IDS variable is no longer consulted). It is empty by default, so the v2 rollout alone never exposes Forecast. A company off the list receives the same hidden-resource 404 contract as one for which the surface does not exist. The auth-context featureFlags key `forecast` mirrors this verdict for the customer app shell.

    '
  featureFlag: forecast
  routePrefixes:
  - /companies/{companyId}/forecast
x-median-ar-ap-hold:
  runtimeStatus: mounted-only-with-server-gate
  description: 'Receivables/Payables are held behind TWO required authorities. Beyond the lifecycle-only customer surface above, every operation under the prefixes below requires the company to appear in the held-surface allowlist CUSTOMER_APP_DEMO_PARITY_COMPANY_IDS (requireDemoParityAllowlistedCompany) AND to satisfy the company_subledger_flags conversion chain (requireArApItemsEnabled — the same authority the public /pay page, aging and the accountant portal consult); failing either answers the opaque 404. The auth-context featureFlags key `arApItems` mirrors exactly that conjunction, resolved server-side, so the customer shell hides the Receivables/Payables nav and pages instead of offering menu entries these routes 404. Default is FALSE for every company while the list is empty or the conversion has not run.

    '
  featureFlag: arApItems
  routePrefixes:
  - /companies/{companyId}/ar
  - /companies/{companyId}/ap
  - /companies/{companyId}/customers
  - /companies/{companyId}/vendors
  - /companies/{companyId}/contracts
  - /companies/{companyId}/receivables
x-median-demo-parity-qa-only:
  runtimeStatus: mounted-only-with-server-gate
  description: 'Strict test-company-only routes. Every interactive call requires X-Median-App-Surface: qa in addition to JWT authentication, the server allowlist, and persisted client_status=test. A copied header, API key, active company, missing gate dependency, or failed company lookup receives the standard hidden-resource 404 contract.

    '
  headerContract: '#/components/parameters/qaAppSurface'
  routePrefixes:
  - /companies/{companyId}/gl-accounts/{id}/monetary-classification
  - /companies/{companyId}/fx-account-roles
  - /companies/{companyId}/gl-periods/{periodId}/fx-revaluation
  - /accountant/companies/{customerId}/gl-accounts/{id}/monetary-classification
  - /accountant/companies/{customerId}/fx-account-roles
  - /accountant/companies/{customerId}/gl-periods/{periodId}/fx-revaluation
  - /accountant/companies/{customerId}/ar/{id}
  - /accountant/companies/{customerId}/ap/{id}
x-median-onboarding-v3-surface:
  runtimeStatus: promoted
  promotionFlag: ONBOARDING_V3_QA_ONLY=false
  description: 'Promoted. The deployment this contract describes runs ONBOARDING_V3_QA_ONLY=false, so none of the onboarding-v3 auth, pricing, or setup paths below requires X-Median-App-Surface: qa. An unmarked request is served and reaches ordinary authentication, so an unauthenticated call now answers 401 rather than the hidden-resource 404. Mounting is still conditional: with ONBOARDING_V3_ENABLED false every path below returns the hidden-resource 404 before body parsing or authentication. The header stays defined and is still honoured, because a deployment left at ONBOARDING_V3_QA_ONLY=true keeps requiring it on every path below and 404s unmarked traffic; setting that flag back to true is the rollback. On either setting the header is a pre-company bundle marker, never tenant authorization.

    '
  headerContract: '#/components/parameters/onboardingV3QaSurface'
  routePaths:
  - /auth/otp/start
  - /auth/otp/verify
  - /auth/passkeys/register/options
  - /auth/passkeys/register/verify
  - /auth/passkeys/assert/options
  - /auth/passkeys/assert/verify
  - /onboarding/v3/quote
  - /onboarding/v3/offer/resolve
  - /onboarding/v3/flow
  - /onboarding/v3/setup-intent
  - /onboarding/v3/subscribe
  - /onboarding/v3/test-account-activation
  - /onboarding/v3/checkout-session
  - /onboarding/v3/checkout-session/complete
  - /onboarding/v3/setup-state
  - /onboarding/v3/delegate-invites
  - /onboarding/v3/delegate-invites/{inviteId}
  - /onboarding/v3/delegate/resolve
  - /onboarding/v3/delegate
  - /onboarding/v3/task-context
  - /onboarding/v3/delegate/task-context
  - /onboarding/v3/banks/plaid/link-token
  - /onboarding/v3/banks/plaid/exchange
  - /onboarding/v3/banks/commit
  - /onboarding/v3/documents/google-workspace/auth-url
  - /onboarding/v3/documents/google-workspace/callback
  - /onboarding/v3/books/quickbooks/auth-url
  - /onboarding/v3/books/quickbooks/callback
  - /onboarding/v3/books/xero/auth-url
  - /onboarding/v3/books/xero/callback
  - /onboarding/v3/welcome-call
  - /onboarding/v3/welcome-call/embed
  - /onboarding/v3/books-progress
  - /onboarding/v3/books/open
  - /companies/{companyId}/onboarding/v3/questions
  - /companies/{companyId}/onboarding/v3/questions/{questionId}/answer
  - /companies/{companyId}/onboarding/v3/review-items