Pinwheel Tax Forms API

openapi: 3.0.3
info:
  title: Pinwheel Accounts Tax Forms API
  description: Pinwheel is the API for direct deposit switching, bill switching, and income & employment verification.
  version: v2025-07-08
  contact:
    name: Support
    email: support@getpinwheel.com
    url: https://getpinwheel.com
servers:
- url: https://api.getpinwheel.com/v1
  description: production
- url: https://sandbox.getpinwheel.com/v1
  description: sandbox
- url: https://development.getpinwheel.com/v1
  description: development
security:
- apiSecret: []
tags:
- name: Tax Forms
paths:
  /accounts/{account_id}/tax_forms:
    get:
      tags:
      - Tax Forms
      summary: List Tax Forms
      description: Lists all tax forms associated with a payroll account. Each tax form contains metadata like year, form type, and form ID. Tax forms are returned in reverse chronological order by year. This is a paginated endpoint; see how Pinwheel implements pagination <a href='https://docs.pinwheelapi.com/docs/pagination-1' target='_blank'>here</a>.
      operationId: list_tax_forms_v1_accounts__account_id__tax_forms_get
      parameters:
      - description: UUID of the payroll account.
        required: true
        schema:
          type: string
          format: uuid
          description: UUID of the payroll account.
        name: account_id
        in: path
      - description: Filter for tax forms during or after this year.
        required: false
        schema:
          type: integer
          description: Filter for tax forms during or after this year.
        name: from_year
        in: query
      - description: Filter for tax forms during or before this year.
        required: false
        schema:
          type: integer
          description: Filter for tax forms during or before this year.
        name: to_year
        in: query
      - description: Cursor for the page you want to retrieve.
        required: false
        schema:
          type: string
          description: Cursor for the page you want to retrieve.
        name: cursor
        in: query
      - description: The maximum number of results to return.
        required: false
        schema:
          type: integer
          maximum: 100.0
          minimum: 1.0
          description: The maximum number of results to return.
        name: limit
        in: query
      - name: Pinwheel-Version
        in: header
        required: true
        description: Version identifier specifying how the Pinwheel API should behave. See the Change Management page for more information.
        schema:
          enum:
          - '2025-07-08'
          - '2023-11-22'
          - '2023-07-18'
          - '2023-04-18'
          - '2022-09-09'
          - '2022-06-22'
          - '2022-03-02'
          default: '2025-07-08'
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                properties:
                  meta:
                    $ref: '#/components/schemas/RefreshablePaginationListMeta'
                  data:
                    items:
                      $ref: '#/components/schemas/TaxFormObjResponseNoDocument_v2022_06_22'
                    type: array
                    title: Data
                type: object
                required:
                - meta
                - data
                x-tags:
                - Schemas
              examples:
                example:
                  value:
                    data:
                    - id: 497f6eca-6276-4993-bfeb-53cbbbba6f08
                      account_id: 5c1952df-3a84-4f28-8318-58291452061f
                      created_at: '2022-07-05T19:54:45.745660+00:00'
                      form_type: W-2
                      year: '2021'
                    meta:
                      count: 1
                      next_cursor: eyJlbXBsb3llciI6ICJVbml0ZWQgUGFyY2VsIFNlcnZpY2UifQ==
                      refreshed_at: '2022-07-05T19:54:45.745660+00:00'
  /accounts/{account_id}/tax_forms/{tax_form_id}:
    get:
      tags:
      - Tax Forms
      summary: Get Tax Form
      description: Gets a specific tax form with document data.
      operationId: get_tax_form_v1_accounts__account_id__tax_forms__tax_form_id__get
      parameters:
      - description: Unique identifier of the tax form object.
        required: true
        schema:
          type: string
          format: uuid
          description: Unique identifier of the tax form object.
        name: tax_form_id
        in: path
      - description: UUID of the payroll account.
        required: true
        schema:
          type: string
          format: uuid
          description: UUID of the payroll account.
        name: account_id
        in: path
      - description: If set to true, return the parsed data of the tax form document. Note the billing implications of the Tax Forms endpoint. Currently only supported for W-2 forms.
        required: false
        schema:
          type: boolean
          description: If set to true, return the parsed data of the tax form document. Note the billing implications of the Tax Forms endpoint. Currently only supported for W-2 forms.
        name: with_parsed_data
        in: query
      - name: Pinwheel-Version
        in: header
        required: true
        description: Version identifier specifying how the Pinwheel API should behave. See the Change Management page for more information.
        schema:
          enum:
          - '2025-07-08'
          - '2023-11-22'
          - '2023-07-18'
          - '2023-04-18'
          - '2022-09-09'
          - '2022-06-22'
          - '2022-03-02'
          default: '2025-07-08'
          type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                properties:
                  data:
                    $ref: '#/components/schemas/TaxFormObjResponse_v2022_06_22'
                type: object
                required:
                - data
                x-tags:
                - Schemas
              examples:
                example:
                  value:
                    data:
                      id: 497f6eca-6276-4993-bfeb-53cbbbba6f08
                      account_id: 5c1952df-3a84-4f28-8318-58291452061f
                      created_at: '2022-07-05T19:54:45.745660+00:00'
                      form_type: W-2
                      year: '2021'
                      document:
                        id: aea8cc55-93fa-452d-8eac-b83c80b19a41
                        download_url: https://s3.us-east-1.amazonaws.com/tax_form_document
                        download_url_expiration: '2022-07-05T20:13:55.123450+00:00'
                      parsed_data:
                        box_a: 123-45-6789
                        box_b: '123456789'
                        box_c:
                          name: SAMPLE COMPANY INC
                          address:
                            raw: 123 MAIN ST, ANYWHERE, CA 123456 1234
                            line1: 123 MAIN ST
                            line2: null
                            city: ANYWHERE
                            state: CA
                            postal_code: '123456'
                            country: US
                        box_d: 000011 R#/123
                        box_e: JOHN SMITH
                        box_f:
                          raw: 1234 S MAPLE ST, ANYWHERE, CA 123456
                          line1: 1234 S MAPLE ST
                          line2: null
                          city: ANYWHERE
                          state: CA
                          postal_code: '123456'
                          country: US
                        box_1: 2350000
                        box_2: 150000
                        box_3: 2350000
                        box_4: 145700
                        box_5: 2350000
                        box_6: 34057
                        box_7: null
                        box_8: null
                        box_9: null
                        box_10: null
                        box_11: null
                        box_12:
                        - code: D
                          amount: 2000
                        - code: W
                          amount: 5000
                        box_13:
                          statutory_employee: false
                          retirement_plan: true
                          third_party_sick_pay: null
                        box_14: null
                        box_15_to_20:
                        - box_15_state: CA
                          box_15_employer_state_id: null
                          box_16: 2350000
                          box_17: 80000
                          box_18: null
                          box_19: null
                          box_20: null
                      warnings:
                      - field: parsed_data.box_11
                        status: unparsable
                        message: This field could not be parsed.
                      - field: parsed_data.box_13.third_party_sick_pay
                        status: unparsable
                        message: This field could not be parsed
components:
  schemas:
    TaxFormW2:
      properties:
        document_type:
          type: string
          enum:
          - W-2
          title: document_type
          description: The type of the document.
          default: W-2
        box_a:
          type: string
          title: box_a
          description: Employee's social security number. Box a IRS Form W-2.
        box_b:
          type: string
          title: box_b
          description: Employer identification number (EIN). Box b IRS Form W-2.
        box_c:
          allOf:
          - $ref: '#/components/schemas/W2BoxC'
          title: box_c
          description: Employer's name and address. Box c IRS Form W-2.
        box_d:
          type: string
          title: box_d
          description: Control number. Box d IRS Form W-2.
        box_e:
          type: string
          title: box_e
          description: Employee's name. Box e IRS Form Form W-2.
        box_f:
          allOf:
          - $ref: '#/components/schemas/AddressGetResponseItem'
          title: box_f
          description: Employee's address. Box f IRS Form W-2.
        box_1:
          type: integer
          title: box_1
          description: Wages, tips, other compensation. Box 1 IRS Form W-2.
        box_2:
          type: integer
          title: box_2
          description: Federal income tax withheld. Box 2 IRS Form W-2.
        box_3:
          type: integer
          title: box_3
          description: Social security wages. Box 3 IRS Form W-2.
        box_4:
          type: integer
          title: box_4
          description: Social security tax withheld. Box 4 IRS Form W-2.
        box_5:
          type: integer
          title: box_5
          description: Medicare wages and tips. Box 5 IRS Form W-2.
        box_6:
          type: integer
          title: box_6
          description: Medicare tax withheld. Box 6 IRS Form W-2.
        box_7:
          type: integer
          title: box_7
          description: Social security tips. Box 7 IRS Form W-2.
        box_8:
          type: integer
          title: box_8
          description: Allocated tips. Box 8 IRS Form W-2.
        box_9:
          type: string
          title: box_9
          description: This field is intentionally left blank.
        box_10:
          type: string
          title: box_10
          description: Dependent care benefits. Box 10 IRS Form W-2.
        box_11:
          type: string
          title: box_11
          description: Nonqualified plans. Box 11 IRS Form W-2.
        box_12:
          items:
            $ref: '#/components/schemas/W2Box12'
          type: array
          title: box_12
          description: Miscellaneous income or tax line items. Box 12 IRS Form W-2.
        box_13:
          allOf:
          - $ref: '#/components/schemas/W2Box13'
          title: box_13
          description: Statutory employee, Retirement plan, or Third-party sick pay options. Box 13 IRS Form W-2.
        box_14:
          items:
            type: string
          type: array
          title: box_14
          description: Other. Box 14 IRS Form W-2.
        box_15_to_20:
          items:
            $ref: '#/components/schemas/W2Box15To20'
          type: array
          title: box_15_to_20
          description: Box 15 to 20 IRS Form W-2. These boxes may contain multiple sets of values if the either the state or the locality of the employee and the employer differ, and are separately taxed.
      type: object
      title: TaxFormW2
      x-tags:
      - Schemas
    W2BoxC:
      properties:
        name:
          type: string
          title: name
          description: Employer's name. Box c IRS Form W-2.
        address:
          allOf:
          - $ref: '#/components/schemas/AddressGetResponseItem'
          title: address
          description: Employer's address. Box c IRS Form W-2.
      type: object
      title: W2BoxC
      x-tags:
      - Schemas
    AddressGetResponseItem:
      properties:
        raw:
          type: string
          title: raw
          description: The raw address.
        line1:
          type: string
          title: line1
          description: The first line of the address.
        line2:
          type: string
          title: line2
          description: The second line of the address.
        city:
          type: string
          title: city
          description: The city of the address.
        state:
          type: string
          title: state
          description: The state of the address.
        postal_code:
          type: string
          title: postal_code
          description: The postal code of the address.
        country:
          allOf:
          - type: string
            enum:
            - US
          description: The country of the address.
      type: object
      required:
      - raw
      title: Address
      x-tags:
      - Schemas
    W2Box15To20:
      properties:
        box_15_state:
          type: string
          title: box_15_state
          description: State. Box 15 IRS Form W-2.
        box_15_employer_state_id:
          type: string
          title: box_15_employer_state_id
          description: Employer's state ID number. Box 15 IRS Form W-2.
        box_16:
          type: integer
          title: box_16
          description: State wages, tips, etc. Box 16 IRS Form W-2.
        box_17:
          type: integer
          title: box_17
          description: State income tax. Box 17 IRS Form W-2.
        box_18:
          type: integer
          title: box_18
          description: Local wages, tips, etc. Box 18 IRS Form W-2.
        box_19:
          type: integer
          title: box_19
          description: Local income tax. Box 19 IRS Form W-2.
        box_20:
          type: string
          title: box_20
          description: Locality name. Box 20 IRS Form W-2.
      type: object
      title: W2Box15To20
      x-tags:
      - Schemas
    W2Box13:
      properties:
        statutory_employee:
          type: boolean
          title: statutory_employee
          description: Statutory employee option. Box 13 IRS Form W-2.
        retirement_plan:
          type: boolean
          title: retirement_plan
          description: Retirement plan option. Box 13 IRS Form W-2.
        third_party_sick_pay:
          type: boolean
          title: third_party_sick_pay
          description: Third-party sick pay option. Box 13 IRS Form W-2.
      type: object
      title: W2Box13
      x-tags:
      - Schemas
    W2Box12:
      properties:
        code:
          type: string
          title: code
          description: Code for miscellaneous income or tax line items. Box 12 IRS Form W-2.
        amount:
          type: integer
          title: amount
          description: Amount for miscellaneous income or tax line items. Box 12 IRS Form W-2.
      type: object
      title: W2Box12
      x-tags:
      - Schemas
    TaxFormObjResponseNoDocument_v2022_06_22:
      properties:
        id:
          type: string
          format: uuid
          title: id
          description: Unique identifier for the object.
        created_at:
          type: string
          format: date-time
          title: created_at
          description: ISO 8601 timestamp of created time.
        account_id:
          type: string
          format: uuid
          title: account_id
          description: UUID of the payroll account.
        form_type:
          allOf:
          - type: string
            enum:
            - W-2
            - W-2C
            - 1099-NEC
            - 1099-MISC
            - 1099-K
            - '1040'
          description: The type of form.
        year:
          type: integer
          title: year
          description: The tax year of the form.
      type: object
      required:
      - id
      - created_at
      - account_id
      - form_type
      - year
      title: TaxForm
      x-tags:
      - Schemas
    TaxFormObjResponse_v2022_06_22:
      properties:
        id:
          type: string
          format: uuid
          title: id
          description: Unique identifier for the object.
        created_at:
          type: string
          format: date-time
          title: created_at
          description: ISO 8601 timestamp of created time.
        account_id:
          type: string
          format: uuid
          title: account_id
          description: UUID of the payroll account.
        form_type:
          allOf:
          - type: string
            enum:
            - W-2
            - W-2C
            - 1099-NEC
            - 1099-MISC
            - 1099-K
            - '1040'
          description: The type of form.
        year:
          type: integer
          title: year
          description: The tax year of the form.
        document:
          allOf:
          - $ref: '#/components/schemas/DocumentObjPublicResponseItem'
          title: document
          description: The document for this tax form.
        parsed_data:
          allOf:
          - $ref: '#/components/schemas/TaxFormW2'
          title: parsed_data
          description: The parsed data of the tax form document.
        warnings:
          items:
            $ref: '#/components/schemas/FieldWarning'
          type: array
          title: warnings
          description: Used to indicate if there are any warnings for fields returned in this response.
      type: object
      required:
      - id
      - created_at
      - account_id
      - form_type
      - year
      title: TaxForm
      x-tags:
      - Schemas
    RefreshablePaginationListMeta:
      properties:
        refreshed_at:
          type: string
          format: date-time
          title: refreshed_at
          description: ISO 8601 timestamp of the most recent refresh of this data.
        count:
          type: integer
          title: count
          description: Number of objects returned.
        next_cursor:
          type: string
          title: next_cursor
          description: Pointer to the next page of results.
      type: object
      title: RefreshablePaginationListMeta
      x-tags:
      - Schemas
    DocumentObjPublicResponseItem:
      properties:
        id:
          type: string
          format: uuid
          title: id
          description: Unique identifier of the document object.
        download_url:
          type: string
          title: download_url
          description: URL from which the document may be downloaded.
        download_url_expiration:
          type: string
          format: date-time
          title: download_url_expiration
          description: ISO 8601 timestamp of when the download URL will no longer be valid.
      type: object
      required:
      - id
      title: Document
      x-tags:
      - Schemas
    FieldWarning:
      properties:
        field:
          type: string
          title: field
          description: The response field associated with this warning. Nested values are delimited with a `.`, i.e. `parsed_data.box_13.statutory_employee`.
        status:
          allOf:
          - type: string
            enum:
            - unparsable
          description: The status type of this warning.
        message:
          type: string
          title: message
          description: A full description of the warning.
      type: object
      required:
      - field
      - status
      - message
      title: FieldWarning
      x-tags:
      - Schemas
  securitySchemes:
    apiSecret:
      type: apiKey
      in: header
      name: X-API-SECRET
      description: API Secret
    bearerAuth:
      description: Bearer token
      type: http
      scheme: bearer