Syntage DS MX SAT Tax Status API

The DS MX SAT Tax Status API from Syntage — 3 operation(s) for ds mx sat tax status.

OpenAPI Specification

syntage-ds-mx-sat-tax-status-api-openapi.yml Raw ↑
openapi: 3.0.2
info:
  version: '2020-06-28'
  title: Syntage Accounts Payable Insight DS MX SAT Tax Status API
  contact:
    name: Email
    email: support@syntage.com
  description: "# Introduction\n\nThe Syntage API is organized around [REST](https://en.wikipedia.org/wiki/Representational_State_Transfer).\nOur API has predictable resource-oriented URLs, accepts form-encoded request bodies, returns [JSON-LD](https://json-ld.org) responses, and uses standard HTTP response codes, authentication, and verbs.\n\n# Environments\n\n| Name | Description | Base URL |\n|------|-------------|----------|\n| **Sandbox** | The Sandbox environment is dedicated to development and testing. In this environment, no real taxpayer credentials are required and all interaction with the SAT is simulated generating life-like data, allowing you to pull test data from all endpoints. | https://api.sandbox.syntage.com |\n| **Production** | The Production environment is dedicated to live applications with real connections to the SAT. In this environment, real taxpayer credentials are required, and you will pull real fiscal data directly from the SAT. | https://api.syntage.com |\n\nEach environment has a different API Key for [authentication](#section/Authentication).\n\n# Request IDs\n\nEach API request has an associated request identifier.\nYou can find this value in the response headers, under `X-Request-ID`:\n\n```curl\ncurl -i https://api.syntage.com\nHTTP/1.1 200 OK\nDate: Sun, 29 Nov 2020 19:21:21 GMT\nX-Request-ID: Root=1-6532dcae-169bf139354cd48959f55c55\n```\n\nIf you need to contact us about a specific request, providing the request identifier will ensure the fastest possible resolution.\n\n# Rate Limiting\n\nOur API employs a number of safeguards against bursts of incoming traffic to help maximize its stability.\nThe returned HTTP headers of any API request show your current rate limit status:\n\n```curl\ncurl -i https://api.syntage.com\nHTTP/1.1 200 OK\nDate: Sun, 29 Nov 2020 19:21:21 GMT\nX-RateLimit-Limit: 60\nX-RateLimit-Remaining: 56\nX-RateLimit-Reset: 1606678044\n```\n\n| Header Name           | Description |\n|-----------------------|------------------------------------------------------------------------------|\n| X-RateLimit-Limit     | The maximum number of requests you're permitted to make.                     |\n| X-RateLimit-Remaining | The number of requests remaining in the current rate limit window.           |\n| X-RateLimit-Reset     | The time at which the current rate limit window resets in UTC epoch seconds. |\n\nIf you exceed the rate limit, a [429 Too Many Requests](https://developer.mozilla.org/en-US/docs/Web/HTTP/Status/429) response is returned:\n\n```http\nHTTP/1.1 429 Too Many Requests\nDate: Sun, 29 Nov 2020 19:21:21 GMT\nX-RateLimit-Limit: 60\nX-RateLimit-Remaining: 0\nX-RateLimit-Reset: 1606678044\n```\n\nWe may reduce limits to prevent abuse, or increase limits to enable high-traffic operations.\nYou can check your current limits in the [dashboard](https://app.syntage.com/settings/usage).\nTo request an increased rate limit, please [contact support](https://support.syntage.com/).\n# Pagination\nWhen issuing a GET request on a collection containing more than 1 page (e.g. [/events](#operation/ListEvent)),  a collection is returned. Links to the first, the last, previous and the next page in the collection are displayed as well as the  number of total items in the collection.\nAll endpoints that support this operation have a query parameter defined by:\n  - `itemsPerPage` The number of items per page (default: 20, max: 1000)\n  - `page` The collection page number\n\n```bash\n  \"hydra:totalItems\": 1,\n  \"hydra:view\": {\n    \"@id\": \"/events?page=1\",\n    \"@type\": \"hydra:PartialCollectionView\",\n    \"hydra:first\": \"/events?page=1\",\n    \"hydra:next\": \"/events?page=2\",\n    \"hydra:last\": \"/events?page=3\"\n  },\n```\n## Cursor Pagination\nCursor pagination is a technique used for navigating through large datasets efficiently. It allows you to retrieve a specific subset of results from a collection by using a cursor value that represents the position within the collection. The cursor serves as a reference point for fetching the next or previous set of results.\n### Benefits of Cursor Pagination:\n1. **Efficient Navigation:** Cursor pagination eliminates the need to fetch the entire dataset at once, making it more scalable and faster. You can retrieve data in smaller, manageable chunks based on the cursor values.\n2. **Consistent Results:** Each page of results in cursor pagination is stable and doesn't change even if new items are added or removed from the collection. This ensures that you get consistent and reliable results.\n3. **Flexibility:** Cursors can be used to navigate forwards and backwards in the collection without impacting performance.\n\n### How to Use Cursor Pagination:\nTo use cursor pagination with our API, follow these instructions:\n1. Make a request to retrieve the initial page of results. The response will be a JSON-LD document that includes a `hydra:next` attribute with the URI for the next page. The URI already includes the cursor attribute.\n2. To retrieve the next page of results, make a GET request to the URI provided in the `hydra:next` attribute. This URI will automatically include the cursor value for the next page.\n3. If you want to navigate to the previous page, you can use the `hydra:previous` attribute in the JSON-LD response. It will contain the URI for the previous page, including the cursor value.\n4. You can continue making requests to the `hydra:next` and `hydra:previous` URIs to navigate through the paginated results, based on your requirements.\nMake sure to update your request headers to include the necessary headers for JSON-LD content negotiation, such as `Accept: application/ld+json` or `Content-Type: application/ld+json`.\nBy following these instructions, you can effectively navigate through the paginated results using the cursor values provided in the `hydra:next` and `hydra:previous` attributes, without the need to manually include the cursor in your requests. This simplifies the pagination process and enhances the usability of our API.\n\n### Considerations About Cursor Pagination:\n\n  - By default, the API uses offset-based pagination (except for a few endpoints that we will list below). If you want to switch to cursor pagination, you need to include an additional header in your request. Set the `X-Pagination-Style` header with the value `\"cursor\"` to enable cursor pagination. If not specified, the API will assume offset-based pagination.\n\n  - After enabling cursor pagination, the API response will no longer include the `hydra:totalItems` field by default. Retrieving the total count can be resource intensive and impact response times, especially for large datasets. However, if you need the `hydra:totalItems` information, you can include an additional header in your request. Set the `X-Pagination-Enable-Partial` header with the value `0` to indicate that the response should include extra information, including the `hydra:totalItems` count. Please be aware that enabling this feature may impact API response times, as the backend needs to perform a count operation on the dataset.\n\nIf you require the `hydra:totalItems` count, please consider the potential impact on API response times.\n### Example\n```bash\n  curl -i 'https://api.syntage.com/entities/{entityId}/invoices?itemsPerPage=10' \\\n    --header 'Accept: application/ld+json' \\\n    --header 'X-Api-Key: {apiKey}' \\\n    --header 'X-Pagination-Style: cursor' \\\n    --header 'X-Pagination-Enable-Partial: 0'\n```\n**Note:** We only support cursor pagination for the following endpoints:\n - `GET /entities/{entityId}/invoices`\n - `GET /entities/{entityId}/invoices/line-items`\n - `GET /entities/{entityId}/invoices/{invoiceId}/line-items`\n - `GET /invoices/{invoiceId}/line-items`\n - `GET /entities/{entityId}/invoices/payments`\n\nFeel free to reach out if you have any further questions or need additional assistance!\n\n# Property Filtering\nThe property filter adds the possibility to select the properties for GET operations.\nSyntax: `?properties[]=<property>&properties[<relation>][]=<property>`\nYou can add as many properties as you need. The following example shows how to select `paymentType` and  `issuer.rfc` when fetching a list of invoices.\n```curl\n  curl -i https://api.syntage.com/entities/{entityId}/invoices?properties[]=paymentType&properties[issuer]=rfc\n```\n# Filtering\n**Warning:** Collection endpoints only apply the filter query parameters documented for that endpoint. If you send an unsupported or misspelled filter query parameter, the API ignores it and processes the request as if that parameter was not sent.\n\n# API Versioning Guide\nGuidance on changes between versions.\n## Version: 2020-01-01 to 2020-06-28\n### **Invoice**\n_**Affected Endpoints:** `GET /invoices/{id}` and `GET /entities/{entityId}/invoices`_\n- The `amount` property has been removed from API responses. Use the `total` property instead.\n- Retrieval by invoice's `uuid` at `/invoices/{id}` is now removed. To retrieve an invoice, use the invoice's `id` at the specified endpoint. To find an invoice using its `uuid`, filter the invoice collection at `/entities/{entityId}/invoices?uuid[]={uuid}`.\n- Previously, the `@iri` property for an invoice pointed to the resource using `uuid`, like `/invoices/{uuid}`. Now, it points using its `id`, like `/invoices/{id}`.\n\n### **Entity (Formerly Link)**\n_**Affected Endpoint:** `GET /entities`_\n- Filtering entities by `status` is removed. Use `credential.status` instead. For example, utilize `GET /entities?credential.status[]=active` instead of `GET /entities?status[]=active`.\n\n### **Tax Return**\n_**Affected Endpoints:** `GET /tax-returns/{id}` and `GET /entities/{entityId}/tax-returns`_\n- Retrieval by tax return's `operationNumber` at `/tax-returns/{id}` is removed. To retrieve a tax return, use the tax return's `id` at the mentioned endpoint. To find a tax return using its `operationNumber`, filter the collection at `/entities/{entityId}/tax-returns?operationNumber[]={operationNumber}`.\n- Previously, the `@iri` property for a tax return pointed to the resource using `operationNumber`, like `/tax-returns/{operationNumber}`. Now, it directs to its `id`, like `/tax-returns/{id}`.\n\n### **Event**\n_**Affected Endpoints:** `GET /events` and `GET /events/{id}`_\n- For events associated to an `tax-return`, the `@iri` property now directs to `/tax-returns/{id}` instead of the previous `/tax-returns/{operationNumber}`.\n- For events associated to an `invoice`, the `@iri` property now directs to `/invoices/{id}` instead of the previous `/invoices/{uuid}`.\n\n### **Extraction**\n_**Affected Endpoints:** `GET /extractions` and `GET /extractions/{id}`_\n- The `periodFrom` property has been removed. Use `options.period.from` instead.\n- The `periodTo` property has been removed. Use `options.period.to` instead.\n\n### **File**\n_**Affected Endpoint:** `GET /file/{id}`_\n- For files associated to an `tax-return`, the `@iri` property now directs to `/tax-returns/{id}`, instead of the previous `/tax-returns/{operationNumber}`.\n- For files associated to an `invoice`, the `@iri` property now directs to `/invoices/{id}`, instead of the previous `/invoices/{uuid}`.\n\n### Trying Out This Version\nIf you want to test this version, you can do so by making any request with the `Accept-Version` header pointing to the latest version:\n```curl\n  curl -i 'https://api.syntage.com/entities/{entityId}/invoices' \\\n    --header 'Accept-Version: 2020-06-28' \\\n    --header 'X-Api-Key: {apiKey}'\n```\n"
servers:
- url: https://api.syntage.com
  description: Production
- url: https://api.sandbox.syntage.com
  description: Sandbox
security:
- ApiKey: []
tags:
- name: DS MX SAT Tax Status
paths:
  /tax-status:
    get:
      tags:
      - DS MX SAT Tax Status
      operationId: ListTaxStatus
      summary: List tax status records
      description: 'List tax status records available to your organization.

        '
      parameters:
      - $ref: '#/components/parameters/collectionCursorNextPageParam'
      - $ref: '#/components/parameters/collectionCursorPreviousPageParam'
      - $ref: '#/components/parameters/collectionLimit'
      responses:
        '200':
          description: Tax status collection response
          content:
            application/ld+json:
              schema:
                allOf:
                - $ref: '#/components/schemas/CursorCollection'
                - type: object
                  properties:
                    '@context':
                      default: /contexts/TaxStatus
                    '@id':
                      default: /tax-status
                    hydra:member:
                      items:
                        $ref: '#/components/schemas/TaxStatus'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /tax-status/{id}:
    get:
      tags:
      - DS MX SAT Tax Status
      operationId: GetTaxStatus
      summary: Retrieve a tax status
      description: 'Retrieve a tax status record by ID, including identity, address, activities, regimes, obligations, and the source PDF file.

        '
      parameters:
      - $ref: '#/components/parameters/resourceId'
      responses:
        '200':
          $ref: '#/components/responses/TaxStatus'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /entities/{entityId}/tax-status:
    get:
      tags:
      - DS MX SAT Tax Status
      operationId: ListTaxpayerTaxStatus
      summary: List an entity's tax status records
      description: 'List tax status records extracted for an entity.

        '
      parameters:
      - $ref: '#/components/parameters/entityId'
      - $ref: '#/components/parameters/collectionCursorNextPageParam'
      - $ref: '#/components/parameters/collectionCursorPreviousPageParam'
      - $ref: '#/components/parameters/collectionLimit'
      responses:
        '200':
          $ref: '#/components/responses/TaxpayerTaxStatusCollection'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
components:
  schemas:
    TaxStatusAddress:
      type: object
      description: Fiscal address from the SAT tax status document
      properties:
        streetReferences:
          type: array
          minItems: 1
          description: Address references or nearby streets
          items:
            type: string
            example: Camiño Galván
        streetNumber:
          type: string
          description: Exterior street number
          example: '8124'
        buildingNumber:
          type: string
          description: Interior building or unit number
          example: '496'
        locality:
          type: string
          description: Locality or city
          example: TUXTLA GUTIERREZ
        municipality:
          type: string
          description: Municipality or delegation
          example: TUXTLA GUTIERREZ
        postalCode:
          type: string
          description: Postal code
          example: '29000'
        state:
          type: string
          description: State
          example: CHIAPAS
        streetName:
          type: string
          description: Street name
          example: Plaza Jorge Luis
        streetType:
          type: string
          description: Street type
          example: Calle
        neighborhood:
          type: string
          description: Neighborhood or colonia
          example: Paseo Ricardo
        statusRaw:
          type: string
          description: Raw SAT address location status
          example: LOCALIZADO - Domicilio Localizado
    TaxpayerID:
      type: string
      minLength: 12
      maxLength: 13
      description: RFC (Registro Federal de Contribuyentes)
      example: PEIC211118IS0
    TaxStatusObligations:
      type: array
      items:
        type: object
        properties:
          description:
            type: string
            example: Pago definitivo mensual de IVA.
          dueDate:
            type: string
            example: A más tardar el día 17 del mes inmediato posterior al periodo que corresponda.
          endDate:
            type: string
            format: date
          startDate:
            type: string
            format: date
    TaxStatus:
      type: object
      properties:
        '@id':
          type: string
          format: iri-reference
          description: Tax Status IRI reference
          example: /tax-status/91106968-1abd-4d64-85c1-4e73d96fb997
        '@type':
          type: string
          default: TaxStatus
        id:
          type: string
          description: Tax status ID
          example: 91106968-1abd-4d64-85c1-4e73d96fb997
        file:
          allOf:
          - $ref: '#/components/schemas/File'
          - example:
              type: TaxStatus
              resource: /tax-status/91106968-1abd-4d64-85c1-4e73d96fb997
              mimeType: application/pdf
              extension: pdf
              filename: 91106968-1abd-4d64-85c1-4e73d96fb997.pdf
        rfc:
          $ref: '#/components/schemas/TaxpayerID'
        cif:
          type: string
          description: SAT CIF identifier
          example: 20060152922
        person:
          $ref: '#/components/schemas/TaxStatusPerson'
        company:
          $ref: '#/components/schemas/TaxStatusCompany'
        email:
          type: string
          description: Email address reported in the tax status document
          example: my-email@test.com
        phone:
          type: string
          maxLength: 10
          description: Phone number reported in the tax status document
          example: '5512345678'
        address:
          $ref: '#/components/schemas/TaxStatusAddress'
        economicActivities:
          $ref: '#/components/schemas/TaxStatusEconomicActivities'
        taxRegimes:
          $ref: '#/components/schemas/TaxStatusTaxRegimes'
        obligations:
          $ref: '#/components/schemas/TaxStatusObligations'
        startedOperationsAt:
          type: string
          format: date-time
          description: Date when SAT reports the taxpayer started operations
        status:
          type: string
          description: Taxpayer status reported by SAT
          example: Activo
        statusUpdatedAt:
          type: string
          format: date-time
          description: Date when the SAT taxpayer status was last updated
        createdAt:
          $ref: '#/components/schemas/createdAt'
        updatedAt:
          $ref: '#/components/schemas/updatedAt'
    TaxpayerTaxStatusCollection:
      allOf:
      - $ref: '#/components/schemas/CursorCollection'
      - type: object
        properties:
          '@context':
            default: /contexts/TaxStatus
          '@id':
            default: /entities/{entityId}/tax-status
            example: /entities/91106968-1abd-4d64-85c1-4e73d96fb997/tax-status
          hydra:member:
            items:
              $ref: '#/components/schemas/TaxStatus'
    updatedAt:
      type: string
      description: Date and time the resource was last updated
      example: '2020-01-01T12:15:00.000Z'
    TaxStatusTaxRegimes:
      type: array
      items:
        type: object
        properties:
          code:
            type: integer
            example: 601
          name:
            type: string
            example: Régimen de Sueldos y Salarios e Ingresos Asimilados a Salarios
          endDate:
            type: string
            format: date
          startDate:
            type: string
            format: date
    TaxStatusEconomicActivities:
      type: array
      items:
        type: object
        properties:
          name:
            type: string
            example: Asalariado
          order:
            type: string
            example: '1'
          percentage:
            type: string
            example: '100'
          endDate:
            type: string
            format: date
          startDate:
            type: string
            format: date
    CollectionLimit:
      type: integer
      default: 20
      minimum: 1
      maximum: 1000
    createdAt:
      type: string
      description: Date and time the resource was created
      example: '2020-01-01T12:15:00.000Z'
    TaxStatusCompany:
      description: Company information. Null when the taxpayer is not a legal person.
      type: object
      nullable: true
      properties:
        legalName:
          type: string
          description: Legal name from the SAT tax status document
          example: APPLE OPERATIONS MEXICO
        tradeName:
          type: string
          description: Trade name from the SAT tax status document
          example: APPLE OPERATIONS MEXICO S.A. DE C.V.
        entityType:
          type: string
          description: Legal entity type from the SAT tax status document
          example: SOCIEDAD ANONIMA DE CAPITAL VARIABLE
    File:
      type: object
      properties:
        '@id':
          type: string
          format: iri-reference
          description: File IRI reference
          example: /files/91106968-1abd-4d64-85c1-4e73d96fb997
        '@type':
          type: string
          description: JSON-LD resource type
          default: File
          example: File
        id:
          type: string
          format: uuid
          description: Unique file ID
          example: 91106968-1abd-4d64-85c1-4e73d96fb997
        type:
          type: string
          description: File category, such as an invoice CFDI XML or PDF
          example: invoice.cfdi.xml
        resource:
          type: string
          description: IRI of the resource that produced or owns the file
          example: /invoices/7c45e9c6-8f7f-4d0e-b6e5-65fef6c8c2f9
        mimeType:
          type: string
          description: Media type of the file content
          example: text/xml
        extension:
          type: string
          description: File extension for the stored content
          example: xml
        size:
          type: integer
          description: File size in bytes
          example: 40544
        filename:
          type: string
          description: Suggested filename for the file content
          example: 6f3c5312-2849-4525-86f6-c48a54c64c60.xml
        createdAt:
          $ref: '#/components/schemas/createdAt'
        updatedAt:
          $ref: '#/components/schemas/updatedAt'
    CursorCollection:
      type: object
      properties:
        '@context':
          type: string
        '@id':
          type: string
        '@type':
          type: string
          default: hydra:Collection
        hydra:member:
          type: array
          items:
            type: object
        hydra:view:
          type: object
          description: Pagination information
          properties:
            '@id':
              type: string
              format: iri-reference
              description: Current page IRI reference
            '@type':
              type: string
              default: hydra:PartialCollectionView
            hydra:next:
              type: string
              example: /entity/2a15f539-3251-48e1-aaeb-a154dc9c6edb/resource?id[lt]=9b8e5365-0b36-45f5-9c76-fbe439632367
              description: Next page IRI reference; omitted when there is no pagination
            hydra:last:
              type: string
              example: /entity/2a15f539-3251-48e1-aaeb-a154dc9c6edb/resource?id[gt]=9b8e5365-0b36-45f5-9c76-fbe439632367
              description: Last page IRI reference; omitted when there is no pagination
        hydra:search:
          type: object
          properties:
            '@type':
              type: string
            hydra:template:
              type: string
            hydra:variableRepresentation:
              type: string
            hydra:mapping:
              type: array
              items:
                type: object
                properties:
                  '@type':
                    type: string
                  variable:
                    type: string
                  property:
                    type: string
                  required:
                    type: boolean
    TaxStatusPerson:
      type: object
      nullable: true
      description: Physical person information extracted from the SAT tax status document. Null when the entity is not a physical person.
      properties:
        fullName:
          type: string
          nullable: true
          description: Full name from the SAT tax status document.
          example: Pedro Infante Cruz
        firstName:
          type: string
          nullable: true
          description: Given name or names from the SAT tax status document.
          example: Pedro
        middleName:
          type: string
          nullable: true
          description: First surname from the SAT tax status document.
          example: Infante
        lastName:
          type: string
          nullable: true
          description: Second surname from the SAT tax status document.
          example: Cruz
        curp:
          type: string
          nullable: true
          description: CURP from the SAT tax status document when present.
          example: PEIC90110UEYBVT85
  parameters:
    collectionCursorNextPageParam:
      name: id[lt]
      in: query
      required: false
      example: 91106968-1abd-4d64-85c1-4e73d96fb997
      description: Collection cursor pointer to the next page
      schema:
        type: string
    collectionLimit:
      name: itemsPerPage
      in: query
      required: false
      description: Number of items per page
      schema:
        $ref: '#/components/schemas/CollectionLimit'
    collectionCursorPreviousPageParam:
      name: id[gt]
      in: query
      required: false
      example: 91106968-1abd-4d64-85c1-4e73d96fb997
      description: Collection cursor pointer to the previous page
      schema:
        type: string
    resourceId:
      name: id
      in: path
      required: true
      example: 91106968-1abd-4d64-85c1-4e73d96fb997
      schema:
        type: string
        format: uuid
    entityId:
      name: entityId
      in: path
      required: true
      example: 91106968-1abd-4d64-85c1-4e73d96fb997
      schema:
        type: string
        format: uuid
  responses:
    NotFound:
      description: Not found
      content:
        application/json:
          schema:
            type: object
            properties:
              message:
                type: string
    TaxStatus:
      description: Tax status resource response
      content:
        application/ld+json:
          schema:
            allOf:
            - type: object
              properties:
                '@context':
                  type: string
                  default: /contexts/TaxStatus
            - $ref: '#/components/schemas/TaxStatus'
    Unauthorized:
      description: Unauthorized
      content:
        application/json:
          schema:
            type: object
            properties:
              message:
                type: string
    TaxpayerTaxStatusCollection:
      description: Taxpayer tax status collection response
      content:
        application/ld+json:
          schema:
            $ref: '#/components/schemas/TaxpayerTaxStatusCollection'
  securitySchemes:
    ApiKey:
      type: apiKey
      in: header
      name: X-API-Key
      description: 'Your API key is available in the [Production](https://app.syntage.com/settings/api-keys) and [Sandbox](https://app.sandbox.syntage.com/settings/api-keys) dashboards.

        '
x-readme:
  explorer-enabled: true
  proxy-enabled: true
  samples-enabled: true