# Thomson Reuters Trial Balance API **Canonical:** https://apis.io/apis/thomson-reuters/thomson-reuters-trial-balance-api/ **Provider:** Thomson Reuters — https://apis.io/providers/thomson-reuters/ **Base URL:** https://api.onesourcetax.com/administration/v1/financial-hierarchies **Documentation:** https://developers.thomsonreuters.com/ Thomson Reuters Trial Balance API is one of 324 APIs that [Thomson Reuters](https://apis.io/providers/thomson-reuters/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. This API exposes 163 JSON Schema definitions. Tagged areas include Trial Balance. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, and 163 JSON Schemas. Get/Add/Edit/Delete Trial Balance accounts ## Operations (22) | Method | Path | Summary | |---|---|---| | GET | `/external/v1/trialbalance/tax-entity-definitions` | Retrieve available tax entity definitions | | GET | `/external/v1/trialbalance/periods/{engagementId}` | Retrieve trial balance periods for a specific engagement | | GET | `/external/v1/trialbalance/views/{engagementId}` | Retrieve trial balance view configurations for a specific engagement | | POST | `/external/v1/trialbalance/grid-data` | Retrieve paginated trial balance account data for a specific view | | GET | `/external/v1/trialbalance/grouping-schedule/{engagementId}` | Retrieve account groupings schedule for a specific engagement | | GET | `/external/v1/trialbalance/get-taxcode-with-binder/{engagementId}` | Retrieve tax code configurations for a specific engagement | | GET | `/external/v1/trialbalance/accountgrouping/load-codesubcode/{groupingschedulekey}` | Retrieve detailed grouping codes and subcodes for a specific grouping schedule | | POST | `/external/v1/trialbalance/account/add` | Create a new trial balance account | | PUT | `/external/v1/trialbalance/account/update` | Update an existing trial balance account | | POST | `/external/v1/trialbalance/create-or-update-groupingcodes-or-subcodes` | Create or update grouping code structures for account classification | | POST | `/external/v1/trialbalance/account/delete` | Delete one or more trial balance accounts | | POST | `/external/v1/trialbalance/account/export` | Export trial balance account data | | GET | `/topics` | Get a paginated list of Trial Balance | | GET | `/topics/{id}` | Get a Trial Balance by ID | | PATCH | `/topics/{id}` | Update Trial Balance by ID | | GET | `/topics/{id}/columns` | Get a list of record columns by Trial Balance ID | | GET | `/topics/{id}/records` | Get a paginated list of records by Trial Balance ID | | GET | `/topics/{id}/records/unavailable-values` | Get a paginated list of summaries of unavailable records by Trial Balance ID | | POST | `/topics/{id}/reprocess` | Initiate a reprocess of certain records by Trial Balance ID | | GET | `/topics/{id}/tasks/download` | Get a paginated list of download tasks by Trial Balance ID | | POST | `/topics/{id}/tasks/download` | Initiate a download of the Trial Balance by ID | | GET | `/topics/{id}/tasks/download/{task_id}` | Get a download task by Trial Balance ID and task ID | ## Machine-readable artifacts (262) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/openapi/thomson-reuters-trial-balance-api-openapi.yml - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/2A8320F8-60E8-2D73-A3F0-0D097B720566 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-custom-level4-node-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-collection-financial-hierarchy-branch-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-collection-financial-hierarchy-node-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-custom-level4-node-request-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-id-response-string-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/2074AAC5-1C5E-2FF4-01D9-3B3E12470E4E - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-predictive-mapping-request-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-predictive-mapping-response-financial-hierarchy-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-predictive-feedback-request-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/4A4ED3B6-3CF9-A7AA-9D0B-7B498E084A66 - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/3A3301AC-8457-530C-A784-CE7EF7400372 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-transaction-extract-request-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-parameters-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-transaction-extract-response-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-info-response-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/AA887EC9-9ADD-9096-871D-5482B80A5B52 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-topic-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-topic-download-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-topic-download-list-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-collection-topic-record-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-topic-record-values-dto-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-api-collection-topic-dto-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/31e1b889-f210-4d5b-9bcf-635010703dc9 - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/31888b43-b888-4dd6-a7b7-2e067dbf888e - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-tax-provision-detail-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-tax-provision-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-state-provision-detail-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-state-provision-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-effective-tax-rate-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-payable-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/a1deda95-6752-46bb-80c4-077adf399b0b - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/f2b3d8b9-9f8e-4a45-bc9e-3c2f5e1a7c72 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-account-model-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-partnership-k1-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-operation-model-schema.json - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-account-response-model-schema.json - **Documentation** — https://developers.thomsonreuters.com/pages/api-catalog/B2230E9D-2AF1-4898-97B8-AE02DDD77148 - **JSONSchema** — https://raw.githubusercontent.com/api-evangelist/thomson-reuters/refs/heads/main/json-schema/thomson-reuters-trta-athena-models-api-v4-chart-of-accounts-chart-of-accounts-reponse-schema.json - …and 222 more, listed in full on the page. ## Other Thomson Reuters APIs (12) - [Thomson Reuters Westlaw API](https://apis.io/apis/thomson-reuters/westlaw-api/) - [Thomson Reuters Checkpoint API](https://apis.io/apis/thomson-reuters/checkpoint-api/) - [Thomson Reuters Risk and Fraud API](https://apis.io/apis/thomson-reuters/risk-fraud-api/) - [Datasets API](https://apis.io/apis/thomson-reuters/datasets-api/) - [Exports API](https://apis.io/apis/thomson-reuters/exports-api/) - [Tax Return Import/Export API](https://apis.io/apis/thomson-reuters/tax-return-import-export-api/) - [Companies API](https://apis.io/apis/thomson-reuters/companies-api/) - [Prints API](https://apis.io/apis/thomson-reuters/prints-api/) - [Reports API](https://apis.io/apis/thomson-reuters/reports-api/) - [Firms API](https://apis.io/apis/thomson-reuters/firms-api/) - [Matters API](https://apis.io/apis/thomson-reuters/matters-api/) - [Users API](https://apis.io/apis/thomson-reuters/users-api/) ## Tags Trial Balance --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/thomson-reuters/thomson-reuters-trial-balance-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/thomson-reuters/.