Join the Tax Data Exchange Network
The Tax Data Exchange Network promotes electronic distribution of tax data
by facilitating the establishment of API relationships
between participants in the tax data ecosystem
Why Tax Data Exchange Network?
1. To expand the use of automated tax import solutions in the tax prep industry
2. We believe that taxpayer data should be available for import into many tax software applications. Taxpayers should have choices when it comes to automated tax prep solutions.
3. There is a currently a lack of tax data aggregation solutions available to tax software applications.
4. To encourage hosting of tax data for import by data providers
5. Setting up individual API relationships for tax data is currently too challenging. There is a need to streamline the process.
How It Works
Tax Document Providers
1. Register with Tax Data Exchange
Complete standard information sheet.
Agree to allow registered tax document consumers to contact you about an API relationship.
2. Validate their tax data server operations using the testing features of Tax Data Exchange
Both OFX and FDX servers supported.
3. Obtain a certificate of validation
Share with industry as you see fit.
4. Receive a list of tax document consumers contact information
In JSON, CSV, or XLSX formats. Downloadable file. API access to be available.
5. Optionally use "one-click publication" of import requirements to tax document consumers
Export information in both PDF and JSON formats for sharing with designated consumer(s).
6. Enter into private API agreements with tax data consumers
Individual contact and arrangement.
Tax Document Consumers
Tax software applications and tax document management applications
1. Register with Tax Data Exchange
Complete standard information sheet.
Agree to allow registered tax document providers to contact you about API relationship.
2. Validate their tax data client operations using the testing features of Tax Data Exchange
Import standardized test data.
3. Obtain a certificate of validation
Share with industry as you see fit.
4. Receive a list of tax document providers contact information
In JSON, CSV, or XLSX formats. Downloadable file. API access to be available.
5. Enter into private API agreements with tax document providers
Individual contact and arrangement.
Available Soon