1040 Software — Tax Data Import Modules
We have identified 12 functional software modules required to accomplish tax data import.
(We do not include messaging services and other such components.)
Your constructive feedback is welcomed.
For API Use Case
1. Prompt User for Tax Document Credentials
Tax Document Credentials are two pieces of information shown on the tax document that, between the two of them, uniquely identify the document and contain a difficult-to-guess value. See example.
Alternatively, Prompt User for Tax Document Coordinates
Tax Document Coordinates means a colon-separated string with the ID of the tax document server followed by the tax document credentials explained above. The user copies and pastes this string into the provided field. See example.
2. FDX Tax Rest API Client. Do HTTP Request. Accept HTTP Response.
Do REST HTTP GET request per FDX standards to the applicable tax document server. See example.
For JSON File Upload Use Case
3. Prompt User to Upload File
4. Accept uploaded file
For Intelligent Tax Document® Upload Use Case
Intelligent Tax Documents are PDF files with embedded FDX tax JSON content.
5. Prompt User to Upload File
6. Accept uploaded file
7. Extract FDX tax JSON
See technical details for this step.
Common to All Use Cases
