Here you will find detailed information about the available endpoints and how to integrate with the API.
\nThe Tax Document Processing API allows you to securely upload tax documents in PDF format, extract data with high accuracy and generate tax summaries with AI-driven insights. You can also track job progress in real time and handle errors gracefully with built-in backup options.
\nThe API uses API key authentication for secure access. It supports asynchronous processing with job status tracking and is designed to scale for high-volume document ingestion.
\nFor more details, please review the technical documentation on authentication, rate limits, and error handling.
\nAccess to the Tax Document Processing API is secured through API Key authentication.
\nEvery request must include both your API Key and Client ID in the request headers.
\nAPI credentials are issued upon onboarding and must be kept strictly confidential.
\nKeys are unique to your account and should never be shared publicly or hard-coded into client-facing applications.
\nIf you experience a security breach or suspect that your credentials have been compromised, you must notify us immediately. This allows us to rotate your API Key and prevent unauthorized access to your data.
\nThe API is subject to a quota limit of 30 requests per minute.
\nIf the limit is exceeded, additional requests within the same minute will be rejected until the quota window resets.
\nThe rate limits will only apply for the /upload and /snapshot endpoints
The table below describes the most common response codes that you will receive from a request. In addition to the status code, most responses will receive a body with a JSON structure that represents the results of a successful request or additional error information.
\n*Unauthorized requests return a 401 status code along with a specific error ID:
U-3 – API key and Client ID required
U-2 – Invalid API key or Client ID
U-1 – Invalid origin
Internal client id
\n"},{"key":"clientName","value":"Thomas Rodgers","type":"text","description":"Client's full name
\n"},{"key":"coClientName","value":"Lucy Rodgers","type":"text","description":"Co-client's full name
\n"},{"key":"clientBirthday","value":"1991-09-11","type":"text","description":"Client's birthday
\n"},{"key":"coClientBirthday","value":"1999-12-15","type":"text","description":"Co-client's birthday
\n"},{"key":"year","value":"2024","type":"text","description":"Tax Return year
\n"},{"key":"filingStatus","value":"Married Filing Jointly","type":"text","description":"Filing status: \n \"Single\"\n \"Married Filing Jointly\"\n \"Married Filing Separately\"\n \"Head of Household\"\n \"Qualifying Surviving Spouse\"
\n"},{"key":"state","value":"NY","type":"text","description":"State of Residence - two-letter state codes
\n"},{"key":"email","value":"mail@mail.com","type":"text","description":"Client's email (optional)
\n"},{"key":"password","value":"123456789","description":"File's password (optional)
\n","type":"text","uuid":"7875f601-7761-49d4-a761-1b0d8513be96"}]},"url":"https://api.external.fpalpha.com/v2/api/process/:area/upload","description":"This endpoint allows you to securely upload tax documents in PDF format. Any other file type will be rejected.
\nRequest Body:
In addition to the PDF file, the request must include basic client (and co-client) information:
Name
\nFiling Status
\nDate of Birth
\nThe accepted years
\n2023
\n2024
\n2025
\nResponse:
If successful, the endpoint will return a householdId created for the client and a processId for tracking the process.
Authentication:
Requires an API key and client ID in the request headers.
Upload a client's tax document to start the extraction and summary process.
\n","_postman_id":"6a55bbc0-4d9d-4344-a985-91bb4d824047"},{"name":"Client","item":[{"name":"Snapshot","id":"268dc76e-b114-46a2-97c1-b3e741cee125","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://api.external.fpalpha.com/v2/api/client/:householdId/:area/snapshot","description":"Retrieves the tax snapshot data along with AI-generated insights, in an easy-to-understand format tailored to the client’s current tax return scenario.
\nPath Parameters:
\nhouseholdId: Provided in the /upload endpoint response
area: fulltax area by default
idProcess: The identifier of the process for which you want the snapshot
Response:
\nReturns the tax snapshot plus AI-driven insights. The properties for the insights are in markdown format
\nNotes:
\nThe values for whatHappened, insightsForNext, and summary inside the insights array are provided in Markdown format.
The summary property is optional and may be empty.
Authentication:
\nRequires API key and client ID in the request headers.
\n","urlObject":{"path":["client",":householdId",":area","snapshot"],"host":["https://api.external.fpalpha.com/v2/api"],"query":[],"variable":[{"type":"any","value":"","key":"householdId"},{"type":"any","value":"fulltax","key":"area"}]}},"response":[{"id":"82a78859-a992-4e47-af2d-7bb047503986","name":"success","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://api.tax.fpalpha.com/v2/api/client/:householdId/:area/snapshot","protocol":"https","host":["api","tax","fpalpha","com"],"path":["v2","api","client",":householdId",":area","snapshot"],"variable":[{"key":"householdId","value":"68d1d4524a2c6344179ds4d1"},{"key":"area","value":"fulltax"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"{\n \"message\": \"success\",\n \"code\": 200,\n \"data\": {\n \"_id\": \"*****\",\n \"clientId\": \"*****\",\n \"area\": \"fulltax\",\n \"year\": \"2023\",\n \"filingStatus\": \"Married Filing Jointly\",\n \"snapshot\": [\n {\n \"id\": \"extractions\",\n \"title\": \"Top Summary\",\n \"data\": [\n {\n \"subtitle\": \"Filing Status\",\n \"value\": \"Married Filing Jointly\"\n },\n {\n \"subtitle\": \"Owns a Business\",\n \"value\": \"No\"\n },\n {\n \"subtitle\": \"Federal Income Tax Bracket\",\n \"value\": \"22%\"\n },\n {\n \"subtitle\": \"Marginal State Income Tax Bracket\",\n \"value\": \"5.49%\"\n },\n {\n \"subtitle\": \"Effective Federal Income Tax Rate\",\n \"value\": \"10.58%\"\n },\n {\n \"subtitle\": \"Effective State Income Tax Rate\",\n \"value\": \"5.49%\"\n },\n {\n \"subtitle\": \"Capital Gains Or Loss\",\n \"value\": \"$22,084\"\n },\n {\n \"subtitle\": \"Realized Long Term Capital G/L\",\n \"value\": \"$22,084\"\n },\n {\n \"subtitle\": \"Realized Short Term Capital G/L\",\n \"value\": \"$0\"\n },\n {\n \"subtitle\": \"Long Term Capital Loss Carryover '24\",\n \"value\": \"$0\"\n },\n {\n \"subtitle\": \"Short Term Capital Loss Carryover '24\",\n \"value\": \"$0\"\n },\n {\n \"subtitle\": \"Capital Loss Carryforward '25\",\n \"value\": \"$0\"\n },\n {\n \"subtitle\": \"Long Term Capital Gains Tax Rate\",\n \"value\": \"15%\"\n },\n {\n \"subtitle\": \"Federal Taxes Paid '24\",\n \"value\": \"$11,424\"\n }\n ]\n },\n {\n \"id\": \"income\",\n \"title\": \"Income\",\n \"data\": [\n {\n \"subtitle\": \"Ordinary Income '24\",\n \"value\": \"$82,120\"\n },\n {\n \"subtitle\": \"Taxable Income '24\",\n \"value\": \"$107,995\"\n },\n {\n \"subtitle\": \"Adjusted Gross Income '24\",\n \"value\": \"$140,309\"\n }\n ]\n },\n {\n \"id\": \"incomeGraph\",\n \"title\": \"Income Breakdown\",\n \"data\": [\n {\n \"category\": \"Earned\",\n \"value\": \"$0\",\n \"percentage\": 0\n },\n {\n \"category\": \"Portfolio\",\n \"value\": \"$48,377\",\n \"percentage\": 0.4314559643255295\n },\n {\n \"category\": \"Passive\",\n \"value\": \"$0\",\n \"percentage\": 0\n },\n {\n \"category\": \"Social Security\",\n \"value\": \"$63,748\",\n \"percentage\": 0.5685440356744704\n }\n ]\n },\n {\n \"id\": \"marginalIncomeTaxBracketOrdinaryIncome\",\n \"title\": \"Marginal Income Tax Bracket - Federal\",\n \"type\": \"Marginal Income\",\n \"data\": [\n {\n \"bracket\": \"10%\",\n \"rangeStart\": 0,\n \"rangeEnd\": 23200,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"12%\",\n \"rangeStart\": 23201,\n \"rangeEnd\": 94300,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"22%\",\n \"rangeStart\": 94301,\n \"rangeEnd\": 201050,\n \"status\": \"Current bracket\"\n },\n {\n \"bracket\": \"24%\",\n \"rangeStart\": 201051,\n \"rangeEnd\": 383900,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"32%\",\n \"rangeStart\": 383901,\n \"rangeEnd\": 487450,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"35%\",\n \"rangeStart\": 487451,\n \"rangeEnd\": 731200,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"37%\",\n \"rangeStart\": 731201,\n \"rangeEnd\": \"unlimited\",\n \"status\": \"Not applicable\"\n }\n ],\n \"currentTaxableIncome\": \"$107,995\"\n },\n {\n \"id\": \"marginalIncomeTaxBracketOrdinaryIncome\",\n \"title\": \"Ordinary Income Tax Bracket - Federal\",\n \"type\": \"Ordinary Income\",\n \"data\": [\n {\n \"bracket\": \"10%\",\n \"rangeStart\": 0,\n \"rangeEnd\": 23200,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"12%\",\n \"rangeStart\": 23201,\n \"rangeEnd\": 94300,\n \"status\": \"Current bracket\"\n },\n {\n \"bracket\": \"22%\",\n \"rangeStart\": 94301,\n \"rangeEnd\": 201050,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"24%\",\n \"rangeStart\": 201051,\n \"rangeEnd\": 383900,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"32%\",\n \"rangeStart\": 383901,\n \"rangeEnd\": 487450,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"35%\",\n \"rangeStart\": 487451,\n \"rangeEnd\": 731200,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"37%\",\n \"rangeStart\": 731201,\n \"rangeEnd\": \"unlimited\",\n \"status\": \"Not applicable\"\n }\n ],\n \"currentOrdinaryIncome\": \"$82,120\"\n },\n {\n \"title\": \"Long Term Capital Gains Tax Brackets\",\n \"currentAmount\": \"$25,875\",\n \"id\": \"marginalIncomeTaxBracketCapitalGains\",\n \"data\": [\n {\n \"bracket\": \"0%\",\n \"rangeStart\": 0,\n \"rangeEnd\": 94050,\n \"status\": \"Not applicable\"\n },\n {\n \"bracket\": \"15%\",\n \"rangeStart\": 94051,\n \"rangeEnd\": 583750,\n \"status\": \"Current bracket\"\n },\n {\n \"bracket\": \"20%\",\n \"rangeStart\": 583751,\n \"rangeEnd\": \"unlimited\",\n \"status\": \"Not applicable\"\n }\n ]\n },\n {\n \"id\": \"stateIncomeTaxBracketOrdinaryIncome\",\n \"componentType\": \"graph\",\n \"title\": \"State Income Tax Bracket - Georgia\",\n \"state\": \"Georgia\",\n \"hurrayState\": true,\n \"hasStateOfResidence\": true,\n \"currentTaxableIncome\": 107995,\n \"data\": [\n {\n \"bracket\": \"5.49%\",\n \"rangeStart\": 0,\n \"rangeEnd\": \"unlimited\",\n \"status\": \"Current bracket\"\n }\n ]\n },\n {\n \"id\": \"deductions\",\n \"title\": \"Deductions\",\n \"deductionType\": \"Itemized Deductions\",\n \"whatIsUsing\": \"Standard Deduction\",\n \"data\": [\n {\n \"type\": \"Itemized\",\n \"total\": \"$0\",\n \"data\": [\n {\n \"category\": \"Healthcare Expenses\",\n \"amount\": \"$0\",\n \"status\": \"Not used\"\n },\n {\n \"category\": \"State & Local Taxes Paid\",\n \"amount\": \"$0\",\n \"status\": \"Not used\"\n },\n {\n \"category\": \"Interest Expenses\",\n \"amount\": \"$0\",\n \"status\": \"Not used\"\n },\n {\n \"category\": \"Donations\",\n \"amount\": \"$0\",\n \"status\": \"Not used\"\n },\n {\n \"category\": \"Other\",\n \"amount\": \"$0\",\n \"status\": \"Not used\"\n }\n ]\n },\n {\n \"type\": \"Standard\",\n \"total\": \"$14,600\",\n \"data\": [\n {\n \"category\": \"Standard Deduction\",\n \"amount\": \"$14,600\",\n \"status\": \"Used\"\n },\n {\n \"category\": \"65+\",\n \"amount\": \"$0\",\n \"status\": \"Not used\"\n }\n ]\n }\n ]\n },\n {\n \"id\": \"charitableContributionDeduction\",\n \"title\": \"Charitable Contribution Deductions\",\n \"data\": [\n {\n \"limit\": \"60% Limit\",\n \"maxAmount\": \"$84,186\",\n \"contributions\": [\n {\n \"type\": \"Cash \",\n \"amount\": \"$0\"\n }\n ]\n },\n {\n \"limit\": \"30% Limit\",\n \"maxAmount\": \"$42,093\",\n \"contributions\": [\n {\n \"type\": \"Other\",\n \"amount\": \"$0\"\n }\n ]\n },\n {\n \"limit\": \"30% Special\",\n \"maxAmount\": \"$42,093\",\n \"contributions\": \"\"\n },\n {\n \"limit\": \"20% Limit\",\n \"maxAmount\": \"$28,062\",\n \"contributions\": \"\"\n }\n ]\n },\n {\n \"id\": \"modifiedAdjustedGrossIncomeTiers\",\n \"title\": \"Modified Adjusted Gross Income Tiers\",\n \"currentMAGI\": \"146,538\",\n \"data\": [\n {\n \"credit\": \"Additional Medicare Tax\",\n \"threshold\": [\n \"$250,000\",\n \"unlimited\"\n ],\n \"status\": \"Under\"\n },\n {\n \"credit\": \"Coverdell ESA\",\n \"threshold\": [\n \"$190,000\",\n \"$220,000\"\n ],\n \"status\": \"Under\"\n },\n {\n \"credit\": \"Lifetime Learning Credit\",\n \"threshold\": [\n \"$160,000\",\n \"$180,000\"\n ],\n \"status\": \"Under\"\n },\n {\n \"credit\": \"Student Loan Interest Deduction\",\n \"threshold\": [\n \"$155,000\",\n \"$185,000\"\n ],\n \"status\": \"Under\"\n },\n {\n \"credit\": \"American Opportunity Credit\",\n \"threshold\": [\n \"$160,000\",\n \"$180,000\"\n ],\n \"status\": \"Under\"\n },\n {\n \"credit\": \"Child Tax Credit\",\n \"threshold\": [\n \"$400,000\",\n \"$440,000\"\n ],\n \"status\": \"Under\"\n },\n {\n \"credit\": \"Qualified Adoption Expenses Credit\",\n \"threshold\": [\n \"$252,150\",\n \"$292,150\"\n ],\n \"status\": \"Under\"\n },\n {\n \"credit\": \"Saver\\\"s Credit\",\n \"threshold\": [\n \"$0\",\n \"$76,500\"\n ],\n \"status\": \"Over\"\n },\n {\n \"credit\": \"IRA Contribution Deductibility - Covered by Qualified Plan\",\n \"threshold\": [\n \"$123,000\",\n \"$143,000\"\n ],\n \"status\": \"Over\"\n },\n {\n \"credit\": \"Roth IRA Contribution\",\n \"threshold\": [\n \"$230,000\",\n \"$240,000\"\n ],\n \"status\": \"Under\"\n }\n ]\n },\n {\n \"id\": \"qbiAnalysis\",\n \"title\": \"QBI Analysis\",\n \"description\": \"C corporations: taxed at 21% flat rate Pass-trough entities: 20% deduction on qualified business income rough these thresholds\",\n \"currentIncome\": \"$107,995\",\n \"data\": [\n {\n \"businessType\": \"Service Business\",\n \"thresholds\": [\n {\n \"rangeStart\": 0,\n \"rangeEnd\": 383900,\n \"deduction\": \"20%\",\n \"status\": \"Used\"\n },\n {\n \"rangeStart\": 383900,\n \"rangeEnd\": 483900,\n \"deduction\": \"Phase out\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 483900,\n \"rangeEnd\": \"unlimited\",\n \"deduction\": \"No deduction\",\n \"status\": \"Not applicable\"\n }\n ]\n },\n {\n \"businessType\": \"Non-Service Business\",\n \"thresholds\": [\n {\n \"rangeStart\": 0,\n \"rangeEnd\": 383900,\n \"deduction\": \"20%\",\n \"status\": \"Used\"\n },\n {\n \"rangeStart\": 383900,\n \"rangeEnd\": 483900,\n \"deduction\": \"Phase out\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 483900,\n \"rangeEnd\": \"unlimited\",\n \"deduction\": \"20% with W-2 & capital limits\",\n \"status\": \"Not applicable\"\n }\n ]\n }\n ]\n },\n {\n \"id\": \"medicarePremiums\",\n \"title\": \"Medicare Premiums\",\n \"projectedMAGI\": \"$146,538\",\n \"note\": \"This is where you will be in 2 years with your MAGI of $146,538.\",\n \"data\": [\n {\n \"part\": \"Part B Premium Adjustment\",\n \"thresholds\": [\n {\n \"rangeStart\": 0,\n \"rangeEnd\": 212000,\n \"premium\": \"0\",\n \"status\": \"Current bracket\"\n },\n {\n \"rangeStart\": 212000,\n \"rangeEnd\": 266000,\n \"premium\": \"74\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 266000,\n \"rangeEnd\": 334000,\n \"premium\": \"185\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 334000,\n \"rangeEnd\": 400000,\n \"premium\": \"295.9\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 400000,\n \"rangeEnd\": 750000,\n \"premium\": \"406.9\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 750000,\n \"rangeEnd\": \"unlimited\",\n \"premium\": \"443.9\",\n \"status\": \"Not applicable\"\n }\n ]\n },\n {\n \"part\": \"Part D Premium Adjustment\",\n \"thresholds\": [\n {\n \"rangeStart\": 0,\n \"rangeEnd\": 212000,\n \"premium\": \"0\",\n \"status\": \"Current bracket\"\n },\n {\n \"rangeStart\": 212000,\n \"rangeEnd\": 266000,\n \"premium\": \"13.70\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 266000,\n \"rangeEnd\": 334000,\n \"premium\": \"35.30\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 334000,\n \"rangeEnd\": 400000,\n \"premium\": \"57.00\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 400000,\n \"rangeEnd\": 750000,\n \"premium\": \"78.60\",\n \"status\": \"Not applicable\"\n },\n {\n \"rangeStart\": 750000,\n \"rangeEnd\": \"unlimited\",\n \"premium\": \"85.80\",\n \"status\": \"Not applicable\"\n }\n ]\n }\n ]\n },\n {\n \"id\": \"estimatedTax\",\n \"title\": \"Estimated Tax - Safe Harbor\",\n \"data\": [\n {\n \"year\": \"24\",\n \"taxAmount\": \"$11,424\",\n \"status\": \"Paid\"\n },\n {\n \"year\": \"25\",\n \"taxAmount\": \"$12,566.4\",\n \"percentage\": \"110%\",\n \"status\": \"Estimated\"\n }\n ]\n },\n {\n \"id\": \"interest\",\n \"title\": \"Interest\",\n \"total\": \"$670\",\n \"data\": [\n {\n \"subtitle\": \"ABC Bank\",\n \"value\": \"$668\"\n },\n {\n \"subtitle\": \"CHARLES SCHWAB & CO. - Acct 9708\",\n \"value\": \"$0\"\n }\n ]\n },\n {\n \"id\": \"ordinarydividends\",\n \"title\": \"Ordinary Dividends\",\n \"total\": \"$2,100\",\n \"data\": [\n {\n \"subtitle\": \"AMERITRADE\",\n \"value\": \"$2,052\"\n },\n {\n \"subtitle\": \"CHARLES SCHWAB & CO. - Acct 9708\",\n \"value\": \"$0\"\n }\n ]\n },\n {\n \"id\": \"deductionSummary\",\n \"title\": \"State Tax Credits - \",\n \"data\": {\n \"legacy\": \"Disabled person home purchase or retrofit credit.\\nThe credit is up to $500 per residence for the purchase of a new single-family home containing all required accessibility features, or $125 per feature, to retrofit an existing single-family home with one or more of the qualifying features. The disabled person must be the taxpayer (or spouse if MFJ).\\n\\nChild and dependent care expense credit.\\nThe credit is 30% of the credit allowed under IRC section 21 and claimed by the taxpayer on federal Form 1040.\\n\\nGeorgia National Guard/Air National Guard credit.\\nThe credit is for qualified life insurance premiums for resident members on active duty or active duty training for more than 90 consecutive days.\\n\\nQualified caregiving expense credit.\\nThe credit is 10% of the cost of qualified expenses for a qualifying family member up to $150.\\n\\nAdoption of a foster child credit.\\n$2,000 per qualified foster child per tax year commencing with the year in which the adoption becomes final and ending in the year the adopted child attains age 18. Applies to adoptions occuring in the taxable year.\\n\\nEligible single-family residence tax credit.\\nThe taxpayer must have claimed the credit in 2009 in order to claim the carryforward credit. A taxpayer is allowed the tax credit for a purchase of one eligible single-family residence made between June 1, 2009 and November 30, 2009. The amount of tax credit that may be claimed and allowed in a single tax year cannot exceed one-third of the credit or the taxpayer’s income tax liability. Any unused credit may be carried forward only.\\n\\nQualified education expense credit*\\nA credit is allowed for the expenditure of funds by the taxpayer to a student scholarship organization, which uses the contribution for tuition and fees for a qualified school or program.\\n$1,000 for Single or Head of Household filers (may not exceed tax liability)\\n$2,500 for Married filing joint return\\n$1,250 for Married filing separate return\\n\\nRural physician credit*\\nRural Physicians may qualify for a $5,000 tax credit on their return.\\nThe credit cannot be claimed for more than five tax years.\\nThe credit cannot be carried forward or backward.\\nThe credit cannot exceed the taxpayer's liability.\\n\\nDisaster Assistance credit*\\nA credit for a taxpayer who receives disaster assistance during a taxable year from the Georgia Emergency Management and Homeland Security Agency or the Federal Emergency Management Agency. The amount of the credit is equal to $500 or the actual amount of the disaster assistance, whichever is less. \\n\\nOther States tax credit*\\nGeorgia allows a credit for tax paid to another state on income taxable to Georgia and the other state.\\n\\nLow Income tax credit*\\nTaxpayers may claim the low income credit if Federal adjusted gross income is less than $20,000 and the taxpayer is not claimed or eligible to be claimed as a dependent on another taxpayer’s Federal or Georgia income tax return.\\n\\nCommunity Based Faculty Preceptor Tax credit*\\nAn income tax credit for a community based faculty preceptor that conducts a preceptorship rotation(s).\\n\\nTeacher Recruitment and Retention Program tax credit*\\nAn income tax credit for teachers designated by the Department of Education (DOE) as a participating teacher in the teacher recruitment and retention program that can be used against their income tax liability in an amount equal to $3,000 per school year for up to five school years, which must be consecutive.\\n\\n\\n\",\n \"whatsNew\": \"\"\n },\n \"isEmpty\": false\n },\n {\n \"id\": \"socialSecurity\",\n \"title\": \"Social Security\",\n \"data\": {\n \"taxableWageBase\": {\n \"title\": \"Taxable wage base\",\n \"data\": {\n \"socialSecurityOASDI\": {\n \"2024\": \"$168,600\",\n \"2025\": \"$176,100\"\n },\n \"medicareHIOnly\": {\n \"2024\": \"No limit\",\n \"2025\": \"No limit\"\n }\n }\n },\n \"retirementEarningTest\": {\n \"title\": \"Retirement earning test\",\n \"data\": {\n \"underFullRetirementAge\": {\n \"2024\": \"$23,400/yr \\n($1,950/mo)\",\n \"2025\": \"$22,320/yr \\n($1,630/mo)\"\n },\n \"yearReachingFullRetirementAge\": {\n \"2024\": \"$59,520/yr \\n($$4,330/mo)\",\n \"2025\": \"$62,160/yr \\n($$5,180/mo)\"\n }\n },\n \"notes\": \"* Note: One dollar in benefits will be withheld for every $2 in earnings above the limit.** Note: Applies only to earnings for months prior to attaining full retirement age. One dollar in benefits will be withheld for every $3 in earnings above the limits.\"\n },\n \"taxabilityOfBenefits\": {\n \"title\": \"Taxability of benefits\",\n \"data\": {\n \"notTaxable\": {\n \"individual\": \"< $25,000\",\n \"marriedFilledJointly\": \"< 32,000\"\n },\n \"upTo50PercentTaxable\": {\n \"individual\": \"$25000 - $34,000\",\n \"marriedFilledJointly\": \"$32000 - $44,000\"\n },\n \"upTo85PercentTaxable\": {\n \"individual\": \"> $34,000\",\n \"marriedFilledJointly\": \"> $44,000\"\n }\n },\n \"notes\": \"Note: Married filed separately: Up to 85% of benefits can be taxable.Provisional income = adjusted gross income + non taxable income + 1/2 social security benefits.\"\n },\n \"delayedRetirementCredits\": {\n \"title\": \"Delayed retirement credits\",\n \"data\": {\n \"yearOfBirth\": \"1943 or later\",\n \"yearlyRateOfIncrease\": \"8%\"\n },\n \"notes\": \"Accrues when you reach full retirement age until you start receiving benefits or reach the age 70.\"\n }\n }\n },\n {\n \"id\": \"healthSavingsAccount\",\n \"title\": \"Health Savings Account\",\n \"data\": {\n \"contributionLimits\": {\n \"title\": \"Contribution limits\",\n \"data\": {\n \"single\": {\n \"2024\": \"$4,150\",\n \"2025\": \"$4,300\"\n },\n \"family\": {\n \"2024\": \"$8,300\",\n \"2025\": \"$8,550\"\n },\n \"catchUp55Plus\": {\n \"2024\": \"$1,000\",\n \"2025\": \"$1,000\"\n }\n }\n },\n \"highDeductibleHealthPlans\": {\n \"title\": \"High deductible health plans\",\n \"data\": {\n \"minimumDeductible\": {\n \"single\": {\n \"2024\": \"$1,500\",\n \"2025\": \"$1,650\"\n },\n \"family\": {\n \"2024\": \"$3,000\",\n \"2025\": \"$3,300\"\n }\n },\n \"maximumOutOfPocket\": {\n \"single\": {\n \"2024\": \"$7,500\",\n \"2025\": \"$8,300\"\n },\n \"family\": {\n \"2024\": \"$15,000\",\n \"2025\": \"$16,600\"\n }\n }\n }\n }\n }\n },\n {\n \"id\": \"ltcDeductionLimit\",\n \"title\": \"LTC Deduction Limit\",\n \"data\": {\n \"eligibleLongTermCare\": {\n \"title\": \"Eligible Long-Term Care\",\n \"data\": {\n \"fortyYearsOldOrLess\": \"$470\",\n \"fortyOneToFiftyYearsOld\": \"$880\",\n \"fiftyOneToSixtyYearsOld\": \"$1,760\",\n \"sixtyOneToSeventyYearsOld\": \"$4,710\",\n \"seventyPlusYearsOld\": \"$5,880\",\n \"perDiemLimitationForLTCBenefits\": \"$410\"\n }\n }\n }\n }\n ],\n \"insights\": [\n {\n \"category\": \"Retirement Planning, Contributions and Withdrawals\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"Maximize 401(k) Contributions\",\n \"description\": \"Contribute the maximum allowed to employer-sponsored 401(k) plans, including catch-up contributions for those over age 50.\",\n \"explanation\": \"Both Ketel (age 64.25) and Mila (age 70.83) had earned income in 2023 (wages: $1,024,928) and are not retired, making them eligible for 401(k) contributions, including catch-up contributions due to their age.\",\n \"whatHappened\": \"- Both Ketel and Mila had substantial earned income and were not retired.\\n- There is no indication of maximum 401(k) contributions or catch-up contributions being made.\",\n \"insightsForNext\": \"- Both clients are eligible to contribute the full annual limit to employer-sponsored 401(k) plans ($23,000 for those under 50, plus a $7,500 catch-up for those 50 and older in 2024).\\n- Maximizing these contributions may help reduce taxable income and increase retirement savings.\\n- Ensure both are taking advantage of catch-up contributions given their ages.\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"Consider Mega Backdoor Roth\",\n \"description\": \"Explore Mega Backdoor Roth contributions if employer 401(k) allows after-tax contributions and in-service Roth conversions.\",\n \"explanation\": \"With high earned income and ages over 50, both clients exceed Roth IRA income limits but may be able to utilize Mega Backdoor Roth if their employer plan allows it.\",\n \"whatHappened\": \"- No Mega Backdoor Roth contributions were reported.\",\n \"insightsForNext\": \"- Given the high income and ineligibility for direct Roth IRA contributions, the Mega Backdoor Roth strategy could allow significant additional Roth savings if the employer's 401(k) permits after-tax contributions and in-service Roth rollovers.\\n- This option is not subject to Roth IRA MAGI limits and avoids the pro-rata rule that applies to IRA-based Backdoor Roth conversions.\\n- Both clients are eligible for increased limits due to their age (50+).\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"Backdoor Roth IRA Not Feasible\",\n \"description\": \"Direct and Backdoor Roth IRA contributions are not feasible due to high MAGI and potential pro-rata complications.\",\n \"explanation\": \"Their 2023 MAGI ($4,778,349) is well above the Roth IRA contribution phase-out for MFJ filers ($240,000 in 2024), making direct or backdoor Roth IRA contributions infeasible.\",\n \"whatHappened\": \"- No direct or backdoor Roth IRA contributions were made, consistent with MAGI limitations.\",\n \"insightsForNext\": \"- Direct Roth IRA contributions are not permitted due to high MAGI.\\n- Backdoor Roth IRA conversions may trigger the pro-rata rule if there are existing pre-tax IRA balances, resulting in additional taxable income.\\n- Focus on maximizing employer-sponsored plan options instead.\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"Monitor RMD and Medicare Milestones\",\n \"description\": \"Track Required Minimum Distributions and Medicare premium implications as both clients are over age 64.\",\n \"explanation\": \"Mila (age 70.83) and Ketel (age 64.25) are approaching or have reached RMD and Medicare eligibility ages.\",\n \"whatHappened\": \"- No RMDs or Medicare premium planning actions are noted.\",\n \"insightsForNext\": \"- Mila is subject to Required Minimum Distributions (RMDs) starting at age 73 (if not already begun).\\n- Both should ensure timely RMDs to avoid penalties.\\n- Both are eligible for Medicare; monitor income-related monthly adjustment amounts (IRMAA) for Medicare premiums, as high income can increase these costs.\\n- Consider the impact of retirement account withdrawals on Medicare premiums and RMD obligations.\",\n \"summary\": \"\"\n }\n ]\n },\n {\n \"category\": \"Saving for Dependants\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"No Dependent Savings Needed\",\n \"description\": \"No dependent savings recommendations apply as there are no children or grandchildren under 18 reported.\",\n \"explanation\": \"- The client indicated **no children or grandchildren** in the household questionnaire.\\n- No dependents or education-related credits (such as the American Opportunity Credit) were claimed for 2023.\\n- No 529, ABLE, or new 'Trump Account' eligibility applies based on current information.\",\n \"whatHappened\": \"- No dependents were reported, and no education or child-related credits were claimed.\",\n \"insightsForNext\": \"- Since there are no children or grandchildren under age 18, there is no need to consider 529 plan contributions, ABLE accounts, or new dependent savings programs for 2024.\\n- If family circumstances change (e.g., birth or adoption of a child), eligibility for these accounts and credits should be revisited.\",\n \"summary\": \"\"\n }\n ]\n },\n {\n \"category\": \"Tax Reduction Strategies via Deductions, Credits and Payments\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"Itemized Deductions Review\",\n \"description\": \"Review itemized deductions for potential bunching or optimization, as standard deduction is not optimal for your situation.\",\n \"explanation\": \"The client claimed $46,167 in itemized deductions for 2023, including $10,000 SALT, $22,076 mortgage interest, and $14,091 gifts to charity (charity not to be discussed in recs).\",\n \"whatHappened\": \"- You itemized deductions ($46,167) rather than taking the standard deduction, which was lower for your filing status (MFJ).\\n- Key deductions included the $10,000 SALT cap, $22,076 mortgage interest, and other allowable expenses.\",\n \"insightsForNext\": \"- Continue to track deductible expenses and consider timing (bunching) of certain payments (such as property taxes or medical expenses if applicable) to maximize deductions in alternate years.\\n- Monitor changes to the SALT deduction cap for 2025 and beyond, as legislative updates may increase your deductible limit.\\n- Review mortgage interest and other deductible categories annually to ensure all eligible expenses are captured.\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"Qualified Business Income Deduction\",\n \"description\": \"Continue to claim the QBI deduction if eligible business income persists in 2024.\",\n \"explanation\": \"A $562,356 Qualified Business Income Deduction was claimed, based on significant Schedule E income.\",\n \"whatHappened\": \"- You claimed a $562,356 Qualified Business Income (QBI) deduction, likely from pass-through business or rental real estate activity (Schedule E).\",\n \"insightsForNext\": \"- Maintain documentation for all qualified business and rental activities to ensure ongoing eligibility for the QBI deduction.\\n- If your business structure or income changes, review the QBI calculation for continued compliance and potential optimization.\\n- Be aware of future legislative changes to QBI deduction rules, especially for high-income taxpayers.\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"General Business Credit Optimization\",\n \"description\": \"Track and maximize general business credits, as $18,447 was claimed in 2023.\",\n \"explanation\": \"You claimed $18,447 in general business credits, indicating eligibility for business-related tax incentives.\",\n \"whatHappened\": \"- You utilized $18,447 in general business credits, which offset your tax liability.\",\n \"insightsForNext\": \"- Continue to identify and document all qualifying business activities that may generate credits (e.g., research, energy, hiring incentives).\\n- Review business operations for new or expanded credit opportunities each year.\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"Child And Dependent Care Credit\",\n \"description\": \"Claimed $600 in child and dependent care credit; review eligibility for future years if circumstances change.\",\n \"explanation\": \"A $600 child and dependent care credit was claimed, though no dependents are currently listed.\",\n \"whatHappened\": \"- $600 was claimed for the child and dependent care credit, despite no dependents listed on the return.\",\n \"insightsForNext\": \"- Review eligibility for this credit annually, as it is only available if you incur qualifying care expenses for a dependent.\\n- If no dependents or qualifying care expenses exist in 2024, this credit will not be available.\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"Estimated Tax And Withholding Review\",\n \"description\": \"Review estimated tax payments and withholding to avoid underpayment penalties, as 2023 payments were slightly below total tax owed.\",\n \"explanation\": \"Total tax owed was $1,468,494, but total payments (withholding + estimated) were $1,421,987, resulting in a balance due.\",\n \"whatHappened\": \"- Your total federal tax liability exceeded your total payments by $46,507, creating a balance due at filing.\",\n \"insightsForNext\": \"- Consider increasing estimated tax payments or withholding to match projected tax liability and avoid underpayment penalties.\\n- Use the safe harbor rule (paying 110% of prior year tax for high-income taxpayers) to minimize penalty risk.\\n- Monitor large income events (bonuses, asset sales) and adjust payments accordingly throughout the year.\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"Washington State Tax Status\",\n \"description\": \"No state income tax in Washington, but review for any new state-level taxes or credits affecting high earners.\",\n \"explanation\": \"You reside in Washington, which does not impose a state income tax, so no state return was required.\",\n \"whatHappened\": \"- No Washington state income tax return was required or filed.\",\n \"insightsForNext\": \"- Continue to monitor for any new state-level taxes (e.g., capital gains excise tax, payroll taxes) that may apply to your situation.\\n- Ensure compliance with any local or state-specific tax obligations that may arise due to legislative changes.\",\n \"summary\": \"\"\n }\n ]\n },\n {\n \"category\": \"Charitable Contributions\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"Charitable Deduction Bunching\",\n \"description\": \"Consider bunching charitable gifts in 2024 to maximize itemized deductions, as only $14,091 in gifts were claimed in 2023 and itemized deductions were below the standard deduction threshold for your income level.\",\n \"explanation\": \"- In 2023, you itemized deductions ($46,167), including $14,091 in charitable gifts (cash and land), but your total deductions were limited by the SALT cap and did not significantly exceed the standard deduction for your filing status and income.\\n- You appear charitably inclined, with recurring gifts reported.\\n- No deduction for appreciated securities was reported.\",\n \"whatHappened\": \"- You itemized deductions, reporting $14,091 in charitable gifts on Schedule A ($12,341 cash, $1,750 land).\\n- Your total itemized deductions ($46,167) were limited by the $10,000 SALT cap and did not provide a substantial benefit over the standard deduction at your income level.\\n- Charitable giving appears to be a recurring activity.\",\n \"insightsForNext\": \"- Charitable gifts are only deductible if you itemize. Consider bunching two or more years of planned giving into 2024 to push total itemized deductions well above the standard deduction, which may increase your tax benefit.\\n- Donating long-term appreciated securities instead of cash could provide additional tax benefits by avoiding capital gains tax and allowing deduction of the full fair market value.\\n- For 2024, you are eligible for Qualified Charitable Distributions (QCDs) from IRAs (both spouses are over 70.5), which can satisfy RMDs (for Mila, age 70.83, RMDs begin at 73; for Ketel, age 64.25, RMDs begin later) and reduce taxable income if you have traditional IRAs.\\n- Be aware of future changes: Starting in 2026, a 0.5% floor on charitable deductions and new limits for non-itemizers will apply, so bunching in 2024 or 2025 may be more advantageous.\",\n \"summary\": \"\"\n }\n ]\n },\n {\n \"category\": \"Investment Strategies for Tax Efficiency\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"Optimize Taxable Investment Income\",\n \"description\": \"Consider shifting taxable bond holdings to municipal bonds and reviewing asset placement for greater tax efficiency in 2024.\",\n \"explanation\": \"- In 2023, the client reported substantial taxable investment income: $862,943 in interest (primarily from PROFOUND ALLOYS), $34,116 in dividends, and $49,422 in net capital gains.\\n- No tax-exempt interest was reported; all interest income was taxable.\\n- Assets appear to be held in taxable accounts, as there is no indication of significant IRA, 401(k), or other tax-advantaged account income.\",\n \"whatHappened\": \"- The client reported $862,943 in taxable interest (mainly from PROFOUND ALLOYS), $34,116 in dividends, and $49,422 in net capital gains, all taxed at the highest federal bracket (37%).\\n- No tax-exempt (municipal bond) interest was reported; all interest was fully taxable at both the federal and (if applicable) state level.\\n- All investment income appears to be generated in taxable accounts, with no evidence of asset location strategies.\",\n \"insightsForNext\": \"-\",\n \"summary\": \"\"\n }\n ]\n },\n {\n \"category\": \"Tax Loss Harvesting\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"Harvest Capital Losses\",\n \"description\": \"Consider realizing additional capital losses in 2024 to offset gains and up to $3,000 of ordinary income, while monitoring wash-sale rules.\",\n \"explanation\": \"**2023 Return Acknowledgment:**\\n- Realized long-term capital gain: **$73,235**\\n- Realized short-term capital loss: **$-23,813**\\n- Net capital gain: **$49,422**\\n- Short-term capital loss carryforward to 2024: **$25,486** (≈ 0.5% of AGI)\\n- AGI: **$4,778,349**\\n- Paid Net Investment Income Tax (NIIT): **$21,853** (NIIT applies to MAGI > $250,000 MFJ)\\n- Paid Additional Medicare Tax: **$7,168** (on wages > $250,000 MFJ)\\n\",\n \"whatHappened\": \"\",\n \"insightsForNext\": \"\",\n \"summary\": \"\"\n }\n ]\n },\n {\n \"category\": \"Passive Income Strategies\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"Passive Loss Carryforward Review\",\n \"description\": \"Review and utilize suspended passive losses and consider unlocking them through disposition or grouping strategies in 2024.\",\n \"explanation\": \"- In 2023, Schedule E shows net passive income of $2,825,410 and a passive loss carryforward of $59,749 (Form 8582, line 3).\\n- No real estate professional (REP) status was claimed; all passive losses remain suspended unless offset or unlocked.\",\n \"whatHappened\": \"- Schedule E reported net passive income of $2,825,410, primarily from partnerships or similar sources.\\n- Form 8582 indicates $59,749 in suspended passive losses carried forward.\\n- No indication of material participation or REP status, so passive losses remain limited.\\n- Net Investment Income Tax (NIIT) of $21,853 was assessed on net investment income, including passive sources.\",\n \"insightsForNext\": \"-\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"NIIT Mitigation Opportunities\",\n \"description\": \"Evaluate ways to reduce Net Investment Income Tax (NIIT) exposure by offsetting passive income or qualifying for exceptions in 2024.\",\n \"explanation\": \"- In 2023, $21,853 in NIIT was paid due to significant passive and investment income.\\n- High AGI and passive income sources make NIIT mitigation strategies relevant.\",\n \"whatHappened\": \"- Net Investment Income Tax (NIIT) of $21,853 was assessed on passive and investment income.\\n- Substantial interest, dividends, and partnership income contributed to NIIT liability.\",\n \"insightsForNext\": \"-\",\n \"summary\": \"\"\n },\n {\n \"_id\": \"*****\",\n \"name\": \"Estimated Tax Payment Adjustment\",\n \"description\": \"Adjust estimated tax payments if passive income or NIIT is expected to decrease in 2024 to avoid overpayment or penalties.\",\n \"explanation\": \"- In 2023, estimated payments and withholding ($1,421,987) closely matched total tax due ($1,468,494).\\n- If passive income or NIIT is reduced in 2024, estimated payments may need adjustment.\",\n \"whatHappened\": \"- Total tax liability was $1,468,494, with $1,421,987 paid via withholding and estimated payments.\\n- No underpayment penalty was indicated, suggesting payments met safe-harbor thresholds.\",\n \"insightsForNext\": \"-\",\n \"summary\": \"\"\n }\n ]\n },\n {\n \"category\": \"Real Estate Tax Strategies\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"Cost Segregation and §1031 Exchange\",\n \"description\": \"Evaluate cost-segregation studies and §1031 exchanges to accelerate depreciation or defer gains on real estate, based on 2023 rental activity.\",\n \"explanation\": \"- 2023 Schedule E shows substantial passive income from real estate ($2,825,410 net gain).\\n- No rental real estate losses or suspended passive losses reported.\\n- No property sales reported in 2023; no §1250 gain or depreciation recapture triggered.\\n- Depreciation method not specified, but likely straight-line for residential/commercial property.\\n- Washington has no state income tax, so state conformity issues are minimal.\",\n \"whatHappened\": \"- Significant net rental income was reported on Schedule E ($2,825,410), with no rental losses or suspended passive losses carried forward.\\n- No property sales occurred in 2023, so no capital gain or depreciation recapture was recognized.\\n- Depreciation was likely calculated using the standard straight-line method, but no cost-segregation study was performed.\",\n \"insightsForNext\": \"-\",\n \"summary\": \"Evaluate cost-segregation studies for current properties to accelerate depreciation and consider §1031 exchanges for any 2024 property sales to defer tax. Adjust estimated payments if these strategies are implemented.\"\n }\n ]\n },\n {\n \"category\": \"Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs)\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"Review HSA Eligibility Status\",\n \"description\": \"Confirm HSA eligibility for Ketel, as he is under 65 and has earned income, but no HSA contributions were reported in 2023.\",\n \"explanation\": \"- Ketel (age 64.25) had $1,024,928 in wages in 2023 and is not yet 65, but no Form 8889 or HSA contributions were reported.\\n- Mila (age 70.83) is over 65 and likely enrolled in Medicare, so not HSA-eligible.\",\n \"whatHappened\": \"- Ketel had significant earned income and is under age 65, but there is no evidence of HSA contributions or Form 8889 on the 2023 return.\\n- Mila is over 65 and likely not eligible for new HSA contributions due to probable Medicare enrollment.\",\n \"insightsForNext\": \"-\",\n \"summary\": \"- Confirm Ketel's HDHP coverage and Medicare status for 2024. If eligible, consider maximizing HSA contributions for tax savings. Mila is not eligible for new HSA contributions.\"\n }\n ]\n },\n {\n \"category\": \"Business Strategies\",\n \"data\": [\n {\n \"_id\": \"*****\",\n \"name\": \"Passive Activity Loss Review\",\n \"description\": \"Review passive activity loss limitations and consider grouping elections for future tax efficiency.\",\n \"explanation\": \"- Schedule E, Form 8582, and passive loss carryovers were present, with $59,749 in allowed passive losses in 2023.\\n- No Schedule C business income; primary business income is from pass-through entities (Schedule E, line 32: $2,825,410).\",\n \"whatHappened\": \"- Business income was reported via Schedule E (line 32: $2,825,410), indicating pass-through entity income (likely S-Corp or partnership).\\n- Passive activity loss limitations applied, with $59,749 in allowed losses per Form 8582.\\n- No Schedule C business income, so self-employment tax is not a factor.\",\n \"insightsForNext\": \"-\",\n \"summary\": \"Review passive activity loss rules and entity participation status to maximize loss utilization in 2024, and plan for sale structuring if a business exit is anticipated.\"\n }\n ]\n }\n ]\n }\n}"}],"_postman_id":"268dc76e-b114-46a2-97c1-b3e741cee125"},{"name":"Progress","id":"5d14037c-62ea-4e37-b121-1f7701cf0c4f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://api.external.fpalpha.com/v2/api/client/:householdId/:area/progress/:processId","description":"This endpoint retrieves the progress of the extraction process for a given client.
\nRequest Parameters:
\nhouseholdId: Provided in the /upload endpoint response
area: fulltax area by default
processId: Provided in the /upload endpoint response
Response:
The response indicates the stage in which the process currently is and when the client's information is ready.
Stages
\nUploading File
\nExtracting Data
\nSaving Data
\nSaving Data - Manual Input
\nGenerating Insights
\nSaving Insights
\nComplete
\nFailed
\nNote
\nWhen the response returns status codes 213, 216, 219, or 221 (see descriptions above), the extraction process may take up to one hour to complete. For this cases we ask you to please adjust your pulling intervall accordingly.
\nAuthentication:
Requires an API key and client ID in the request headers.
HouseholdId from the /upload endpoint
\n","type":"text/plain"},"type":"any","value":"","key":"householdId"},{"description":{"content":"fulltax
\n","type":"text/plain"},"type":"any","value":"fulltax","key":"area"},{"description":{"content":"Tracking id
\n","type":"text/plain"},"type":"any","value":"","key":"processId"}]}},"response":[{"id":"e15f0c02-f1f0-43d7-ac59-5c8882091242","name":"success","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://api.external.fpalpha.com/v2/api/client/:householdId/:area/progress/:progressId","host":["https://api.external.fpalpha.com/v2/api"],"path":["client",":householdId",":area","progress",":progressId"],"variable":[{"key":"householdId","value":"68d1d4524a2c6344179ds4d1"},{"key":"area","value":"fulltax"},{"key":"progressId","value":"6a457766-2c10-4525-a219-6c5ddd440c4d"}]}},"_postman_previewlanguage":null,"header":null,"cookie":[],"responseTime":null,"body":"{\n \"message\": \"success\",\n \"code\": 200,\n \"data\": {\n \"progressComplete\": false,\n \"stage\": \"Generating Insights\",\n \"percentage\": 78\n }\n}"},{"id":"557caa1a-c9e3-44e0-a223-baea11c20ccd","name":"Bad Request","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://api.external.fpalpha.com/v2/api/client/:householdId/:area/progress/:processId","host":["https://api.external.fpalpha.com/v2/api"],"path":["client",":householdId",":area","progress",":processId"],"variable":[{"key":"householdId","value":"","description":"HouseholdId from the /upload endpoint"},{"key":"area","value":"fulltax","description":"fulltax"},{"key":"processId","value":"","description":"Tracking id"}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"{\n \"message\": \"Bad request\",\n \"code\": 400,\n \"data\": {\n \"statusCode\": 400,\n \"message\": \"Bad request\",\n \"details\": \"Incorrect password\",\n \"global_error\": \"Bad request\",\n \"progressComplete\": false,\n \"percentage\": 42\n }\n}"},{"id":"30ba75e1-2dee-47bf-8a14-5f74b211f264","name":"Manual Input","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://api.external.fpalpha.com/v2/api/client/:householdId/:area/progress/:processId","host":["https://api.external.fpalpha.com/v2/api"],"path":["client",":householdId",":area","progress",":processId"],"variable":[{"key":"householdId","value":"","description":"HouseholdId from the /upload endpoint"},{"key":"area","value":"fulltax","description":"fulltax"},{"key":"processId","value":"","description":"Tracking id"}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"{\n \"message\": \"Bad PDF\",\n \"code\": 216,\n \"data\": {\n \"statusCode\": 216,\n \"message\": \"The provided tax return file is incorrect, has poor quality, or is missing pages. Manual input required.\",\n \"details\": \"Incorrect file\",\n \"progressComplete\": false,\n \"percentage\": 42\n }\n}"}],"_postman_id":"5d14037c-62ea-4e37-b121-1f7701cf0c4f"}],"id":"f73df0c4-09e8-4301-97c3-83173e1dee73","description":"All endpoints related to the client's information, including the progress of the extraction process and the snapshot.
\n","_postman_id":"f73df0c4-09e8-4301-97c3-83173e1dee73"}],"event":[{"listen":"prerequest","script":{"id":"c777c4a5-a124-4d30-a7bb-4d5da8030af1","type":"text/javascript","packages":{},"requests":{},"exec":[""]}},{"listen":"test","script":{"id":"28efb29d-a080-45b5-a973-36d1f1778c85","type":"text/javascript","packages":{},"requests":{},"exec":[""]}}],"variable":[{"key":"base_url","value":"https://api.external.fpalpha.com/v2/api"},{"key":"body_fulltax_externalId","value":"1"},{"key":"body_fulltax_clientName","value":"Thomas Rodgers"},{"key":"body_fulltax_coClientName","value":"Lucy Rodgers"},{"key":"body_fulltax_clientBirthday","value":"1991-09-11"},{"key":"body_fulltax_coClientBirthday","value":"1999-12-15"},{"key":"body_fulltax_year","value":"2024"},{"key":"body_fulltax_filingStatus","value":"Married Filing Jointly"},{"key":"body_fulltax_state","value":"NY"},{"key":"body_fulltax_email","value":"mail@mail.com"},{"key":"headers_xApiKey","value":"2ef69682-2be2-a170-57b8-b1550b2f0a09-cf83-f1cd-f79f-c626-58"},{"key":"headers_clientId","value":"68c20adb984ecd350a736c6d"},{"key":"body_fulltax_password","value":"123456789"},{"key":"params_processId","value":""},{"key":"params_householdId","value":""}]}