swagger: "2.0" info: title: "apex" version: 1.3.0 description: "Salesforce Gateway Apex Client" termsOfService: "http://taxnexus.net/terms/" contact: email: "noc@taxnexus.net" license: name: "Proprietary - Copyright (c) 2018-2020 by Taxnexus, Inc." schemes: - "http" basePath: "/v1" host: "localhost" securityDefinitions: ApiKeyAuth: type: apiKey in: header name: X-API-Key security: - ApiKeyAuth: [] consumes: - application/json produces: - application/json parameters: accountIdQuery: description: Taxnexus Record Id of an Account in: query name: accountId required: false type: string accountIdQueryRequired: description: Taxnexus Record Id of an Account in: query name: accountId required: true type: string accountNumberQuery: description: The Taxnexus Account Number of the Account to be used a record retrieval in: query name: accountNumber required: false type: string accountRequest: description: An array of new Account records in: body name: accountsRequest required: true schema: $ref: "#/definitions/AccountRequest" accountTypeQuery: description: The Type of this Object in: query name: type required: false type: string activeQuery: description: Retrieve only active records? in: query name: active required: false type: boolean addressQuery: description: Postal Address URL encoded; partial addresses allowed in: query name: address required: false type: string authorityIdQuery: description: Taxnexus Id of the Authority to be retrieved in: query name: authorityId required: false type: string authorityRequestBody: description: A request with an array of Authority Objects in: body name: authorityRequest required: true schema: $ref: "#/definitions/AuthorityRequest" backendIdQuery: description: Taxnexus Id of the Backend to be retrieved in: query name: backendId required: false type: string companyIdQuery: description: Taxnexus Id of the Company to be retrieved in: query name: companyId required: false type: string contactIdQuery: description: Taxnexus Record Id of a Contact in: query name: contactId required: false type: string contactRequest: description: An array of new Contact records in: body name: contactRequest required: true schema: $ref: "#/definitions/ContactRequest" countryIdQuery: description: The Country Taxnexus ID in: query name: countryId required: false type: string countryQuery: description: The Country abbreviation (2 char) in: query name: country required: false type: string countyIdQuery: description: The ID of this Object in: query name: id required: false type: string countyQuery: description: The County Name in: query name: county required: false type: string dateFromQuery: description: The Starting Date for an object retrieval in: query name: dateFrom required: false type: string dateToQuery: description: The Ending Date for an object retrieval in: query name: dateTo required: false type: string domainIdQuery: description: Taxnexus Id of the Domain to be retrieved in: query name: domainId required: false type: string domainQuery: description: "The Tax Domain to rate (cannabis, sales or telecom)" in: query name: domain required: false type: string filingIdQuery: description: Taxnexus Id of the Filing to be retrieved in: query name: filingId required: false type: string filingRequest: description: A request with an array of Filing Objects in: body name: filingRequest required: true schema: $ref: "#/definitions/FilingRequest" filingTypeIdQuery: description: Taxnexus Record Id of a Filing in: query name: filingTypeId required: false type: string filingTypeRequest: description: A request with an array of FilingType Objects in: body name: FilingTypeRequest required: true schema: $ref: "#/definitions/FilingTypeRequest" ingestIdQuery: description: Taxnexus Record Id of an Ingest in: query name: ingestId required: false type: string ingestRequest: description: An array of new Ingest records in: body name: ingestRequest required: true schema: $ref: "#/definitions/IngestRequest" jobIdQuery: description: Taxnexus Record Id of a Job record in: query name: jobId required: false type: string jobRequest: description: An array of new Job records in: body name: JobtRequest required: true schema: $ref: "#/definitions/JobRequest" limitQuery: default: 100 description: "How many objects to return at one time" format: int64 in: query name: limit required: false type: integer nameQuery: description: The Name of this Object in: query name: name required: false type: string licenseIdQuery: description: Taxnexus Id of the License to be retrieved in: query name: licenseId required: false type: string licenseTypeIdQuery: description: Taxnexus Id of the License Type to be retrieved in: query name: licensetypeId required: false type: string offsetQuery: default: 0 description: How many objects to skip? (default 0) format: int64 in: query name: offset required: false type: integer periodIdQuery: description: Taxnexus Record Id of a Period in: query name: periodId required: false type: string placeIdQuery: description: The City name (must be accompanied by State) in: query name: placeId required: false type: string placeQuery: description: The City name (must be accompanied by State) in: query name: place required: false type: string stateIdQuery: description: The State or Province abbreviation (2 char) in: query name: stateId required: false type: string stateQuery: description: The State or Province abbreviation (2 char) in: query name: state required: false type: string taxTypeAccountIdQuery: description: Taxnexus Id of the Tax Type Account to be retrieved in: query name: taxtypeaccountId required: false type: string taxTypeIdQuery: description: Taxnexus Id of the Tax Type to be retrieved in: query name: taxtypeId required: false type: string submissionIdQuery: description: Taxnexus Id of the Submisssion to be retrieved in: query name: submissionId required: false type: string submissionRequestBody: description: An array of new Submission records in: body name: submisssionsRequest required: true schema: $ref: "#/definitions/SubmissionRequest" taxnexuscodeIdQuery: description: Taxnexus Id of the Taxnexus Code to be retrieved in: query name: taxnexuscodeId required: false type: string templateIdQuery: description: Taxnexus Id of the Template to be retrieved in: query name: templateId required: false type: string typeQuery: description: The Type of this Object in: query name: type required: false type: string notebookIdQuery: description: Template ID in: query name: notebookId type: string notebookRequest: description: An array of Notebook records in: body name: NotebookRequest required: true schema: $ref: "#/definitions/NotebookRequest" responses: AccessForbidden: description: "Access forbidden, account lacks access" schema: $ref: "#/definitions/Error" AccountResponse: description: Taxnexus Response with Account objects schema: $ref: "#/definitions/AccountResponse" AccountingRuleResponse: description: Taxnexus Response with Accounting Rule objects schema: $ref: "#/definitions/AccountingRuleResponse" AccountingRulesetResponse: description: Taxnexus Response with Accounting Ruleset objects schema: $ref: "#/definitions/AccountingRulesetResponse" AuthorityResponse: description: An array of Authority objects schema: $ref: "#/definitions/AuthorityResponse" BackendResponse: description: Taxnexus Response with an array of Backend Objects schema: $ref: "#/definitions/BackendResponse" CompanyResponse: description: Taxnexus Response with Company objects schema: $ref: "#/definitions/CompanyResponse" Conflict: description: Conflict schema: $ref: "#/definitions/Error" ContactResponse: description: Taxnexus Response with Contact objects schema: $ref: "#/definitions/ContactResponse" CountryResponse: description: Taxnexus Response with an array of Country objects schema: $ref: "#/definitions/CountryResponse" CountyResponse: description: Taxnexus Response with an array of County objects schema: $ref: "#/definitions/CountyResponse" DomainResponse: description: Taxnexus Response with an array of Domain objects schema: $ref: "#/definitions/DomainResponse" FilingResponse: description: Taxnexus Response with an array of Filing objects schema: $ref: "#/definitions/FilingResponse" FilingTypeResponse: description: Taxnexus Response with an array of FilingType objects schema: $ref: "#/definitions/FilingTypeResponse" GlAccountResponse: description: An array of GL Account Objects schema: $ref: "#/definitions/GlAccountResponse" GlBalanceResponse: description: An array of GL Balance Objects schema: $ref: "#/definitions/GlBalanceResponse" IngestResponse: description: Taxnexus Response with Ingest objects schema: $ref: "#/definitions/IngestResponse" InvalidDataError: description: Invalid data was sent schema: $ref: "#/definitions/InvalidError" JobResponse: description: Taxnexus Response with Job objects schema: $ref: "#/definitions/JobResponse" NotFound: description: Resource was not found schema: $ref: "#/definitions/Error" PeriodResponse: description: Taxnexus Response with Job objects schema: $ref: "#/definitions/PeriodResponse" PlaceResponse: description: Taxnexus Response with an array of Place objects schema: $ref: "#/definitions/PlaceResponse" ServerError: description: Server Internal Error schema: $ref: "#/definitions/Error" StateResponse: description: Taxnexus Response with an array of State objects schema: $ref: "#/definitions/StateResponse" TaxTypeResponse: description: Taxnexus Response with an array of Tax Type objects schema: $ref: "#/definitions/TaxTypeResponse" TaxTypeAccountResponse: description: An array of TaxTypeAccount objects schema: $ref: "#/definitions/TaxTypeAccountResponse" SubmissionResponse: description: Taxnexus Response with Submission objects schema: $ref: "#/definitions/SubmissionResponse" TaxnexusCodeResponse: description: Taxnexus Response with an array of Taxnexus Code objects schema: $ref: "#/definitions/TaxnexusCodeResponse" TemplateResponse: description: Taxnexus Response with an array of Template objects schema: $ref: "#/definitions/TemplateResponse" Unauthorized: description: "Access unauthorized, invalid API-KEY was used" schema: $ref: "#/definitions/Error" UnprocessableEntity: description: "Unprocessable Entity, likely a bad parameter" schema: $ref: "#/definitions/Error" NotebookResponse: description: Taxnexus Response with Notebook objects schema: $ref: "#/definitions/NotebookResponse" LicenseResponse: description: An array of License Objects schema: $ref: "#/definitions/LicenseResponse" LicenseTypeResponse: description: An array of License Type Objects schema: $ref: "#/definitions/LicenseTypeResponse" paths: /accountingrules: get: description: Return a list of Periods for an Account operationId: getAccountingRules parameters: - $ref: "#/parameters/accountIdQuery" responses: "200": $ref: "#/responses/AccountingRulesetResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Accounting Rulesets tags: - AccountingRules /accountingrulesets: get: description: Return a list of Periods for an Account operationId: getAccountingRulesets parameters: - $ref: "#/parameters/accountIdQuery" responses: "200": $ref: "#/responses/AccountingRulesetResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Accounting Rulesets tags: - AccountingRulesets /accounts: get: description: Return a list of all available Accounts operationId: getAccounts parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/activeQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/accountNumberQuery" - $ref: "#/parameters/nameQuery" - $ref: "#/parameters/accountTypeQuery" responses: "200": $ref: "#/responses/AccountResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of accounts tags: - Accounts post: description: Account record to be added operationId: postAccounts parameters: - $ref: "#/parameters/accountRequest" responses: "200": $ref: "#/responses/AccountResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Add a new account to Taxnexus tags: - Accounts put: description: Update a single account specified by accountId operationId: putAccount parameters: - $ref: "#/parameters/accountRequest" responses: "200": $ref: "#/responses/AccountResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Update a single account tags: - Accounts /authorities: get: description: Return a list of available Authorities operationId: getAuthorities parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/companyIdQuery" - $ref: "#/parameters/authorityIdQuery" - $ref: "#/parameters/activeQuery" responses: "200": $ref: "#/responses/AuthorityResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Authorities tags: - Authorities /backends: get: description: Return a list of Backends operationId: getBackends parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/accountNumberQuery" - $ref: "#/parameters/companyIdQuery" - $ref: "#/parameters/backendIdQuery" - $ref: "#/parameters/nameQuery" responses: "200": $ref: "#/responses/BackendResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Backends tags: - Backends /companies: get: description: Retrieve a Company record from the datastore operationId: getCompanies parameters: - $ref: "#/parameters/companyIdQuery" responses: "200": $ref: "#/responses/CompanyResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a Company record tags: - Companies /contacts: get: description: Retrieve Contact records from the datastore operationId: getContacts parameters: - $ref: "#/parameters/contactIdQuery" responses: "200": $ref: "#/responses/ContactResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a Contact record tags: - Contacts post: description: Contacts record to be added operationId: postContacts parameters: - $ref: "#/parameters/contactRequest" responses: "200": $ref: "#/responses/ContactResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Add a new Contacts to Taxnexus tags: - Contacts /counties: get: description: "Retrieve Counties, filter with parameters" operationId: getCounties parameters: - $ref: "#/parameters/stateQuery" - $ref: "#/parameters/countyQuery" - $ref: "#/parameters/countyIdQuery" responses: "200": $ref: "#/responses/CountyResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Retrieve Counties tags: - Counties /countries: get: description: "Retrieve Countries, filter with parameters" operationId: getCountries parameters: - $ref: "#/parameters/countryIdQuery" responses: "200": $ref: "#/responses/CountryResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Retrieve Countries tags: - Countries /domains: get: operationId: getDomains parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/domainQuery" - $ref: "#/parameters/domainIdQuery" - $ref: "#/parameters/activeQuery" responses: "200": $ref: "#/responses/DomainResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get Domain records tags: - Domains /filings: get: description: Return a list of available Regulatory Filings operationId: getFilings parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/domainQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/companyIdQuery" - $ref: "#/parameters/filingIdQuery" - $ref: "#/parameters/activeQuery" responses: "200": $ref: "#/responses/FilingResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Filings tags: - Filings post: description: Create new Filings operationId: postFilings parameters: - $ref: "#/parameters/filingRequest" responses: "200": $ref: "#/responses/FilingResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Create new Filings tags: - Filings put: description: Update all the fields in a Filing record identified by Taxnexus ID operationId: putFilings parameters: - $ref: "#/parameters/filingRequest" responses: "200": $ref: "#/responses/FilingResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Update a Filing tags: - Filings /filingtypes: get: description: Return a list of available Regulatory FilingTypes operationId: getFilingTypes parameters: - $ref: "#/parameters/filingTypeIdQuery" - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" responses: "200": $ref: "#/responses/FilingTypeResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of FilingTypes tags: - FilingTypes post: description: Create new FilingTypes operationId: postFilingTypes parameters: - $ref: "#/parameters/filingTypeRequest" responses: "200": $ref: "#/responses/FilingTypeResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Create new FilingTypes tags: - FilingTypes put: description: Update all the fields in a FilingType record identified by Taxnexus ID operationId: putFilingTypes parameters: - $ref: "#/parameters/filingTypeRequest" responses: "200": $ref: "#/responses/FilingTypeResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Update a FilingType tags: - FilingTypes /glaccounts: get: description: Return a list of available General Ledger Accounts operationId: getGlAccounts parameters: - $ref: "#/parameters/accountIdQueryRequired" responses: "200": $ref: "#/responses/GlAccountResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of General Ledger Accounts tags: - GlAccounts /glbalances: get: description: Return a list of General Ledger Account Balances for a Taxnexus Account operationId: getGlBalances parameters: - $ref: "#/parameters/accountIdQueryRequired" responses: "200": $ref: "#/responses/GlBalanceResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of General Ledger Account Balances tags: - GlBalances /ingests: get: description: Return a list of Ingest records operationId: getIngests parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/ingestIdQuery" responses: "200": $ref: "#/responses/IngestResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list Ingests tags: - Ingests post: description: Create a new Ingest operationId: postIngests parameters: - $ref: "#/parameters/ingestRequest" responses: "200": $ref: "#/responses/IngestResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Create new Ingests tags: - Ingests put: description: Update Ingests operationId: putIngests parameters: - $ref: "#/parameters/ingestRequest" responses: "200": $ref: "#/responses/IngestResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Update Ingests tags: - Ingests /jobs: get: description: Return a list of Job records from the datastore operationId: getJobs parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/accountNumberQuery" - $ref: "#/parameters/companyIdQuery" - $ref: "#/parameters/jobIdQuery" responses: "200": $ref: "#/responses/JobResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list Jobs tags: - Jobs post: description: Create and enqueue Jobs in Taxnexus operationId: postJobs parameters: - $ref: "#/parameters/jobRequest" responses: "200": $ref: "#/responses/JobResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Create new Jobs tags: - Jobs put: description: Update Jobs in Taxnexus operationId: putJobs parameters: - $ref: "#/parameters/jobRequest" responses: "200": $ref: "#/responses/JobResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Update Jobs tags: - Jobs /licenses: get: description: "Retrieve all licenses, filter with parameters" operationId: getLicenses parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/companyIdQuery" - $ref: "#/parameters/licenseIdQuery" - $ref: "#/parameters/activeQuery" responses: "200": $ref: "#/responses/LicenseResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Retrieve licenses tags: - Licenses post: description: Create new Licenses operationId: postLicenses parameters: - description: The new licenses in: body name: licenseRequest schema: $ref: "#/definitions/LicenseRequest" responses: "200": $ref: "#/responses/LicenseResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Create new Licenses tags: - Licenses put: description: Add or update licenses operationId: putLicenses parameters: - description: The updated licenses in: body name: licenseRequest schema: $ref: "#/definitions/LicenseRequest" responses: "200": $ref: "#/responses/LicenseResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Upsert a License tags: - Licenses /licensetypes: get: description: Retrieve LicenseType records operationId: getLicenseTypes parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/companyIdQuery" - $ref: "#/parameters/licenseTypeIdQuery" - $ref: "#/parameters/activeQuery" responses: "200": $ref: "#/responses/LicenseTypeResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Retrieve LicenseType records tags: - LicenseTypes /periods: get: description: Return a list of Periods for an Account operationId: getPeriods parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/periodIdQuery" responses: "200": $ref: "#/responses/PeriodResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Periods tags: - Periods /places: get: description: "Retrieve Places, filter with parameters" operationId: getPlaces parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/stateQuery" - $ref: "#/parameters/placeIdQuery" responses: "200": $ref: "#/responses/PlaceResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Retrieve Places tags: - Places /states: get: description: "Retrieve States, filter with parameters" operationId: getStates parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/countryQuery" - $ref: "#/parameters/stateIdQuery" responses: "200": $ref: "#/responses/StateResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Retrieve States tags: - States /submissions: get: description: Return a list of available Submissions operationId: getSubmissions parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/companyIdQuery" - $ref: "#/parameters/submissionIdQuery" - $ref: "#/parameters/activeQuery" responses: "200": $ref: "#/responses/SubmissionResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Submissions tags: - Submissions post: description: Create new Sumissions operationId: postSubmissions parameters: - $ref: "#/parameters/submissionRequestBody" responses: "200": $ref: "#/responses/SubmissionResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Add new Submissions tags: - Submissions put: description: Update all the fields in a Submission record identified by Taxnexus Id operationId: putSubmissions parameters: - $ref: "#/parameters/submissionRequestBody" responses: "200": $ref: "#/responses/SubmissionResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Update a Submission tags: - Submissions /taxnexuscodes: get: description: Return a list of TaxnexusCodes operationId: getTaxnexusCodes parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/taxnexuscodeIdQuery" responses: "200": $ref: "#/responses/TaxnexusCodeResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of TaxnexusCodes tags: - TaxnexusCodes /taxtypeaccounts: get: description: Return a list of Tax Type Accounts operationId: getTaxTypeAccounts parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/accountIdQuery" - $ref: "#/parameters/placeQuery" - $ref: "#/parameters/stateQuery" - $ref: "#/parameters/countyQuery" - $ref: "#/parameters/countryQuery" - $ref: "#/parameters/activeQuery" - $ref: "#/parameters/taxTypeAccountIdQuery" responses: "200": $ref: "#/responses/TaxTypeAccountResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Tax Type Accounts tags: - TaxTypeAccounts post: description: Create a new Tax Type Account operationId: postTaxTypeAccounts parameters: - description: The new Tax Type Account in: body name: taxtypeaccount schema: $ref: "#/definitions/TaxTypeAccountRequest" responses: "200": $ref: "#/responses/TaxTypeAccountResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Create new Tax Type Accounts tags: - TaxTypeAccounts put: description: Update a TaxTypeAccount operationId: putTaxTypeAccounts parameters: - in: body name: taxtypeaccount schema: $ref: "#/definitions/TaxTypeAccountRequest" responses: "200": $ref: "#/responses/TaxTypeAccountResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "500": $ref: "#/responses/ServerError" summary: Update TaxTypeAccounts tags: - TaxTypeAccounts /taxtypes: get: operationId: getTaxTypes parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/addressQuery" - $ref: "#/parameters/placeQuery" - $ref: "#/parameters/stateQuery" - $ref: "#/parameters/countyQuery" - $ref: "#/parameters/countryQuery" - $ref: "#/parameters/activeQuery" - $ref: "#/parameters/taxTypeIdQuery" responses: "200": $ref: "#/responses/TaxTypeResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Tax Types tags: - TaxTypes /templates: get: description: "Retrieve Templates, filter with parameters" operationId: getTemplates parameters: - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" - $ref: "#/parameters/templateIdQuery" responses: "200": $ref: "#/responses/TemplateResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Retrieve Templates tags: - Templates /notebooks: get: description: Return a list of Notebook records from the datastore operationId: getNotebooks parameters: - $ref: "#/parameters/notebookIdQuery" - $ref: "#/parameters/limitQuery" - $ref: "#/parameters/offsetQuery" responses: "200": $ref: "#/responses/NotebookResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Get a list of Notebooks tags: - Notebooks post: description: Create Notebooks in Taxnexus operationId: postNotebooks parameters: - $ref: "#/parameters/notebookRequest" responses: "200": $ref: "#/responses/NotebookResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Create new Notebooks tags: - Notebooks put: description: Update Notebooks in Taxnexus operationId: putNotebooks parameters: - $ref: "#/parameters/notebookRequest" responses: "200": $ref: "#/responses/NotebookResponse" "401": $ref: "#/responses/Unauthorized" "403": $ref: "#/responses/AccessForbidden" "404": $ref: "#/responses/NotFound" "422": $ref: "#/responses/UnprocessableEntity" "500": $ref: "#/responses/ServerError" summary: Update Notebooks tags: - Notebooks definitions: Account: properties: tenantid: description: tenant identifier type: string accountnumber: type: string accountsource: type: string active: type: string activecustomer: type: boolean administrativelevel: type: string amount: format: double type: number amountinvoiced: format: double type: number amountpaid: format: double type: number annualrevenue: format: double type: number balance: format: double type: number billingaddress: $ref: "#/definitions/Address" billingcontactid: type: string billingpreference: description: Billing Preference type: string businessaddress: $ref: "#/definitions/Address" cannabiscustomer: type: boolean channelprogramlevelname: type: string channelprogramname: type: string clientenddate: type: string clientstartdate: type: string companyid: type: string coordinateid: description: The Id of the geo coordinates of this account type: string createdbyid: description: Created By User ID type: string createddate: description: Created Date type: string customerid: description: Customer ID from source system type: string customerpriority: description: Customer Priority type: string dandbcompanyid: description: D-n-B Company type: string dba: description: This Account's 'Doing Business As' name type: string defaultaddress: $ref: "#/definitions/Address" defaultbackendid: description: Default Backend ID type: string defaultdeliverycontactid: description: Default Delivery Address Contact ID type: string defaultenduserid: type: string description: description: Description type: string dunsnumber: description: D-U-N-S Number type: string ein: type: string email: description: Main Account Email type: string enrollmentstatus: description: Enrollment Status type: string fax: description: Fax type: string id: description: Taxnexus Account Id type: string industry: description: Industry type: string iscustomerportal: description: Customer Portal Account type: boolean ispartner: description: Partner Account type: boolean ispcustomer: type: boolean jigsaw: description: Data.com Key type: string lastmodifiedbyid: description: Last Modified By User ID type: string lastmodifieddate: description: Last Modified Date type: string mspcustomer: description: MSP Customer? type: boolean naicscode: description: NAICS Code type: string naicsdesc: description: NAICS Description type: string name: description: Account Name type: string numberofemployees: format: int64 type: number numberoflocations: format: int64 type: number opencharges: format: double type: number ordercontactid: type: string orderemail: type: string ownerid: type: string ownership: description: Ownership type: string parentfk: description: Parent Foreign Key type: string parentid: type: string phone: description: Phone type: string placeid: description: The ID of the Place situs record that applies to this Account type: string preparerid: type: string rating: description: Rating type: string ratingengineid: description: Rating Engine identifier type: string ref: type: string revenuebase: format: double type: number revenuenet: format: double type: number revenuenottaxable: format: double type: number shippingaddress: $ref: "#/definitions/Address" shippingcensustract: description: Shipping Census Tract type: string shippingcontactid: type: string shippingcounty: description: Shipping County type: string sic: type: string sicdesc: type: string site: description: Account Site type: string status: description: Account Status type: string taxexemption: type: string taxontax: format: double type: number telecomcustomer: type: boolean tickersymbol: description: Ticker Symbol type: string tradestyle: description: Tradestyle type: string type: type: string unappliedpayments: format: double type: number unitbase: format: double type: number upsellopportunity: type: string uuid: type: string website: type: string whmcsclientid: format: int64 type: number xerocontactid: description: Xero Contact ID type: string yearstarted: description: Year Started type: string type: object AccountRequest: properties: data: items: $ref: "#/definitions/Account" type: array meta: $ref: "#/definitions/RequestMeta" type: object AccountResponse: description: An array of Account objects properties: data: items: $ref: "#/definitions/Account" type: array meta: $ref: "#/definitions/ResponseMeta" type: object AccountingRule: properties: tenantid: description: tenant identifier type: string accountid: description: The Account for whom this Account Rule exists type: string code: description: The Code used for Accounting Rule Lookups type: string cogsaccountid: description: The Cost of Goods Sold account to be used for this Accounting Rule type: string cogsaccountname: description: COGS Account Name type: string createdbyid: description: Created By type: string createddate: description: Created Date type: string creditaccountid: description: The GL Account that is the Credit Account to be used in this Accounting Rule type: string creditaccountname: description: Credit Account Name type: string debitaccountid: description: The GL Account that is the Debit Account to be used in this Accounting Rule type: string debitaccountname: description: Debit Account Name type: string description: description: Description type: string id: description: Taxnexus Record Id type: string inventoryaccountid: description: The GL Account that is the Inventory Account to be used in this Accounting Rule type: string inventoryaccountname: description: Inventory Account Name type: string isdeferred: description: "Is this a deferred tax, not to be charged on the invoice?" type: boolean lastmodifiedbyid: description: Last Modified By type: string lastmodifieddate: description: Last Modified Date type: string parentfk: description: Parent Foreign Key type: string proportion: description: The Proportion of Revenue which is governed by this Accounting Rule; used for proportional taxing of products and services type: number AccountingRuleRequest: properties: data: items: $ref: "#/definitions/AccountingRule" type: array meta: $ref: "#/definitions/RequestMeta" type: object AccountingRuleResponse: properties: data: items: $ref: "#/definitions/AccountingRule" type: array meta: $ref: "#/definitions/ResponseMeta" type: object AccountingRuleset: properties: tenantid: description: tenant identifier type: string accountid: description: Taxnexus Account ID type: string code: description: Accounting Ruleset Code type: string createdbyid: description: Created By type: string createddate: description: Created Date type: string description: description: Ruleset Description type: string id: description: Taxnexus Record Id type: string items: items: $ref: "#/definitions/AccountingRulesetItem" type: array lastmodifiedbyid: description: Last Modified By type: string lastmodifieddate: description: Last Modified Date type: string type: object AccountingRulesetItem: properties: tenantid: description: tenant identifier type: string accountingrulecode: type: string accountingruleid: type: string accountingrulesetid: type: string id: type: string type: object AccountingRulesetRequest: properties: data: items: $ref: "#/definitions/AccountingRuleset" type: array meta: $ref: "#/definitions/RequestMeta" type: object AccountingRulesetResponse: properties: data: items: $ref: "#/definitions/AccountingRuleset" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Address: properties: city: description: City type: string country: description: Country full name type: string countrycode: description: Country Code type: string postalcode: description: Postal Code type: string state: description: State full name type: string statecode: description: State Code type: string street: description: Street number and name type: string type: object Authority: properties: tenantid: description: tenant identifier type: string accountid: description: Account type: string addressline1: description: Address Line 1 type: string addressline2: description: Address Line 2 type: string authoritydate: type: string btn: description: Billing Telephone Number type: string city: description: City type: string contactid: description: Contact ID type: string country: type: string createdbyid: description: Created By User ID type: string createddate: description: Created Date type: string dateapproved: description: Date Approved type: string id: description: Taxnexus Record Identifier type: string lastmodifiedbyid: description: Last Modified By User ID type: string lastmodifieddate: description: Last Modified Date type: string losingcarrier: description: Losing Carrier type: string name: description: Authority Number type: string nameline1: description: Name Line 1 type: string nameline2: description: Name Line 2 type: string opportunityid: description: Opportunity ID type: string orderid: description: Order ID type: string parentfk: description: UUID Reference the master record that owns this item type: string postalcode: description: Zip Code type: string quoteid: description: Quote ID type: string ref: description: "Source System identifier for this record, if any" type: string state: description: State type: string status: description: Status type: string transferdate: description: Transfer Date type: string type: description: Authority Type type: string type: object AuthorityRequest: properties: data: items: $ref: "#/definitions/Authority" type: array meta: $ref: "#/definitions/RequestMeta" type: object AuthorityResponse: properties: data: items: $ref: "#/definitions/Authority" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Backend: properties: tenantid: description: tenant identifier type: string accountid: type: string active: type: boolean apikey: type: string applicationname: type: string authtype: type: string backendname: type: string baseurl: type: string callbackurl: type: string clientid: type: string clientsecret: type: string companyid: type: string createdbyid: type: string description: Created By createddate: type: string description: Created Date description: description: Description type: string id: description: Taxnexus Record Id Only; not used in POST type: string lastmodifiedbyid: type: string description: Last Modified By lastmodifieddate: type: string description: Last Modified Date loginurl: type: string managementpassword: type: string managementurl: type: string managementusername: type: string metrcstate: type: string metrclicense: type: string ownerid: type: string password: type: string production: type: boolean projectid: type: string providercredentials: type: string realm: type: string ref: type: string resellerbackend: type: string resellerbackendid: type: string securitytoken: type: string timeout: format: int64 type: number tokenuri: type: string type: type: string username: type: string vendor: type: string type: object BackendResponse: description: An array of Backend Objects properties: data: items: $ref: "#/definitions/Backend" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Company: properties: tenantid: description: tenant identifier type: string accountid: type: string accountnumberprefix: type: string advanceperiodid: type: string billingaddress: $ref: "#/definitions/Address" billingadvice: type: string billingcontactid: type: string billingemail: type: string billingphone: type: string billingwebsite: type: string closedperiodid: type: string coatemplateid: type: string coloraccent1: type: string coloraccent2: type: string colorprimary: type: string createdbyid: type: string createddate: type: string currentperiodid: type: string currentperiodstatus: type: string customersuccessid: type: string dateclosed: type: string defaultaddress: $ref: "#/definitions/Address" defaultcompany: type: boolean fontbody: type: string fontheading: type: string fontheadingnarrow: type: string fontlink: type: string fontmono: type: string id: type: string international: type: boolean lastaccountnumber: format: int64 type: number lastmodifiedbyid: type: string lastmodifieddate: type: string lasttaxtypenumber: format: int64 type: number logo: type: string name: type: string ownerid: type: string preparerid: type: string pricebookid: type: string usertechleadid: type: string type: object CompanyResponse: description: An array of Company objects properties: data: items: $ref: "#/definitions/Company" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Contact: properties: tenantid: description: tenant identifier type: string accountid: description: The primary account ID of this contact type: string assistantname: description: Assistant Name type: string assistantphone: description: Asst. Phone type: string birthdate: description: Birthdate type: string createdbyid: description: Created By User ID type: string createddate: description: Created Date type: string department: description: Department type: string description: description: Description type: string donotcall: description: Do Not Call? type: boolean email: description: Email address type: string emailbounceddate: description: Email Bounce Date type: string emailbouncedreason: description: Email Bounce Reason type: string enrollmentstatus: description: Taxnexus Enrollment Status type: string fax: description: Fax Number type: string firstname: description: First Name type: string hasoptedoutofemail: description: Email Opt Out type: boolean hasoptedoutoffax: description: Fax Opt Out type: boolean homephone: description: Home Phone type: string id: description: Taxnexus Record Id type: string isemailbounced: description: Does this contact have bounced emails? type: boolean isprovisioned: description: Is Provisioned? type: boolean lastmodifiedbyid: description: Last Modified By User ID type: string lastmodifieddate: description: Last Modified Date type: string lastname: description: Last Name type: string leadsource: description: Lead Source type: string level: description: Level type: string linkedin: description: LinkedIn Page type: string mailingaddress: $ref: "#/definitions/Address" mailinglists: description: Mailing Lists type: string mobilephone: description: Mobile Phone type: string name: description: Full Name type: string otheraddress: $ref: "#/definitions/Address" otherphone: description: Other Phone type: string ownerid: description: The User ID of the user who owns this Contact type: string personalemail: description: Personal Email Address for this Contact type: string phone: description: Phone Number type: string photourl: description: URL of a photograph of this User type: string recruitingstatus: description: Recruiting Status type: string ref: description: "External reference to this contact, if any" type: string reportstoid: description: Reports To Contact ID type: string salutation: description: Contact Salutation type: string status: description: The Contact Status type: string title: description: Contact Title type: string type: description: Contact Type type: string type: object ContactRequest: properties: data: items: $ref: "#/definitions/Contact" type: array meta: $ref: "#/definitions/RequestMeta" required: - meta - data type: object ContactResponse: properties: data: items: $ref: "#/definitions/Contact" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Country: properties: accountid: type: string ref: type: string templateid: type: string totalamount: type: number format: double amount: type: number format: double code: type: string contactid: type: string enrollmentstatus: type: string id: type: string interest: type: number format: double latitude: type: number format: double longitude: type: number format: double name: type: string penalty: format: double type: number reportedadjustments: description: Reported Adjustments type: number format: double reporteddeductions: description: Reported Deductions type: number format: double reportednetrevenue: description: Reported Net Revenue type: number format: double reportedrate: description: Reported Rate type: number format: double reportedrevenue: description: Reported Revenue type: number format: double revenuebase: description: Rollup Revenue Base type: number format: double revenuenet: description: Rollup Revenue Net type: number format: double revenuenottaxable: description: Rollup Revenue Not Taxable type: number format: double stateid: type: string status: type: string subtotal: type: number format: double taxinstances: items: $ref: "#/definitions/TaxInstance" type: array unitbase: type: number type: object CountryResponse: description: An array of Country objects properties: data: items: $ref: "#/definitions/Country" type: array meta: $ref: "#/definitions/ResponseMeta" type: object County: properties: accountid: type: string templateid: type: string ref: type: string amount: type: number areadescription: type: string contactid: type: string countryid: type: string enrollmentstatus: type: string fips: type: string fipsclass: type: string functionalstatus: type: string geocode: type: string latitude: type: number format: double longitude: type: number format: double gnis: format: int64 type: number totalarea: format: int64 type: number landarea: format: int64 type: number waterarea: format: int64 type: number id: type: string hasdistricttaxes: type: boolean interest: type: number format: double legalname: type: string name: type: string penalty: type: number format: double reportedadjustments: type: number format: double reporteddeductions: type: number format: double reportednetrevenue: type: number format: double reportedrate: type: number format: double reportedrevenue: type: number format: double revenuebase: type: number format: double revenuenet: type: number format: double revenuenottaxable: type: number format: double totalamount: type: number format: double stateId: type: string statefips: type: string status: type: string subtotal: type: number taxinstances: items: $ref: "#/definitions/TaxInstance" type: array taxontax: type: boolean unitbase: type: number type: object CountyResponse: description: An array of County objects properties: data: items: $ref: "#/definitions/County" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Domain: properties: active: description: Active type: boolean description: description: Description type: string id: description: Taxnexus Record Id Only; not used in POST type: string name: description: Name type: string type: object DomainResponse: description: An array of Domain objects properties: data: items: $ref: "#/definitions/Domain" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Error: properties: code: format: int64 type: integer message: type: string type: object Filing: properties: tenantid: description: tenant identifier type: string accountid: type: string authorityid: type: string accountname: description: Account Name on Filing type: string amount: description: The amount of tax to be paid with this filing format: double type: number contactid: description: Billing Contact type: string createdbyid: description: Created By User ID type: string createddate: description: Created Date type: string filingdate: description: Filing Date type: string duedate: description: Due Date format: string filingnumber: description: Due Date format: string filingtypeid: description: The ID of the Filing Type for this Filing format: string frequency: description: Due Date format: string id: description: Record Id type: string interest: description: Interest format: double type: number interestrate: description: Interest format: double type: number lastmodifiedbyid: description: Last Modified By User ID type: string lastmodifieddate: description: Last Modified Date type: string monthnumber: description: The number of the Month of the filing format: int64 type: number ownerid: description: Taxneuxs ID of the User who owns this record type: string penalty: description: Penalty format: double type: number penaltydays: description: Penalty Days format: double type: number penaltyrate: description: Penalty Days format: double type: number periodid: description: Period type: string preparerid: description: Taxnexus ID of the Contact who prepared this filing type: string quarternumber: description: The number of the Month of the filing format: int64 type: number ref: description: "Source System identifier for this record, if any" type: string reportedadjustments: description: Reported Adjustments format: double type: number reporteddeductions: description: Reported Deductions format: double type: number reportednetrevenue: description: Reported Net Revenue format: double type: number reportedrate: description: Reported Rate format: double type: number reportedrevenue: description: Reported Revenue format: double type: number revenuebase: description: Revenue Base format: double type: number revenuenet: description: Revenue Net format: double type: number revenuenottaxable: description: Revenue Not Taxable format: double type: number semiannualnumber: description: The number of the Month of the filing format: int64 type: number status: description: Status type: string submissionid: description: Taxnexus ID of the Submission that owns this Filing type: string subtotal: description: Reported Tax format: double type: number taxontax: description: Tax On Tax format: double type: number taxtypeaccountid: description: The TaxType Account for which this Filing is paying remittance type: string totalamount: description: Total Amount format: double type: number unitbase: description: Unit Base format: double type: number yearnumber: description: The number of the Month of the filing format: int64 type: number type: object FilingRequest: properties: data: items: $ref: "#/definitions/Filing" type: array meta: $ref: "#/definitions/RequestMeta" required: - meta - data type: object FilingResponse: description: An array of Filing Objects properties: data: items: $ref: "#/definitions/Filing" type: array meta: $ref: "#/definitions/ResponseMeta" type: object FilingDueDate: type: object description: Dates when this FilingType is due for filing properties: duedate: type: string description: type: string FilingTypeInstance: type: object description: A list of jurisdictions that use this Filing Type properties: countryid: type: string description: Country Id countyid: type: string description: County ID objecttype: type: string description: The type of object that owns this FilingType instance filingtypeid: description: The ID of the Filing Type for this Filing format: string placeid: type: string description: Place ID stateid: type: string description: StateID FilingType: type: object description: An array of FilingType Objects properties: accountid: description: Tax Authority type: string contactid: description: Contact type: string createdbyid: description: Created By type: string createddate: description: Created Date type: string duedates: items: $ref: "#/definitions/FilingDueDate" type: array filingcity: description: Filing City type: string filingcountry: description: Filing Country type: string filingpostalcode: description: Filing Postal Code type: string filingstate: description: Filing State type: string filingstreet: description: Filing Street type: string formname: description: Form Name type: string formversion: description: Form Version type: string frequency: description: Frequency type: string fullname: description: Filing Full Name type: string id: description: Record Id type: string instances: items: $ref: "#/definitions/FilingTypeInstance" type: array lastmodifiedbyid: description: Last Modified By type: string lastmodifieddate: description: Last Modifed Date type: string level: description: Jurisdictional Level type: string name: description: Name type: string ownerid: description: Owner type: string sagatype: description: Saga Type type: string submissionmethod: description: Submission Method type: string templateinstructionsid: description: Instructions Template type: string templatereturnid: description: Return Template type: string FilingTypeRequest: properties: data: items: $ref: "#/definitions/FilingType" type: array meta: $ref: "#/definitions/RequestMeta" required: - meta - data type: object FilingTypeResponse: description: An array of Filing Objects properties: data: items: $ref: "#/definitions/FilingType" type: array meta: $ref: "#/definitions/ResponseMeta" type: object GlAccount: properties: tenantid: description: tenant identifier type: string accountid: description: Account type: string accountlevel: description: Account Level type: number accountname: description: Account Name type: string accountnumber: description: Account Number type: number accountsign: description: Account Sign type: string accounttype: description: Account Type type: string description: description: Description type: string glaccountid: description: Parent GL Account -- renamed to parentglaccountid in fabric metadata type: string id: description: Taxnexus Record Id type: string isactive: description: Is Active? type: boolean isbankaccount: description: Is Bank Account ? type: boolean issummary: description: Is Summary? type: boolean name: type: string parentfk: description: Parent Foreign Key type: string status: description: Status type: string type: object GlAccountRequest: properties: data: items: $ref: "#/definitions/GlAccount" type: array meta: $ref: "#/definitions/ResponseMeta" type: object GlAccountResponse: properties: data: items: $ref: "#/definitions/GlAccount" type: array meta: $ref: "#/definitions/ResponseMeta" type: object GlBalance: properties: tenantid: description: tenant identifier type: string accountname: description: Account Name type: string amount: description: Amount type: number closedate: description: Close Date type: string createdbyid: description: Created By User ID type: string createddate: description: Created Date type: string credits: description: Credits type: number debits: description: Debits type: number description: description: Description type: string glaccountdisplay: description: GL Account Display Value type: string glaccountid: description: GL Account type: string id: description: Taxnexus Record Id type: string lastmodifiedbyid: description: Last Modified By User ID type: string lastmodifieddate: description: Last Modified Date type: string periodid: description: Period ID type: string ref: description: "Source System identifier for this record, if any" type: string rollupcredits: description: Rollup Credits type: number rollupdebits: description: Rollup Debits type: number status: description: Status type: string type: object GlBalanceResponse: properties: data: items: $ref: "#/definitions/GlBalance" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Ingest: description: A record of the Ingest of information into Taxnexus properties: tenantid: description: tenant identifier type: string accountid: description: Account ID type: string amount: description: Rollup Tax Amount type: number backendid: description: Backend ID type: string companyid: description: Company ID type: string createdbyid: description: Taxnexus User ID type: string createddate: description: Date of Job Creation type: string description: description: Ingest Description type: string enddate: description: End Date type: string filename: description: Filename type: string formatted: description: Numeric and Date Values Pre-formatted as Text properties: amount: type: string ingestdate: type: string invoicecount: type: string pocount: type: string revenuebase: type: string revenuenottaxable: type: string tax: type: string taxontax: type: string unitbase: type: string type: object id: description: Record Id type: string ingestdate: description: Ingest Date type: string ingestfailurereason: description: Ingest Failure Reason type: string ingesttype: description: Ingest Type type: string invoicecount: description: Invoice Count format: int64 type: number jobid: description: Job ID type: string lastmodifiedbyid: description: Taxnexus User ID type: string lastmodifieddate: description: Last Modified Date type: string metrclicense: description: License type: string metrcstate: description: State Code type: string objecttype: description: Ingest Object Type type: string parentfk: description: Parent Foreign Key type: string periodid: description: Period ID type: string pocount: description: PO Count format: int64 type: number postfailurereason: description: Post Failure Reason type: string ratingengineid: description: Rating Engine ID type: string ref: description: Source System Reference type: string revenuebase: description: Rollup Revenue Base type: number revenuenet: description: Rollup Revenue Net type: number revenuenottaxable: description: Rollup Revenue Not Taxable type: number sagaid: description: The Saga ID used to link log entries and transactions type: string sagatype: description: The type of Saga transaction being performed type: string source: description: The source system that generated this job type: string startdate: description: Start Date type: string status: description: Ingest Status type: string tax: description: Rollup Tax type: number taxontax: description: Rollup Tax On Tax type: number taxtransactioncount: description: Tax Transaction Count format: int64 type: number templateid: description: Template type: string unitbase: description: Rollup Unit Base format: int64 type: number required: - accountid - objecttype type: object IngestRequest: properties: data: items: $ref: "#/definitions/Ingest" type: array meta: $ref: "#/definitions/RequestMeta" type: object IngestResponse: properties: data: items: $ref: "#/definitions/Ingest" type: array meta: $ref: "#/definitions/ResponseMeta" type: object InvalidError: allOf: - $ref: "#/definitions/Error" - properties: details: items: type: string type: array type: object Job: properties: accountid: description: Taxnexus Account Id type: string backendid: description: Taxnexus Backend ID type: string companyid: description: Taxnexus Company ID type: string coordinateid: description: Taxnexus Coordinate ID type: string createdbyid: description: Taxnexus User ID type: string createddate: description: Date of Job Creation type: string month: type: number format: int64 quarter: type: number format: int64 semiannual: type: number format: int64 year: type: number format: int64 duration: description: The amount of time after the Start Time to perform one or more jobs enum: - day - document - hour - minute - month - quarter - second - week - year type: string enddate: description: End Date/Time type: string errorreason: description: Error Reason type: string id: description: Taxnexus Record Id of the Job record type: string interval: description: The time interval by which multiple jobs are executed within the Duration enum: - day - each - hour - minute - month - quarter - second - week - year type: string jobdate: description: Job Date type: string lastmodifiedbyid: description: Last Modified By type: string lastmodifieddate: description: Last Modified Date type: string nextjobid: description: Next Job type: string objecttype: description: Object Type enum: - invoice - order - po - quote type: string ownerid: description: The user ID that owns this job type: string parameters: description: Any parameters needed to process the job type: string periodid: description: Period type: string ratingengineid: description: Rating Engine type: string ref: description: External Reference type: string reschedule: description: Reschedule? type: boolean rescheduleinterval: description: Reschedule Interval format: int64 type: number sagaid: description: The Saga ID used to link log entries and transactions type: string sagatype: description: The type of Saga transaction being performed enum: - newGLPostInvoices - newIngestInvoice - newIngestPO type: string source: description: The source system that generated this job enum: - api - fabric - taxnexus - telnexus type: string startdate: description: Start Date/Time type: string status: description: Status enum: - active - complete - error - new - queued type: string target: description: The target system that executes this job enum: - api - fabric - taxnexus - telnexus type: string type: description: Type enum: - coordinate - email - ingest - tax type: string type: object JobRequest: properties: data: items: $ref: "#/definitions/Job" type: array meta: $ref: "#/definitions/RequestMeta" required: - meta - data type: object JobResponse: description: An array of Print-Ready ingest Objects properties: data: items: $ref: "#/definitions/Job" type: array meta: $ref: "#/definitions/ResponseMeta" type: object License: properties: tenantid: description: tenant identifier type: string accountid: type: string backendid: type: string contactid: type: string createdbyid: type: string createddate: type: string dateissued: type: string expirationdate: type: string id: type: string iscanceled: type: boolean isrevoked: type: boolean lastmodifiedbyid: type: string lastmodifieddate: type: string licensetypeid: type: string name: type: string ref: type: string status: type: string type: object LicenseRequest: properties: data: items: $ref: "#/definitions/License" type: array meta: $ref: "#/definitions/RequestMeta" type: object LicenseResponse: properties: data: items: $ref: "#/definitions/License" type: array meta: $ref: "#/definitions/ResponseMeta" type: object LicenseType: properties: accountid: type: string agentid: type: string contactid: type: string cost: description: Cost type: number format: double createdbyid: type: string createddate: type: string domainid: type: string frequency: description: Frequency type: string id: description: Taxnexus Record Id type: string lastmodifiedbyid: type: string lastmodifieddate: type: string level: description: Level type: string name: description: License Type Name type: string picklistvalue: description: Picklist Value type: string ref: description: "Source System identifier for this record, if any" type: string restriction: description: Restriction type: string tier: description: Tier type: string domains: type: array items: type: string jurisdictions: type: array items: $ref: "#/definitions/GeoLicenseTypeInstance" type: object GeoLicenseTypeInstance: description: Links a license type to a geography type: object properties: objecttype: type: string placeid: type: string countyid: type: string stateid: type: string countryid: type: string LicenseTypeResponse: properties: data: items: $ref: "#/definitions/LicenseType" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Pagination: properties: nextlink: type: string plimit: format: int64 type: integer poffset: format: int64 type: integer pagesize: format: int64 type: integer setsize: format: int64 type: integer type: object Period: properties: tenantid: description: tenant identifier type: string accountid: description: Account that owns this Period type: string companyid: description: Company type: string days: description: Days format: int64 type: number enddate: description: End Date type: string id: description: Taxnexus Record Id type: string month: description: Month in numeric format format: int64 type: number name: description: Period Name type: string quarter: description: The Quarter of this period in numeric format format: int64 type: number ref: description: "Source System identifier for this record, if any" type: string semiannual: description: The Semiannual period in numeric format format: int64 type: number startdate: description: Start Date type: string status: description: Status type: string year: description: Year in numeric format format: int64 type: number type: object PeriodRequest: properties: data: items: $ref: "#/definitions/Period" type: array meta: $ref: "#/definitions/RequestMeta" type: object PeriodResponse: description: An array of Period objects properties: data: items: $ref: "#/definitions/Period" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Place: properties: accountid: type: string latitude: type: number format: double longitude: type: number format: double accountvalidation: type: string templateid: type: string ref: type: string amount: type: number format: double totalamount: type: number format: double areadescription: type: string companyid: type: string contactid: type: string countryid: type: string countyid: type: string enrollmentstatus: type: string fips: type: string fipsclass: type: string functionalstatus: type: string geocode: type: string gnis: format: int64 type: number landarea: format: int64 type: number waterarea: format: int64 type: number totalarea: format: int64 type: number hasdistricttaxes: type: boolean id: type: string interest: type: number legalname: type: string name: type: string penalty: type: number reportedadjustments: description: Reported Adjustments type: number format: double reporteddeductions: description: Reported Deductions type: number format: double reportednetrevenue: description: Reported Net Revenue type: number format: double reportedrate: description: Reported Rate type: number format: double reportedrevenue: description: Reported Revenue type: number format: double revenuebase: description: Rollup Revenue Base type: number format: double revenuenet: description: Rollup Revenue Net type: number format: double revenuenottaxable: description: Rollup Revenue Not Taxable type: number format: double stateId: type: string status: type: string subtotal: type: number tax: type: number taxinstances: items: $ref: "#/definitions/TaxInstance" type: array taxontax: type: boolean unitbase: type: number type: object PlaceResponse: description: An array of Place objects properties: data: items: $ref: "#/definitions/Place" type: array meta: $ref: "#/definitions/ResponseMeta" type: object RequestMeta: properties: password: description: Salesforce Password type: string taxnexusaccount: description: Taxnexus Account Number of the Reseller or OEM type: string token: description: Salesforce Security Token type: string username: description: Salesforce 'API User' User Name type: string type: object ResponseMeta: properties: contact: type: string copyright: type: string info: type: string license: type: string operationid: type: string pagination: $ref: "#/definitions/Pagination" requestip: type: string requesttype: type: string requesturl: type: string serverinfo: type: string serverresponsetime: type: string servertimestamp: type: string starttime: type: number taxnexusaccount: type: string userid: type: string type: object State: properties: templateid: type: string ref: type: string landarea: format: int64 type: number waterarea: format: int64 type: number totalarea: format: int64 type: number latitude: type: number format: double longitude: type: number format: double accountid: type: string amount: type: number format: double totalamount: type: number format: double code: type: string companyid: type: string contactid: type: string countryid: type: string division: type: string enrollmentstatus: type: string fips: type: string geocode: type: string gnis: format: int64 type: number id: type: string interest: format: double type: number name: type: string penalty: format: double type: number region: type: string reportedadjustments: description: Reported Adjustments type: number format: double reporteddeductions: description: Reported Deductions type: number format: double reportednetrevenue: description: Reported Net Revenue type: number format: double reportedrate: description: Reported Rate type: number format: double reportedrevenue: description: Reported Revenue type: number format: double revenuebase: description: Rollup Revenue Base type: number format: double revenuenet: description: Rollup Revenue Net type: number format: double revenuenottaxable: description: Rollup Revenue Not Taxable type: number format: double sgc: type: string status: type: string subtotal: format: double type: number taxinstances: items: $ref: "#/definitions/TaxInstance" type: array taxontax: type: boolean unitbase: format: double type: number type: object StateResponse: description: An array of State objects properties: data: items: $ref: "#/definitions/State" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Submission: properties: tenantid: description: tenant identifier type: string companyid: description: The Company that did the submission (Taxnexus) type: string contactid: description: Submission Contact type: string createdbyid: description: Created By User ID type: string createddate: description: Created Date type: string id: description: Taxnexus Record Id Only; not used in POST type: string lastmodifiedbyid: description: Last Modified By User ID type: string lastmodifieddate: description: Last Modified Date type: string notes: description: Cover Letter type: string parentfk: description: UUID Reference the master record that owns this item type: string penalty: description: Penalty paid format: double type: number ref: description: "Source System identifier for this record, if any" type: string reportedadjustments: description: Reported Adjustments format: double type: number reporteddeductions: description: Reported Deductions format: double type: number reportednetrevenue: description: Reported Net Revenue format: double type: number reportedrate: description: Reported Rate format: double type: number reportedrevenue: description: Reported Revenue format: double type: number revenuebase: description: Revenue Base format: double type: number revenuenet: description: Revenue Net format: double type: number revenuenottaxable: description: Revenue Not Taxable format: double type: number status: description: Status type: string submissiondate: description: Submission Date type: string submissionnumber: description: Submission Number type: string subtotal: description: Amount of remittance before penalty format: double type: number taxtypeid: description: Taxnexus ID of the TaxType for which this submssion is being made type: string totalamount: description: Total Amount of remittance format: double type: number type: object SubmissionRequest: properties: data: items: $ref: "#/definitions/Submission" type: array meta: $ref: "#/definitions/RequestMeta" type: object SubmissionResponse: description: An array of Submission objects properties: data: items: $ref: "#/definitions/Submission" type: array meta: $ref: "#/definitions/ResponseMeta" type: object TaxInstance: properties: countryid: type: string countyid: type: string createdbyid: type: string createddate: type: string lastmodifiedbyid: type: string lastmodifieddate: type: string placeid: type: string stateid: type: string taxtypeid: type: string type: type: string type: object TaxType: properties: accountid: type: string accountingrulecode: type: string active: type: boolean agencytype: type: string agentid: type: string amount: type: number category: type: string chaintype: type: string collectordomainid: type: string companyid: type: string contactid: type: string createdbyid: type: string createddate: type: string description: type: string domainname: type: string effectivedate: type: string enddate: type: string enrollmentstatus: type: string filingcity: type: string filingcountry: type: string filingemail: type: string filingmethod: type: string filingpostalcode: type: string filingstate: type: string filingstreet: type: string fractional: type: boolean frequency: type: string geocodestring: type: string id: type: string interestrate: type: number ismedicinal: type: boolean isrecreational: type: boolean itemamount: type: number itemcount: type: number lastmodifiedbyid: type: string lastmodifieddate: type: string markuprate: type: number name: type: string passthrough: type: boolean penaltydays: format: int64 type: number penaltyrate: type: number rate: type: number reference: type: string revenuebase: type: number revenuenet: type: number revenuenottaxable: type: number salesregulation: type: string status: type: string taxauthority: type: string taxcategory: type: string taxcategorycode: type: string taxcodename: type: string taxnexuscodeid: type: string taxnexusnumber: type: string taxontax: type: boolean taxontaxrollup: type: number taxtypecode: type: string templateid: type: string unitbase: type: number units: type: string type: object TaxTypeResponse: description: An array of Tax Type objects properties: data: items: $ref: "#/definitions/TaxType" type: array meta: $ref: "#/definitions/ResponseMeta" type: object TaxTypeAccount: properties: tenantid: type: string accountid: description: Account type: string accountnumber: description: Account Number type: string active: description: Active type: boolean amount: description: Rollup Amount format: double type: number contactid: description: Contact ID type: string createdbyid: type: string createddate: type: string description: description: Description type: string enddate: description: End Date type: string id: description: Taxnexus Record Id Only; not used in POST type: string interest: description: Interest type: number lastmodifiedbyid: type: string lastmodifieddate: type: string notes: description: Notes type: string parentfk: description: UUID Reference the master record that owns this item type: string penalty: description: Penalty format: double type: number ref: description: "Source System identifier for this record, if any" type: string reportedadjustments: description: Reported Adjustments format: double type: number reporteddeductions: description: Reported Deductions format: double type: number reportednetrevenue: description: Reported Net Revenue format: double type: number reportedrate: description: Reported Rate format: double type: number reportedrevenue: description: Reported Revenue format: double type: number revenuebase: description: Rollup Revenue Base format: double type: number revenuenet: description: Rollup Revenue Net format: double type: number revenuenottaxable: description: Rollup Revenue Not Taxable format: double type: number startdate: description: Start Date type: string subtotal: description: Reported Tax format: double type: number tax: description: Rollup Tax format: double type: number taxontax: description: Rollup Tax on Tax format: double type: number taxtypeid: description: Tax Type type: string totalamount: description: Total Amount format: double type: number unitbase: description: Rollup Unit Base format: double type: number type: object TaxTypeAccountRequest: properties: data: items: $ref: "#/definitions/TaxTypeAccount" type: array meta: $ref: "#/definitions/RequestMeta" type: object TaxTypeAccountResponse: description: An array of TaxType Account objects with Contacts properties: data: items: $ref: "#/definitions/TaxTypeAccount" type: array meta: $ref: "#/definitions/ResponseMeta" type: object TaxnexusCode: properties: active: type: boolean code: type: string createdbyid: type: string createddate: type: string description: type: string domainid: type: string domainname: type: string id: type: string lastmodifiedbyid: type: string lastmodifieddate: type: string level: type: string part1: type: string part2: type: string part3: type: string part4: type: string part5: type: string purchasingRulesetCode: type: string purchasingRulesetID: type: string ref: type: string revenueRulesetCode: type: string revenueRulesetID: type: string type: object TaxnexusCodeResponse: properties: data: items: $ref: "#/definitions/TaxnexusCode" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Template: properties: tenantid: description: tenant identifier type: string companyid: description: Company type: string createdbyid: type: string createddate: type: string description: description: Description type: string htmlbody: description: HTML Body type: string id: description: Taxnexus Record Id type: string isactive: description: Active? type: boolean ismaster: description: Master Template? type: boolean lastmodifiedbyid: type: string lastmodifieddate: type: string name: description: Template Name type: string objecttype: description: Object type: string recordtypename: description: Record Type Name type: string type: description: Type type: string url: description: URL type: string type: object TemplateResponse: properties: data: items: $ref: "#/definitions/Template" type: array meta: $ref: "#/definitions/ResponseMeta" type: object Notebook: description: Defines a Taxnexus Notebook type: object properties: id: type: string description: Record Id accountid: type: string description: Account contactid: type: string description: Contact createdbyid: type: string description: Created By createddate: type: string description: Created Date date: type: string description: Analysis Date dateend: type: string description: End Date datestart: type: string description: Start Date description: type: string description: Description lastmodifiedbyid: type: string description: Last Modified By lastmodifieddate: type: string description: Last Modifed Date periodendid: type: string description: Ending Period periodstartid: type: string description: Starting Period preparerid: type: string description: Preparer title: type: string description: Title items: type: array items: $ref: "#/definitions/NotebookItem" NotebookRequest: description: An array of Notebook objects properties: data: items: $ref: "#/definitions/Notebook" type: array meta: $ref: "#/definitions/RequestMeta" type: object NotebookResponse: description: An array of Notebook objects properties: data: items: $ref: "#/definitions/Notebook" type: array meta: $ref: "#/definitions/ResponseMeta" type: object NotebookItem: type: object description: An analysis item associated with a Notebook properties: id: type: string description: Record Id itemname: type: string description: Developer name of component title: type: string description: Display title notebookid: type: string description: The notebook that owns this Item