Wolters Kluwer CCH® SureTax®

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    POST DueFormInstances

    Description

    This API endpoint initiates the process of generating forms within the system. It serves as the trigger for creating various forms necessary for compliance or reporting purposes.

    ALT

    Endpoint

    • Endpoint: <environment base url>/v1.0/api/Forms/DueFormInstances

    • Method: POST

    Request Body

    {
      "forms": [
        {
          "formId": "string",
          "reportingPeriodFromDate": "string",
          "reportingPeriodToDate": "string",
          "reportingPeriodicity": "string",
          "reportingPeriodNum": "string",
          "reportingPhase": "string",
          "reportingPhaseIndex": "string",
          "locationId": "string",
          "dataSelectionFromDate": "string",
          "dataSelectionToDate": "string"
        }
      ],
      "externalReportingEntity": "string"
    }`
    

    Response Structure

    A standard HTTP response with additional error details.

    API Contract

    Permitted values

    reportingPhase

    Code Value
    STAND Declaration
    CORR Correction

    reportingPeriodicity

    Code Frequency
    B Bi-weekly
    W Weekly
    M Monthly
    BM Bi-Monthly
    Q Quarterly
    HY Half Yearly
    Y Yearly

    Field Specifications

    • formId: Max length 255.
    • reportingPeriodFromDate, reportingPeriodToDate, dataSelectionFromDate, and dataSelectionToDate: Dates in the format yyyy-mm-dd.
    • reportingPhaseIndex: Max length 2.
    • reportingPeriodNum: Max length 2.
    • locationId: Max length 1333. (Optional)
    • externalReportingEntity: Max length 255.

    Additional Notes

    • If locationId is not provided, forms will be generated for all configured locations if location-based reporting is enabled for the form.
    • Data selection dates are optional. If not provided, data will be selected based on the reporting period; otherwise, data will be selected based on the provided dates.
    • If reportingPhase is passed as CORR, it will be treated as an Amendment request.
    • In case of connectivity issues, retries can be made with the same job-id.

    Sample Response

    {
       
    }
    

    Sample request [CURL]

    curl --location 'https://exampleapi.example.net/v1.0/api/Forms/DueFormInstances' \
    --header 'x-request-id: example-request-id-1234-5678-90ab-cdef12345678' \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Bearer exampleToken1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz' \
    --header 'Cookie: incap_ses_1607_1234567=exampleCookieValue1; incap_ses_76_1234567=exampleCookieValue2; incap_ses_8216_1234567=exampleCookieValue3; nlbi_1234567=exampleCookieValue4; visid_incap_1234567=exampleCookieValue5' \
    --data '{
      "forms": [
        {
          "formId": "EX_Form01",
          "reportingPeriodFromDate": "2023-03-01",
          "reportingPeriodToDate": "2023-03-31",
          "reportingPeriodicity": "",
          "reportingPeriodNum": "",
          "reportingPhase": "STAND",
          "locationId": ""
        }
      ],
      "externalReportingEntity": "EX123456"
    }'
    

    
                
            
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