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Job Note

Resource representing an internal note on a job in your workspace.

The Job Note resource represents an internal note attached to a job in your workspace. Unlike messages, which are communications exchanged between a user and a Taxfyle Pro, job notes are internal annotations used to record context about a job.

Each note is attributed to an author, and creating a note can optionally notify specific participants on the job, such as an assigned Pro or the job's relationship manager.

The Job Note APIs allow you to create notes on a job, retrieve a single note, and list the notes belonging to a job.

Endpoints

MethodUrl
POST/v1.0/jobs/{job_id}/notes
GET/v1.0/job-notes/{note_id}
GET/v1.0/jobs/{job_id}/notes

Job Note Properties

id

The job note's ID.

job_id

The ID of the job the note belongs to.

body

The note's text content.

created_by_user_id

The ID of the user the note is attributed to.

recipient_user_ids

The IDs of the users who were notified of the note.

create_time

When the note was created. A timestamp in format 2026-08-06T13:45:25.781Z.

json
Copied
1{
2 "id": "499d692d-67aa-4127-a45c-b9e27f54afad",
3 "job_id": "a439ddfa-6ba4-4b38-8cf0-5d09db1a0af4",
4 "body": "Client uploaded the missing W-2. Ready for review.",
5 "created_by_user_id": "4e5ccdf6-a9e1-4025-bff1-96cfc105b2a6",
6 "recipient_user_ids": ["95e6f305-913e-40ad-9c80-ede263670878"],
7 "create_time": "2026-08-06T13:45:25.781Z"
8}
Last updated on August 6, 2026