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API Documentation

Tax Refund Method Resource

Resource representing how a tax refund should be delivered.

A tax refund method specifies how a tax refund should be delivered to a client. There are two types of refund methods:

  • Personal refund methods for individual tax returns
  • Business refund methods for business tax returns

Each refund method specifies a delivery method, which can be:

  • Direct deposit to a bank account
  • Physical check delivery
  • Future tax credit (business refunds only)

Endpoints

MethodUrl
GET/v1.0/tax-refund-methods/:id
GET/v1.0/jobs/:job_id/personal-refund-method
GET/v1.0/jobs/:job_id/business-refund-method
POST/v1.0/users/:user_id/tax-refund-methods
POST/v1.0/tax-refund-methods/:id
POST/v1.0/jobs/:job_id/checklist/:supporting_item_id/provide-personal-refund-method
POST/v1.0/jobs/:job_id/checklist/:supporting_item_id/provide-business-refund-method

Properties

id
•
string

Unique identifier for the tax refund method.

version
•
integer

Version number of the tax refund method. Increments with each update.

owner_user_id
•
string

ID of the user that owns this tax refund method.

create_time
•
string

ISO 8601 timestamp of when the tax refund method was created.

update_time
•
string

ISO 8601 timestamp of when the tax refund method was last updated.

refund_type
•
string
required

Type of tax refund. Must be one of:

  • PERSONAL - For individual tax returns
  • BUSINESS - For business tax returns
delivery_method
•
object
required

Specification for how the refund should be delivered. Must contain exactly one of these properties:

delist_info
•
object

Present if the tax refund method has been delisted. Omitted if the method is still listed. See the delist info object.

json
Copied
1{
2  "id": "550e8400-e29b-41d4-a716-446655440000",
3  "version": 1,
4  "owner_user_id": "a385a314-12f9-4ee3-a838-c8785d5db610",
5  "create_time": "2024-01-01T12:00:00Z",
6  "update_time": "2024-01-01T12:00:00Z",
7  "refund_type": "PERSONAL",
8  "delivery_method": {
9    "direct_deposit": {
10      "bank_account": {
11        "account_type": "CHECKING",
12        "routing_number": "123456789",
13        "account_number": "987654321"
14      }
15    }
16  }
17}

Direct deposit

bank_account
•
object
required

Bank account details for direct deposit:

account_type
•
string
required

Type of bank account. Must be one of:

  • CHECKING
  • SAVINGS
routing_number
•
string
required

Bank routing number.

account_number
•
string
required

Bank account number.

Check

mailing_address
•
object

Optional physical address where the check should be mailed. If not provided, the address from the client's personal or business profile will be used.

Future tax credit

Empty object indicating the refund should be applied to future taxes. Only available for business refunds.

Physical address

address_line_1
•
string

First line of the address.

address_line_2
•
string

Second line of the address.

city
•
string

City name.

region
•
string

Region (state/province/territory).

postal_code
•
string

Postal code.

country
•
string

Country.

Delist info

Present when a tax refund method has been delisted. Contains information about when and by whom the method was delisted.

delist_time
•
string

ISO 8601 timestamp of when the tax refund method was delisted.

delisted_by_user_id
•
string

ID of the user who delisted the tax refund method.

Example (delisted method)

json
Copied
1{
2  "delist_info": {
3    "delist_time": "2024-06-15T14:30:00Z",
4    "delisted_by_user_id": "a385a314-12f9-4ee3-a838-c8785d5db610"
5  }
6}

Next steps

Last updated on March 10, 2026
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