Tax form lines

Which Schedule C line each category reports on.

Paths are relative to https://evenbooks.org/api/v1. How keys, errors, paging and versions work is in the guide; the whole reference is also an OpenAPI 3.1 document.

Administrator key marks endpoints that need a key with the admin role, Write access those a read-only key can’t call, and Idempotent those that accept an idempotency key.

Get the Schedule C lines for a tax year

get/mappings/{year}

Every income and expense account with the Schedule C line it reports on in year (null when none is set), and the list of lines.

Parameters

yearintegerpath · required
2000–2100

Response 200

TaxFormMappingsDto (fields under Schemas)

Errors 400 · 401 · 403 · 404 · 409 · 429

Set Schedule C lines for a tax year

put/mappings/{year}

Administrator keyWrite access

Administrators only. Sets the line of each listed account for year; lineCode: null clears it and excluded keeps the account off Schedule C. Accounts not listed keep their line. An unknown line code is refused (400 validation). Returns the whole year.

Parameters

yearintegerpath · required
2000–2100

Request body

PutMappingsYearBody

entriesarray of objectrequired
1–500 items
Show 2 fields of each item
- accountIdstring (uuid)required
- lineCodestring or nullrequired
  up to 10 characters

Response 200

TaxFormMappingsDto (fields under Schemas)

Errors 400 · 401 · 403 · 404 · 409 · 429

Copy Schedule C lines from another tax year

post/mappings/{year}/copy

Administrator keyWrite access

Administrators only. Gives each account the line it had in fromYear, unless it already has one in year (those are kept). Returns the whole year and copied, the number of accounts filled in.

Parameters

yearintegerpath · required
2000–2100

Request body

PostMappingsYearCopyBody

fromYearintegerrequired
2000–2100

Response 200

CopiedTaxFormMappingsDto

taxYearinteger
linesarray of ScheduleCLineDto
Every line an account can be mapped to.
accountsarray of object
Income and expense accounts (archived ones included), by code.
Show 6 fields of each item
- idstring
- codestring
- namestring
- typestring · AccountType
  One of: asset liability equity income expense
- isActiveboolean
- lineCodestring or null
  Code of the line this account reports on in taxYear; null when none is set.
copiedinteger
Accounts that got a line from fromYear.

Errors 400 · 401 · 403 · 404 · 409 · 429

Schemas

The types these endpoints take or return, by name. Type names above link here.

AccountType

string

One of: asset liability equity income expense

ScheduleCLineDto

codestring
Line number, e.g. 1, 16a, 27b; excluded keeps a category off Schedule C.
labelstring
partstring
One of: income expense other
notestringoptional

TaxFormMappingsDto

taxYearinteger
linesarray of ScheduleCLineDto
Every line an account can be mapped to.
accountsarray of object
Income and expense accounts (archived ones included), by code.
Show 6 fields of each item
- idstring
- codestring
- namestring
- typestring · AccountType
  One of: asset liability equity income expense
- isActiveboolean
- lineCodestring or null
  Code of the line this account reports on in taxYear; null when none is set.