Logo

MSA - API Documentation

Account Owner

This API retrieves the account owner's record, showcasing details such as the First Name, Last Name, Email Address, Role, Profile, Phone Number, Mobile Number, Website, and Status.

Request Details

GET api/v1/accounts/owner/{user_id}

Path Parameters

Field Required Type

user_id

A unique identifier assigned to the owner of the account.

Required
String

Query Parameters

Field Required Type

account_id

The assigned unique customer relationship management identifier for a user.

Required
String

Journal Account List

This API retrieves the Journal Account List

Request Details

GET api/v1/journal-accounts

Body Parameters

Field Required Type Length Sample

account_id

The assigned unique customer relationship management identifier for a user.

Required
String 20 1000011000000000777

Insert Journal Account

This API inserts a new journal account

Request Details

POST api/v1/journal-accounts

Body Parameters

Field Required Type Length Sample

name

-

Required
String 50 Sample Journal

ledger_id

-

Required
String 24 62fa4ed6a93cb1270aba2cbb

account_id

The assigned unique customer relationship management identifier for a user.

Required
String 20 1000011000000000777

is_reconciliation_active

-

Optional
Integer 1 0

Ledger

This API creates a ledger in the system.

Request Details

POST api/v1/ledger

Body Parameters

Field Required Type Length Sample

account_id

A unique customer relationship management identifier assigned to a user.

Required
String 32 1111141000000000000

name

Is a descriptive name or label assigned to a specific ledger.

Required
String 50 TestLedgerTwo

ledger_type_id

Is a unique identifier used to classify and distinguish different types of ledgers.

Required
String 32 66ec916aee929c56dc09a792

Ledger Type

This API creates a ledger type in the system.

Request Details

POST api/v1/ledger-type

Body Parameters

Field Required Type Length Sample

account_id

A unique customer relationship management identifier assigned to a user.

Required
String 32 1111141000000000000

name

Is a descriptive name or label assigned to a specific ledger type.

Required
String 50 TestLedgerTwo

Ledger

This API creates a ledger in the system.

Request Details

POST api/v1/ledger

Body Parameters

Field Required Type Length Sample

account_id

A unique customer relationship management identifier assigned to a user.

Required
String 32 1111141000000000000

name

Is a descriptive name or label assigned to a specific ledger.

Required
String 50 TestLedgerTwo

ledger_type_id

Is a unique identifier used to classify and distinguish different types of ledgers.

Required
String 32 66ec916aee929c56dc09a792

Ledger Type

This API creates a ledger type in the system.

Request Details

POST api/v1/ledger-type

Body Parameters

Field Required Type Length Sample

account_id

A unique customer relationship management identifier assigned to a user.

Required
String 32 1111141000000000000

name

Is a descriptive name or label assigned to a specific ledger type.

Required
String 50 TestLedgerTwo

Sample Input

            {
    "primary_contact_first_name": "John Doe",
    "primary_contact_email": "johndoe@email.com",
    "partner_account_id": "1111111000000000005",
    "phone": "8884522",
    "billing_street": "39 Timber Ridge Road",
    "billing_city": "Sacramento",
    "billing_state": "California",
    "account_name": "My Business Test",
    "account_status": "Active",
    "ein": "22113344",
    "plan": "Business Basic",
    "entity_type": "Sole Proprietor"
}

Sample Response

        {
    account_number: "1111111111111111111"
}

Sample Input

                {
    "partner_id": "123456789",
    "company": "Test Account",
    "first_name": "John",
    "last_name": "Doe",
    "email": "johndoe@email.com",
    "phone": "888-777-2222",
    "plan": "Business Basic",
    "source": "Bizee",
    "street": "11 Road",
    "city": "Toledo",
    "state": "Ohio",
    "country": "United States",
    "zip_code": "42213",
    "industry_type": "Retail",
    "entity_type": "Sole Proprietor",
    "established_date": "2023-01-20",
    "number_of_owners": "1",
    "ein": "333333333"
    }

Sample Response

        {
    "status": "success",
    "data": {
        "Lead Id:": "3651141000530695071"
    },
    "message": "Lead has been created."
}

Sample Input

        {
  "account_name": "My Small Business",
  "billing_street": "123 Street",
  "billing_city": "Gate City",
  "billing_state": "VA"
}

Sample Response

        {
    "code": "SUCCESS",
    "details": {
        "Modified_Time": "2024-01-30T00:44:20+08:00",
        "Modified_By": {
			"name": "John Doe",
			"id": "1111111000000000005"
        },
        "Created_Time": "2020-06-04T22:34:49+08:00",
        "id": "3651141000061593426",
        "Created_By": {
            "name": "Jane Doe",
            "id": "1111111000003651111"
        }
    },
    "message": "record updated",
    "status": "success"    
}

Sample Input

        {
    "email": "johndoe@email.com"
}

Sample Response

        {
    "crm_id": "3651141000061593426",  
    "partner_account_id": "123456789012345"
}

Sample Response

        {
    "data": {
        "first_name": "John",
        "last_name": "Doe",
        "email": "johndoe@email.com",
        "role": "CEO",
        "profile": "Administrator",
        "phone": null,
        "mobile": null,
        "website": "https://scheduling.vyde.io/#/johndoe",
        "status": "active"
    }
}

Sample Response

        {
    "data": {
        "first_name": "John",
        "last_name": "Doe",
        "website": "https://scheduling.vyde.io/#/customer/johndoe",
    }
}

Sample Response

        {
    "Owner": {
        "name": "Developer Test Account",
        "id": "1111111111111111111",
        "email": "devtest@vyde.io"
    },
    "EIN": "1111111",
    "Billing_City": "Gate City",
    "Account_Name": "My Small Business",
    "Primary_Contact_Email": "testadminaa@vyde.io",
    "Zoho_Workdrive_Url": "https://workdrive.test.com/folder/oxao000000c1fff7f4bafb74c80f0ac03fc59",
    "Plan": null,
    "Billing_Street": "123 Street",
    "Sign_Up_Date": "October 5, 2020",
    "Trial_Ends": "November 6, 2020",
    "Fiscal_Year_End": "December",
    "Primary_Contact_First_Name": "Developer Test Account",
    "Phone": "2222222",
    "Entity_Type": "Sole Proprietor",
    "Account_Number": "0",
    "Tax_Professional": {
        "name": "User Admin",
        "id": "1111111111111111111"
    },
    "Prior_Year_Tax_Return": false,
    "Billing_State": "Texas",
    "Account_Status": "Active",
    "Tax_Consultation_Date": "May 23, 2024 11:00 AM",
    "Acuity_Confirmation_Link": "https://testtax.as.me/schedule.php?owner=17346830&action=appt&id%5B%5D=e759ac5d9a5c497b5530c980bd73e1ee&apptId=1265932770&admin=&&template=monthly&PHPSESSID=q8o1fcaeinp6nkhhcv3c08fgp0"
}

Sample Response

        {
    "2024": {
        "Tax Questions": false,
        "Upload your tax docs": false,
        "TRC": false,
        "Sign your Tax Return": false,
        "Upload Bookkeeping Documents": false,
        "Answer Bookkeeping Questions": true,
        "Onboarding": false,
        "Bank Connections": true,
        "Confirm Financials": false,
        "Unclassified": true
    }
}

Sample Input


{
    "crm_id": "1111141000000000000",
    "email": "johndoe@email.com"
}

Sample Response

            {
    "data": [
        {
            "Id": "1111111000000000001",
            "Subject": "Bookkeeping Update",
            "Month": "April",
            "Year": "2024",
            "Status": "Tidal Wave",
            "Requested_Items_From_Client": "Bookkeeping Update",
            "Response_from_Client": false,
            "CTA_URL": "https://myvyde.io/redirect?email=johndoe@email.com&crm_id=1111141000000000000&redirect_to=services-bookkeeping"
        },
        {
			"Id": "1111111000000000002",
            "Subject": "Bookkeeping Update",
            "Month": "March",
            "Year": "2024",
            "Status": "Anxiously Waiting",
            "Requested_Items_From_Client": "Bookkeeping Update",
            "Response_from_Client": false,
            "CTA_URL": "https://myvyde.io/redirect?email=johndoe@email.com&crm_id=1111141000000000000&redirect_to=services-bookkeeping"
        }
    ]
}

Sample Input


 {
    "bookkeeper_id": "1111141000000000001"
}

Sample Response


"https://website.as.me/johndoe"

Sample Input


{
    "crm_id": "1111141000000000000"
}

Sample Response

            {
    "bookkeeping status": [
        {
            "id": "1111111000000000001",
            "Month": "April",
            "Year": "2024",
            "Requested_Items_From_Client": "Upload your online transactions",
            "Response_from_Client": false
        },
        {
            "id": "1111111000000000002",
            "Month": "March",
            "Year": "2024",
            "Requested_Items_From_Client": "Upload your bank statement",
            "Response_from_Client": false
        }
    ]
}

Sample Input


{
    "crm_id": "1111141000000000000"
}

Sample Response


{
    "financial_reports_review": {
        "id": "1111111000000000003",
        "End_DateTime": "01-10-2020"
    },
    "has_financial_reports_review": false
}

Sample Input


{
    "crm_id": "1111141000000000000"
}

Sample Response

            {
    "tax_planning_discussion": {
        "id": "1111111000000000004"
        "End_DateTime": "04-03-2020"
    },
    "has_tax_planning_discussion": false
}

Sample Input


{
    "tax_pro_id": "1111141000000000001"
}

Sample Response


"https://website.as.me/johndoe"

Sample Input


{
"task_id": "1111111000000000006"
}

Sample Response

        {
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "Modified_Time": "2024-02-07T06:15:31+08:00",
                "Modified_By": {
                    "name": "John Doe",
                    "id": "1111111000000000005"
                },
                "Created_Time": "2023-12-19T02:42:21+08:00",
                "id": "1111111000000000006",
                "Created_By": {
                    "name": "Jane Doe",
                    "id": "1111111000000000007"
                }
            },
            "message": "record updated",
            "status": "success"
        }
    ]
}

Sample Response

        {
    "bank_or_cc_accounts": [
        {
            "_id": {
                "ledger_id": "639bb7865f48000067007c20",
                "ledger": "Cash Accounts",
                "number": 1,
                "ledger_type_id": "639bb7865f48000067007c1f",
                "ledger_type_details": {
                    "_id": {
                        "$oid": "639bb7865f48000067007c1f"
                    },
                    "name": "Assets",
                    "ledger_type": "Assets",
                    "crm_id": "3651141000061593426",
                    "ledger_type_id": "639bb7865f48000067007c1f",
                    "created_at": "2022-12-15 17:10:46",
                    "updated_at": "2022-12-15 17:10:46",
                    "number": 1
                }
            },
            "journal_account": [
                {
                    "journal_account_id": "6679ef0817d76e914b085391",
                    "journal_account": "MX Bank (Oauth) MX Bank Checking 6678",
                    "ledger_type_id": "639bb7865f48000067007c1f",
                    "ledger_type": "Assets"
                },
                {
                    "journal_account_id": "6679ef0817d76e914b08538d",
                    "journal_account": "MX Bank (Oauth) MX Bank Savings 5796",
                    "ledger_type_id": "639bb7865f48000067007c1f",
                    "ledger_type": "Assets"
                },
                {
                    "journal_account_id": "6670b69cd6058b06d30dcf8c",
                    "journal_account": "MX Bank Checking 0685",
                    "ledger_type_id": "639bb7865f48000067007c1f",
                    "ledger_type": "Assets"
                },
                {
                    "journal_account_id": "6670b69cd6058b06d30dcf8f",
                    "journal_account": "MX Bank Savings 3248",
                    "ledger_type_id": "639bb7865f48000067007c1f",
                    "ledger_type": "Assets"
                },
                {
                    "journal_account_id": "6567ac5e0f380000f4007af1",
                    "journal_account": "Other Cash",
                    "ledger_type_id": "639bb7865f48000067007c1f",
                    "ledger_type": "Assets"
                },
                {
                    "journal_account_id": "65d7cebe124f79677602ced2",
                    "journal_account": "Test Archiving Account",
                    "is_archived": 1,
                    "ledger_type_id": "639bb7865f48000067007c1f",
                    "ledger_type": "Assets"
                }
            ],
            "ledger_type": "Assets",
            "number": 1
        },
        ...
    ],
    "start_date": "Jan 1, 2024",
    "end_date": "Aug 21, 2024"
}

Sample Input

            {
                "name": "Sample Journal Account",
                "ledger_id": "66e9b1d5c54000006b004d23",
                "is_reconciliation_active": 1,
}

Sample Response

        
        {
            "journal_account": {
                "id": "66f2de994e116dd263035734",
                "name": "Sample Journal Account",
                "ledger_id": "66e9b1d5c54000006b004d23"
            }
        }

Sample Response

          
{
    "ledger_accounts": [
        {
            "_id": {
                "id": "66e9b1d5c54000006b004d22",
                "ledger": "Cash Accounts",
                "ledger_id": "66e9b1d5c54000006b004d22"
            },
            "name": "Cash Accounts",
            "ledger_type_id": "66e9b1d5c54000006b004d21",
            "crm_id": "3651141000061593426",
            "number": null,
            "accounts": []
        },
    ...
]
}

Sample Input

                {
    "account_id": "1111141000000000000",
    "name": "TestLedgerTwo",
    "ledger_type_id": "639bb0000f48000067007c1f"
    }

Sample Response

        {
    "success": true,
    "message": "Ledger created successfully!",
    "data": {
        "id": "66ec916aee929c56dc09a792",
        "number": 18,
        "ledger": "Testledgertwo"
    }
}

Sample Input

                {
        "account_id": "1111141000000000000",
        "name": "TestLedger"
    }

Sample Response

        {
    "success": true,
    "message": "Ledger Type created successfully!",
    "ledger_type": {
        "id": "67126f4cdb534c671a0f8392",
        "name": "TestLedger",
        "ledger_type": "TestLedger",
        "crm_id": "1111141000000000000",
        "ledger_type_id": "67126f4cdb534c671a0f8392",
        "created_at": {
            "$date": {
                "$numberLong": "1729261388000"
            }
        },
        "updated_at": {
            "$date": {
                "$numberLong": "1729261388000"
            }
        }
    }
}

Sample Response

        {
    "data": [
        {
            "Year": "2022",
            "Month": "January",
            "Total Income": 848,
            "Total Expenses": 2565
        },
        {
            "Year": "2022",
            "Month": "February",
            "Total Income": 2046,
            "Total Expenses": 3358
        },
        {
            "Year": "2022",
            "Month": "March",
            "Total Income": 0,
            "Total Expenses": 558
        }
    ]
}

Sample Input


Sample Input to Upload File

Sample Response

        {
    "data": [
        {
            "xAxis": [
                "Jan",
                "Feb",
                "Mar"
            ]
        },
        {
            "profitLoss": [
                26392.96,
                1542.02,
                -3730.04
            ]
        },
        {
            "revenue": [
                {
                    "value": 44428.99,
                    "itemStyle": {
                        "color": "#84E0CB"
                    }
                },
                {
                    "value": 9672.72,
                    "itemStyle": {
                        "color": "#84E0CB"
                    }
                },
                {
                    "value": 3499.73,
                    "itemStyle": {
                        "color": "#84E0CB"
                    }
                }
            ]
        },
        {
            "expenses": [
                {
                    "value": -18036.03,
                    "itemStyle": {
                        "color": "#F6ABAB"
                    }
                },
                {
                    "value": -8130.7,
                    "itemStyle": {
                        "color": "#F6ABAB"
                    }
                },
                {
                    "value": -7229.77,
                    "itemStyle": {
                        "color": "#F6ABAB"
                    }
                }
            ]
        }
    ]
}

Sample Response

        {
    "data": [
        {
            "Name": "America First Credit Union Credit Card 4049",
            "Status": "CHALLENGED"
        },
        {
            "Name": "America First Credit Mitsubishi 4049",
            "Status": "CHALLENGED"
        },
        {
            "Name": "America First Credit Union Joint Account 4049",
            "Status": "CHALLENGED"
        },
        {
            "Name": "America First Credit Union Line of Credit 4049",
            "Status": "CHALLENGED"
        },
        {
            "Name": "America First Credit Union Main Savings 4049",
            "Status": "CHALLENGED"
        }
    ]
}

Sample Response

        
    "transactions": [
        {
            "_id": "65b91c0e3ac4675e8d5d4aeb",
            "mx_transaction_guid": "TRN-15246fed-c46e-478c-b31d-8e638a7aec9f",
            "business_category": "Money Movement",
            "journal_account_id": "62f94a59312da56069508601",
            "is_credit": 0,
            "is_mx_transaction": 1,
            "type": "Deposit",
            "date": "2024-01-08T12:00:00Z",
            "description": "Mobile Banking Payment From Share Account User",
            "original_description": "MOBILE BANKING PAYMENT FROM SHARE ACCOUNT:XXXXXX103-8.9 ABIGAIL K BIJOLD",
            "category": "Transfer",
            "total": 500,
            "split_total": 500,
            "transaction_group_id": "MX-17066301582783",
            "user_id": 32905,
            "reconciliation_id": null,
            "crm_id": "3651141000061593426",
            "journal_account": "Unclassified",
            "ledger": "Expenses",
            "ledger_id": "62f94a59312da560695085ec",
            "ledger_type": "Expenses",
            "ledger_type_id": "62f94a59312da560695085e9",
            "transaction_id": "65b91c0e3ac4675e8d5d4aeb",
            "transaction_notes": {
                "description": null
            },
            "transaction_tags": null,
            "created_at": {
                "$date": {
                    "$numberLong": "1706604958000"
                }
            },
            "updated_at": {
                "$date": {
                    "$numberLong": "1735826004562"
                }
            },
            "assigned_ledger_account": "Expenses: Internet",
            "credit": null,
            "debit": 500,
            "double_entry_account": "66ce55fecffd6d7fce73d4fb",
            "double_entry_ledger": "62f94a59312da560695085ec",
            "schema_version": 1,
            "description_id": 468583,
            "salys_confidence": 6.666666666666666,
            "salys_recommendation": "Test Unclassified",
            "mdate": "2024-01-08",
            "notes": null,
            "assigned_account": "Internet"
        }
    ]

Sample Input

Body Parameter: raw/json format 

        {
    "transactions": [
    {
        "notes": "Test split transaction note",
        "transaction_group_id": "JE-1717419028"
    },
    {
        "notes": "Sample transaction note",
        "transaction_group_id": "1717519142"
    }
    ]
}

Sample Response

            {
    "message": "record updated",
    "status": "success"
}

Sample Response

            {
    "tags_summary": {
        "tagsSummaryReportTotal": 0,
        "tagsSummaryReport": []
    },
    "start_date": "Jan 1, 2024",
    "end_date": "Oct 2, 2024"
}

Sample Response

        {
    "income_statement": [
        {
            "name": "Revenue",
            "sub_items": [
                {
                    "name": "Revenue",
                    "ledger_id": "6684b0b4c65200006d006a09",
                    "sub_items": [
                        {
                            "name": "Income",
                            "journal_account_id": "6684b0b4c65200006d006a0a",
                            "ledger_id": "6684b0b4c65200006d006a09",
                            "ledger_type": "Revenue",
                            "value": 5000
                        }
                    ],
                    "value": 5000,
                    "number": null
                },
                {
                    "name": "Revenue Total",
                    "value": 5000,
                }
            ]
        },
        {
            "name": "Cost of goods sold",
            "sub_items": [
                {
                    "name": "Cost of Goods Sold",
                    "ledger_id": "6684b0b4c65200006d006a0f",
                    "sub_items": [
                        {
                            "name": "Cost of Goods Sold",
                            "journal_account_id": "6684b0b4c65200006d006a10",
                            "ledger_id": "6684b0b4c65200006d006a0f",
                            "ledger_type": "Expenses",
                            "value": 300
                        }
                    ],
                    "value": 300,
                    "number": null
                },
                {
                    "name": "Cost of good sold total",
                    "value": 300,
                }
            ]
        },
        {
            "name": "Gross profit",
            "value": 4700,
        },
        {
            "name": "Expenses",
            "sub_items": [
                {
                    "name": "Expenses",
                    "ledger_id": "6684b0b4c65200006d006a11",
                    "sub_items": [
                        {
                            "name": "Bank Fees",
                            "journal_account_id": "6684b0b4c65200006d006a14",
                            "ledger_id": "6684b0b4c65200006d006a11",
                            "ledger_type": "Expenses",
                            "value": 22
                        }
                    ],
                    "value": 22,
                    "number": null
                },
                {
                    "name": "Expenses Total",
                    "value": 22,
                }
            ]
        },
        {
            "name": "Net income",
            "value": 4678,
        }
    ],
    "start_date": "Jan 1, 2024",
    "end_date": "Jul 9, 2024"
}

Sample Response

        {
    "income_statement": [
        {
            "name": "Tag1",
            "items": [
                {
                    "name": "Revenue",
                    "sub_items": [
                        {
                            "name": "Revenue",
                            "ledger_id": "63988fd6d748430067088d44",
                            "sub_items": [
                                {
                                    "name": "Income",
                                    "journal_account_id": "669f852363d51100f81143d2",
                                    "ledger_id": "63988fd6d748430067088d44",
                                    "ledger_type": "Revenue",
                                    "value": 2000
                                }
                            ],
                            "value": 2000,
                            "number": null
                        },
                        {
                            "name": "Revenue Total",
                            "value": 2000
                        }
                    ]
                },
                {
                    "name": "Cost of goods sold",
                    "sub_items": [
                        {
                            "name": "Cost of goods sold total",
                            "value": 0
                        }
                    ]
                },
                {
                    "name": "Gross profit",
                    "value": 2000
                },
                {
                    "name": "Expenses",
                    "sub_items": [
                        {
                            "name": "Expenses",
                            "ledger_id": "66965d2363d822001fd04521",
                            "sub_items": [
                                {
                                    "name": "Bank Fees",
                                    "journal_account_id": "66994e2363f533001f804311",
                                    "ledger_id": "66965d2363d822001fd04521",
                                    "ledger_type": "Expenses",
                                    "value": 0
                                }
                            ],
                            "value": 0,
                            "number": null
                        },
                        {
                            "name": "Expenses Total",
                            "value": 0
                        }
                    ]
                },
                {
                    "name": "Net income",
                    "value": 2000
                }
            ]
        },
        {
            "name": "Tag2",
            "items": [
                {
                    "name": "Revenue",
                    "sub_items": [
                        {
                            "name": "Revenue",
                            "ledger_id": "63988fd6d748430067088d44",
                            "sub_items": [
                                {
                                    "name": "Income",
                                    "journal_account_id": "669f852363d51100f81143d2",
                                    "ledger_id": "63988fd6d748430067088d44",
                                    "ledger_type": "Revenue",
                                    "value": 0
                                }
                            ],
                            "value": 0,
                            "number": null
                        },
                        {
                            "name": "Revenue Total",
                            "value": 0
                        }
                    ]
                },
                {
                    "name": "Cost of goods sold",
                    "sub_items": [
                        {
                            "name": "Cost of goods sold total",
                            "value": 0
                        }
                    ]
                },
                {
                    "name": "Gross profit",
                    "value": 0
                },
                {
                    "name": "Expenses",
                    "sub_items": [
                        {
                            "name": "Expenses",
                            "ledger_id": "66965d2363d822001fd04521",
                            "sub_items": [
                                {
                                    "name": "Bank Fees",
                                    "journal_account_id": "66994e2363f533001f804311",
                                    "ledger_id": "66965d2363d822001fd04521",
                                    "ledger_type": "Expenses",
                                    "value": 20.33
                                }
                            ],
                            "value": 20.33,
                            "number": null
                        },
                        {
                            "name": "Expenses Total",
                            "value": 20.33
                        }
                    ]
                },
                {
                    "name": "Net income",
                    "value": -20.33
                }
            ]
        },
        {
            "name": "Untagged",
            "items": [
                {
                    "name": "Revenue",
                    "sub_items": [
                        {
                            "name": "Revenue",
                            "ledger_id": "63988fd6d748430067088d44",
                            "sub_items": [
                                {
                                    "name": "Income",
                                    "journal_account_id": "669f852363d51100f81143d2",
                                    "ledger_id": "63988fd6d748430067088d44",
                                    "ledger_type": "Revenue",
                                    "value": 0
                                }
                            ],
                            "value": 0,
                            "number": null
                        },
                        {
                            "name": "Revenue Total",
                            "value": 0
                        }
                    ]
                },
                {
                    "name": "Cost of goods sold",
                    "sub_items": [
                        {
                            "name": "Cost of goods sold total",
                            "value": 0
                        }
                    ]
                },
                {
                    "name": "Gross profit",
                    "value": 0
                },
                {
                    "name": "Expenses",
                    "sub_items": [
                        {
                            "name": "Expenses",
                            "ledger_id": "66965d2363d822001fd04521",
                            "sub_items": [
                                {
                                    "name": "Bank Fees",
                                    "journal_account_id": "66994e2363f533001f804311",
                                    "ledger_id": "66965d2363d822001fd04521",
                                    "ledger_type": "Expenses",
                                    "value": 10
                                }
                            ],
                            "value": 10,
                            "number": null
                        },
                        {
                            "name": "Expenses Total",
                            "value": 10
                        }
                    ]
                },
                {
                    "name": "Net income",
                    "value": -10
                }
            ]
        },
        {
            "name": "Total",
            "items": [
                {
                    "name": "Revenue",
                    "sub_items": [
                        {
                            "name": "Revenue",
                            "ledger_id": "63988fd6d748430067088d44",
                            "sub_items": [
                                {
                                    "name": "Income",
                                    "journal_account_id": "669f852363d51100f81143d2",
                                    "ledger_id": "63988fd6d748430067088d44",
                                    "ledger_type": "Revenue",
                                    "value": 2000
                                }
                            ],
                            "value": 2000,
                            "number": null
                        },
                        {
                            "name": "Revenue Total",
                            "value": 2000
                        }
                    ]
                },
                {
                    "name": "Cost of goods sold",
                    "sub_items": [
                        {
                            "name": "Cost of goods sold total",
                            "value": 0
                        }
                    ]
                },
                {
                    "name": "Gross profit",
                    "value": 2000
                },
                {
                    "name": "Expenses",
                    "sub_items": [
                        {
                            "name": "Expenses",
                            "ledger_id": "66965d2363d822001fd04521",
                            "sub_items": [
                                {
                                    "name": "Bank Fees",
                                    "journal_account_id": "66994e2363f533001f804311",
                                    "ledger_id": "66965d2363d822001fd04521",
                                    "ledger_type": "Expenses",
                                    "value": 30.33
                                }
                            ],
                            "value": 30.33,
                            "number": null
                        },
                        {
                            "name": "Expenses Total",
                            "value": 30.33
                        }
                    ]
                },
                {
                    "name": "Net income",
                    "value": 1969.67
                }
            ]
        }
    ],
    "start_date": "Jan 1, 2024",
    "end_date": "Aug 6, 2024"
}

Sample Response

        
        {
            "balance_sheet": [
                {
                    "label": "2024",
                    "data": [
                        {
                            "_id": {
                                "name": "Assets"
                            },
                            "data": [
                                {
                                    "name": "Fixed Assets",
                                    "ledger_id": "669aaa23636a00001a0042f4",
                                    "data": [
                                        {
                                            "name": "Accumulated Depreciation",
                                            "journal_account_id": "669aaa23636a00001a0042f5",
                                            "ledger_id": "669aaa23636a00001a0042f4",
                                            "total": 1928.67
                                        }
                                    ],
                                    "total": 1928.67
                                }
                            ],
                            "total": 1928.67
                        },
                        {
                            "_id": {
                                "name": "Liabilities"
                            },
                            "data": [],
                            "total": 0
                        },
                        {
                            "_id": {
                                "name": "Equity"
                            },
                            "data": [
                                {
                                    "name": "Net Income",
                                    "total": 1928.67,
                                    "journal_account_id": "NetIncome"
                                },
                                {
                                    "name": "Retained Earnings",
                                    "total": 0,
                                    "journal_account_id": "RetainedEarnings"
                                }
                            ],
                            "total": 1928.67
                        },
                        {
                            "_id": {
                                "name": "Liabilities and Equity Total"
                            },
                            "total": 1928.67
                        }
                    ],
                    "start_date": "2024-01-01",
                    "end_date": "2024-12-31"
                }
            ],
            "start_date": "Jan 1, 2024",
            "end_date": "Dec 30, 2024"
        }

Sample Response

        
        {
            "general_ledger": {
                "65b91ea98671144ddb26b4a2": {
                    "name": "Sample account name",
                    "ledger_type": "Assets",
                    "beginning_balance": 3000.00,
                    "total": 1550.,
                    "data": [
                        {
                            "id": "65b91ef33ac4675e8d5d4c64",
                            "transaction_group_id": "MX-17066308994150",
                            "date": "2024-01-02T12:00:00Z",
                            "description": "Sample Entry",
                            "tags": [],
                            "notes": "",
                            "is_credit": 1,
                            "balance": -116.97999999999979,
                            "total": -1450,
                            "category": "Expenses : Website/Software"
                        },
                    ]
        }

Sample Input

        {
    "parent_id": "oaba111111o1111000ab11101110a10010111"
}

Sample Response

        {
    "files": [
        {
            "id": "o0ax111a11011101111d0111b111c111011b0",
            "display_html_name": "file-1.pdf",
            "name": "file-1.pdf",
            "extn": "pdf",
            "download_url": "https://download-accl.zoho.com/v1/workdrive/download/o0ax111a11011101111d0111b111c111011b0"
        },
        {
            "id": "1la1011b1010011a111ae1000110o1011ab0d1",
            "display_html_name": "file-2.pdf",
            "name": "file-2.pdf",
            "extn": "pdf",
            "download_url": "https://download-accl.zoho.com/v1/workdrive/download/1la1011b1010011a111ae1000110o1011ab0d1"
        },
        {
            "id": "ax1xn0111101120111000bc1a0c10101a1d11",
            "display_html_name": "file-3.png",
            "name": "file-3.png",
            "extn": "png",
            "download_url": "https://download-accl.zoho.com/v1/workdrive/download/ax1xn0111101120111000bc1a0c10101a1d11"
        }
    ]
}

Sample Input


Sample Input for Upload File

Sample Response

        {
    "status": "success",
    "data": {
        "data": [
            {
                "attributes": {
                    "Permalink": "https://workdrive.zoho.com/file/axocbb101abo0x101ax1bcc11c11a0occ1011",
                    "File INFO": "{\"ORG_ID\":\"x0acbb101abo0x101ax1bcc11c11a0oax101a\",\"RESOURCE_ID\":\"axocbb101abo0x101ax1bcc11c11a0occ1011\",\"LIBRARY_ID\":\"hhmmb101abo0x101ax1bcc11c11a0oax12d4\",\"PARENT_MODEL_ID\":\"oaba111111o1111000ab11101110a10010111\",\"PARENT_ID\":\"oaba111111o1111000ab11101110a10010111\",\"RESOURCE_TYPE\":2505,\"WMS_SENT_TIME\":\"1714510766325\",\"TAB_ID\":\"-1\",\"OWNER\":\"696294471\",\"RESOURCE_GROUP\":\"FILE\",\"PARENT_MODEL_NAME\":\"file\",\"size\":186846,\"OPERATION\":\"UPLOAD\",\"EVENT_ID\":\"-1\",\"AUDIT_INFO\":{\"resource\":{\"owner\":\"696294471\",\"created_time\":1714510766258,\"creator\":\"716315679\",\"service_type\":4,\"extension\":\"pdf\",\"resource_type\":2505,\"name\":\"upload file sample1.pdf\"},\"parentInfo\":{\"parentName\":\"Test Sample HTTP workdrive(1)\",\"parentId\":\"oaba111111o1111000ab11101110a10010111\",\"parentType\":1001},\"libraryInfo\":{\"libraryName\":\"Clients\",\"libraryId\":\"hhmmb101abo0x101ax1bcc11c11a0oax12d4\",\"libraryType\":14},\"statusCode\":\"D201\"},\"ZUID\":716315679,\"TEAM_ID\":\"0acbb101abo0x101ax1bcc11c11a0oax101a\"}",
                    "parent_id": "oaba111111o1111000ab11101110a10010111",
                    "FileName": "upload file 1.pdf",
                    "resource_id": "axocbb101abo0x101ax1bcc11c11a0occ1011"
                },
                "type": "files"
            }
        ]
    },
    "message": "File has been uploaded."
}

Sample Response


Sample Input to Upload File

Sample Input

        {
    account_id:1111111000000000001
    account_name:My Small Business
    account_owner_email:johndoe@email.com
    account_owner_name:John Doe
    related_to:{↵    "related_to": ["Bank and Credit Card Statements"]↵}
    subject:Document Upload
    team_lead_id:1111111000000000002
    uploaded_files:[{"filename": "tax summary.pdf","parent_id": "oxao022797c1fff7f4bafb74c80f0ac03fc59","resource_id": "24d8da9920e22790c4bbc88eab311b04a433c","permalink": "https://workdrive.zoho.com/file/24d8da9920e22790c4bbc88eab311b04a433c","download_url": "https://download-accl.zoho.com/v1/workdrive/download/24d8da9920e22790c4bbc88eab311b04a433c"}]
    uploaded_files_count:1
    tax_task_id:1111111000000000003
}

Sample Response

        {
    "Prior_Year_Tax_Return": [],
    "Response_From_Client": [],
    "email_tax_return_requester_status": [],
    "task_details": [],
    "requester_email": "",
    "related_to": "",
    "team_lead_email": ""
}

Sample Input


Sample Input to Upload File

Sample Response

        {
    "status": "success",
    "data": {
        "Type": "1098",
        "Document_link": "https://workdrive.zoho.com/file/dld2z63b9307061e242ae880fe96e074ab7d4",
        "Document_Description": "sample tax request document",
        "Document_name": "sample_file1.pdf",
        "NA_This_Year": false
    },
    "message": "File has been uploaded."
}

Sample Response

        
{
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "1051111000130001111"
            },
            "message": "record deleted",
            "status": "success"
        }
    ]
}

Sample Response

        [
    {
        "data": [
            {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2024-05-03T23:13:02+08:00",
                    "Modified_By": {
                        "name": "John Doe",
                        "id": "1111111000000000005"
                    },
                    "Created_Time": "2024-02-21T00:14:10+08:00",
                    "id": "11111110000000000010",
                    "Created_By": {
                        "name": "Dev Test",
                        "id": "1111111111111111111"
                    }
                },
                "message": "record updated",
                "status": "success"
            }
        ]
    },
    5
]

Sample Input

            {
    "name": "Add Dependent Sample",
    "ssn": "12345678",
    "birthday": "2000-01-01",
    "living_with_you": "yes",
    "type": "son",
    "support": true
}

Sample Response

        {
        "data": [
    {
        "code": "SUCCESS",
        "details": {
            "Modified_Time": "2024-04-25T23:11:41+08:00",
            "Modified_By": {
                "name": "John Doe",
                "id": "1111111000000000005"
                },
                "Created_Time": "2024-02-21T00:14:10+08:00",
                "id": "1111111000000000008",
                "Created_By": {
                "name": "Test Owner",
                "id": "1111111111111111111"
            }
        },
        "message": "record updated",
        "status": "success"
        }
    ]
}

Sample Response

        {
    "complete_bookkeeping": "",
    "is_completed": false
}

Sample Response

        
    "tr_status": [
	{
        "id": "1111141000000000000",
        "year": "2023",
        "month": "null",
        "name": "Form 1040 with Schedule C",
        "status": "Completed",
        "presentation_status_in_tile": "Field",
	    "presentation_description_in_tile": "Your tax return has been filed with IRS and State tax agencies. You may check your IRS refund status online",
        "committed_date": "2023-12-31",
        "Response_from_Client": true,
        "Closed_Time": "2024-03-27T01:22:09+08:00",
        "Due_Date": "null",
        "Documents_Reviewed": "true",
        "Requested_Items_From_Client": null,
        "Status": "Completed"
    },
]

Sample Response

        {
    "checklists": [
        {
            "Owner": {
                "name": "Test Owner",
				"id": "1111111111111111111",
				"email": "devtest@vyde.io"
            },
            "$field_states": null,
            "Business_Street_Address": "112 street",
            "Q3_Federal_Date_Paid": "2024-04-25",
            "$state": "save",
            "$process_flow": false,
            "Business_Mileage_to_Report": null,
            "id": "1111111000000000008",
            "Q1_Federal_Amount_Paid": 2000,
            "Deduction_Type": "Simpilified",
            "$approval": {
                "delegate": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "Q4_Federal_Date_Paid": "2024-06-25",
            "Created_Time": "2024-02-21T00:14:10+08:00",
            "Personal_City": "Bountiful Harvest city",
            "Square_Footage_of_Home_Office": 40,
            "Number_of_Trips_Away_From_Home": 4,
            "Your_SSN": "1234567890",
            "Dependents": [
                {
                    "Type": "Son",
                    "Support": true,
                    "$in_merge": false,
                    "$field_states": null,
                    "Created_Time": "2024-03-18T21:17:09+08:00",
                    "Parent_Id": {
                        "name": "Tax Checklist",
                        "id": "1111111000000000008"
                    },
                    "Living_with_You": "No",
                    "Birthday": "2024-03-20",
                    "id": "1111111000000000009",
                    "Name1": "reaven",
                    "SSN": "234-54-566"
                }
            ],
            "Spouse_Birthday": "1987-09-23",
            "Date_of_Formation": "2018-01-08",
            "Jul_Dec_Business_Mileage_to_Report": null,
            "Created_By": {
                "name": "Test Owner",
				"id": "1111111111111111111",
				"email": "devtest@vyde.io"
            },
            "Q2_Federal_Amount_Paid": 300,
            "Do_You_Want_Your_Refund_Direct_Deposited": "Yes",
            "Sent_out_1099s": "Yes",
            "Schedule_C_Business": "No",
            "$review_process": {
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "$canvas_id": null,
            "Finalized": true,
            "Record_Image": null,
            "Filing_Status": "Head of Household",
            "Dates_and_Amounts_of_Advance_Child_Tax_Credit_Paym": null,
            "Type_of_Bank_Account": "Savings",
            "Account_Name": {
                "name": "My Small Business",
				"id": "1111141000000000000"
            },
            "Estimated_Tax_Payments_You_Made": null,
            "Texas_Webfile_Number": null,
            "Q3_State_Amount_Paid": 422,
            "Total_Business_Miles_for_the_Year": 3000,
            "$orchestration": false,
            "Did_You_Receive_Stimulus_Payments": null,
            "Year": "2023",
            "Layout": {
                "name": "2023 TRC",
                "id": "11111110000000000010"
            },
            "Q2_State_Date_Paid": "2024-03-24",
            "Locked__s": false,
            "Describe_Your_Business": "hustle free life manufacturer",
            "Q2_Federal_Date_Paid": "2024-02-23",
            "Tag": [],
            "Per_Diem_Days": 2,
            "$currency_symbol": "$",
            "Q1_State_Amount_Paid": 111,
            "Name": "Tax Checklist",
            "Last_Activity_Time": "2024-04-10T03:03:33+08:00",
            "Additional_Owners": [
                {
                    "Address": "123 street",
                    "$in_merge": false,
                    "$field_states": null,
                    "Created_Time": "2024-03-08T22:09:17+08:00",
                    "Phone": "2223112",
                    "Ownership_Share": 50,
                    "Parent_Id": {
                        "name": "Tax Checklist",
                        "id": "1111111000000000008"
                    },
                    "id": "1111111000000000011",
                    "Name1": "Owner 2",
                    "SSN": "8827323"
                }
            ],
            "Unsubscribed_Mode": null,
            "Do_you_have_a_HSA_account": "No",
            "Personal_Street_Address": "Blessing St.1234",
            "Business_Zip_Code": "22334455",
            "Your_Name": "Owner 1",
            "$locked_for_me": false,
            "Business_City": "City of love",
            "$approved": true,
            "Routing_Number_for_Refund_Direct_Deposit": "BA33",
            "Q4_State_Date_Paid": "2024-07-14",
            "$editable": true,
            "Q1_State_Date_Paid": "2024-01-05",
            "Account_Number_for_Refund_Direct_Deposit": "BA32",
            "Spouse_Email": "bounttycity@gmail.test",
            "Have_You_Made_Any_Estimated_Tax_Payments": "Yes",
            "Have_you_traded_any_virtual_currency": "No",
            "Personal_Zip_Code": "678910",
            "Total_Mileage_Driven_on_Vehicle": 100,
            "Number_of_W2s_Issued": 1,
            "$zia_owner_assignment": "owner_recommendation_unavailable",
            "Personal_State": "South Dakota",
            "Your_Birthday": "1982-04-24",
            "Q3_State_Date_Paid": "2024-05-22",
            "Total_Square_Footage_of_Home": 400,
            "Q4_State_Amount_Paid": 521,
            "Institution_Name": "Bank Test",
            "Q4_Federal_Amount_Paid": 541,
            "Did_you_buy_Health_Insurance_from_healthcare_gov": "No",
            "Locked": false,
            "Modified_By": {
                "name": "John Doe",
				"id": "1111111000000000005",
				"email": "johndoe@email.com"
            },
            "$review": null,
            "Q3_Federal_Amount_Paid": 331,
            "Confirm_Entity_Type": "Sole Proprietor",
            "State_of_Formation": "New Jersey",
            "Modified_Time": "2024-04-10T03:03:33+08:00",
            "Business_State": "Utah",
            "Did_You_Receive_a_Stimulus_Check_in_2020": null,
            "Did_You_Receive_Advance_Child_Tax_Credit_Payments": null,
            "Unsubscribed_Time": null,
            "Are_you_a_Transportation_Worker": "No",
            "Q1_Federal_Date_Paid": "2024-01-04",
            "Dates_and_Amounts_of_Stimulus_Payments": null,
            "Spouse_SSN": "55555",
            "Q2_State_Amount_Paid": 211,
            "$in_merge": false,
            "Spouse_Name": "Nice",
            "Spouse_Day_of_Death": null,
            "Do_you_have_a_Home_Office": "Yes",
            "$approval_state": "approved",
            "Business_EIN": "33224455",
            "Rental_Properties": "Yes"
        }
    ],
    "is_completed": true,
    "current_year": "2023",
    "id": "1111111000000000008"
}

Sample Response

        {
    "Owner": {
        "name": "Test Owner",
        "id": "1111111111111111111",
        "email": "devtest@vyde.io"
    },
    "$field_states": null,
    "Business_Street_Address": "112 street",
    "Q3_Federal_Date_Paid": "2024-04-25",
    "$state": "save",
    "$process_flow": false,
    "Business_Mileage_to_Report": null,
    "id": "1111111000000000008",
    "Q1_Federal_Amount_Paid": 2000,
    "Deduction_Type": "Simpilified",
    "$approval": {
        "delegate": false,
        "approve": false,
        "reject": false,
        "resubmit": false
    },
    "Q4_Federal_Date_Paid": "2024-06-25",
    "Created_Time": "2024-02-21T00:14:10+08:00",
    "Personal_City": "Bountiful Harvest city",
    "Square_Footage_of_Home_Office": 40,
    "Number_of_Trips_Away_From_Home": 4,
    "Your_SSN": "1234567890",
    "Dependents": [
        {
            "Type": "Son",
            "Support": true,
            "$in_merge": false,
            "$field_states": null,
            "Created_Time": "2024-03-18T21:17:09+08:00",
            "Parent_Id": {
                "name": "Tax Checklist",
                "id": "1111111000000000008"
            },
            "Living_with_You": "No",
            "Birthday": "2024-03-20",
            "id": "1111111000000000009",
            "Name1": "reaven",
            "SSN": "234-54-566"
        },  
    ],
    "Spouse_Birthday": "1987-09-23",
    "Date_of_Formation": "2018-01-08",
    "Jul_Dec_Business_Mileage_to_Report": null,
    "Created_By": {
        "name": "Test Owner",
        "id": "1111111111111111111",
        "email": "devtest@vyde.io"
    },
    "Q2_Federal_Amount_Paid": 300,
    "Do_You_Want_Your_Refund_Direct_Deposited": "Yes",
    "Sent_out_1099s": "Yes",
    "Schedule_C_Business": "No",
    "$review_process": {
        "approve": false,
        "reject": false,
        "resubmit": false
    },
    "$canvas_id": null,
    "Finalized": true,
    "Record_Image": null,
    "Filing_Status": "Head of Household",
    "Dates_and_Amounts_of_Advance_Child_Tax_Credit_Paym": null,
    "Type_of_Bank_Account": "Savings",
    "Account_Name": {
        "name": "My Small Business",
        "id": "1111141000000000000"
    },
    "Estimated_Tax_Payments_You_Made": null,
    "Texas_Webfile_Number": null,
    "Q3_State_Amount_Paid": 422,
    "Total_Business_Miles_for_the_Year": 3000,
    "$orchestration": false,
    "Did_You_Receive_Stimulus_Payments": null,
    "Year": "2023",
    "Layout": {
        "name": "2023 TRC",
        "id": "11111110000000000010"
    },
    "Q2_State_Date_Paid": "2024-03-24",
    "Locked__s": false,
    "Describe_Your_Business": "hustle free life manufacturer",
    "Q2_Federal_Date_Paid": "2024-02-23",
    "Tag": [],
    "Per_Diem_Days": 2,
    "$currency_symbol": "$",
    "Q1_State_Amount_Paid": 111,
    "Name": "Tax Checklist",
    "Last_Activity_Time": "2024-04-10T03:03:33+08:00",
    "Additional_Owners": [
        {
            "Address": "123 street",
            "$in_merge": false,
            "$field_states": null,
            "Created_Time": "2024-03-08T22:09:17+08:00",
            "Phone": "2223112",
            "Ownership_Share": 50,
            "Parent_Id": {
                "name": "Tax Checklist",
                "id": "1111111000000000008"
            },
            "id": "1111111000000000011",
            "Name1": "Owner 2",
            "SSN": "8827323"
        }
    ],
    "Unsubscribed_Mode": null,
    "Do_you_have_a_HSA_account": "No",
    "Personal_Street_Address": "Blessing St.1234",
    "Business_Zip_Code": "22334455",
    "Your_Name": "Owner 1",
    "$locked_for_me": false,
    "Business_City": "City of love",
    "$approved": true,
    "Routing_Number_for_Refund_Direct_Deposit": "BA33",
    "Q4_State_Date_Paid": "2024-07-14",
    "$editable": true,
    "Q1_State_Date_Paid": "2024-01-05",
    "Account_Number_for_Refund_Direct_Deposit": "BA32",
    "Spouse_Email": "bounttycity@gmail.test",
    "Have_You_Made_Any_Estimated_Tax_Payments": "Yes",
    "Have_you_traded_any_virtual_currency": "No",
    "Personal_Zip_Code": "678910",
    "Total_Mileage_Driven_on_Vehicle": 100,
    "Number_of_W2s_Issued": 1,
    "$zia_owner_assignment": "owner_recommendation_unavailable",
    "Personal_State": "South Dakota",
    "Your_Birthday": "1982-04-24",
    "Q3_State_Date_Paid": "2024-05-22",
    "Total_Square_Footage_of_Home": 400,
    "Q4_State_Amount_Paid": 521,
    "Institution_Name": "Bank Test",
    "Q4_Federal_Amount_Paid": 541,
    "Did_you_buy_Health_Insurance_from_healthcare_gov": "No",
    "Locked": false,
    "Modified_By": {
        "name": "John Doe",
        "id": "1111111000000000005",
        "email": "johndoe@email.com"
    },
    "$review": null,
    "Q3_Federal_Amount_Paid": 331,
    "Confirm_Entity_Type": "Sole Proprietor",
    "State_of_Formation": "New Jersey",
    "Modified_Time": "2024-04-10T03:03:33+08:00",
    "Business_State": "Utah",
    "Did_You_Receive_a_Stimulus_Check_in_2020": null,
    "Did_You_Receive_Advance_Child_Tax_Credit_Payments": null,
    "Unsubscribed_Time": null,
    "Are_you_a_Transportation_Worker": "No",
    "Q1_Federal_Date_Paid": "2024-01-04",
    "Dates_and_Amounts_of_Stimulus_Payments": null,
    "Spouse_SSN": "55555",
    "Q2_State_Amount_Paid": 211,
    "$in_merge": false,
    "Spouse_Name": "Nice",
    "Spouse_Day_of_Death": null,
    "Do_you_have_a_Home_Office": "Yes",
    "$approval_state": "approved",
    "Business_EIN": "33224455",
    "Rental_Properties": "Yes"
}

Sample Response

        {
    "rental_properties": {
        "data": [
            {
                "Tax_Year": "2023",
                "id": "12345",
                "Name": "John Doe"
            },
            {
                "Tax_Year": "2023",
                "id": "123456",
                "Name": "Mary Jane"
            },
            {
                "Tax_Year": "2023",
                "id": "1234567",
                "Name": "John Johnny"
            }
        ],
        "info": {
            "count": 3,
            "more_records": false
        }
    },
    "current_year": "2023",
    "id": "1234567"
}

Sample Response

        {
    "Street_Address": "Street Address",
    "Owner": {
        name": "John Doe",
        "id": "1234567",
        "email": "johndoe@email.com"
    },
    "Management_Fee_Expense": 5,
    "$currency_symbol": "$",
    "$field_states": null,
    "Supplies_Expense": 8,
    "$review_process": {
        "approve": false,
        "reject": false,
        "resubmit": false
    },
    "Cleaning_and_Maintenance_Expense": 2,
    "Name": "test name",
    "Last_Activity_Time": "2023-01-02T18:31:41+08:00",
    "Modified_By": {
        name": "John Doe",
        "id": "1234567",
        "email": "johndoe@email.com"
    },
    "$review": null,
    "$state": "save",
    "Unsubscribed_Mode": null,
    "$process_flow": false,
    "Tax_Year": "2022",
    "$locked_for_me": false,
    "Account_Name": {
        "name": "My Account Name",
        "id": "123456789"
    },
    "Zip_Code": 1111,
    "id": "123456",
    "Approx_Date_Purchased": "2023-01-02",
    "$approved": true,
    "Rental_Income": 134,
    "$approval": {
        "delegate": false,
        "approve": false,
        "reject": false,
        "resubmit": false
    },
    "Modified_Time": "2023-01-02T18:31:41+08:00",
    "Created_Time": "2023-01-02T14:13:21+08:00",
    "Unsubscribed_Time": null,
    "$editable": true,
    "Property_Type": "Single Family Residence",
    "City": "test city",
    "Utilities_Expense": 10,
    "$orchestration": false,
    "Other_Income_or_Expense_Info": "other info",
    "Insurance_Expense": 3,
    "Mortgage_Interest_Expense": 6,
    "Property_Tax_Expense": 9,
    "$in_merge": false,
    "State": "Kentucky",
    "Locked__s": false,
    "Repairs_Expense": 7,
    "Tag": [],
    "$zia_owner_assignment": null,
    "Professional_Fee_Expense": 4,
    "$approval_state": "approved"
}

Sample Response

        {
    "rental_properties_per_year": [
        {
            "Rental_Income": 134,
            "Street_Address": "Street Address",
            "Management_Fee_Expense": 5,
            "Supplies_Expense": 8,
            "Property_Type": "Single Family Residence",
            "City": "New York",
            "Cleaning_and_Maintenance_Expense": 2,
            "Utilities_Expense": 10,
            "Insurance_Expense": 3,
            "Mortgage_Interest_Expense": 6,
            "Name": "test name",
            "Other_Income_or_Expense_Info": "other info",
            "Property_Tax_Expense": 9,
            "State": "Kentucky",
            "Repairs_Expense": 7,
            "Tax_Year": "2022",
            "Zip_Code": 1111,
            "Account_Name": {
                "id": "1234567"
            },
            "id": "12345678",
            "Approx_Date_Purchased": "2023-01-02",
            "Professional_Fee_Expense": 4,
            "Property_Name": null
        },
        {
            "Rental_Income": 21,
            "Street_Address": "Street Address",
            "Management_Fee_Expense": 25,
            "Supplies_Expense": 28,
            "Property_Type": "Single Family Residence",
            "City": "Los Angeles",
            "Cleaning_and_Maintenance_Expense": 22,
            "Utilities_Expense": 30,
            "Insurance_Expense": 23,
            "Mortgage_Interest_Expense": 26,
            "Name": "test name 2 2022",
            "Other_Income_or_Expense_Info": "test",
            "Property_Tax_Expense": 29,
            "State": "Louisiana",
            "Repairs_Expense": 27,
            "Tax_Year": "2022",
            "Zip_Code": 2222,
            "Account_Name": {
                "id": "123456789"
            },
            "id": "12345678",
            "Approx_Date_Purchased": "2023-01-04",
            "Professional_Fee_Expense": 24,
            "Property_Name": null
        }
    ]
}

Sample Response

        {
    "complete_bookkeeping": "",
    "is_completed": false
}

Sample Input

            {
  "year": "2023",
  "filing_status": "Head of Household",
  "your_name": "Business Owner",
  "your_ssn": "1234567890",
  "your_birthday": "1982-04-24",
  "personal_street_address": "Yellow street Ph 1234",
  "personal_city": "Personal City Test 1",
  "personal_state": "California",
  "personal_zip_code": "6789",
  "spouse_name": "My Spouse",
  "spouse_ssn": "55555",
  "spouse_email": "spouse@email.test",
  "spouse_day_of_death": "",
  "spouse_birthday": "1987-09-23",
  "rental_properties": "yes",
  "have_you_traded_any_virtual_currency": "no",
  "schedule_c_business": "no",
  "did_you_buy_health_insurance_from_healthcare_gov": "no",
  "do_you_have_a_hsa_account": "no",
  "business_ein": "33224455",
  "confirm_entity_type": "Sole Proprietor",
  "state_of_formation": "California",
  "date_of_formation": "2018-01-08",
  "business_street_address": "Blue street ph 4",
  "describe_your_business": "manufacturing",
  "business_state": "California",
  "business_city": "Test 1 City",
  "texas_webfile_number": "",
  "business_zip_code": "22334455",
  "finalized": true,
  "do_you_have_a_home_office": "yes",
  "square_footage_of_home_office": "40",
  "deduction_type": "simpilified",
  "total_square_footage_of_home": "400",
  "sent_out_1099s": "yes",
  "number_of_w2s_issued": "1",
  "are_you_a_transportation_worker": "no",
  "total_mileage_driven_on_vehicle": "100",
  "number_of_trips_away_from_home": "4",
  "total_business_miles_for_the_year": "3000",
  "per_diem_days": "2",
  "have_you_made_any_estimated_tax_payments": "yes",
  "q1_federal_amount_paid": "2000",
  "q1_federal_date_paid": "2024-01-04",
  "q1_state_amount_paid": "111",
  "q1_state_date_paid": "2024-01-05",
  "q2_federal_amount_paid": "300",
  "q2_federal_date_paid": "2024-02-23",
  "q2_state_amount_paid": "211",
  "q2_state_date_paid": "2024-03-24",
  "q3_federal_amount_paid": "331",
  "q3_federal_date_paid": "2024-04-25",
  "q3_state_amount_paid": "422",
  "q3_state_date_paid": "2024-05-22",
  "q4_federal_amount_paid": "541",
  "q4_federal_date_paid": "2024-06-25",
  "q4_state_amount_paid": "521",
  "q4_state_date_paid": "2024-07-14",
  "do_you_want_your_refund_direct_deposited": "yes",
  "institution_name": "Bank Test",
  "account_number_for_refund_direct_deposit": "BA32",
  "routing_number_for_refund_direct_deposit": "BA33",
  "type_of_bank_account": "savings"
}

Sample Response

        {
    "code": "SUCCESS",
    "details": {
        "Modified_Time": "2024-04-10T03:03:33+08:00",
        "Modified_By": {
            "name": "John Doe",
			"id": "1111111000000000005"
        },
        "Created_Time": "2024-02-21T00:14:10+08:00",
        "id": "1111111000000000008",
        "Created_By": {
            "name": "Test Owner",
			"id": "1111111111111111111"
        }
    },
    "message": "record updated",
    "status": "success"
}

Sample Input

        {
        "name": "Property Sample1",
        "property_name": "Dev Test",
        "property_type": "Rental",
        "street_address": "112 test street",
        "zip_code": "123456",
        "state": "Texas",
        "city": "Test City"
}

Sample Response

        {
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "Modified_Time": "2023-09-13T05:21:34+08:00",
                "Modified_By": {
                    name": "John Doe",
                    "id": "1234567"
                },
                "Created_Time": "2023-09-13T05:21:34+08:00",
                "id": "123456789",
                "Created_By": {
                    name": "John Doe",
                    "id": "1234567"
                }
            },
            "message": "record added",
            "status": "success"
        }
    ]
}

Sample Input

        {
  "name": "Add Owner 1",
  "ssn": "111111",
  "phone": "2223112",
  "ownership_share": 50,
  "address": "122 street"
}

Sample Response

        {
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "Modified_Time": "2024-04-10T04:03:13+08:00",
                "Modified_By": {
                    "name": "John Doe",
					"id": "1111111000000000005"
                },
                "Created_Time": "2024-02-21T00:14:10+08:00",
                "id": "1111111000000000008",
                "Created_By": {
                    "name": "Test Owner",
					"id": "1111111111111111111"
                }
            },
            "message": "record updated",
            "status": "success"
        }
    ]
}

Sample Input

         {
  "name": "Prod Test API",
  "ssn": "2233344",
  "phone": "5544222",
  "ownership_share": 50,
  "address": "123 street"
}

Sample Response

        {
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "Modified_Time": "2024-04-10T04:03:13+08:00",
                "Modified_By": {
                    "name": "John Doe",
					"id": "1111111000000000005"
                },
                "Created_Time": "2024-02-21T00:14:10+08:00",
                "id": "1111111000000000008",
                "Created_By": {
                    "name": "Test Owner",
					"id": "1111111111111111111"
                }
            },
            "message": "record updated",
            "status": "success"
        }
    ]
}

Sample Response

        [
    {
        "data": [
            {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2024-04-10T04:17:50+08:00",
                    "Modified_By": {
                        "name": "John Doe",
						"id": "1111111000000000005"
                    },
                    "Created_Time": "2024-02-21T00:14:10+08:00",
                    "id": "1111111000000000008",
                    "Created_By": {
                        "name": "Test Owner",
						"id": "1111111111111111111"
                    }
                },
                "message": "record updated",
                "status": "success"
            }
        ]
    },
]

Sample Response

        {
  "tr_status": [
    {
        "id": "1111111111111",
        "year": "2023",
        "month": null,
        "name": "Form 1040 with Schedule C",
        "status": "Completed",
        "commited_date": "12/31/2023",
        "documents_reviewed": true,
        "extended": false,
        "tax_checklist_complete": false,
        "response_from_client": false
    }
  ]
}

Sample Response

        
{
    "code": 200,
    "tax_year": "2023",
    "request_id": "1111141000358511011",
    "tax_doc_request_lists": [
        {
            "accepted": false,
            "document_description": "Sample description 1",
            "has_been_uploaded": "https://workdrive.zoho.com/file/1116d10o111010e111de011zxbf1a01111102",
            "document_name": "Test file 1.txt",
            "na_this_year": false,
            "note_from_member": null,
            "type": "K1"
        },
        {
            "accepted": false,
            "document_description": "Sample description 2",
            "has_been_uploaded": "https://workdrive.zoho.com/file/1116d10o111010e111de011zxbf1a01111103",
            "document_name": "Test file 2.pdf",
            "na_this_year": true,
            "note_from_member": null,
            "type": "1098"
        }
    ]
}

Sample Response

        {
    "schedule_c": {
        "data": [
            {
                "Year": "2022",
                "id": "1001101010011112201",
                "Name": "Schedule-C 2022"
            },
            {
                "Year": "2023",
                "id": "1001101010011115801",
                "Name": "Schedule-C1"
            },
            {
                "Year": "2023",
                "id": "1001101010011114501",
                "Name": "Schedule-C2"
            }
        ]
    }
}

Sample Response

        
        {
            "Rent_Vehicles_Machinery_and_Equipment": null,
            "Employee_benefit_programs": null,
            "Owner": {
                "name": "John Doe",
                "id": "1111111000000000005
                "email": "johndoe@email.com"
            },
            "Email": null,
            "$currency_symbol": "$",
            "$field_states": null,
            "Income": null,
            "$sharing_permission": "full_access",
            "Name": "DevTest Schedule-C",
            "Last_Activity_Time": "2024-04-26T19:32:43.000+00:00",
            "Other_Interest": null,
            "Utilities": null,
            "$state": "save",
            "Unsubscribed_Mode": null,
            "$process_flow": false,
            "$locked_for_me": false,
            "id": "301110000011111000",
            "Deductible_meals": null,
            "Advertising": null,
            "$approved": true,
            "$approval": {
                "delegate": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "Mortgage_Interest": null,
            "Created_Time": "2024-04-23T19:33:41.000+00:00",
            "Rent_Other_Business_Property": null,
            "$wizard_connection_path": null,
            "$editable": true,
            "Legal_and_professional_services": null,
            "Depreciation": null,
            "Cost_of_Goods_Sold": null,
            "Created_By": {
                "name": "John Doe",
                "id": "1111111000000000005
                "email": "johndoe@email.com"
            },
            "$zia_owner_assignment": "owner_recommendation_unavailable",
            "Commissions_and_fees": null,
            "Supplies_Expense": null,
            "$review_process": {
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "$canvas_id": null,
            "Record_Image": null,
            "Office_expense": null,
            "Modified_By": {
                "name": "Test Owner",
                "id": "1111111111111111111"
                "email": "hgracecollamat@vyde.io"
            },
            "$review": null,
            "Account_Name": {
                "name": "My Small Business",
                "id": "1111141000000000000"
            },
            "Email_Opt_Out": false,
            "Wages": null,
            "Modified_Time": "2024-04-26T19:32:43.000+00:00",
            "Other_Expenses": null,
            "Unsubscribed_Time": null,
            "$orchestration": false,
            "Car_and_truck_expenses": null,
            "Travel": null,
            "Depletion": null,
            "Year": "2023",
            "Contract_labor": null,
            "$in_merge": false,
            "Pension_and_profit_sharing_plans": null,
            "Insurance": null,
            "Repairs_and_maintenance": null,
            "Taxes_and_licenses": null,
            "Locked__s": false,
            "Tag": [],
            "$approval_state": "approved"
        }

Sample Input

        
        [
            {
                "account_id": "1111141000000000000",
                "name" : "Schedule-C Sample",
                "year": "2024"
                "income" : 100,
                "cost_of_goods_sold" : 123,
                "advertising" : 112,
                "office_expense" : 231,
                "car_and_truck_expenses" : 322,
                "pension_and_profit_sharing_plans" : 442,
                "commissions_and_fees" : 123,
                "rent_vehicles_machinery_and_equipment" : 432,
                "contract_labor" : 441,
                "rent_other_business_property" : 2000,
                "depletion" : 222,
                "repairs_and_maintenance" : 325,
                "depreciation" : 223,
                "supplies_expense" : 443,
                "employee_benefit_programs" : 321,
                "taxes_and_licenses" : 545,
                "insurance" : 0,
                "travel" : 434,
                "mortgage_interest" : 0,
                "deductible_meals" : 0,
                "other_interest" : 0,
                "utilities" : 820,
                "legal_and_professional_services" : 0,
                "wages" : 5540,
                "other_expenses" : 0
            }
        ]

Sample Response

        
        [
            {
                "data": [
                    {
                        "code": "SUCCESS",
                        "details": {
                            "Modified_Time": "2024-04-16T03:07:59+08:00",
                            "Modified_By": {
                                "name": "John Doe",
                                "id": "1111111000000000005"
                            },
                            "Created_Time": "2024-04-16T03:07:59+08:00",
                            "id": "1111111000000001111",
                            "Created_By": {
                                "name": "John Doe",
                                "id": "1111111000000000005"
                            }
                        },
                        "message": "record added",
                        "status": "success"
                    }
                ]
            }
        ]

Sample Input

        
        [
            {
                "name": "Edit Schedule-C",
                "income" : 10000,
                "cost_of_goods_sold" : 200,
                "advertising" : 300,
                "office_expense" : 100,
                "car_and_truck_expenses" : 511,
                "pension_and_profit_sharing_plans" : 0,
                "commissions_and_fees" : 0,
                "rent_vehicles_machinery_and_equipment" : 0,
                "contract_labor" : 0,
                "rent_other_business_property" : 0,
                "depletion" : 0,
                "repairs_and_maintenance" : 0,
                "depreciation" : 0,
                "supplies_expense" : 0,
                "employee_benefit_programs" : 0,
                "taxes_and_licenses" : 0,
                "insurance" : 0,
                "travel" : 0,
                "mortgage_interest" : 0,
                "deductible_meals" : 0,
                "other_interest" : 0,
                "utilities" : 0,
                "legal_and_professional_services" : 0,
                "wages" : 3200,
                "other_expenses" : 0
            }
        ]

Sample Response

        
        [
            {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2024-04-17T23:57:15+08:00",
                    "Modified_By": {
                        "name": "John Doe",
                        "id": "1111111000000000005"
                    },
                    "Created_Time": "2024-04-16T03:07:59+08:00",
                    "id": "3651111000111100000",
                    "Created_By": {
                        "name": "John Doe",
                        "id": "1111111000000000005"
                    }
                },
                "message": "record updated",
                "status": "success"
            }
        ]

Sample Input

        
        {
            "name": "Edit Rental Property",
            "property_type": "Rental-property",
            "city": "Sample City",
            "street_address": "123 street",
            "zip_code": "1110011",
            "state": "Texas",
            "approx_date_purchased": "2023-11-25",
            "rental_income": "2000",
            "cleaning_and_maintenance_expense": "",
            "insurance_expense": "530",
            "professional_fee_expense": "",
            "management_fee_expense": "600",
            "mortgage_interest_expense": "210",
            "repairs_expense": "430",
            "supplies_expense": "",
            "property_tax_expense": "",
            "utilities_expense": "1021",
            "other_income_or_expense_info": "None"
        }

Sample Response

        
        {
            "code": "SUCCESS",
            "details": {
                "Modified_Time": "2024-04-25T23:11:41+08:00",
                "Modified_By": {
                    "name": "John Doe",
                    "id": "1111111000000000005"
                },
                "Created_Time": "2024-02-21T00:14:10+08:00",
                "id": "1111111000000000008",
                "Created_By": {
                    "name": "Test Owner",
                    "id": "1111111111111111111"
                }
            },
            "message": "record updated",
            "status": "success"
        }

Sample Input

        
{
    "name": "Dev Test update",
    "ssn": "5555332",
    "birthday": "2004-03-22",
    "living_with_you": "yes",
    "type": "son",
    "support": false
}

Sample Response

        {
            "data": [
                {
                    "code": "SUCCESS",
                    "details": {
                        "Modified_Time": "2024-04-25T23:11:41+08:00",
                        "Modified_By": {
                            "name": "John Doe",
                            "id": "1111111000000000005"
                            },
                            "Created_Time": "2024-02-21T00:14:10+08:00",
                            "id": "1111111000000000008",
                            "Created_By": {
                            "name": "Dev Test",
                            "id": "1111111111111111111"
                        }
                    },
                    "message": "record updated",
                    "status": "success"
                }
            ]
            },

Sample Response

        
        {
            "data": [
                {
                    "code": "SUCCESS",
                    "details": {
                        "id": "1111141001111111037"
                    },
                    "message": "record deleted",
                    "status": "success"
                }
            ]
        }

Sample Response

          
{
    "ledger_accounts": [
        {
            "_id": {
                "id": "66e9b1d5c54000006b004d22",
                "ledger": "Cash Accounts",
                "ledger_id": "66e9b1d5c54000006b004d22"
            },
            "name": "Cash Accounts",
            "ledger_type_id": "66e9b1d5c54000006b004d21",
            "crm_id": "3651141000061593426",
            "number": null,
            "accounts": []
        },
    ...
]
}

Sample Input

                {
    "account_id": "1111141000000000000",
    "name": "TestLedgerTwo",
    "ledger_type_id": "639bb0000f48000067007c1f"
    }

Sample Response

        {
    "success": true,
    "message": "Ledger created successfully!",
    "data": {
        "id": "66ec916aee929c56dc09a792",
        "number": 18,
        "ledger": "Testledgertwo"
    }
}

Sample Input

                {
        "account_id": "1111141000000000000",
        "name": "TestLedger"
    }

Sample Response

        {
    "success": true,
    "message": "Ledger Type created successfully!",
    "ledger_type": {
        "id": "67126f4cdb534c671a0f8392",
        "name": "TestLedger",
        "ledger_type": "TestLedger",
        "crm_id": "1111141000000000000",
        "ledger_type_id": "67126f4cdb534c671a0f8392",
        "created_at": {
            "$date": {
                "$numberLong": "1729261388000"
            }
        },
        "updated_at": {
            "$date": {
                "$numberLong": "1729261388000"
            }
        }
    }
}

Sample Response

          
{
    "success": true,
    "message": "Book Locked Date created successfully!",
    "book_locked_date": {
        "_id": "678923050fd44fdd6c05c912",
        "account_id": "3651141000061593426",
        "locked_date": "2025-01-02T00:00:00.000Z"
    }
}

Sample Response

          
{
    "success": true,
    "book_locked_date": {
        "_id": "6787ef085a4766a0ab00fec5",
        "account_id": "3651141000061593426",
        "locked_date": "2025-01-01T00:00:00.000Z"
    }
}

Sample Response

          
{
    "success": true,
    "message": "Books Unlocked!"
}

Sample Response

          
{
"collection": {
"ledgers": [
    {
        "_id": {
            "id": "65b192e9d37000003500571f",
            "ledger_id": "639bb7865f48000067007c20",
            "ledger": "Cash Accounts",
            "number": 1,
            "ledger_type": "Assets",
            "ledger_type_number": 1
        },
        "name": "Cash Accounts",
        "ledger_type_id": "639bb7865f48000067007c1f",
        "accounts": [
            {
                "_id": "6679ef0817d76e914b085391",
                "journal_account": "MX Bank (Oauth) MX Bank Checking 6678",
                "journal_account_id": "6679ef0817d76e914b085391",
                "name": "MX Bank (Oauth) MX Bank Checking 6678",
                "ledger_type_id": "639bb7865f48000067007c1f",
                "ledger_type": "Assets",
                "is_reconciliation_active": 0,
                "mx_member_guid": "MBR-eba9b6d7-d87f-4593-8c7a-393f2e8bf2a0",
                "total": 12345
            },
          ],
          "number": 1,
          "ledger_type": "Assets"
          ...
      ],
      "chart_of_accounts_total": 0
    },
    "source": "snapshot"
  }
}