The Tax Return object

An extracted tax return.

The retrieve endpoint returns this object on its own. The list endpoint returns one per document, wrapped as { "borrower_id": …, "returns": [ { "extracted_document_id", "document_category", "report_data" } ] }, where each row’s report_data is this object.

Attributes

form: which return this is (1065, 1120s, 1120, 1040, …). The shape of data follows the form.
data: the return’s extracted lines, grouped the way the form prints them: header (entity, tax year, EIN, address), income, deductions, and whichever schedules the filing carries (schedule_l, schedule_m1, …).
k1_partners: Schedule K-1s attached to the return, one entry per partner or shareholder, each with its own form, data, and metadata.
statements: supporting statements printed with the return, each with its title, page, the form and line it anchors to, and its line items.
metadata: document-level context.

Typical document_category values: 1065, 1120s, 1120, 1040, k1_standalone.

Money and date values follow the export value conventions, documented under Getting Started.