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26.9.1

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@svc-developer svc-developer released this 29 Sep 18:23
· 1 commit to main since this release
26.9.1
a167f8a
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Learn about vigilant mode.

Added

  • Bulk TIN Match feature:
    • POST /avalara1099/tin-matches/$bulk. Submit bulk TIN match.
    • GET /avalara1099/tin-matches/$bulk/{id}. Get bulk TIN match details.
    • GET /avalara1099/tin-matches/$bulk/{id}/results. Polling API. List bulk TIN match results.
  • Support for 1099-C (Cancellation of Debt) form type across all endpoints:
    • POST /avalara1099/1099/forms – Create new 1099-C forms
    • PUT /avalara1099/1099/forms/{id} – Update existing 1099-C forms
    • DELETE /avalara1099/1099/forms/{id} – Delete 1099-C forms
    • GET /avalara1099/1099/forms – Retrieve all forms, including 1099-C
    • GET /avalara1099/1099/forms/{id} – Retrieve specific 1099-C form by ID
    • GET /avalara1099/1099/forms/{id}/pdf – Retrieve the PDF for a 1099-C form
    • POST /avalara1099/1099/forms/$bulk-upsert – Bulk upsert 1099-C forms
    • Boxes 1–7 map to dateOfIdentifiableEvent, amountOfDebtDischarged, interestIncludedInDebtDischarged, debtDescription, debtorPersonallyLiableIndicator, identifiableEventCode, and fairMarketValueOfProperty.
    • identifiableEventCode takes the IRS codes A–H. A form stored with the pre-2017 code I reads back as H.
    • dateOfIdentifiableEvent, amountOfDebtDischarged, and debtDescription (at most 39 characters) are required; the IRS also requires identifiableEventCode. dateOfIdentifiableEvent must fall within the tax year or the ten years before it.
    • Form 1099-C has no state or local withholding boxes, so stateAndLocalWithholding is discarded and reads back as null.
  • Support for 1098 (Mortgage Interest Statement) form type across all endpoints:
    • POST /avalara1099/1099/forms – Create new 1098 forms
    • PUT /avalara1099/1099/forms/{id} – Update existing 1098 forms
    • DELETE /avalara1099/1099/forms/{id} – Delete 1098 forms
    • GET /avalara1099/1099/forms – Retrieve all forms, including 1098
    • GET /avalara1099/1099/forms/{id} – Retrieve specific 1098 form by ID
    • GET /avalara1099/1099/forms/{id}/pdf – Retrieve the PDF for a 1098 form
    • POST /avalara1099/1099/forms/$bulk-upsert – Bulk upsert 1098 forms
    • Boxes 1–11 map to mortgageInterestReceived, outstandingMortgagePrincipal, mortgageOriginationDate, refundOfOverpaidInterest, mortgageInsurancePremiums, pointsPaidOnPurchaseOfPrincipalResidence, propertyAddressSameAsBorrowerIndicator, propertyAddressOrDescription, numberOfPropertiesSecuringMortgage, otherInformation, and mortgageAcquisitionDate.
    • mortgageInterestReceived is required unless otherInformation is provided; otherwise at least one amount must be greater than zero. Provide exactly one of propertyAddressSameAsBorrowerIndicator and propertyAddressOrDescription.
    • propertyAddressOrDescription and otherInformation allow up to 39 characters. numberOfPropertiesSecuringMortgage is 2 to 9999 (omit it for a single property). mortgageAcquisitionDate must fall in the tax year, and mortgageOriginationDate at most 45 years before it.
    • validationErrors[].field identifies boxes as: Box 1 payment_1, Box 2 payment_6, Box 3 box_3_mortgage_orig_date, Box 4 payment_3, Box 5 payment_4, Box 6 payment_2, Box 7 box_7_prop_secures_mort_indicator, Box 8 box_8_address_property, Box 9 box_10_window, Box 10 box_5_other, Box 11 box_1_date_acquisition.
    • File one form per mortgage and give each its own referenceId. Without it, $bulk-upsert matches by TIN and updates the borrower's existing 1098 instead of adding another.
    • Form 1098 has no state or local withholding boxes, so stateAndLocalWithholding is discarded and reads back as null.
  • Support for 1099-S (Proceeds From Real Estate Transactions) form type across all endpoints:
    • POST /avalara1099/1099/forms – Create new 1099-S forms
    • PUT /avalara1099/1099/forms/{id} – Update existing 1099-S forms
    • DELETE /avalara1099/1099/forms/{id} – Delete 1099-S forms
    • GET /avalara1099/1099/forms – Retrieve all forms, including 1099-S
    • GET /avalara1099/1099/forms/{id} – Retrieve specific 1099-S form by ID
    • GET /avalara1099/1099/forms/{id}/pdf – Retrieve the PDF for a 1099-S form
    • POST /avalara1099/1099/forms/$bulk-upsert – Bulk upsert 1099-S forms
    • Boxes 1–6 (tax year 2025) map to dateOfClosing, grossProceeds, propertyAddressOrLegalDescription, transferorReceivedPropertyOrServicesIndicator, transferorIsForeignPersonIndicator, and buyersPartOfRealEstateTax. accountNumber holds the account or escrow number.
    • dateOfClosing and propertyAddressOrLegalDescription (at most 39 characters) are required. Unless transferorReceivedPropertyOrServicesIndicator is set, grossProceeds is required and grossProceeds plus buyersPartOfRealEstateTax must be greater than zero. dateOfClosing must fall within the tax year or the ten years before it.
    • validationErrors[].field identifies boxes as: Box 1 #/box_1_date_of_closing, Box 2 #/payment_2, Box 3 #/box_3_address_or_desc, Box 4 #/box_4_received_prop_indicator, Box 5 #/box_5_hsa_indicator, Box 6 #/payment_5; the greater-than-zero rule is reported on #/payments.
    • Form 1099-S has no state or local withholding boxes, so stateAndLocalWithholding is discarded and reads back as null.
Assets 2
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