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Tax & Accounting Industry

Learn about the breadth of Tax and Accounting platforms with API capabilities within Thomson Reuters. Explore our Tax and Accounting APIs and the use cases they can help you solve.

Unleash the power of AI through an accounting and tax research tool. Find the right answers faster with dialogue-based research and quick, on-point search results.

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Use case
Quick access to current tax, accounting research, editorial insights, and news
Quick access to current tax, accounting research, editorial insights, and news

Australian online product that creates companies, trusts, partnerships, Self Managed Super Funds (SMSF) and lodge the appropriate setup documents with the relevant government agencies.

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Cleardocs

The primary goal of integration is to enable the third-party system to place the order in Cleardocs using our API.

Reduce friction by retrieving financial data for your client directly from their financial institution instead of relying on manual or offline processes.

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Confirmation Open-banking REST API

Reduce friction by retrieving financial data for your client directly from their financial institution instead of relying on manual or offline processes.

Use case
Fetch audit client's financial data per consent request.Retrieve consent data directly from the client's financial institution and consume the data into your own system. Using the Open banking API, download consent related data directly and get notified when new data is available.

Create a paperless tax and accounting office with cloud-based document storage. Link documents to client workflows as they're scanned and search by highlighted text, keywords, or previous queries.

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GoFileRoom Document Management API
GoFileRoom Document Management API

The API can quickly associate client documents to workflows while uploading files to the web-based DMS.

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GoFileRoom FirmFlow API

Provides cloud-based accounting workflow software that standardizes any business process through routing functionality, real-time tracking, custom reporting features, and more.

Provides cloud-based accounting workflow software that standardizes any business process through routing functionality, real-time tracking, custom reporting features, and more.
Use case
Connecting Your Firm and Your Technology Stack
Connecting Your Firm and Your Technology Stack

GoFileRoom APIs can drive efficiencies by joining the several applications used to manage your firm and provide time saving by keeping your firm’s technology stack aligned.

GoFileRoom APIs can drive efficiencies by joining the several applications used to manage your firm and provide time saving by keeping your firm’s technology stack aligned.
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Handle the workflow no matter the size of your firm with industry-leading professional income tax software. Pay less in maintenance costs, face fewer storage issues, and rest easy with business continuance under this online platform.

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GoSystem

This API integration between client and GoSystem, client applications can check e-file status, print returns, and more.

Use case
Import or export data from a tax return
Import or export data from a tax return

API designed to import or export data from a tax return.

Use case
Create, modify, and delete GoSystem users
Create, modify, and delete GoSystem users

Allows firms to create and manage several types of users and assign those users to groups with differing permissions in GoSystem Income Tax RS.

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Consult the updated lists of 69-B, with the information from the SAT and the trades published in the DOF, monitor and integrate the new data 24/7 with the reliability of Thomson Reuters. Check the 69 B listings and ensure that your operations are not linked to these companies.

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Listados EFOS API

Get real-time alerts about EFOS taxpayers on track by the Mexican SAT.

ONESOURCE Administration includes several modules with setup tasks for administrators such as Company Info, Reference Data, Notifications, Reporting, and Setup. Each of these areas standardize and centralize the process of managing application information across all ONESOURCE products in one convenient module.

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ONESOURCE Data Intelligence API

API for predictive Account Mapping suggestions. Input Account Name(s) for Financial Hierarchy mapping.

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Financial Hierarchy API

API to create and retrieve hierarchical list of Financial Accounting Classifications.

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Currencies API

API to provide a list of currencies, curated by Thomson Reuters and available in several ONESOURCE applications.

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Stay on top of deadlines with centralized compliance and tax calendar software. Create a customizable and automatically updated calendar for accessibility from anywhere.

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ONESOURCE Calendar Global Content Library
ONESOURCE Calendar Global Content Library

Global Content Library is a repository of global statutory obligations, plus the rules to determine their deadlines for a given year.

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ONESOURCE Calendar Due Date Management
ONESOURCE Calendar Due Date Management

Create and manage Due Date records maintained in ONESOURCE Calendar.

Use case
Query curated library of statutory obligations and obtain associated deadlines
Query curated library of statutory obligations and obtain associated deadlines

Identify the statutory obligations that are relevant to your company and determine their associated deadlines for a given year.

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Comprehensive compliance solution providing the tools needed to prepare tax computations, reports and returns across corporate tax and partnership tax returns and includes modules for specialized companies not limited to Investment Companies, REITs, Unit Trusts and Investments Trusts

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ONESOURCE Corporate Tax Account Mappings API
ONESOURCE Corporate Tax Account Mappings API

API to create & update tax account mappings

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ONESOURCE Corporate Tax Reports API
ONESOURCE Corporate Tax Reports API

API to run reports.

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ONESOURCE Corporate Tax Chart of Accounts API
ONESOURCE Corporate Tax Chart of Accounts API

API to create & update chart of accounts

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Streamline your corporate tax preparation workflow and reduce time spent collecting data. Add structured storage and improve data accuracy without sacrificing interface familiarity.

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ONESOURCE Data Hub Schematic/Template API
ONESOURCE Data Hub Schematic/Template APIONESOURCE Data Hub Schematic/Template APIs enable the definition of the expected data format and related information that is used during the data processing in Data Hub.
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ONESOURCE Data Hub

Enables incoming data to be ingested, processed & stored for use in various applications and external access

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ONESOURCE Data Hub Topic API

ONESOURCE Data Hub Topic APIs provide access to the Topics which are sets of data records that arrived via file ingest or via other streaming methods that have been processed in Data Hub

ONESOURCE Data Hub Topic APIs provide access to the Topics which are sets of data records that arrived via file ingest or via other streaming methods that have been processed in Data Hub
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Standardize, organize, and optimize data at every step with a tax data management software. Streamline corporate tax preparation workflow and improve data accuracy without sacrificing interface familiarity.

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ONESOURCE DATA FLOW API

Interact with data and information surrounding the data collection and workpaper standardization managed via DataFlow.

Use case
Enables the collection of tax & accounting data from a variety of sources
Enables the collection of tax & accounting data from a variety of sources

Enables the collection of data from a variety of sources for retrieval, updating, and instantiating externally.

ONESOURCE Fringe Benefits Tax

View all ONESOURCE Fringe Benefits Tax APIs

Prepare fringe benefits tax returns and reportable fringe benefit information.

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ONESOURCE Fringe Benefits Tax Administration API
ONESOURCE Fringe Benefits Tax Administration API
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ONESOURCE Fringe Benefits Tax Reports API
ONESOURCE Fringe Benefits Tax Reports APIAPI to process, retrieve data & download related to RFBA & Declaration reports. Reports API also retrieves data related to payroll tax details, summaries, RFBA listing details and RFBA listing summaries.
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ONESOURCE Fringe Benefits Tax - Benefits API
ONESOURCE Fringe Benefits Tax - Benefits API
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File quick and accurate U.S. corporate income tax returns with the most trusted software on the market. Manage every step of the process for federal, state, and international compliance.

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ONESOURCE Income Tax Return Live API

This API exposes features for working with IncomeTax Tax-Returns

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ONESOURCE Income Tax E file API
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ONESOURCE Income Tax Import-Export API
ONESOURCE Income Tax Import-Export API
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ONESOURCE Sales and Use Tax Compliance

View all ONESOURCE Sales and Use Tax Compliance APIs

A compliance and reporting solution supporting clients in preparing and filing their US Sales and Use Tax obligations.

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Configuration API

Automate the configuration of your entities and returns by building your own integration

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Content Services API

Automate the retrieval of core tax content information for your compliance reporting

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Compliance Services API

Automate your end-to-end compliance workflow with minimal intervention and work in batches

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ONESOURCE Statutory Reporting

View all ONESOURCE Statutory Reporting APIs

Prep and file financial statements accurately to comply with statutory reporting obligations with a cloud-based disclosure management software. Access templates for 45+ jurisdictions, and translate reports into English.

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ONESOURCE Statutory Reporting Financial Periods API
ONESOURCE Statutory Reporting Financial Periods API

Use this API to create and retrieve financial periods for a reporting entity.

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ONESOURCE Statutory Reporting Categories API
ONESOURCE Statutory Reporting Categories API

Use this API to retrieve root categories in a financial period.

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ONESOURCE Statutory Reporting Data API
ONESOURCE Statutory Reporting Data API

Use this API to retrieve and update non trial balance disclosure data.

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ONESOURCE Tax Provision Classic

View all ONESOURCE Tax Provision Classic APIs

Tax provision software to help automate your corporate financial close and streamline the tax provision process. Drill down and filter data, close faster, file taxes earlier, and free up time to grow your business.

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ONESOURCE Tax Provision Classic: Subconsolidations
ONESOURCE Tax Provision Classic: Subconsolidations

Use this API to review and manipulate subconsolidations in your instance.

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Access Management API

The Access Management API allows the ONESOURCE Tax Provision users to retrieve a list of roles that are available in their instance. The users will see the ID, Name and Description of their roles. This list can be filtered and sorted. The number of records returned per query can be limited (maximum 100) and the index of the first record can be modified so the users can see more than the first 100 roles.

The Access Management API allows the ONESOURCE Tax Provision users to retrieve a list of roles that are available in their instance. The users will see the ID, Name and Description of their roles. This list can be filtered and sorted. The number of records returned per query can be limited (maximum 100) and the index of the first record can be modified so the users can see more than the first 100 roles.
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ONESOURCE Tax Provision Classic: Journal Entries
ONESOURCE Tax Provision Classic: Journal Entries

Use this API to review approved Journal Entries reports and then either post or cancel them.

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ONESOURCE Trust Tax Services

View all ONESOURCE Trust Tax Services APIs

Meet operational goals and make effective decisions with a fiduciary tax software. Simplify everything from data management, compliance, and filing information in Trust Tax.

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ONESOURCE Trust Tax Services

Create, Update, and Fetch and Trust Account entities and transactional data.

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ONESOURCE Trust Tax Services

ONESOURCE Trust Tax helps reduce operational costs by providing the features and functions of an in-house tax system.

Use case
Notify Your Fiduciary Customers of Tax Document Readiness
Notify Your Fiduciary Customers of Tax Document Readiness

Integrate ONESOURCE Trust Tax into your CRM email system to provide customer notification of tax document availability.

Meet operational goals and make effective decisions with a fiduciary tax software. Simplify everything from data management, compliance, and filing information in Trust Tax.

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ONESOURCE Trusts Master Data API

API to create and retrieve Jurisdictions, Templates, Template Families & Entities.

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ONESOURCE Trusts Datasets API

API to create, edit, delete and retrieve Datasets & Calculations.

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ONESOURCE Trusts Imports API

API responsible for importing data into calculations and delete the imported data.

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Comprehensive platform that automates the routine of accounting firms in Brazil.

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Onvio BR Accounting API

Providing services to integrate with Onvio/Domínio Contábil avoiding manual work like the importation of an e-invoice.

Suite of tax and accounting products designed so firms can access and fully manage and collaborate on all things from one point of access

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Onvio Tax US Import/Export- SurePrep
Onvio Tax US Import/Export- SurePrep

This API is used to import tax return data into and export tax return data from Onvio Tax US Individual Returns.

Market-leading global tax determination software that automates tax calculations. Report on sales and use tax, GST, VAT, and excise tax using the latest rates and rules.

Use case
Use Case for Transaction Extract reporting APIs
Use Case for Transaction Extract reporting APIs

Transaction Extract reporting APIs enable you to access transaction-level data for selected companies according to the unique needs of your organization. The ability to access data in a customized fashion may enable you to better manage risk and take advantage of business and regulatory opportunities.

Transaction Extract reporting APIs enable you to access transaction-level data for selected companies according to the unique needs of your organization. The ability to access data in a customized fashion may enable you to better manage risk and take advantage of business and regulatory opportunities.