Unit.API.TaxForms (Unit v1.0.0)

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API module for Unit Tax Forms.

Unit generates 1099-INT forms for customers who earned $10 or more in interest during a calendar year, and 1099-MISC for customers who received $600 or more in rewards.

You are responsible for distributing tax forms to your customers by January 31.

Summary

Functions

get(id, opts \\ [])

Get a tax form by ID.

get_pdf(id, opts \\ [])

Get the PDF binary of a tax form.

list(opts \\ [])

List tax forms.

Functions

get(id, opts \\ [])

@spec get(
  String.t(),
  keyword()
) :: {:ok, Unit.Resource.TaxForm.t()} | {:error, term()}

Get a tax form by ID.

get_pdf(id, opts \\ [])

@spec get_pdf(
  String.t(),
  keyword()
) :: Unit.Client.response()

Get the PDF binary of a tax form.

list(opts \\ [])

@spec list(keyword()) :: {:ok, [Unit.Resource.TaxForm.t()], map()} | {:error, term()}

List tax forms.

Filter options

  • :customer_id
  • :account_id
  • :tax_year — e.g. "2023"

  • :form_type — "1099Int" | "1099Misc"

  • :page_limit, :page_offset