- Your end-user initiates the retrieval of his or her tax return transcripts using Connect. Verix downloads and parses the transcripts, storing the information as a collection of
tax_returnobjects. Connect returns a
codeupon successful end-user authentication.
- Once the end-user has authenticated with Connect, you send the
codeto your server. Your server exchanges the
code(along with your
client_secret) for a
token, which corresponds to that end-user.
- Your server uses the
tokento securely retrieve the
tax_returnobjects from Verix.
You have two different API keys:
|client_id||Publicly-exposed string, accessed via developer dashboard, used to initialize Verix Connect, identify your application, and build authorization URLs presented to users|
|client_secret||A private identifier used to authenticate the identity of the application to the service API when the application requests a |
There are three Verix environments available to use:
|sandbox||Use the Sandbox environment for building and testing your integration. In this environment, you can enter any validly formatted input data and you will receive a randomly generated set of tax returns via the Verix API.|
|development||Use the Development environment for building and testing your integration. In this environment, you can enter the credentials for a sample account and you will receive a static set of tax returns via the Verix API.|
|production||Use the Production environment when you're ready to launch your integration. In this environment, your customers will enter their actual personal information. You will receive your customer's tax returns. Note, in this environment all requests are billed.|
Updated 2 months ago