When you configure an export, import, or another type of flow step using the form view designed for the Thomson Reuters connector, the following API operations are supported:
Note
You can also create a composite endpoint for this application. For more information, see Application-specific (simple) forms.
Note
As outlined in the resources, endpoint availability varies by region; not all endpoints are supported in every region.
Resource |
API endpoint |
Export |
Import |
---|---|---|---|
Account mappings (UAT, EMEA, and APAC) |
Retrieve all mappings from the system |
X |
|
Create a mapping |
X |
||
Add entries to a mapping |
X |
||
Chart of accounts (APAC) |
Retrieve charts of accounts from the system |
X |
|
Create a chart of account |
X |
||
Add entries to a chart of account |
X |
||
Chart of accounts (UAT, EMEA, and APAC) |
Retrieve charts of accounts from the system |
X |
|
Create a chart of account |
X |
||
Add entries to a chart of account |
X |
||
Corporate tax imports (UAT, EMEA, and APAC) |
List all the supported import types for a specific dataset |
X |
|
Retrieve the input parameters for a specific import type |
X |
||
Import data into calculations |
X |
||
Get status for import |
X |
||
List all the journals for a specific dataset |
X |
||
Delete all the journals for a specific dataset |
X |
||
Delete a journal for a specific dataset |
X |
||
Dataset purpose (UAT, EMEA, and APAC) |
Fetch the list of all dataset purposes |
X |
|
Dataset purpose (UAT, and APAC) |
Fetch the list of all dataset purposes |
X |
|
Datasets (UAT, EMEA, and APAC) |
Fetch the list of all datasets |
X |
|
Create a new dataset |
X |
||
Fetch the information of a dataset |
X |
||
Edit dataset |
X |
||
Delete dataset by ID |
X |
||
Fetch the status of created dataset |
X |
||
Access e-filed data in a specific period |
X |
||
Export return into JSON format |
X |
||
Export return into Excel format |
X |
||
Fetch the status of delete dataset operation |
X |
||
Add notes to a specific cell or sheet within a dataset entity |
X |
||
Add a query to a specific cell or sheet within a dataset entity |
X |
||
Fetch the list of all datasets |
X |
||
Create a new dataset with the given payload parameters |
X |
||
Fetch the information of a given dataset |
X |
||
Edit dataset with the given payload parameters |
X |
||
Delete dataset by ID |
X |
||
Fetch the status of created dataset |
X |
||
Access e-filed data |
X |
||
Export return into JSON format |
X |
||
Export return into Excel format |
X |
||
Fetch the status of delete dataset operation |
X |
||
Add notes to a specific cell or sheet within a dataset entity |
X |
||
Add a query to a specific cell or sheet within a dataset entity |
X |
||
Entities (UAT, EMEA, and APAC) |
Fetch all entities |
X |
|
Create entities |
X |
||
Fetch entity details by ID |
X |
||
Update an entity |
X |
||
Delete an entity |
X |
||
Fetch all groups and child entities |
X |
||
Entities (UAT, and APAC) |
Fetch all entities |
X |
|
Create entities |
X |
||
Fetch entity details by ID |
X |
||
Update an entity |
X |
||
Delete an entity |
X |
||
Fetch all groups and child entities |
X |
||
Entity hierarchy (UAT, EMEA, and APAC) |
Create/update an entity group structure |
X |
|
Delete the entity group structure |
X |
||
Entity hierarchy (UAT, and APAC) |
Create/update an entity group structure |
X |
|
Delete the entity group structure |
X |
||
Exports (APAC) |
Fetch list of notes |
X |
|
Fetch list of queries |
X |
||
Exports (EMEA and APAC) |
Fetch list of notes |
X |
|
Exports (EMEA, and APAC) |
Fetch list of queries |
X |
|
Get document status (UAT) |
Retrieve the latest processing status about the e-document ID |
X |
|
Indirect tax imports (EMEA) |
List all the existing imports in the system |
X |
|
Import data into returns information |
X |
||
Fetch the detailed information of an import task |
X |
||
Delete the import task |
X |
||
Update import status to process the external import files |
X |
||
Import data via API into returns using an external file (CSV) |
X |
||
Jurisdictions (UAT, EMEA, and APAC) |
Fetch the details of all jurisdictions supported in the system |
X |
|
Jurisdictions (UAT, and APAC) |
Fetch the details of all jurisdictions supported in the system |
X |
|
Reports (UAT, EMEA, and APAC) |
Fetch the specific report and list output fields |
X |
|
Queue reports for execution |
X |
||
Fetch the status of the report |
X |
||
Fetch the data |
X |
||
Fetch the list of all reports (both standard and custom) |
X |
||
Fetch the input parameters required to run a specific report and also list output fields |
X |
||
Queue reports for execution |
X |
||
Fetch the status of the report based on the input parameters from the queue reports api |
X |
||
Fetch the data from the queue reports API |
X |
||
Reports (UAT, EMEA, and APAC) |
Fetch the list of all reports |
X |
|
Submissions (UAT, EMEA, and APAC) |
Search submissions |
X |
|
Package submissions |
X |
||
Submissions e-file return |
X |
||
Current status of tax return e-filing |
X |
||
Downloads the tax return e-filing receipt |
X |
||
Submissions (UAT, and APAC) |
Search submissions |
X |
|
Get e-filer export package data for download |
X |
||
Submission e-file return |
X |
||
Current status of tax return e-filing |
X |
||
Download the tax return e-filing receipt |
X |
||
Submit document (UAT) |
Receive various supported documents from ERP and submit to tax authority |
X |
|
Tax account mappings (UAT, and APAC) |
Retrieve all mappings from the system |
X |
|
Create a mapping |
X |
||
Add entries to a mapping |
X |
||
Template families (UAT, EMEA, and APAC) |
Fetch the list of all template families supported in the system |
X |
|
Retrieve the list of all templates in a specific template family |
X |
||
Template families (UAT, and APAC) |
Fetch the list of all template families supported in the system |
X |
|
Retrieve the list of all templates in a specific template family |
X |
||
Update document (UAT) |
Take supported action against an e-document ID/ERP-generated transaction ID for AP transactions |
X |
|
Take supported action against an e-document ID for AR transactions |
X |
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