Create forms

Prepares the caller org's 1099 drafts for a tax year, as the PAYER: one 1099-NEC and/or 1099-MISC per payee whose reportable payments on Hanzo's rails reach the year's threshold, from the same derivation GET /v1/tax/payments answers.

POST /v1/tax/forms

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Address	`https://api.hanzo.ai/v1/tax/forms`
Method	`POST`
Operation	`post_tax_forms`
Auth	`Authorization: Bearer $HANZO_API_KEY`

Each draft carries the payee as its W-9 names it — under a live grant, and otherwise only its org id — its boxes, box 4, the due dates, the payments it sums, and backup withholding at 24% when the payer holds no TIN for the payee (IRC §3406(a)(1)(A)) — an uncertified W-9 is stated as a warning, not a withholding, because these payments do not require the certification. Preparing again refreshes a draft or reviewed form in place (a reviewed one goes back to draft, to be reviewed again); one payee has at most one live form per kind and year, so a second preparation racing the first is refused, never doubled. A form already furnished is left alone and named in skipped — change it by correcting it. Nothing is furnished to anyone and nothing is filed with the IRS.

Request

1 field, body application/json (required).

Field	In	Type	Required	Description
`year`	body	integer (int64)	—	Year is the calendar year the payments were made in.

Response

Status	Body	Meaning
`200`	tax.Prepared	ok
`default`	problem-details	refused

200 body — 61 fields.

Field	In	Type	Always	Description
`forms`	body	tax.Form[]	—	Forms are the drafts made or refreshed.
`forms[].account`	body	string	—	Account is the account number the form prints — the original form's id, which a correction keeps, so the IRS can tie the two.
`forms[].backup`	body	tax.Withholding	—
`forms[].backup.dueCents`	body	integer (int64)	—	DueCents is what 24% of the reported boxes comes to — what should have been withheld.
`forms[].backup.rate`	body	integer (int64)	—	Rate is the backup withholding rate, in percent: 24.
`forms[].backup.reason`	body	string	—	Reason says why, and which rule — or, when nothing is required, what the payer should still know.
`forms[].backup.required`	body	boolean	—	Required is true when the payer holds no TIN for the payee — the IRC §3406(a)(1)(A) trigger these forms can know.
`forms[].boxes`	body	tax.Amount[]	—	Boxes are the figures, box 4 (federal income tax withheld) included.
`forms[].boxes[].box`	body	string	—	Box is the box number, e.g. "1a".
`forms[].boxes[].cents`	body	integer (int64)	—	Cents is the amount in cents.
`forms[].boxes[].label`	body	string	—	Label is the box's caption on the form.
`forms[].certified`	body	boolean	—	Certified is whether the payee's W-9 was certified when the form was prepared.
`forms[].corrected`	body	boolean	—	Corrected is true for a form that corrects one already furnished.
`forms[].createdAt`	body	integer (int64)	—	CreatedAt is when the form was prepared, unix seconds.
`forms[].delivery`	body	string	—	Delivery is electronic (Copy B in the payee's inbox) or paper, once furnished.
`forms[].due`	body	tax.Deadline	—
`forms[].due.file`	body	string	—	File is the date the return is due to the IRS, electronically (IRIS).
`forms[].due.furnish`	body	string	—	Furnish is the date Copy B is due to the recipient.
`forms[].furnishedAt`	body	integer (int64)	—	FurnishedAt is when Copy B was delivered in the inbox, or marked owed on paper.
`forms[].id`	body	string	—	ID is the form's id, "f1099_"-prefixed.
`forms[].kind`	body	string	—	Kind is 1099-NEC or 1099-MISC.
`forms[].mailedAt`	body	integer (int64)	—	MailedAt is when the payer recorded mailing a paper Copy B.
`forms[].notes`	body	string[]	—	Notes are what still needs a person, in words.
`forms[].payer`	body	tax.Party	—
`forms[].payer.address`	body	tax.Address	—
`forms[].payer.address.city`	body	string	—	City is the city or town.
`forms[].payer.address.country`	body	string	—	Country is ISO 3166-1 alpha-2; "US" when absent.
`forms[].payer.address.line1`	body	string	—	Line1 is the number, street, and apartment or suite.
`forms[].payer.address.line2`	body	string	—	Line2 continues the street address, when there is more of it.
`forms[].payer.address.state`	body	string	—	State is the two-letter state or territory code.
`forms[].payer.address.zip`	body	string	—	ZIP is five or nine digits.
`forms[].payer.businessName`	body	string	—	BusinessName is W-9 line 2, when there is one.
`forms[].payer.name`	body	string	—	Name is W-9 line 1.
`forms[].payer.org`	body	string	—	Org is the Hanzo org.
`forms[].payer.phone`	body	string	—	Phone is the payer's telephone number; a recipient has none on the form.
`forms[].payer.tin`	body	string	—	TIN is masked here always.
`forms[].payer.tinType`	body	string	—	TINType is ssn or ein; empty when no TIN is held.
`forms[].payments`	body	string[]	—	Payments are the rail payment ids summed into the boxes.
`forms[].reason`	body	string	—	Reason is why a corrected form was made.
`forms[].recipient`	body	tax.Party	—
`forms[].recipient.address`	body	tax.Address	—
`forms[].recipient.address.city`	body	string	—	City is the city or town.
`forms[].recipient.address.country`	body	string	—	Country is ISO 3166-1 alpha-2; "US" when absent.
`forms[].recipient.address.line1`	body	string	—	Line1 is the number, street, and apartment or suite.
`forms[].recipient.address.line2`	body	string	—	Line2 continues the street address, when there is more of it.
`forms[].recipient.address.state`	body	string	—	State is the two-letter state or territory code.
`forms[].recipient.address.zip`	body	string	—	ZIP is five or nine digits.
`forms[].recipient.businessName`	body	string	—	BusinessName is W-9 line 2, when there is one.
`forms[].recipient.name`	body	string	—	Name is W-9 line 1.
`forms[].recipient.org`	body	string	—	Org is the Hanzo org.
`forms[].recipient.phone`	body	string	—	Phone is the payer's telephone number; a recipient has none on the form.
`forms[].recipient.tin`	body	string	—	TIN is masked here always.
`forms[].recipient.tinType`	body	string	—	TINType is ssn or ein; empty when no TIN is held.
`forms[].status`	body	string	—	Status is draft, reviewed, furnished, owed or void.
`forms[].supersededBy`	body	string	—	SupersededBy is the form that corrects this one, once there is one.
`forms[].supersedes`	body	string	—	Supersedes is the form this one corrects.
`forms[].updatedAt`	body	integer (int64)	—	UpdatedAt is when its status last moved, unix seconds.
`forms[].w9`	body	string	—	W9 is where the payer's W-9 request stood when the form was prepared.
`forms[].year`	body	integer (int64)	—	Year is the calendar year the payments were made.
`skipped`	body	string[]	—	Skipped says, per payee and form, why nothing was prepared — a form already furnished is never re-prepared, only corrected.
`year`	body	integer (int64)	—	Year is the tax year.

Failure carries the platform error shape — see Errors.

Examples

hanzo has no subcommand for this operation — the CLI serves only what cloud's live route table confirms. Use HTTP or an SDK.

import { Configuration, TaxApi } from 'hanzoai';

const api = new TaxApi(new Configuration({ accessToken: process.env.HANZO_API_KEY }));
const { data } = await api.postTaxForms({ year: 0 });

from hanzoai.cloud import ApiClient, Configuration
from hanzoai.cloud.api import TaxApi

client = ApiClient(Configuration(access_token=os.environ["HANZO_API_KEY"]))
result = TaxApi(client).post_tax_forms(year=0)

cfg := hanzoai.NewConfiguration()
cfg.AddDefaultHeader("Authorization", "Bearer "+os.Getenv("HANZO_API_KEY"))
client := hanzoai.NewAPIClient(cfg)

resp, _, err := client.TaxAPI.PostTaxForms(context.Background()).Execute()
if err != nil {
	return err
}

use hanzo_client::apis::{configuration::Configuration, tax_api};

let mut cfg = Configuration::new();
cfg.bearer_access_token = std::env::var("HANZO_API_KEY").ok();

let result = tax_api::post_tax_forms(&cfg, Default::default()).await?;

import ai.hanzo.cloud.ApiClient;
import ai.hanzo.cloud.api.TaxApi;

ApiClient client = new ApiClient();
client.setBearerToken(System.getenv("HANZO_API_KEY"));

var result = new TaxApi(client).postTaxForms();

The method above is the one at the current release of the document. [email protected] (npm) and [email protected] (PyPI) were generated from an earlier release, where this operation carried a different id, so it spells the method differently — regenerating the clients is what makes the two agree. SDKs →

curl -X POST https://api.hanzo.ai/v1/tax/forms \
  -H "Authorization: Bearer $HANZO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
       "year": 0
     }'

MCP declares no tool for tax — tools/list on https://api.hanzo.ai/v1/mcp names the products it does reach. Use HTTP or an SDK.

Tax API · All Hanzo APIs · Interactive reference

Request

Response

Examples

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