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POST
/
client-links
cURL
curl --request POST \
  --url https://api.trychart.com/client-links \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "metadata": {},
  "settings": {
    "transcripts": {
      "ACTR": [
        "<string>"
      ],
      "RECA": [
        "<string>"
      ],
      "WAID": [
        "<string>"
      ],
      "VENF": [
        "<string>"
      ],
      "W2": [
        "<string>"
      ],
      "1095-A": [
        "<string>"
      ],
      "NOTICE": [
        "<string>"
      ]
    },
    "prefillData": {}
  }
}
'
{
  "url": "https://dashboard.trychart.com/c/1234567890",
  "id": "cm3tj5p2g000e674soxr2brbl"
}

Authorizations

​
Authorization
string
header
required

Please use base64 encoded client_id:client_secret. You can use this command to generate the base64 encoded string: echo -n 'client_id:client_secret' | base64

Body

application/json
​
metadata
object

Custom metadata identifying external fields about the taxpayer. This is useful for keeping track of external information about the taxpayer such as user IDs from other systems.

​
settings
object

Response

201 - application/json

IRS 8821 Form Submission Response

​
url
string
required
Example:

"https://dashboard.trychart.com/c/1234567890"

​
id
string
required
Example:

"cm3tj5p2g000e674soxr2brbl"