Tax Return

Tax returns for the purposes of this api are the annual accounts filled for the sake of tax declarations, and numerical data about its contents is available.

The tax return history is independent of the current month history setting, except when synchronization is triggered using the Infogreffe or impots-gouv providers.

Tax Return

Field	Type	Description
id	uuid	Unique identifier (UUID)
type	string	Different annual accounts types ("C" for Complete, "K" for Consolidated, "S" for Simplified, ...)
closing_year	year	Year on which the fiscal year ended
closing_date	date	Date on which the fiscal year ended
millesime	year	The tax return vintage refers to the reference year for which tax data is reported or processed.
duration	int	Duration, in months, of the fiscal year
submitted_date	date	Date on which the tax return was submitted
revenue	int	Revenues recorded on the declaration
net_profit	int	Net profit recorded on the declaration
file_id	string	See Download
privacy	string	Privacy level of the tax return (PUBLISHED, CONFIDENTIAL, SEMI_CONFIDENTIAL or NOT_PUBLISHED)
provider_name	string	Provider from which this tax return was obtained
data_connection_id	uuid	Data connection from which this tax return was obtained
warnings	array of Tax return values	List of completeness and consistency tests that failed.
tax_return_values	array of Tax return values	Tax return values object

Tax return values

Field	Type	Description
code	string	Code of the cell(s) in the tax return
values	array of ints	Value of the cell(s) in the tax return

Please find below the doc organising the data according to the type of the tax return and the code of the cells. The doc is according to the INPI version, for the tax values please check from page 9 to 29. Document Technique Comptes annuels

Tax return warnings

note

Tax return warnings are applied to tax returns with a closing year from 2022 onward.

Field	Type	Description
code	string	Error test(completeness/consistency) code
message	string	Error test(completeness/consistency) message

List of completeness tests

Code	Message
01	Missing balance sheet - assets - 2050-SD
02	Missing balance sheet - liabilities - 2051-SD
03	Missing income statement - 2052-SD
04	Missing income statement - 2053-SD
05	Missing fixed assets schedules - 2054-SD

Code	Message
07	Missing balance sheet - 2033-A-SD
08	Missing income statement - 2033-B-SD
09	Missing fixed assets - 2033-C-SD

List of consistency tests

Code	Message
11	Check total fixed assets - gross - Balance sheet assets - 2050-SD
12	Check total fixed assets - depreciation & provisions - Balance sheet assets - 2050-SD
13	Check total fixed assets - net - Balance sheet assets - 2050-SD
15	Check total current assets - gross - Balance sheet assets - 2050-SD
16	Check total current assets - depreciation & provisions - Balance sheet assets - 2050-SD
17	Check total current assets - net - Balance sheet assets - 2050-SD
18	Check overall balance sheet - gross - Balance sheet assets - 2050-SD
19	Check overall balance sheet - depreciation & provisions - Balance sheet assets - 2050-SD
20	Check overall balance sheet - net - Balance sheet assets - 2050-SD
21	Check total equity - Balance sheet liabilities - 2051-SD
22	Check total other equity - Balance sheet liabilities - 2051-SD
24	Check total liabilities - Balance sheet liabilities - 2051-SD
25	Check overall total - Balance sheet liabilities - 2051-SD
26	Check assets equal liabilities - 2050-SD
27	Check revenue #1 - Income statement - 2052-SD
29	Check total operating income - Income statement - 2052-SD
30	Check total operating expenses - Income statement - 2052-SD
31	Controle resultat d'exploitation - COMPTE DE RESULTAT - 2052-SD
32	Controle total produits financiers - COMPTE DE RESULTAT - 2052-SD
33	Check total financial expenses - Income statement - 2052-SD
34	Check financial result - Income statement - 2052-SD
35	Check total result - Income statement - 2052-SD
36	Check total exceptional income - Income statement - 2053-SD
37	Check total exceptional expenses - Income statement - 2053-SD
38	Check exceptional result - Income statement - 2053-SD
39	Check total income - Income statement - 2053-SD
40	Check total expenses - Income statement - 2053-SD
41	Check profit or loss - Income statement - 2053-SD
56	Check total fixed assets - opening gross value - Fixed assets - 2054-SD
57	Check total fixed assets - increases (revaluation/equity method) - Fixed assets - 2054-SD
58	Check total fixed assets - increases (acquisitions, creations, etc.) - Fixed assets - 2054-SD
60	Check total fixed assets - decreases (transfers) - Fixed assets - 2054-SD
61	Check total fixed assets - decreases (disposals/retirements) - Fixed assets - 2054-SD

Code	Message
75	Check total fixed assets - gross - Simplified balance sheet - 2033-A-SD
76	Check total depreciation/provisions on fixed assets - Simplified balance sheet - 2033-A-SD
77	Check total current assets - gross - Simplified balance sheet - 2033-A-SD
78	Check total depreciation on current assets - Simplified balance sheet - 2033-A-SD
79	Check total fixed + current assets - Simplified balance sheet - 2033-A-SD
80	Check total depreciation on fixed + current assets - Simplified balance sheet - 2033-A-SD
81	Check difference between gross and net assets - Simplified balance sheet - 2033-A-SD
82	Check totals for equity, risk provisions, liabilities - Simplified balance sheet - 2033-A-SD
84	Check total operating income - Simplified income statement 2033-B-SD
85	Check total operating expenses - Simplified income statement 2033-B-SD
86	Check operating result - Simplified income statement 2033-B-SD
87	Check profits or losses - Simplified income statement 2033-B-SD
88	Check assets equal liabilities - 2030-SD

Endpoints

GET/api/v6/users/{userId}/tax-returns

Returns the list of tax returns for the user's company.