Switch a filing to manual management

post

https://api.wingspan.app/v3/compliance/tax-filings/{taxFilingId}/switch-to-manual

Hands the whole filing over to manual control in one flip. It makes every managed form on the filing directly editable, marks them no longer managed, and stops automated recompute. After this the manual correct action and direct form edits are allowed. This is one-way. Long-running; returns 202 with an async operation to poll.
Available in 1099 phase 2

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Path Params

taxFilingId

string

required

Unique identifier of the tax filing

Body Params

Optional detail for switching a filing to manual management.

reason

string

metadata

object

Free-form key-value pairs. Max 50 keys; key length at most 40 characters; value length at most 500 characters. Where a list endpoint declares metadata filtering, it uses the QueryQL namespace via filter[metadata.{key}][eq]=value or filter[metadata.{key}][in][]=value. Endpoints that do not declare the dynamic Metadata filter do not support Metadata filtering.

Headers

Idempotency-Key

string

length between 1 and 255

^[\x21-\x7e]{1,255}$

Optional idempotency token for authenticated POST and PATCH requests. Reusing the same key and body returns the cached response for 24 hours, except credential operations that explicitly document a 409 because one-time secret material is never cached; reusing it with a different body returns 409 IdempotencyKeyConflict. Use 1-255 printable ASCII characters.

X-Wingspan-Account

string

^(?:[A-Za-z0-9_.]{22}|[a-f0-9]{24})$

Select the Account for an Account-scoped operation. A direct ServiceAccount API key MUST supply this header, and the target must be within the ServiceAccount owner's or Authorization grant's Account boundary. A Person bearer may select an Account on which it has an active Stakeholder, and an Account session may select its bound Account (or a descendant only when the session explicitly includes descendants).

string

enum

Defaults to application/json

Generated from available response content types

Allowed:

Responses

Language

Credentials

Bearer

JWT

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Response

Click Try It! to start a request and see the response here! Or choose an example:

application/json

application/problem+json

202Switch to manual accepted

400Malformed request syntax

401Unauthenticated

403Forbidden

404Resource not found

409Conflict

501This operation is not yet available

503A downstream dependency is temporarily unavailable; retryable. Body carries code: ServiceUnavailable and may include extensions.retryAfter.