API Reference

Update the recipient on a filing's forms

post
https://api.wingspan.app/v3/compliance/tax-filings//update-recipient

Updates the recipient and W-9 data on the filing's forms. The filing classifies the change as material or non-material and corrects only when needed: an address-only change is patched in place, an amount or identity change produces the appropriate correction. The overwrite turns off recipient sync so a later recalculation cannot clobber the manual value. Long-running; returns 202 with an async operation to poll.
Available in 1099 phase 2

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Path Params
string
required

Unique identifier of the tax filing

Body Params

Updates the recipient and W-9 data on the filing's forms. The filing classifies the change as material or non-material and corrects only when needed. An overwrite turns off recipient sync so a later recalculation cannot clobber the manual value.

recipient
object
required

A party named on the form (recipient or issuer).

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
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.

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:
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Updated 4 months ago

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Updated 4 months ago

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