Tax Exemptions
Download SpecAll tax exemptions related paths
user_ids
array[string]
required
Ids of the users for whom the tax exemption is to be created.
User unique identifier.
string
uuid
User unique identifier.
tax_exemption_details
One Of
required
Tax Exemption - Request - German Tax Exemption Details
object (Tax Exemption - Request - German Tax Exemption Details)
tax_exemption_type
string
Tax exemption type
- SINGLE - Tax exemption for Individual.
- MARRIED - Tax exemption for married couples.
- Enum
-
- SINGLE
- MARRIED
tax_exemption_amount
object (tax_exemption_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
country
string
^[A-Z]{2}$
required
Country code. ISO 3166 alpha-2 Codes.
valid_to_date
string
date
Date until which the tax exemption is valid. If it is unlimited, it is omitted. For Germany it is always the last day of the year (YYYY-12-31). RFC 3339, section 5.6
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- "1"
idempotency-key
string
uuid
^[0-9a-fA-F]{8}-?[0-9a-fA-F]{4}-?[0-5][0-9a-fA-F]{3}-?[089abAB][0-9a-fA-F]{3}-?[0-9a-fA-F]{12}$
required
A UUID to be used as an idempotency key. This prevents a duplicate request from being replayed. https://docs.upvest.co/documentation/concepts/api_concepts/idempotency
- Example
- "ccb07f42-4104-44ad-8e1f-c660bb7b269c"
oauth-client-credentials
Required Scopes:
taxes:admin
Creates a tax exemption.
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
files:read
· Read files metadata -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices, -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
securities_transfers:admin
· Securities Transfers operations -
securities_transfers:read
· Securities Transfers read transfers -
taxes:admin
· Modify tax residencies and tax exemptions -
taxes:read
· Read tax residencies -
tests:admin
· Testing related operations -
topups:admin
· Top-ups operations -
topups:read
· Top-ups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- client_credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
Request
{
"user_ids": [
"70fd317b-81e1-4f21-9f7e-3b5cb4dfe686"
],
"tax_exemption_details": {
"tax_exemption_type": "SINGLE",
"tax_exemption_amount": {
"currency": "EUR",
"amount": "1000"
}
},
"country": "DE",
"valid_to_date": "2024-12-31"
}
Response
Creation request accepted.
{
"id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1"
}
Empty response
Empty response
Empty response
Empty response
Empty response
Bad Request. The incoming request had a malformed parameter/object.
{
"status": 400,
"type": "bad_request"
}
Unauthorized. The caller has not been authenticated.
{
"status": 401,
"type": "unauthorized"
}
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
{
"status": 403,
"type": "forbidden"
}
Not Found. The requested resource could not be found.
{
"status": 404,
"type": "not_found"
}
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
{
"status": 406,
"type": "not_acceptable"
}
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
{
"status": 429,
"type": "too_many_requests"
}
Internal Server Error. The service encountered an unexpected error.
{
"status": 500,
"type": "internal_server_error"
}
Service Unavailable. The service handling for this request cannot be reached at this time.
{
"status": 503,
"type": "method_not_allowed"
}
Gateway Timeout. The service gateway has reached its internal timeout.
{
"status": 504,
"type": "gateway_timeout"
}
id
string
uuid
Tax Exemption Unique Identifier
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Get a tax exemption by ID
Returns the tax exemption specified by its ID
tax_exemption_id
string
uuid
required
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- "1"
oauth-client-credentials
Required Scopes:
taxes:admin
Returns the tax exemption specified by its ID
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
files:read
· Read files metadata -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices, -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
securities_transfers:admin
· Securities Transfers operations -
securities_transfers:read
· Securities Transfers read transfers -
taxes:admin
· Modify tax residencies and tax exemptions -
taxes:read
· Read tax residencies -
tests:admin
· Testing related operations -
topups:admin
· Top-ups operations -
topups:read
· Top-ups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- client_credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
Response
OK
{
"id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1",
"created_at": "2024-01-01T10:33:43Z",
"updated_at": "2024-01-01T10:33:43Z",
"status": "ACTIVE",
"user_ids": [
"70821d79-366f-4873-804b-14857d690496"
],
"country": "DE",
"valid_from_date": "2024-01-01",
"valid_to_date": "2024-12-31",
"tax_exemption_details": {
"tax_exemption_type": "SINGLE",
"tax_exemption_amount": {
"amount": "1000.00",
"currency": "EUR"
},
"utilized_amount": {
"amount": "0.00",
"currency": "EUR"
},
"remaining_amount": {
"amount": "1000.00",
"currency": "EUR"
}
}
}
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Unauthorized. The caller has not been authenticated.
{
"status": 401,
"type": "unauthorized"
}
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
{
"status": 403,
"type": "forbidden"
}
Not Found. The requested resource could not be found.
{
"status": 404,
"type": "not_found"
}
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
{
"status": 406,
"type": "not_acceptable"
}
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
{
"status": 429,
"type": "too_many_requests"
}
Internal Server Error. The service encountered an unexpected error.
{
"status": 500,
"type": "internal_server_error"
}
Service Unavailable. The service handling for this request cannot be reached at this time.
{
"status": 503,
"type": "method_not_allowed"
}
Gateway Timeout. The service gateway has reached its internal timeout.
{
"status": 504,
"type": "gateway_timeout"
}
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
id
string
uuid
required
Tax Exemption Unique Identifier
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
updated_at
string
date-time
required
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
status
string
required
Tax exemption status
- NEW - The tax exemption request is created.
- ACTIVE - The tax exemption is valid and active for the current year.
- EXPIRED - The tax exemption is no longer
ACTIVE
and thevalid_to_date
already lies in the past. An update is not possible. - CANCELLED - The tax exemption could not be created or was cancelled.
- Enum
-
- NEW
- ACTIVE
- EXPIRED
- CANCELLED
user_ids
array[string]
required
Ids of the users for whom the tax exemption was created.
User unique identifier.
string
uuid
User unique identifier.
country
string
^[A-Z]{2}$
required
Country code. ISO 3166 alpha-2 Codes.
valid_from_date
string
date
required
Date from which the tax exemption is valid. RFC 3339, section 5.6
valid_to_date
string or null
date
required
Date until which the tax exemption is valid. If it is unlimited, it is omitted. For Germany it is always the last day of the year (YYYY-12-31). RFC 3339, section 5.6
tax_exemption_details
One Of
required
Tax Exemption - German Tax Exemption Details
object (Tax Exemption - German Tax Exemption Details)
tax_exemption_type
string
required
Tax exemption type
- SINGLE - Tax exemption for Individual.
- MARRIED - Tax exemption for married couples.
- Enum
-
- SINGLE
- MARRIED
tax_exemption_amount
object (tax_exemption_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
utilized_amount
object (utilized_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
remaining_amount
object (remaining_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Update a tax exemption
Updates a tax exemption specified by its ID.
user_ids
array[string]
required
Ids of the users for whom the tax exemption is to be updated.
User unique identifier.
string
uuid
User unique identifier.
tax_exemption_details
One Of
required
Tax Exemption - Request - German Tax Exemption Details
object (Tax Exemption - Request - German Tax Exemption Details)
tax_exemption_type
string
Tax exemption type
- SINGLE - Tax exemption for Individual.
- MARRIED - Tax exemption for married couples.
- Enum
-
- SINGLE
- MARRIED
tax_exemption_amount
object (tax_exemption_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
country
string
^[A-Z]{2}$
required
Country code. ISO 3166 alpha-2 Codes.
valid_to_date
string
date
Date until which the tax exemption is valid. If it is unlimited, it is omitted. For Germany it is always the last day of the year (YYYY-12-31). RFC 3339, section 5.6
tax_exemption_id
string
uuid
required
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- "1"
oauth-client-credentials
Required Scopes:
taxes:admin
Updates a tax exemption specified by its ID.
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
files:read
· Read files metadata -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices, -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
securities_transfers:admin
· Securities Transfers operations -
securities_transfers:read
· Securities Transfers read transfers -
taxes:admin
· Modify tax residencies and tax exemptions -
taxes:read
· Read tax residencies -
tests:admin
· Testing related operations -
topups:admin
· Top-ups operations -
topups:read
· Top-ups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- client_credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
Request
{
"user_ids": [
"70fd317b-81e1-4f21-9f7e-3b5cb4dfe686"
],
"tax_exemption_details": {
"tax_exemption_type": "SINGLE",
"tax_exemption_amount": {
"currency": "EUR",
"amount": "955"
}
},
"country": "DE",
"valid_to_date": "2024-12-31"
}
Response
The tax exemption update is submitted.
{
"id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1"
}
Empty response
Empty response
Empty response
Empty response
Empty response
Bad Request. The incoming request had a malformed parameter/object.
{
"status": 400,
"type": "bad_request"
}
Unauthorized. The caller has not been authenticated.
{
"status": 401,
"type": "unauthorized"
}
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
{
"status": 403,
"type": "forbidden"
}
Not Found. The requested resource could not be found.
{
"status": 404,
"type": "not_found"
}
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
{
"status": 406,
"type": "not_acceptable"
}
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
{
"status": 429,
"type": "too_many_requests"
}
Internal Server Error. The service encountered an unexpected error.
{
"status": 500,
"type": "internal_server_error"
}
Service Unavailable. The service handling for this request cannot be reached at this time.
{
"status": 503,
"type": "method_not_allowed"
}
Gateway Timeout. The service gateway has reached its internal timeout.
{
"status": 504,
"type": "gateway_timeout"
}
id
string
uuid
Tax Exemption Unique Identifier
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Delete a tax exemption
Deletes a tax exemption specified by its ID.
tax_exemption_id
string
uuid
required
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- "1"
oauth-client-credentials
Required Scopes:
taxes:admin
Deletes a tax exemption specified by its ID.
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
files:read
· Read files metadata -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices, -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
securities_transfers:admin
· Securities Transfers operations -
securities_transfers:read
· Securities Transfers read transfers -
taxes:admin
· Modify tax residencies and tax exemptions -
taxes:read
· Read tax residencies -
tests:admin
· Testing related operations -
topups:admin
· Top-ups operations -
topups:read
· Top-ups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- client_credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
Response
The request has been successfully accepted and will be processed asynchronously.
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
No schema
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Unauthorized. The caller has not been authenticated.
{
"status": 401,
"type": "unauthorized"
}
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
{
"status": 403,
"type": "forbidden"
}
Not Found. The requested resource could not be found.
{
"status": 404,
"type": "not_found"
}
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
{
"status": 406,
"type": "not_acceptable"
}
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
{
"status": 429,
"type": "too_many_requests"
}
Internal Server Error. The service encountered an unexpected error.
{
"status": 500,
"type": "internal_server_error"
}
Service Unavailable. The service handling for this request cannot be reached at this time.
{
"status": 503,
"type": "method_not_allowed"
}
Gateway Timeout. The service gateway has reached its internal timeout.
{
"status": 504,
"type": "gateway_timeout"
}
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
List tax exemptions for a user
Returns the tax exemptions of the user specified by ID.
sort
string
Sort the result by created_at
.
- Default
- "created_at"
- Enum
-
- created_at
order
string
Sort order of the result list if the sort
parameter is specified. Use ASC
for ascending or DESC
for descending sort order.
- Default
- "ASC"
- Enum
-
- ASC
- DESC
offset
int
int32
Use the offset
argument to specify where in the list of results to start when returning items for a particular query.
- Min
- 0
limit
int
int32
Use the limit
argument to specify the maximum number of items returned.
- Default
- 100
- Min
- 0
- Max
- 1000
user_id
string
uuid
required
User unique identifier.
upvest-client-id
string
uuid
required
Tenant Client ID
- Example
- "ebabcf4d-61c3-4942-875c-e265a7c2d062"
authorization
string
^Bearer [a-zA-Z0-9\-\._~+/]*=*
required
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
- Example
- "Bearer c2VjcmV0Cg=="
signature
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
signature-input
string
required
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
upvest-api-version
string
Upvest API version (Note: Do not include quotation marks)
- Default
- "1"
- Enum
-
- 1
- Example
- "1"
oauth-client-credentials
Required Scopes:
taxes:admin
Returns the tax exemptions of the user specified by ID.
All Scopes
-
account_liquidations:admin
· Trigger/read/cancel accounts liquidations -
account_liquidations:read
· Read accounts liquidations -
account_returns:read
· Read accounts returns -
accounts:admin
· Create/update/delete accounts and account groups -
accounts:read
· Read accounts and account groups -
checks:admin
· Create checks -
checks:read
· Read checks -
credit_fundings:read
· Credit Fundings read operations -
fees:admin
· Create and read fee operations -
fees:read
· Read fee operations -
files:read
· Read files metadata -
instruments:read
· Read instruments -
mandates:admin
· Create/update/delete mandates -
mandates:read
· Read mandates -
orders:admin
· Create/update/delete orders -
orders:read
· Read orders -
payments:admin
· Payins and withdrawal operations -
payments:read
· Payins and withdrawal read operations -
portfolios:admin
· Modify portfolios -
portfolios:read
· Read portfolios -
positions:read
· Read positions -
prices:read
· Read instrument prices, -
reference_accounts:admin
· Create/update/delete reference accounts -
reference_accounts:read
· Read reference accounts -
reports:admin
· Create reports -
reports:read
· Read reports -
savings_plans:admin
· Create/read savings plans -
savings_plans:read
· Read savings plans -
securities_transfers:admin
· Securities Transfers operations -
securities_transfers:read
· Securities Transfers read transfers -
taxes:admin
· Modify tax residencies and tax exemptions -
taxes:read
· Read tax residencies -
tests:admin
· Testing related operations -
topups:admin
· Top-ups operations -
topups:read
· Top-ups read operations -
transactions:read
· Read cash and securities transactions -
users:admin
· Create/update/delete users -
users:read
· Read users -
valuations:read
· Read valuations -
virtual_cash_balances:admin
· Virtual cash balances -
webhooks:admin
· Create/update/delete webhooks -
webhooks:read
· Read webhooks
- Flow Type:
- client_credentials
- Token URL:
- https://sandbox.upvest.co/auth/token
Response
OK
{
"meta": {
"offset": 0,
"limit": 100,
"count": 1,
"total_count": 1,
"sort": "created_at",
"order": "ASC"
},
"data": [
{
"id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1",
"created_at": "2024-01-01T10:33:43Z",
"updated_at": "2024-01-01T10:33:43Z",
"status": "ACTIVE",
"user_ids": [
"70821d79-366f-4873-804b-14857d690496"
],
"country": "DE",
"valid_from_date": "2024-01-01",
"valid_to_date": "2024-12-31",
"tax_exemption_details": {
"tax_exemption_type": "SINGLE",
"tax_exemption_amount": {
"amount": "1000.00",
"currency": "EUR"
},
"utilized_amount": {
"amount": "0.00",
"currency": "EUR"
},
"remaining_amount": {
"amount": "1000.00",
"currency": "EUR"
}
}
}
]
}
Empty response
Empty response
Empty response
Empty response
Gateway Timeout. The service gateway has reached its internal timeout.
{
"status": 504,
"type": "gateway_timeout"
}
Bad Request. The incoming request had a malformed parameter/object.
{
"status": 400,
"type": "bad_request"
}
Unauthorized. The caller has not been authenticated.
{
"status": 401,
"type": "unauthorized"
}
Forbidden. The caller has been authenticated but is not allowed to take the requested action.
{
"status": 403,
"type": "forbidden"
}
Not Found. The requested resource could not be found.
{
"status": 404,
"type": "not_found"
}
Method Not Allowed. The requested method is not allowed on the requested resource.
{
"status": 405,
"type": "method_not_allowed"
}
Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
{
"status": 406,
"type": "not_acceptable"
}
Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
{
"status": 429,
"type": "too_many_requests"
}
Internal Server Error. The service encountered an unexpected error.
{
"status": 500,
"type": "internal_server_error"
}
Service Unavailable. The service handling for this request cannot be reached at this time.
{
"status": 503,
"type": "method_not_allowed"
}
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
meta
object (meta)
required
offset
int
required
Amount of resource to offset in the response.
limit
int
required
Total limit of the response.
count
int
required
Count of the resources returned in the response.
total_count
int
required
Total count of all the resources.
sort
string
The field that the list is sorted by.
order
string
The ordering of the response.
- ASC - Ascending order
- DESC - Descending order
- Enum
-
- ASC
- DESC
data
array[object (Webhook - Tax exemption - Created - Tax exemption)]
required
Webhook - Tax exemption - Created - Tax exemption
object (Webhook - Tax exemption - Created - Tax exemption)
id
string
uuid
required
Tax Exemption Unique Identifier
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
updated_at
string
date-time
required
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
status
string
required
Tax exemption status
- NEW - The tax exemption request is created.
- ACTIVE - The tax exemption is valid and active for the current year.
- EXPIRED - The tax exemption is no longer
ACTIVE
and thevalid_to_date
already lies in the past. An update is not possible. - CANCELLED - The tax exemption could not be created or was cancelled.
- Enum
-
- NEW
- ACTIVE
- EXPIRED
- CANCELLED
user_ids
array[string]
required
Ids of the users for whom the tax exemption was created.
User unique identifier.
string
uuid
User unique identifier.
country
string
^[A-Z]{2}$
required
Country code. ISO 3166 alpha-2 Codes.
valid_from_date
string
date
required
Date from which the tax exemption is valid. RFC 3339, section 5.6
valid_to_date
string or null
date
required
Date until which the tax exemption is valid. If it is unlimited, it is omitted. For Germany it is always the last day of the year (YYYY-12-31). RFC 3339, section 5.6
tax_exemption_details
One Of
required
Tax Exemption - German Tax Exemption Details
object (Tax Exemption - German Tax Exemption Details)
tax_exemption_type
string
required
Tax exemption type
- SINGLE - Tax exemption for Individual.
- MARRIED - Tax exemption for married couples.
- Enum
-
- SINGLE
- MARRIED
tax_exemption_amount
object (tax_exemption_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
utilized_amount
object (utilized_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
remaining_amount
object (remaining_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
upvest-request-id
string
uuid
required
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Tax Exemption Events
id
string
uuid
required
Event unique identifier
created_at
string
date-time
required
Date and time when the event was created. RFC 3339-5, ISO8601 UTC
type
string
required
Tax exemption events webhook type
- TAX_EXEMPTION.CREATED - Tax exemption successfully created.
- TAX_EXEMPTION.UPDATED - Tax exemption successfully updated.
- TAX_EXEMPTION.DELETED - Tax exemption successfully deleted.
- Enum
-
- TAX_EXEMPTION.CREATED
- TAX_EXEMPTION.UPDATED
- TAX_EXEMPTION.DELETED
object
object (object)
required
id
string
uuid
required
Tax Exemption Unique Identifier
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
updated_at
string
date-time
required
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
status
string
required
Tax exemption status
- NEW - The tax exemption request is created.
- ACTIVE - The tax exemption is valid and active for the current year.
- EXPIRED - The tax exemption is no longer
ACTIVE
and thevalid_to_date
already lies in the past. An update is not possible. - CANCELLED - The tax exemption could not be created or was cancelled.
- Enum
-
- NEW
- ACTIVE
- EXPIRED
- CANCELLED
user_ids
array[string]
required
Ids of the users for whom the tax exemption was created.
User unique identifier.
string
uuid
User unique identifier.
country
string
^[A-Z]{2}$
required
Country code. ISO 3166 alpha-2 Codes.
valid_from_date
string
date
required
Date from which the tax exemption is valid. RFC 3339, section 5.6
valid_to_date
string or null
date
required
Date until which the tax exemption is valid. If it is unlimited, it is omitted. For Germany it is always the last day of the year (YYYY-12-31). RFC 3339, section 5.6
tax_exemption_details
One Of
required
Tax Exemption - German Tax Exemption Details
object (Tax Exemption - German Tax Exemption Details)
tax_exemption_type
string
required
Tax exemption type
- SINGLE - Tax exemption for Individual.
- MARRIED - Tax exemption for married couples.
- Enum
-
- SINGLE
- MARRIED
tax_exemption_amount
object (tax_exemption_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
utilized_amount
object (utilized_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
remaining_amount
object (remaining_amount)
required
amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
currency
string
required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
webhook_id
string
uuid
required
Webhook unique identifier.
Request
{
"id": "295cf14f-368c-450e-b57e-48d115d30fe4",
"created_at": "2024-01-01T10:34:43Z",
"type": "TAX_EXEMPTION.CREATED",
"object": {
"id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1",
"created_at": "2024-01-01T10:33:43Z",
"updated_at": "2024-01-01T10:33:43Z",
"status": "ACTIVE",
"user_ids": [
"70821d79-366f-4873-804b-14857d690496"
],
"country": "DE",
"valid_from_date": "2024-01-01",
"valid_to_date": "2024-12-31",
"tax_exemption_details": {
"tax_exemption_type": "SINGLE",
"tax_exemption_amount": {
"amount": "1000.00",
"currency": "EUR"
},
"utilized_amount": {
"amount": "0.00",
"currency": "EUR"
},
"remaining_amount": {
"amount": "1000.00",
"currency": "EUR"
}
}
},
"webhook_id": "4a80c45f-204c-4498-ac20-d900a846e166"
}
{
"id": "295cf14f-368c-450e-b57e-48d115d30fe4",
"created_at": "2024-01-01T10:34:43Z",
"type": "TAX_EXEMPTION.UPDATED",
"object": {
"id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1",
"created_at": "2024-01-01T10:33:43Z",
"updated_at": "2024-01-01T10:33:43Z",
"status": "ACTIVE",
"user_ids": [
"70821d79-366f-4873-804b-14857d690496"
],
"country": "DE",
"valid_from_date": "2024-01-01",
"valid_to_date": "2024-12-31",
"tax_exemption_details": {
"tax_exemption_type": "SINGLE",
"tax_exemption_amount": {
"amount": "1000.00",
"currency": "EUR"
},
"utilized_amount": {
"amount": "0.00",
"currency": "EUR"
},
"remaining_amount": {
"amount": "1000.00",
"currency": "EUR"
}
}
},
"webhook_id": "c10c4156-5f34-46cd-82b8-4ef84f0f3e24"
}
{
"id": "295cf14f-368c-450e-b57e-48d115d30fe4",
"created_at": "2024-01-01T10:34:43Z",
"type": "TAX_EXEMPTION.DELETED",
"object": {
"id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1",
"created_at": "2024-01-01T10:33:43Z",
"updated_at": "2024-09-01T01:13:03Z",
"status": "ACTIVE",
"user_ids": [
"70821d79-366f-4873-804b-14857d690496"
],
"country": "DE",
"valid_from_date": "2024-01-01",
"valid_to_date": "2024-12-31",
"tax_exemption_details": {
"tax_exemption_type": "SINGLE",
"tax_exemption_amount": {
"amount": "1000.00",
"currency": "EUR"
},
"utilized_amount": {
"amount": "0.00",
"currency": "EUR"
},
"remaining_amount": {
"amount": "1000.00",
"currency": "EUR"
}
}
},
"webhook_id": "cd26a6ce-7a1c-47de-a6fc-b5dfd996da99"
}
Response
Request has been processed successfully.
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
No schema
Tax Exemption Failure Events
id
string
uuid
required
Event unique identifier
created_at
string
date-time
required
Date and time when the event was created. RFC 3339-5, ISO8601 UTC
type
string
required
Type of the tax exemption failure events webhook.
- TAX_EXEMPTION.CREATION_FAILED - Tax exemption creation failed.
- TAX_EXEMPTION.UPDATE_FAILED - Tax exemption update failed.
- TAX_EXEMPTION.DELETION_FAILED - Tax exemption deletion failed.
- Enum
-
- TAX_EXEMPTION.CREATION_FAILED
- TAX_EXEMPTION.UPDATE_FAILED
- TAX_EXEMPTION.DELETION_FAILED
object
object (object)
required
id
string
uuid
required
Tax Exemption Unique Identifier
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
updated_at
string
date-time
required
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
reason
string
required
Reason for the failure of the tax exemption request.
status
string
required
Tax exemption status
- NEW - The tax exemption request is created.
- ACTIVE - The tax exemption is valid and active for the current year.
- EXPIRED - The tax exemption is no longer
ACTIVE
and thevalid_to_date
already lies in the past. An update is not possible. - CANCELLED - The tax exemption could not be created or was cancelled.
- Enum
-
- NEW
- ACTIVE
- EXPIRED
- CANCELLED
user_ids
array[string]
required
Ids of the users for whom the tax exemption was created.
User unique identifier.
string
uuid
User unique identifier.
webhook_id
string
uuid
required
Webhook unique identifier.
Request
{
"id": "2ce641a1-e89c-43be-b8d8-981d4aac5bd5",
"created_at": "2024-01-01T10:34:43Z",
"type": "TAX_EXEMPTION.CREATION_FAILED",
"object": {
"id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1",
"created_at": "2024-01-01T10:33:43Z",
"updated_at": "2024-01-01T10:33:43Z",
"reason": "Missing TIN",
"status": "CANCELLED",
"user_ids": [
"70821d79-366f-4873-804b-14857d690496"
]
},
"webhook_id": "606e3c01-c9cf-4073-900e-718bfc521953"
}
{
"id": "2ce641a1-e89c-43be-b8d8-981d4aac5bd5",
"created_at": "2024-01-01T10:34:43Z",
"type": "TAX_EXEMPTION.UPDATE_FAILED",
"object": {
"id": "f1a57a04-1a89-4dab-ae3a-ff9b2a9377c1",
"created_at": "2024-01-01T10:33:43Z",
"updated_at": "2024-01-01T10:33:43Z",
"reason": "Invalid Amount",
"status": "CANCELLED",
"user_ids": [
"70821d79-366f-4873-804b-14857d690496"
]
},
"webhook_id": "0a50586f-74d7-49ea-b2e8-bb02e9e8ee3b"
}
{
"id": "43020799-f975-4973-aa5a-be2536efb6dd",
"created_at": "2024-01-01T10:34:43Z",
"type": "TAX_EXEMPTION.DELETION_FAILED",
"object": {
"id": "f1670eb3-ccfc-473b-b628-0d8530ebe62d",
"reason": "Tax exemption amount already utilised",
"status": "ACTIVE",
"user_ids": [
"a9947111-579b-4652-a53d-d7b81f2e50c8"
],
"created_at": "2024-01-01T10:33:43Z",
"updated_at": "2024-01-01T10:33:43Z"
},
"webhook_id": "c2588a12-a22b-4d79-bada-24cfb9794727"
}
Response
Request has been processed successfully.
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
Empty response
No schema
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