API version 7 changelog

We are excited to announce the release of version 7 (V7) of our SurePrep and TaxCaddy APIs. With V7, users can take their implementation of SurePrep’s APIs into the future. Those upgrading from V5 to V7 will need to make minor adjustments to their integrations to ensure proper functionality with the new version. In this changelog, we delineate the necessary changes and showcase the updates that version 7 users can expect.
Breaking changes
When updating to V7, breaking changes are those that are necessary to implement V7. Failure to do so will result in a failed API call.
  • Changed
    GetToken
    - The input parameter will now require
    ClientID
    and
    ClientSecret
    .
    • Deprecated
      Username
      ,
      Password
      , and
      APIKey
      input parameters.
  • Changed
    The Header authentication parameter was updated to a bearer
    Authorization
    parameter. (for example, "Bearer ABCD-EFG").
Non-breaking changes
When working in V7, nonbreaking changes are those that are useful to keep in mind when using SurePrep’s APIs, but won’t break your workflow if not implemented. For example, new API calls, new output parameters, and new optional input parameters.
  • Added
    SendQuestionnaire
    to send your Standard clients their questionnaire request.
  • Added
    PrintQuestionnaire
    to print a client's questionnaire in its current state.
  • Added
    ProjectID
    ,
    SSN
    , and
    UtClientGuid
    added as optional input parameters for
    CreateClient
    .
  • Added
    Additional output parameters for
    AccountUsageHistory
    .
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