Tax Statements

Monthly tax statement data allows you to have more specific details about the income history and financial capabilities of your users.

In Chile, the monthly tax declaration form corresponds to the F29 form.

Data from the F29 form

Monthly Income

With the F29 form you can obtain information about all the monthly incomes from the last 24 months of your user.

You can get information like the sum of tax payments of a month, tax withholding, taxes associated to the income and others.

Extra data

With the F29 form you can not only get the rent from your users. The Fintoc API also gives you additional information that you can use for your risk models, to improve onboarding experiences or to update contact information.

Sample response

Here you can see what a response from the Fintoc API looks like. Read the Fiscal API reference to see more details.

{
  "id": "taxstmt_000000000",
  "fiscal_year": 2021,
  "document_number": "123456",
  "period": "10",
  "status": "Vigente",
  "object": "tax_statement",
  "currency": "CLP",
  "institution_id": "cl_fiscal_sii",
  "interval_unit": "monthly",
  "institution_tax_statement": {
    "total_payment": 2646845,
    "total_debit": 1173692,
    "total_credit": 403497,
    "retention_fee": 6497,
    "salary_tax": 1870153,
    "monthly_provisional_payments": null
    },
  "taxpayer": {
    "id": "777777777",
    "name": "Fintoc SpA",
    "institution_tax_payer": {
      "phone": "999999999",
      "email": "[email protected]",
      "addresses": [
        {
          "city": "Santiago",
          "code": "84345463",
          "type": "DOMICILIO",
          "number": "2461",
          "region": "REGION METROPOLITANA",
          "street": "LOS CONQUISTADORES",
          "commune": "PROVIDENCIA",
          "apartment": null
        }
      ],
      "activities": [
        {
          "iva": false,
          "code": "0123",
          "category": "1",
          "started_at": "2020-04-16T04:00:00.000Z",
          "description": "Servicios de tecnología"
        }
      ],
      "authorized_documents": [
        {
          "code": "33",
          "description": "FACTURA ELECTRONICA",
          "authorized_at": "2021-11-30T15:57:38.584Z",
          "max_documents": 414
        }
      ]
    }
  }
}

Using the Fiscal API

1. Configure the Fintoc widget

To connect a Link that includes tax returns to Fintoc, you must configure the widget with the tax_statements product:

const widget = Fintoc.create({
  holderType: 'business',
  product: 'tax_statements',
  publicKey: 'pk_test_Ks91jGaksOPns71Sf5h',
  webhookUrl: 'https://yourwebhook.com',
  onSuccess: () => console.log('success!'),
  onExit: () => console.log('exit')
})

Read the guide about the widget to learn more about its integration and parameters.

2. Retrieving the monthly tax statements

Roughly 2 minutes after your user connected the new Link, you have access to the tax statements!

Read the Fiscal API reference for more details about the endpoints.