Tax Reclaims | Citi Docs Demo

Overview

Tax Reclaim APIs are important for tracking and managing tax recoveries, with “Open” detailing outstanding amounts and “Closed” offering historical settlement data. Utilizing these APIs enables users to monitor potential cash inflows, facilitate efficient payments reconciliation, and seamlessly integrate vital tax reclaim information into their financial and operational systems.

What will this help me with?

Support Cash Flow Forecasting — Gain immediate insights into potential cash inflows by tracking open tax reclaim amounts, allowing for more accurate short-term and long-term cash flow projections and liquidity planning.

Streamlined Reconciliation & Reporting — Facilitate the automation of the reconciliation of tax reclaim payments using historical settlement data, significantly reducing manual effort and improving the accuracy of financial reporting and compliance.

Efficient Data Integration — Support seamless integration of critical tax reclaim information directly into existing financial, accounting, and operational systems, ensuring a unified and real-time view of tax recovery statuses and entitlements.

How it works

You are encouraged to use OAuth Token Authentication for this API which requires only client and secret key.

All API responses will be paginated to ensure you are able to retrieve all necessary data.

Make the OAuth Token

Use post call and pass the API credentials to get the OAuth Token.

Get Balance data

Use Get Tax Reclaims API with generated token and client id, to retrieve the account information. You may define the pagination as required using skip and take parameters.

Availability

Formats

JSON
CSV
XML

Countries

Available in any country where Citi operates, subject to local regulations and service availability. Please speak with your Citi Representative for additional details.

Availability subject to change without notice. Please speak with your Citi Representative for additional details.

Security requirements

Citi uses access tokens to authenticate and authorize API requests from your application. To receive an access token from Citi you will first send an API request to our OAuth endpoint using your API credentials: client ID and secret key. Please visit the Authentication guide for more details.