Open a tax filing

curl --request POST \
  --url https://api.clemta.com/v1/companies/{companyID}/tax-filings \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{}'

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({})
};

fetch('https://api.clemta.com/v1/companies/{companyID}/tax-filings', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://api.clemta.com/v1/companies/{companyID}/tax-filings"

payload = {}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.clemta.com/v1/companies/{companyID}/tax-filings"

	payload := strings.NewReader("{}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

{
  "object": "tax_filing",
  "id": "txf_0346sFPEvSkJvY8vt14NNw",
  "company": "<string>",
  "year": 2025,
  "type": "federal",
  "status": "draft",
  "livemode": true,
  "created_at": "2023-11-07T05:31:56Z",
  "progress": "draft",
  "form": {
    "corp_info": {
      "name": "<string>",
      "state": "<string>",
      "entity_type": "llc",
      "industry": "<string>",
      "parent_company": "<string>",
      "ein": "<string>",
      "formation_date": "<string>",
      "initial_return": true,
      "issued_shares": 1,
      "gross_assets": 1,
      "dba": "<string>",
      "principal_business_activity": "<string>"
    },
    "contact": {
      "address": {
        "country": "<string>",
        "line1": "<string>",
        "city": "<string>",
        "state": "<string>",
        "postal_code": "<string>",
        "line2": "<string>"
      },
      "phone": "<string>",
      "phone_country": "<string>",
      "email": "[email protected]",
      "principal_place_of_business": {
        "country": "<string>",
        "line1": "<string>",
        "city": "<string>",
        "state": "<string>",
        "postal_code": "<string>",
        "line2": "<string>"
      }
    },
    "additional_questions": {
      "has_employees": true,
      "made_1099_payments": true,
      "form_1099_files": [
        "<string>"
      ],
      "purchased_assets": true,
      "owns_non_us_corp": true,
      "has_us_physical_presence": true
    },
    "owners": [
      {
        "name": "<string>",
        "title": "<string>",
        "type": "<string>",
        "ftin": "<string>",
        "itin": "<string>",
        "ssn": "<string>",
        "ein": "<string>",
        "phone": "<string>",
        "address": {
          "country": "<string>",
          "line1": "<string>",
          "city": "<string>",
          "state": "<string>",
          "postal_code": "<string>",
          "line2": "<string>"
        },
        "capital_contributions": 1,
        "percentage_owned": 50
      }
    ],
    "revenue_expenses": {
      "sales": {
        "gross_sales": 1,
        "returns_and_allowances": 1,
        "sales": 1
      },
      "cost_of_goods_sold": {
        "beginning_inventory": 1,
        "purchases": 1,
        "ending_inventory": 1
      },
      "expenses": {},
      "principal_business_activity": "<string>"
    },
    "balance_sheet": {
      "lines": {},
      "principal_business_activity": "<string>"
    },
    "fixed_assets": [
      {
        "title": "<string>",
        "placed_in_service": "2023-12-25",
        "cost": 1,
        "salvage_value": 1,
        "business_use": 50
      }
    ],
    "officers": [
      {
        "first_name": "<string>",
        "last_name": "<string>",
        "title": "<string>",
        "address": {
          "country": "<string>",
          "line1": "<string>",
          "city": "<string>",
          "state": "<string>",
          "postal_code": "<string>",
          "line2": "<string>"
        }
      }
    ],
    "directors": [
      {
        "first_name": "<string>",
        "last_name": "<string>",
        "title": "<string>",
        "address": {
          "country": "<string>",
          "line1": "<string>",
          "city": "<string>",
          "state": "<string>",
          "postal_code": "<string>",
          "line2": "<string>"
        }
      }
    ]
  },
  "form_1099_count": 123,
  "submittable": true,
  "missing": [
    {
      "field": "contact.email",
      "reason": "required"
    }
  ],
  "updated_at": "2023-11-07T05:31:56Z"
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

POST

companies

{companyID}

tax-filings

Open a tax filing

curl --request POST \
  --url https://api.clemta.com/v1/companies/{companyID}/tax-filings \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '{}'

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({})
};

fetch('https://api.clemta.com/v1/companies/{companyID}/tax-filings', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://api.clemta.com/v1/companies/{companyID}/tax-filings"

payload = {}
headers = {
    "Authorization": "Bearer <token>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.clemta.com/v1/companies/{companyID}/tax-filings"

	payload := strings.NewReader("{}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "Bearer <token>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

{
  "object": "tax_filing",
  "id": "txf_0346sFPEvSkJvY8vt14NNw",
  "company": "<string>",
  "year": 2025,
  "type": "federal",
  "status": "draft",
  "livemode": true,
  "created_at": "2023-11-07T05:31:56Z",
  "progress": "draft",
  "form": {
    "corp_info": {
      "name": "<string>",
      "state": "<string>",
      "entity_type": "llc",
      "industry": "<string>",
      "parent_company": "<string>",
      "ein": "<string>",
      "formation_date": "<string>",
      "initial_return": true,
      "issued_shares": 1,
      "gross_assets": 1,
      "dba": "<string>",
      "principal_business_activity": "<string>"
    },
    "contact": {
      "address": {
        "country": "<string>",
        "line1": "<string>",
        "city": "<string>",
        "state": "<string>",
        "postal_code": "<string>",
        "line2": "<string>"
      },
      "phone": "<string>",
      "phone_country": "<string>",
      "email": "[email protected]",
      "principal_place_of_business": {
        "country": "<string>",
        "line1": "<string>",
        "city": "<string>",
        "state": "<string>",
        "postal_code": "<string>",
        "line2": "<string>"
      }
    },
    "additional_questions": {
      "has_employees": true,
      "made_1099_payments": true,
      "form_1099_files": [
        "<string>"
      ],
      "purchased_assets": true,
      "owns_non_us_corp": true,
      "has_us_physical_presence": true
    },
    "owners": [
      {
        "name": "<string>",
        "title": "<string>",
        "type": "<string>",
        "ftin": "<string>",
        "itin": "<string>",
        "ssn": "<string>",
        "ein": "<string>",
        "phone": "<string>",
        "address": {
          "country": "<string>",
          "line1": "<string>",
          "city": "<string>",
          "state": "<string>",
          "postal_code": "<string>",
          "line2": "<string>"
        },
        "capital_contributions": 1,
        "percentage_owned": 50
      }
    ],
    "revenue_expenses": {
      "sales": {
        "gross_sales": 1,
        "returns_and_allowances": 1,
        "sales": 1
      },
      "cost_of_goods_sold": {
        "beginning_inventory": 1,
        "purchases": 1,
        "ending_inventory": 1
      },
      "expenses": {},
      "principal_business_activity": "<string>"
    },
    "balance_sheet": {
      "lines": {},
      "principal_business_activity": "<string>"
    },
    "fixed_assets": [
      {
        "title": "<string>",
        "placed_in_service": "2023-12-25",
        "cost": 1,
        "salvage_value": 1,
        "business_use": 50
      }
    ],
    "officers": [
      {
        "first_name": "<string>",
        "last_name": "<string>",
        "title": "<string>",
        "address": {
          "country": "<string>",
          "line1": "<string>",
          "city": "<string>",
          "state": "<string>",
          "postal_code": "<string>",
          "line2": "<string>"
        }
      }
    ],
    "directors": [
      {
        "first_name": "<string>",
        "last_name": "<string>",
        "title": "<string>",
        "address": {
          "country": "<string>",
          "line1": "<string>",
          "city": "<string>",
          "state": "<string>",
          "postal_code": "<string>",
          "line2": "<string>"
        }
      }
    ]
  },
  "form_1099_count": 123,
  "submittable": true,
  "missing": [
    {
      "field": "contact.email",
      "reason": "required"
    }
  ],
  "updated_at": "2023-11-07T05:31:56Z"
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

{
  "type": "https://docs.clemta.com/partner/errors#resource_already_exists",
  "title": "<string>",
  "status": 349,
  "code": "api_key_invalid",
  "detail": "<string>",
  "request_id": "<string>",
  "errors": [
    {
      "reason": "<string>",
      "location": "<string>",
      "validation_type": "<string>",
      "how_to_fix": "<string>"
    }
  ]
}

Authorizations

Authorization

string

header

required

Your API key, e.g. Authorization: Bearer clmt_test_. Live keys use the clmt_live_ prefix.

Headers

Clemta-Version

string

Date-based API version to run this request against.

Example:

"2026-08-13"

Path Parameters

companyID

string

required

ID of the company.

Pattern: ^cmp_[0-9A-Za-z]{22}$

Body

application/json

Opens a filing for the current year. The slot is one filing per company, type and year. Creating is free - the filing entitlement is spent at submit, not here - so an abandoned draft never costs a right.

type

enum<string>

required

Available options:

federal,

state

form

object

Sections to fill at creation. Identity fields prefill from the company - send only what differs.

Show child attributes

submit

boolean

True runs create, fill and submit as one atomic call - the filing lands with Clemta immediately, or nothing is created at all. Requires a complete form and an available filing entitlement.

Response

The filing, with its form and readiness.

One federal or state tax filing on a company. Open it over the API, fill the form, and submit it - or your customer can open and fill it themselves. The filing entitlement is spent at submit. Follow progress with tax_filing.created / tax_filing.status.changed.

object

enum<string>

required

Entity name.

Available options:

tax_filing

string

required

Pattern: ^txf_[0-9A-Za-z]{22}$

Example:

"txf_0346sFPEvSkJvY8vt14NNw"

company

string

required

Pattern: ^cmp_[0-9A-Za-z]{22}$

year

integer<int64>

required

The filing year.

Example:

2025

type

enum<string>

required

Available options:

federal,

state

status

enum<string>

required

Review outcome: draft while the customer fills it in, in_review once submitted to Clemta, then accepted or rejected. A rejected filing is re-openable - it can be corrected and resubmitted, moving it back to in_review.

Available options:

draft,

in_review,

accepted,

rejected

livemode

boolean

required

created_at

string<date-time>

required

progress

enum<string>

Where Clemta has the return. additional_info and signature_requested need the customer. return_ready means the return is available in the company's documents. completed is filed.

Available options:

draft,

in_progress,

additional_info,

signature_requested,

return_ready,

completed

form

object

The questionnaire as currently stored. Present on the detail read and on write answers, absent on the list.

Show child attributes

form_1099_count

integer

How many IRS-1099 files are attached to the filing, however they were attached them. Present on the detail read and on write answers.

submittable

boolean

True when the filing is editable (a draft, or a rejected filing sent back for correction) with every required section in place. Present on the detail read and on write answers.

missing

object[]

What still keeps the filing from being submitted, field by field. Empty when submittable is true. Present on the detail read and on write answers.

Show child attributes

updated_at

string<date-time>

Identity

Accounts

Companies

Officers & directors

Products and pricing

Service orders

Tax filings

Fixed assets

Requirements

Verification and signing

Files

File links

Calendar

Status tracking

Events

Hosted links

Sandbox

Webhook events

Open a tax filing

Authorizations

Headers

Path Parameters

Body

Response