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How it works

A tax filing is an entitlement, not a workflow. You buy a right to file, draft the filing, fill it in, and submit it. Submitting spends one right. Drafting is free, so an abandoned draft never costs a right.
  • federal_tax_filing is the annual federal return. It needs the company’s EIN on file.
  • state_compliance_filing is the state’s annual report or franchise tax, available for Delaware and Wyoming today. On the company it shows as the state_tax_filing entitlement.

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Knowing when a filing is due

You do not track deadlines yourself. GET /companies/{id}/calendar lists a company’s upcoming compliance items, annual report and tax deadlines included, soonest first, each with a due_at:
A calendar.reminder webhook fires ahead of every one, so you are told when a filing is coming up rather than polling for it. Relay that reminder to your customer under your own brand, then start the filing below.

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The flow

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1. Buy the right

A filing right is ordered like any product. One order grants one right for the period:
Buy again for more, or use a yearly bundle that includes a filing and renews it each period. One right covers one submitted filing, per type, per year.

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2. Create the draft

You get a txf_ filing in draft with two things to work against:
  • form the sections to fill in.
  • missing what is still required, and submittable which is true once nothing is missing.
Already have everything? Pass "form": {...} and "submit": true to draft, fill, and submit in a single call.

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3. Fill the sections

Send a section to replace it whole. Sections you leave out keep their stored value, so you can fill in several passes:
The sections are corp_info, contact, additional_questions, owners, revenue_expenses (federal), balance_sheet (state), officers, and directors. fixed_assets is read-only on a filing - it is drawn from the company’s register, so manage it with the fixed-assets API (/companies/{id}/fixed-assets), not here. Read the current state, missing, and submittable any time with GET /tax-filings/{id}.

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4. Submit

Submit spends one right and moves the filing to in_review. It is refused when:
  • No right is available. You get entitlement_required (403). Buy one first.
  • Readiness is not met. The response names what is still missing.
Readiness checks, in short: federal needs the EIN on file, state must be Delaware or Wyoming, and if the company reports 1099 payments the forms must be attached before you submit.

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Track it