Tax filings

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.

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:

curl https://api.clemta.com/v1/companies/cmp_.../calendar \
  -H "Authorization: Bearer clmt_live_..."

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.

The flow

1. Buy the right

A filing right is ordered like any product. One order grants one right for the period:

curl -X POST https://api.clemta.com/v1/companies/cmp_.../service-orders \
  -H "Authorization: Bearer clmt_live_..." \
  -d '{"product_key": "federal_tax_filing"}'

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.

2. Create the draft

curl -X POST https://api.clemta.com/v1/companies/cmp_.../tax-filings \
  -d '{"type": "federal"}'

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.

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:

curl -X POST https://api.clemta.com/v1/companies/cmp_.../tax-filings/txf_... \
  -d '{"form": {"corp_info": {...}, "contact": {...}, "owners": [...]}}'

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 /companies/{id}/tax-filings/{id}.

4. Submit

curl -X POST https://api.clemta.com/v1/companies/cmp_.../tax-filings/txf_.../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.

Track it

GET /companies/{id}/tax-filings lists a company’s filings and their status: draft, in_review, accepted, rejected.
Webhooks: tax_filing.created fires once per filing, tax_filing.status.changed on every move. Clemta reviews the submission and files the return, and you follow each state change on the webhook.

Get Started

The platform

Building on the API

Versioning

How it works

Knowing when a filing is due

The flow

1. Buy the right

2. Create the draft

3. Fill the sections

4. Submit

Track it

​How it works

​Knowing when a filing is due

​The flow

​1. Buy the right

​2. Create the draft

​3. Fill the sections

​4. Submit

​Track it

How it works

Knowing when a filing is due

The flow

1. Buy the right

2. Create the draft

3. Fill the sections

4. Submit

Track it