Sandbox

Overview

The Compliancely Sandbox allows you to develop and test your integration without consuming production resources or using real taxpayer data.

The sandbox simulates API behavior and provides deterministic responses for supported products, enabling you to validate your integration before moving to production.

Before You Begin

Ensure you have:

  • A registered Compliancely account
  • Sandbox password (available from the Developers section in the web app)
  • API documentation

Accessing the Sandbox

https://sandbox.compliancely.com

This URL is used for every sandbox API request.

Authentication

Sandbox authentication uses the same authentication flow as Production.

Use:

  • Registered email address
  • Sandbox password

Generate an access token using the V2 Authentication API.

Example

POST /api/v2/auth/token

The returned access token can then be used for all sandbox API requests.

Token Lifetime

TokenValidity
Access Token1 Hour
Refresh Token24 Hours

Use the Refresh Token endpoint whenever the access token expires.

If a 401 Unauthorized response is received, generate a new access token using your login credentials.

Sandbox Environment

The sandbox environment is completely isolated from Production.

SandboxProduction
Test data onlyLive data
No billingStandard billing applies
Safe for developmentLive customer processing
Simulated responsesReal provider responses

Moving to Production

Before switching to Production, ensure that:

  • Authentication is updated to the Production endpoint.
  • The Production Base URL is used.
  • Your application handles production error scenarios.
  • Webhooks are configured using production endpoints.
  • Billing has been configured.

Product-Specific Sandbox Guides

TIN Match Sandbox

Tax Transcript Sandbox