1. IRS Tax Pro Flow -

Available only for Individual entity type. Default Flow for Individual requests.

Flow 1 - Successful Authorization - Customer Provided Full Details

Option 1 : Taxpayer Has (or Will Create) an IRS Account

sequenceDiagram
    participant C as Customer
    participant API as Compliancely
    participant TP as Taxpayer
    participant IRS as IRS

    C->>API: Create Transcript Request
    API-->>C: Request ID + Consent URL

    Note over C,TP: Customer may share the consent URL directly<br/>or Compliancely can email it to the taxpayer.

    alt Customer shares the link
        C->>TP: Share Consent URL
    else Compliancely sends email
        API->>TP: Send Consent Email
    end

    TP->>API: Open Consent Link
    TP->>API: Verify / Complete Information
    TP->>API: Provide Electronic Signature

    TP->>API: Select "I have an IRS account"<br/>or "Create an IRS account" and submit
    API-->>C: Webhook trigger - Consent Collected

		API->>IRS: Redirect to IRS Login
 		TP->>IRS: Sign in / Create IRS Account
    
    TP->>IRS: Authenticate and Authorize
    
    C->>API: Retrieve Request Status (Optional)

    IRS-->>API: If Authorization Approved

    API->>IRS: Retrieve Tax Transcript
    IRS-->>API: Transcript Data Retrieved

    API-->>C: Webhook trigger - Completed

    C->>API: Retrieve Transcript API
    API-->>C: Transcript Details / PDF / JSON

Option 2 – Taxpayer Does Not Have an IRS Account

sequenceDiagram
    participant C as Customer
    participant API as Compliancely
    participant TP as Taxpayer
    participant IRS as IRS

    C->>API: Create Transcript Request
    API-->>C: Request ID + Consent URL

    Note over C,TP: Customer may share the consent URL directly<br/>or Compliancely can email it to the taxpayer.

    alt Customer shares the link
        C->>TP: Share Consent URL
    else Compliancely sends email
        API->>TP: Send Consent Email
    end

    TP->>API: Open Consent Link
    TP->>API: Verify / Complete Information
    TP->>API: Provide Electronic Signature

    TP->>API: Select "I do not have an IRS account" and submit
    API-->>C: Webhook trigger - Consent Collected
    
    C->>API: Retrieve Request Status (Optional)

    Note over API,C: Compliancely processes the authorization on behalf of the taxpayer.

    IRS-->>API: If IRS Approved the Authorization

		IRS-->>API: Transcript Data Retrieved


    API-->>C: Webhook - Completed

    C->>API: Retrieve Transcript API
    API-->>C: Transcript Details / PDF / JSON 

Flow 2 - Successful Authorization - Invite Link

Option 1 : Taxpayer Has (or Will Create) an IRS Account

sequenceDiagram
    participant C as Customer
    participant API as Compliancely
    participant TP as Taxpayer
    participant IRS as IRS

    C->>API: Generate Invite Link (Name & Email)
    API->>TP: Send Invitation Email

    TP->>API: Open Invite Link
    TP->>API: Enter Remaining Information
    TP->>API: Provide Electronic Signature
    TP->>API: Select "I have an IRS account or I will signup" and submit
    
		API-->>C: Webhook trigger - Consent Collected
    
    API-->>IRS: Submits the data to IRS
		Note over API,IRS: Compliancely submits the data to IRS.
    
    API-->>TP: Sends an email with the IRS link
    
		API-->>C: Webhook trigger - Consent Submitted

    
    API->>IRS: Redirect to IRS Login
 		TP->>IRS: Sign in / Create IRS Account

		TP->>IRS: Authenticate and Authorize
    
    C->>API: Retrieve Request Status (Optional)

    IRS-->>API: If Authorization Approved

    API->>IRS: Retrieve Tax Transcript
    IRS-->>API: Transcript Data Retrieved

    API-->>C: Webhook trigger - Completed

    C->>API: Retrieve Transcript API
    API-->>C: Transcript Details / PDF / JS

Option 2 – Taxpayer Does Not Have an IRS Account

sequenceDiagram
    participant C as Customer
    participant API as Compliancely
    participant TP as Taxpayer
    participant IRS as IRS

    C->>API: Generate Invite Link (Name & Email)
    API->>TP: Send Invitation Email

    TP->>API: Open Invite Link
    TP->>API: Enter Remaining Information
    TP->>API: Review IRS Form 8821 details
    TP->>API: Provide Electronic Signature
		TP->>API: Select "I do not have an IRS account or I will signup" and submit
    
		API-->>C: Webhook trigger - Consent Collected

    API->>IRS: Submit IRS Form 8821

    Note over API,IRS: Processing in progress

    C->>API: Retrieve Request Status (Optional)

    IRS-->>API: Tax Transcript Available

    API-->>C: Webhook trigger - Completed

    C->>API: Retrieve Transcript API
    API-->>C: Transcript Details / PDF / JSON

Flow 3 - Authorization Rejected - For an Individual

sequenceDiagram
    participant C as Customer
    participant API as Compliancely
    participant TP as Taxpayer
    participant IRS as IRS

    C->>API: Create Transcript Request
    API-->>C: Request ID + Consent URL

    Note over C,TP: Customer may share the consent URL directly<br/>or Compliancely can email it to the taxpayer.

    C->>TP: Share Consent URL (Optional)
    API->>TP: Send Consent Email (Optional)

    TP->>API: Open Consent Link
    TP->>API: Fill or Verify Information
    TP->>API: Provide Electronic Signature and submit
    API-->>C: Webhook trigger - Consent Collected
		C->>API: Retrieve Request Status (Optional)

    API->>IRS: Redirect to IRS Login
    TP->>IRS: Authenticate and Authorize

    IRS-->>API: Authorization Rejected

    API-->>C: Rejection Email
    API-->>C: Webhook trigger - Rejection

    Note over C,TP: Customer contacts the taxpayer to understand the rejection reason.

    alt Information needs correction
        C->>API: Transcript Update API
        API-->>TP: New Consent Link
        TP->>API: Open Updated Consent Link
        TP->>API: Verify Information
        TP->>API: Provide Signature and submit
        
        API-->>C: Webhook trigger - Consent Collected
				C->>API: Retrieve Request Status (Optional)


        API->>IRS: Redirect to IRS Login
        TP->>IRS: Authenticate and Authorize
				Note over API,IRS: Depending on the authorization, accepted or rejected cycles will continue.
    	
    end

2. IRS Form 8821

Applicable for Business entity type and optionally for individual entity type

Flow 1 - Customer-Provided Information

sequenceDiagram
    participant C as Customer
    participant API as Compliancely
    participant TP as Taxpayer
    participant IRS as IRS

    C->>API: Create Transcript Request (All or Partial Information)
    API-->>C: Request ID + Consent URL

    Note over C,TP: Customer may share the consent URL directly<br/>or Compliancely can email it to the taxpayer.

    alt Customer shares the link
        C->>TP: Share Consent URL
    else Compliancely sends email
        API->>TP: Send Consent Email
    end

    TP->>API: Open Consent Link
    TP->>API: Verify / Complete Information
    TP->>API: Review IRS Form 8821 details
    TP->>API: Provide Electronic Signature and Submit
    
		API-->>C: Webhook trigger - Consent Collected

    API->>IRS: Submit IRS Form 8821

    Note over API,IRS: Processing in progress

    
    C->>API: Retrieve Request Status (Optional)

		IRS-->>API: Tax Transcript Available

		API-->>C: Webhook trigger - Completed

    C->>API: Retrieve Transcript API
    API-->>C: Transcript Details / PDF / JSON

Flow 2 - IRS Form 8821 (Invite Link)

sequenceDiagram
    participant C as Customer
    participant API as Compliancely
    participant TP as Taxpayer
    participant IRS as IRS

    C->>API: Generate Invite Link (Name & Email)
    API->>TP: Send Invitation Email

    TP->>API: Open Invite Link
    TP->>API: Enter Remaining Information
    TP->>API: Review IRS Form 8821
    TP->>API: Provide Electronic Signature and Submit
    
		API-->>C: Webhook trigger - Consent Collected

    API->>IRS: Submit IRS Form 8821

    Note over API,IRS: Processing in progress

    C->>API: Retrieve Request Status (Optional)

    IRS-->>API: Tax Transcript Available

    API-->>C: Webhook trigger - Completed

    C->>API: Retrieve Transcript API
    API-->>C: Transcript Details / PDF / JSON

Flow 3 - Rejection / Resubmission

sequenceDiagram
    participant C as Customer
    participant API as Compliancely
    participant TP as Taxpayer
    participant IRS as IRS

    API->>IRS: Submit IRS Form 8821

    Note over API,IRS: Request is being processed

    alt Transcript Available
        IRS-->>API: Transcript Available
        API-->>C: Webhook trigger - Completed

    else Request Rejected

        API-->>C: Rejection Email
        API-->>C: Webhook trigger - Rejection

        Note over C,TP: Customer contacts the taxpayer to understand the rejection reason.

        alt Taxpayer information requires correction
            C->>API: Update Transcript Request API
            API-->>TP: Generate New Consent Link

            TP->>API: Open New Consent Link
            TP->>API: Verify / Update Information
            TP->>API: Provide Electronic Signature and submit

            API->>IRS: Resubmit IRS Form 8821

        else No transcript available within cutoff period

            Note over API,C: The request is closed after the configured cutoff period.
						API-->>C: Webhook trigger - Rejection
        end
    end