post
https://app1.compliancely.com/api/v1/transcript/business/
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| Time | Status | User Agent | |
|---|---|---|---|
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Compliancely provides an option to pre-fill the taxpayer's data using this API endpoint. The minimum information required to create a request is the template_id, name, email address.
On a successful API call, a dedicated consent link will be provided in the response. An email will be sent along with a consent link to the taxpayer, if opted as part of payload.
Note:
- All the fields marked as option below are optional only for generating the link. Taxpayer has to fill all the missing fields while they provide consent.
- The data ingested through this API call are non-editable by the taxpayer while providing the consent.
{
"first_name": string, // Required
"last_name": string, // Required
"email": string, // Required
"address1": string, // Optional
"address2": string, // Optional
"city": string, // Optional
"zip5": string, // Optional
"state": string, // Optional (Should be a valid US State)
"business_tin": string, // Required. Business EIN
"business_mobile_number": string, // Optional. Business Telephone Number
"business_name": string, // Optional. Business Name.
"business_designation": string, // Optional. The designation of the Business Personel who is providing the consent.
"business_type": string, // Optional. Business Classification.
"login_required": boolean, // Default True. if login is required to complete the link. Requires last 6 digits of EIN to proceed.
"send_consent_link_to_taxpayer": boolean, // Default False. If set to True, Compliancely will send an email with the consent link to the taxpayer.
"webhook_urls": [string], // Optional.
"required_forms": [{ // Optional. Maximum 3 forms allowed in the list.
"form_type":string,
"forms":[string],
"tax_periods":[string]
}],
"send_consent_pdf_to_self": boolean,
"allow_customer_to_receive_consent_pdf": boolean
}{
"success_message": string,
"data": {
"hosted_link": string,
"request_id": integer
},
"success": boolean
}{
"first_name": "John",
"last_name": "Doe",
"email": "[email protected]",
"business_tin": "222222222",
"business_mobile_number": "2342344535",
"business_name": "MyCompany LLC",
"webhook_urls": ["https://webhook-endpoint.com"],
"required_forms": [{
"forms": [
"1040",
"1120"
],
"form_type": "account_transcript",
"tax_periods": [
"2020",
"2021",
"2022"
]
},
{
"form_type": "tax_return_transcript",
"forms": [
"1120S",
"1120H"
],
"tax_periods": [
"2022",
"2023"
]
}
],
"send_consent_pdf_to_self": true,
"allow_customer_to_receive_consent_pdf": true
}{
"success_message": "Your request is submitted.",
"data": {
"hosted_link": "https://app1.compliancely.com/hosted/template/21ff28162012d74XXXXXXXXXXXXXXXXXXXX",
"request_id": 3301
},
"success": true
}| Key Name | Possible choice |
|---|---|
| state | 'alabama', 'alaska', 'arizona', 'arkansas', 'california', 'colorado', 'connecticut', 'district of columbia', 'delaware', 'florida', 'georgia', 'hawaii', 'idaho', 'illinois', 'indiana', 'iowa', 'kansas', 'kentucky', 'louisiana', 'maine', 'maryland', 'massachusetts', 'michigan', 'minnesota', 'mississippi', 'missouri', 'montana', 'nebraska', 'nevada', 'new hampshire', 'new jersey', 'new mexico', 'newyork', 'north carolina', 'north dakota', 'ohio', 'oklahoma', 'oregon', 'pennsylvania', 'rhodeisland', 'south carolina', 'south dakota', 'tennessee', 'texas', 'utah', 'vermont', 'virginia', 'washington', 'west virginia', 'wisconsin', 'wyoming' |
| business_type | 'partnership', 'trust/estate', 'c-corporation', 's-corporation', 'limited-liability-company', 'individual/sole-proprietor-or-single-member-llc' |
| required_forms | List of JSON objects. Maximum 3 form entries are allowed. Optional. If not provided, the details configured against the template will be used for the same. |
| required_forms[].form_type | 'civil_penalty', 'record_of_account', 'account_transcript', 'tax_return_transcript', 'wage_and_income', 'verification_of_non_filing' |
| required_forms[].forms | Ex: liancely provides an . For more information on applicable forms, click here |
| required_forms[].tax_periods | Account Transcript (ACTR) & Wage and Income (WAID) - Current tax year + prior 9 tax years All other transcripts - Current tax year + Prior 3 tax years Ex: d, name, email address. or a successful AP |