Pre-fill Data on Widget Link

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, and workflow.

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.

Note: The data ingested through this API call are non-editable by the taxpayer while providing the consent.

{
    "template_id": string, // Required
    "workflow": "individual/business", // Required
    "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)

    "individual_tin": string, // Required if workflow is individual (SSN)
    "individual_mobile_number": string, // Required if workflow is individual and the feature is tax transcript
    
    "business_tin": string, // Required if workflow is business (EIN)
    "business_mobile_number": string, // Required if workflow is business and the feature is tax transcript
    "business_name": string, // Required if workflow is business
    "business_designation": string, // Required if workflow is business and the feature is tax transcript
    "business_type": string, // Required if workflow is business and the feature is tax transcript
    "login_required": boolean // Default True. if login is required to complete the link. Requires last 6digits of TIN to proceed.
    "webhook_urls": [string], // Optional. But recommended
    "required_forms": [{ //Optional. Only used if the feature is tax transcript. Maximum 3 JSON forms can use in the list
        "form_type":string,
        "forms":[string],
        "tax_periods":[string]
        }]
                    
}

{
    "success_message": string,
    "data": {
        "hosted_link": string,
        "request_id": integer
    },
    "success": boolean
}

{
    "template_id": "3d68d903-147f-xxxx-xxxx-xxxxxxxxxxxx",
    "workflow": "business",

    "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"
      ]
    }
  ]
}

{
    "success_message": "Your request is submitted.",
    "data": {
        "hosted_link": "https://app1.compliancely.com/hosted/template/21ff28162012d74XXXXXXXXXXXXXXXXXXXX",
        "request_id": 3301
    },
    "success": true
}

The templated_id represents the template we have configured under a widget. You can get the template_id from the portal (here). Or You can use the Get Templates API to see all the templates and their details.

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: [1040, 941, 944, 945]. 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: [2019, 2020, 2021, 2022] or [2019 THRU 2022]