Sandbox HOST URL: https://sandbox.compliancely.com/
We have simulated a few inputs for each possible response type. Any other input provided results in Processing
Please use the sandbox URL and TIN (As mentioned below) to simulate the following response. The possible statuses are Pending, Processing, Consent Collected, Consent Accepted By IRS, Consent Rejected By IRS, Consent Rejected, Consent Processing, Completed, Consent Submitted
Sample responses for various IRS Codes:
Prefill Transcript Consent Data
Please find the API details here
To simulate status Completed
tin ranges from 111232334 to 111232343
tin ranges from 111232389 to 111232398
{
"success_message": "Retrieved data successfully",
"data": {
"id": 324,
"created_by": "compliancely",
"status": "Completed",
"reason": "",
"created_at": "2023-10-25T13:00:18.561180Z",
"last_checked_at": "2023-10-25T13:01:28.720697Z",
"updated_at": "2023-10-25T13:01:28.720697Z",
"consent": {
"request_data": {
"signature_type": "e-sign",
"tax_information": {
"authorize_irs_record_access_via_provider": true
},
"taxpayer_information": {
"tin": "111232389",
"email": "[email protected]",
"title": "engineer",
"address": {
"city": "Westport",
"state": "connecticut",
"zip_code": "06880",
"address_line_1": "1560 Post Road East ",
"address_line_2": ""
},
"last_name": "doe",
"first_name": "john",
"payer_type": "business",
"business_name": "johnpaper business",
"business_type": "partnership",
"mobile_number": "1221434356"
}
},
"consent_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX"
},
"transcript": [
{
"output_details": [
{
"id": 180799,
"form_type": "Record Of Account",
"form_number": "1120S",
"tax_period": 2019,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
{
"id": 175256,
"form_type": "Account Transcript",
"form_number": "1041",
"tax_period": 2012,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
{
"id": 180915,
"form_type": "Account Transcript",
"form_number": "1041",
"tax_period": 2013,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
{
"id": 180314,
"form_type": "Account Transcript",
"form_number": "1041",
"tax_period": 2014,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
{
"id": 173277,
"form_type": "Account Transcript",
"form_number": "1041",
"tax_period": 2015,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
....
],
"output_link": "https://.../app/file/download/secure/eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJlbnRpdHlfbnVtYmVyIjoiMjhfdHJhbnNjcmlwdF82MTAwMTMzNCIsImZlYXR1cmUiOiJ0YXhfdHJhbnNjcmlwdF9kb3dubG9hZCIsImZpbGVfbW9kZSI6InMzIn0.Os9qzB8kVpMb_Dq3Pgj0C57JEljRZlbxNhaytdnMHHY",
"status": "Completed",
"created_at": "2023-10-25T13:00:18.572639Z",
"updated_at": "2023-10-25T13:01:28.697049Z"
}
]
},
"success": true
}
To simulate status Consent Rejected
tin ranges from 111232312 to 111232321
tin ranges from 111232367 to 111232376
{
"success_message": "Retrieved data successfully",
"data": {
"id": 355,
"created_by": "compliancely",
"status": "Consent Rejected",
"created_at": "2023-10-26T11:15:03.433440Z",
"updated_at": "2023-10-26T11:16:13.544085Z",
"consent": {
"request_data": {
"tax_information": {
"authorize_irs_record_access_via_provider": true
},
"taxpayer_information": {
"tin": "111232369",
"email": "[email protected]",
"title": "CEO",
"address": {
"city": "Fort Dodge",
"state": "iowa",
"zip_code": "50501",
"address_line_1": "330 1st Avenue North ",
"address_line_2": ""
},
"last_name": "doe",
"first_name": "john",
"payer_type": "business",
"business_name": "JOHN ENTERPRISES",
"business_type": "s-corporation",
"mobile_number": "2343242342"
}
},
"consent_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX"
},
"transcript": [
{
"output_details": {},
"output_link": "NA",
"status": "Consent Rejected",
"created_at": "2023-10-26T11:15:03.435254Z",
"updated_at": "2023-10-26T11:16:13.517952Z",
"rejection_reason": "Invalid Name"
}
]
},
"success": true
}
To simulate status Consent Rejected By IRS
tin ranges from 111232323 to 111232332
tin ranges from 111232378 to 111232387
{
"success_message": "Retrieved data successfully",
"data": {
"id": 361,
"created_by": "compliancely",
"status": "Consent Rejected By IRS",
"created_at": "2023-10-26T12:38:43.709800Z",
"updated_at": "2023-10-26T12:39:53.806449Z",
"consent": {
"request_data": {
"tax_information": {
"authorize_irs_record_access_via_provider": true
},
"taxpayer_information": {
"tin": "111232323",
"email": "[email protected]",
"title": "",
"address": {
"city": "Miami",
"state": "florida",
"zip_code": "33186",
"address_line_1": "14532 Southwest 129th Street ",
"address_line_2": ""
},
"last_name": "wish",
"first_name": "david",
"payer_type": "individual",
"business_name": "",
"business_type": "",
"mobile_number": "8942389734"
}
},
"consent_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX"
},
"transcript": [
{
"output_details": {},
"output_link": "NA",
"status": "Consent Rejected By IRS",
"created_at": "2023-10-26T12:38:43.711599Z",
"updated_at": "2023-10-26T12:39:53.793108Z",
"rejection_reason": "Signature is not valid"
}
]
},
"success": true
}
Upload Tax Transcript Consent PDF
Please find the API details here
To simulate status Completed
tin ranges from 111232444 to 111232453
tin ranges from 111232489 to 111232498
{
"success_message": "Retrieved data successfully",
"data": {
"id": 330,
"created_by": "compliancely",
"status": "Completed",
"created_at": "2023-10-25T14:04:43.333510Z",
"updated_at": "2023-10-25T14:05:53.459737Z",
"consent": {
"request_data": {
"tax_information": {
"authorize_irs_record_access_via_provider": true
},
"taxpayer_information": {
"tin": "111232444",
"email": "",
"title": "",
"address": {
"city": "",
"state": "",
"zip_code": "",
"address_line_1": "",
"address_line_2": ""
},
"last_name": "",
"first_name": "",
"payer_type": "",
"business_name": "",
"business_type": "",
"mobile_number": ""
}
},
"consent_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX"
},
"transcript": [
{
"output_details": [
{
"id": 176400,
"form_type": "Account Transcript",
"form_number": "1040SS/PR",
"tax_period": 2019,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
{
"id": 177219,
"form_type": "Account Transcript",
"form_number": "1040SS/PR",
"tax_period": 2019,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
{
"id": 180906,
"form_type": "Account Transcript",
"form_number": "1040NR",
"tax_period": 2019,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
{
"id": 174030,
"form_type": "Account Transcript",
"form_number": "1040EZ",
"tax_period": 2019,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
{
"id": 177612,
"form_type": "Account Transcript",
"form_number": "1040SS/PR",
"tax_period": 2020,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
{
"id": 179392,
"form_type": "Account Transcript",
"form_number": "1040SS/PR",
"tax_period": 2020,
"status": "completed",
"comment": "",
"pdf_link": "https://.../app/file/download/secure/XXXXXXXXXXXXXXXXXXXX",
"json_link": "https://.../api/v1/transcript/XXXX/record/XXXX/json/"
},
....
],
"output_link": "https://.../app/file/download/secure/eyJhbGciOiJIUcCI6IkpXVCJ9.eyJlbnRpdHlfbnVtYmVyIjoiMjhfdHJhbnNjcmlwdF82MTAwMTMzNCIsImZlYXR1cmUiOiJ0YXhfdHJhbnNjcmlwdF9kb3dubG9hZCIsImZpbGVfbW9kZSI6InMzIn0.Os9qzB8kVpMb_Dq3Pgj0C57JEljRZlbxNhaytdnMHHY",
"status": "Completed",
"created_at": "2023-10-25T14:04:43.338226Z",
"updated_at": "2023-10-25T14:05:53.443251Z"
}
]
},
"success": true
}
To simulate status Consent Rejected
tin ranges from 111232422 to 111232431
{
"success_message": "Retrieved data successfully",
"data": {
"id": 380,
"created_by": "compliancely",
"status": "Consent Rejected",
"created_at": "2023-10-26T10:35:59.894100Z",
"updated_at": "2023-10-26T10:37:10.033631Z",
"consent": {
"request_data": {
"tax_information": {
"authorize_irs_record_access_via_provider": true
},
"taxpayer_information": {
"tin": "111232425",
"email": "",
"title": "",
"address": {
"city": "",
"state": "",
"zip_code": "",
"address_line_1": "",
"address_line_2": ""
},
"last_name": "",
"first_name": "",
"payer_type": "",
"business_name": "",
"business_type": "",
"mobile_number": ""
}
},
"consent_link": "https://.../app/file/download/secure/eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJlbnRpdHlfbnVtYmVyIjoiMzUyX3RyYW5zY3JpcHRfODcxNDEzNTYiLCJmZWF0dXJlIjoiODgyMV9jb25zZW50IiwiZmlsZV9tb2RlIjoiczMifQ.ed44XTLarWu1JdzOaA5KzfaMqEXDbEzdSREs"
},
"transcript": [
{
"output_details": {},
"output_link": "NA",
"status": "Consent Rejected",
"created_at": "2023-10-26T10:35:59.899062Z",
"updated_at": "2023-10-26T10:37:10.001092Z",
"rejection_reason": "Invalid TIN/NAME combination"
}
]
},
"success": true
}
To simulate status Consent Rejected By IRS
tin ranges from 111232433 to 111232442
{
"success_message": "Retrieved data successfully",
"data": {
"id": 352,
"created_by": "compliancely",
"status": "Consent Rejected By IRS",
"created_at": "2023-10-26T10:35:59.894100Z",
"updated_at": "2023-10-26T10:37:10.033631Z",
"consent": {
"request_data": {
"tax_information": {
"authorize_irs_record_access_via_provider": true
},
"taxpayer_information": {
"tin": "111232433",
"email": "",
"title": "",
"address": {
"city": "",
"state": "",
"zip_code": "",
"address_line_1": "",
"address_line_2": ""
},
"last_name": "",
"first_name": "",
"payer_type": "",
"business_name": "",
"business_type": "",
"mobile_number": ""
}
},
"consent_link": "https://.../app/file/download/secure/eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJlbnRpdHlfbnVtYmVyIjoiMzUyX3RyYW5zY3JpcHRfODcxNDEzNTYiLCJmZWF0dXJlIjoiODgyMV9jb25zZW50IiwiZmlsZV9tb2RlIjoiczMifQ.ed44XTLarWu1JdzOaA5KzfaMqEXDbEzdSREs"
},
"transcript": [
{
"output_details": {},
"output_link": "NA",
"status": "Consent Rejected By IRS",
"created_at": "2023-10-26T10:35:59.899062Z",
"updated_at": "2023-10-26T10:37:10.001092Z",
"rejection_reason": "Signature is not valid"
}
]
},
"success": true
}