Introduction

The Tax Data API has been created to make it simple and easy to collect IRS tax data from your customers. We provide two different integration techniques to support your preferred use case and to provide a fast way to start using Tax Status.


Option 1: Simple, No-Code Integration

To ease integration, we provide the option to use our custom UI to manage taxpayers and download transcripts. Our UI functions as a white listed UI that can be embedded in your current website. You can contact us for a demo of the UI and how it would integrate into your current workflow.


Option 2: REST-based API

For larger organizations that prefer to integrate seamlessly, we offer a REST-based API. With this API you can request taxpayer consent, view taxpayer data and download official IRS tax transcripts.

Many of the API methods are asynchronous because they may start a long running process. For example, it may be a few days after calling the CONSENT method before the TAXPAYER details are available. Therefore, we have provided the LASTSTATUS method so you can get the status of all the taxpayers you have submitted in the given timeframe.

API Walkthrough

The normal flow for organizations using the API is to call the VERIFY method to confirm that the taxpayer's information is true and accurate and then call CONSENT once you have collected a taxpayer's authorization to pull the tax data. Once the IRS has recorded the consent, organizations can call the INDIVIDUAL or BUSINESS methods to pull the summary of the taxpayers history. If you need the actual transcripts for the taxpayer, call the TRANSCRIPT method or to get all the fields as key value pairs, you can call the TRANSCRIPTDETAIL method. To update the taxpayers data to the most recent/current time, call the UPDATE method.

We can help with this flow and give you options on the best ways to collect consent from the taxpayer.

We recommend you explore the API using the API Walkthrough. Once you register, and are approved, this page will provide everything you need to test our APi in our development sandbox.


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