API Documentation

Integrate TaxGoing into your workflow with our REST API.

Early Access: The TaxGoing API is currently in private beta. Contact support@taxgoing.com to request access.

Authentication

All API requests must include your API key in the Authorization header:

Authorization: Bearer YOUR_API_KEY

Generate your API key from Settings → API Keys in your TaxGoing dashboard. All requests must use HTTPS. API keys are scoped to your firm and carry full preparer access.

Base URL

https://api.taxgoing.com/v1

Endpoints

POST/api/v1/returns

Create a new tax return

Creates a draft Form 1040 return for a client. Returns the return ID used in subsequent requests.

GET/api/v1/returns/:id

Get return details

Retrieves the current state of a return including all form fields, status, and calculated values.

PATCH/api/v1/returns/:id

Update return fields

Updates one or more fields on a return. Triggers recalculation automatically. Accepts a partial JSON body.

POST/api/v1/returns/:id/submit

Submit return to IRS

Transmits the return to the IRS MeF system. Requires a signed Form 8879 on file. Returns a submission ID.

GET/api/v1/returns/:id/ack

Check acknowledgment status

Returns the IRS acknowledgment status: pending, accepted, or rejected. Includes reject codes if applicable.

POST/api/v1/clients

Create a client

Creates a new client record with personal information, SSN/ITIN, and filing status.

GET/api/v1/clients

List clients

Returns a paginated list of clients in your firm. Supports filtering by name and filing status.

POST/api/v1/signature-requests

Send Form 8879 for signature

Generates a Form 8879 and sends a secure signing link to the client's email address.

Rate Limits

Starter

100 req / hour

Professional

1,000 req / hour

Enterprise

Custom

Rate limit headers (X-RateLimit-Limit, X-RateLimit-Remaining) are included in every response.

Need API Access?

The API is in private beta. Email support@taxgoing.com to join the waitlist.