Company tax documents

Check makes quarter end and year end processing easy. We file all tax returns with the appropriate agencies and generate copies for your customers. Today we’re excited to announce an API endpoint to retrieve these tax documents, such as the federal Form 940 and Form 941.

A GET request to the /documents/company_tax_documents endpoint will retrieve a list of company tax documents. Optionally, you can use the company query parameter to list a specific company’s tax documents.

To download the document, make a GET request to /documents/company_tax_documents/<document_id>/download

The following is an example request to list all documents for company com_8BDDxUvOZcFVeiuAGne8:

{
    "next": null,
    "previous": null,
    "results": [
        {
            "id": "doc_bw9CY61j2zto8orFsfnV",
            "company": "com_8BDDxUvOZcFVeiuAGne8",
            "category": "company_tax_document",
            "label": "Form 940",
            "description": "Form 940 is an annual return used for filing federal unemployment.",
            "jurisdiction": "FED",
            "year": 2019,
            "quarter": null,
            "filed_on": "2020-01-31"
        },
        {
            "id": "doc_tSKYtitD1SdcZWFD17UL",
            "company": "com_8BDDxUvOZcFVeiuAGne8",
            "category": "company_tax_document",
            "label": "Form 941",
            "description": "Form 941 is filed quarterly to reconcile Social Security, Medicare, and federal income taxes.",
            "jurisdiction": "FED",
            "year": 2019,
            "quarter": "q4",
            "filed_on": "2020-01-30"
        },
        {
            "id": "doc_ar8LmtuhVQqKxOiDfd6s",
            "company": "com_8BDDxUvOZcFVeiuAGne8",
            "category": "company_tax_document",
            "label": "Form W-3",
            "description": "Form W-3 is filed annually to report total employee wages and taxes withheld.",
            "jurisdiction": "FED",
            "year": 2019,
            "quarter": null,
            "filed_on": "2020-01-31"
        },
        {
            "id": "doc_fW6HjvQemGq0ZdJDXQC9",
            "company": "com_8BDDxUvOZcFVeiuAGne8",
          	"category": "company_tax_document",
            "label": "Form NJ-927",
            "description": "Form NJ-927 is filed quarterly to report amounts withheld for gross income tax or from other payments.",
            "jurisdiction": "NJ",
            "year": 2019,
            "quarter": "q4",
            "filed_on": "2020-01-31"
        },
        {
            "id": "doc_Wd2M2WQYorauxFCxrH5z",
            "company": "com_8BDDxUvOZcFVeiuAGne8",
          	"category": "company_tax_document",
            "label": "Form WR-30",
            "description": "Form WR-30 is filed quarterly to report wages paid.",
            "jurisdiction": "NJ",
            "year": 2019,
            "quarter": "q4",
            "filed_on": "2020-01-31"
        },
        {
            "id": "doc_SL4waWcpPci48LwcMazD",
            "company": "com_8BDDxUvOZcFVeiuAGne8",
          	"category": "company_tax_document",
            "label": "Form NJ-W-3",
            "description": "Form NJ-W-3 is filed annually to reconcile gross income tax withheld.",
            "jurisdiction": "NJ",
            "year": 2019,
            "quarter": null,
            "filed_on": "2020-01-31"
        }  
    ]
}

Each element in the standard list view will include the following metadata about a document:

company: company that this document was filed for
category: the category of the document
label: document’s type
description: description of what this document is used for
jurisdiction: jurisdiction to which we filed this tax document. Will either be a two-character state abbreviation or "FED" to represent the federal jurisdiction.
year: year that this document was filed
quarter: quarter that this document was filed; null if this document is filed annually.
filed_on: date this document was filed

If you plan to support many companies, we recommend including a section that includes all documents returned from this endpoint. Companies often expect these documents to be organized by filing period. To retrieve documents from a specific period, you can include the year and quarter query parameters in the request to /documents/company_tax_documents. Note that specifying just the year will return documents that were filed at any point during that year, including quarterly-filed documents.