Required Tax Parameters

When going through Tax Setup for a new jurisdiction, employers may indicate that they have applied for a tax ID for a particular tax or agency but have not yet received their ID. While this setting will not block them from running payroll, it is critical that we collect this information as soon as possible, as missing tax IDs can lead to late tax payments and failed filings, which could incur penalties & interest for the employer.

The Requirements API makes it easier to identity in which jurisdictions companies have "Applied For" tax IDs.

curl -X GET \
  https://sandbox.checkhq.com/requirements?category=required_tax_id \
  -H 'Authorization: Bearer YOUR_API_KEY'

{
    "next": null,
    "previous": null,
    "results": [
        {
            "id": "req_hftmhftmhftmhftmhftm",
            "company": "com_yvgimu7i60cwfod0jhaft",
            "requirement": "tax_parameters_mi",
            "categories": [
                "required_tax_id"
            ],
            "status": "not_provided",
            "errors": [],
            "guidance": {
                "document_options": []
            }
        }
    ]
}

These requirements are grouped by jurisdiction (at the state level). Only one requirement exists per jurisdiction, regardless of the number of tax IDs marked 'Applied For' within that jurisdiction. Any remaining 'Applied For' tax ID within a jurisdiction will retain the requirement status of not_provided, even if other tax IDs within the same jurisdiction are already supplied.

You can also use the List companies with Applied For tax IDs to access this data as a CSV report, with some additional fields.