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Importing tax forms

Upload a PDF tax form and Remitian creates the tax entities, tax accounts and pending tax payments it describes.

What it is

Tax form import lets you upload a taxpayer's tax form as a PDF. Remitian reads the form and creates the tax entities, tax accounts and tax payments it needs, so you do not have to create each one through the API.

When you need it

  • You hold completed returns or estimated tax vouchers and want payments set up from them.
  • You want to avoid mapping form data to entities, accounts and payments yourself.

How it works

  1. Upload the PDF for an existing taxpayer with POST /v1/taxpayers/{taxpayerId}/tax-form-parsing-requests as multipart/form-data in the taxForm field.
  2. Remitian responds with the request id and status Processing.
  3. Remitian identifies the form type, reviews the extracted data and creates the entities, accounts and payments.
  4. Track progress with GET /v1/taxpayers/{taxpayerId}/tax-form-parsing-requests (or by request ID), or with the taxFormParsingRequest.* webhook events.
  5. Created payments start in Pending Approval. They need approval and a bank account before they can be processed.
Status Meaning Webhook event
Processing Initial status after upload taxFormParsingRequest.Processing.v1
InReview Form type identified, extracted data under review taxFormParsingRequest.InReview.v1
Completed Form processed, entities and payments created taxFormParsingRequest.Completed.v1
Error Error processing the form taxFormParsingRequest.Error.v1
Cancelled Import was cancelled taxFormParsingRequest.Cancelled.v1

Common questions

Which forms can I import?

Eleven form types: federal 1040, 1040-ES, 1065, 1120 and 1120-W; Georgia 500 and 500ES; and California 100, 100S, 100-ES and 540-ES.

What file formats and sizes are accepted?

PDF only, up to 10 MB per file.

Do imported payments go out automatically?

No. They are created in Pending Approval and must be approved, with a bank account associated, before Remitian processes them.

What does the webhook tell me?

Each event carries the request ID, taxpayer, status, recognized form type, the extracted values with a confidence score for each, any parsing errors and the payment type derived from the form.

To add (Canada): whether any Canadian tax forms can be imported, and if so which ones.

Full documentation