TaxPrep API
TaxPrep is professional tax preparation software used by accounting firms to prepare and file Canadian tax returns (individual T1, corporate T2, trust T3, partnerships, and information returns like T4/T5/RL slips). An unofficial API lets you pull client lists, returns and their status
What is TaxPrep?
TaxPrep is Wolters Kluwer’s professional tax compliance suite widely used by Canadian accounting firms. It centralizes preparation and filing workflows across individual, corporate, and trust returns, supports federal and provincial forms (including Revenu Québec RL slips), and streamlines diagnostics, review notes, and carryforwards. Firms rely on TaxPrep to prepare returns, import data via CRA’s Auto‑Fill My Return (AFR), produce information slips (T4/T5/T3), validate filings, and manage e‑file submissions and acknowledgements.
Core product areas include:
- Return Preparation (T1, T2, T3, T5013/Partnerships, Provincial forms)
- Information Returns & Slips (T4, T5, T3, NR4, RL‑1/RL‑3)
- E‑Filing & Compliance (EFILE/NETFILE/Internet Filing, acknowledgements, rejection codes)
- Data Imports (AFR imports from CRA, CSV/external system imports)
- Client & Engagement Management (clients, organizers, carryforwards, notes)
- Documents & Output (PDFs, summaries, support docs)
Common data entities:
- Firms, Users, Roles/Permissions (preparers, reviewers, administrators)
- Clients/Taxpayers (individuals, corporations, trusts, partnerships)
- Returns (type, tax year, status, deadlines, balances)
- Slips (T4/T5/RL series, issuer metadata, amounts, withholding)
- E‑File Transmissions (queue entries, confirmation numbers, acknowledgements, rejection codes)
- AFR Import Records (source, timestamp, data lineage)
- Documents (PDF outputs, engagement letters, evidence attachments)
The TaxPrep Integration Challenge
TaxPrep is built for tax professionals, but turning desktop/portal‑centric workflows into API‑driven automation is non‑trivial:
- Desktop‑first flows: Many actions are initiated through rich UI with stateful sessions, carryforwards, and form contexts
- Compliance rigor: E‑file validations, acknowledgements, and rejection codes require careful mapping for audit and remediation
- Data lineage: AFR imports, slip sources, and adjustments must be tracked for GRC evidence
- Authentication complexity: Firm‑level credentials, role‑based permissions, and session lifecycles complicate headless automation
- Distributed context: Key objects span returns, slips, documents, notes, and filing queues with cross‑references
How Supergood Creates TaxPrep APIs
Supergood reverse‑engineers authenticated flows and network interactions to deliver a resilient API endpoint layer for your TaxPrep environment.
- Handles username/password and firm‑level controls securely; supports role‑aware access and session refresh
- Maintains session continuity with automated change detection and reauth
- Normalizes responses so you can integrate once and rely on consistent objects across return types
- Aligns with customer entitlements and permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30‑minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened TaxPrep adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as TaxPrep evolves.
API Endpoints
Authentication
/sessionsEstablish a session using firm credentials. Supergood manages secure challenge handling and role‑aware access. Returns a short‑lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Clients
/clientsList clients/taxpayers with filters and summary details.
Returns
/returnsList returns with type, status, and filing metadata.
Slips
/returns/{returnId}/slipsCreate or import an information slip (e.g., T4, T5, RL‑1) into a return.
E‑File Queue
/returns/{returnId}/efile-queueQueue a return for e‑filing and retrieve validation results.
Use Cases
Compliance & GRC Dashboards
- Mirror clients and returns into your GRC/risk platform - Track filing statuses, deadlines, acknowledgements, and rejection codes for SLA alerts - Centralize compliance metrics across practice units and entities
Audit Evidence & Data Lineage
- Capture AFR import events and map them to returns and slips - Store reviewer notes, sign‑offs, and attachments with timestamps - Generate consistent audit trails for external/internal reviews
Slip Management & Reconciliation
- Import or create T4/T5/RL slips programmatically from payroll/treasury systems - Reconcile slip amounts against bank feeds and internal ledgers - Flag discrepancies for investigation with automated workflows
E‑File Queue & Status Automation
- Create e‑file queue entries and validate readiness - Pull acknowledgements and rejection codes to drive remediation workflows - Publish filing outcomes to ERP/accounting (e.g., NetSuite, QuickBooks, Xero)
Technical Specifications
Authentication
Username/password with firm code; supports MFA (TOTP/SMS/email) and role‑aware access; can operate with customer‑managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real‑time retrieval of clients, returns, slips, and e‑file statuses
Security
Encrypted transport, scoped tokens, and audit logging; respects TaxPrep role‑based permissions
Webhooks
Optional asynchronous delivery for long‑running workflows (e.g., e‑file acknowledgements, AFR imports)
Latency
Sub‑second responses for list/detail queries under normal load
Throughput
Designed for high‑volume client, slip, and return sync across firms and tax years
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Clients, Returns (T1/T2/T3/T5013), Information Slips (T4/T5/RL), E‑file Queue/Acknowledgements, AFR import metadata, and Documents, subject to your licensing and entitlements. We scope coverage during integration assessment.
We operate within TaxPrep entitlements using customer‑managed credentials and support MFA where enabled. Sessions are refreshed automatically, and all actions are audit‑logged. For AFR/e‑file‑related metadata, we mirror what TaxPrep exposes and preserve data lineage.
Yes. We can export normalized JSON summaries of key return fields and produce signed‑URL access to PDFs, diagnostics, notes, and attachments, with checksum validation and time‑limited URLs for secure audit evidence handling.
Yes. We support RL slip metadata and provincial components where available, with bilingual field mappings when applicable.
We can operate in attended desktop or hosted environments by orchestrating authenticated browser/session flows. Supergood monitors session lifecycles and adapts the adapter as TaxPrep updates.