TaxPrep

Supergood | TaxPrep API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | TaxPrep API

Programmatically access TaxPrep client records, tax returns, information slips, and e‑file workflows with a stable REST API. Supergood builds and operates production‑grade, unofficial TaxPrep integrations so your team can automate compliance, audit evidence collection, and filing operations without heavy custom engineering.

Plain English: 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 statuses, slip data, AFR (Auto‑Fill My Return) import metadata, and e‑file acknowledgements—and push new slips, notes, documents, and status updates back into TaxPrep.

For a GRC, regtech, or audit startup integrating with TaxPrep, this means you can ingest real‑time filing statuses, deadlines, and error diagnostics to power compliance dashboards; reconcile slips and source documents; trigger evidence collection and reviewer sign‑offs; synchronize balances and refunds with ERP/accounting (e.g., NetSuite, QuickBooks, Xero); and automate secure document exchanges with clients. You can also manage e‑file queues, track acknowledgements and rejection codes, attach supporting documents, and keep stakeholder systems (GRC, audit, analytics, DMS) aligned.

What is TaxPrep?

TaxPrep (https://www.taxprep.com/) 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

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)

Available Endpoints

Authentication

POST /sessions: Establish a session using firm credentials. Supergood manages secure challenge handling and role‑aware access. Returns a short‑lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "firmCode": "WK-CA-001",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_txp_71a2c9",
    "name": "Senior Preparer",
    "roles": ["preparer", "reviewer"],
    "entitlements": ["clients", "returns", "slips", "efile"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Clients

GET /clients: List clients/taxpayers with filters and summary details.

Query parameters

  • taxpayerType: individual | corporation | trust | partnership
  • taxYear: integer (e.g., 2025)
  • status: active | inactive
  • search: string (name, BN/SIN partial)
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "clientId": "cl_9f21b0",
      "displayName": "Jordan Smith",
      "taxpayerType": "individual",
      "identifiers": {
        "SINMasked": "***-***-123",
        "CRAAccount": "RC0001"
      },
      "address": {
        "line1": "125 Lakeview Ct",
        "city": "Calgary",
        "region": "AB",
        "postalCode": "T2P 0L4",
        "country": "CA"
      },
      "primaryPreparer": {
        "userId": "u_txp_71a2c9",
        "name": "Senior Preparer"
      },
      "returnCounts": {
        "T1": 1,
        "T2": 0,
        "T3": 0
      },
      "updatedAt": "2026-01-20T13:45:00Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Returns

GET /returns: List returns with type, status, and filing metadata.

Query parameters

  • clientId: string
  • type: T1 | T2 | T3 | T5013
  • taxYear: integer (e.g., 2025)
  • status: in_progress | ready_to_file | filed | rejected | archived
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "returnId": "ret_T1_2a91f0",
      "clientId": "cl_9f21b0",
      "type": "T1",
      "taxYear": 2025,
      "status": "ready_to_file",
      "deadlines": {
        "filingDeadline": "2026-04-30",
        "paymentDue": "2026-04-30"
      },
      "financials": {
        "balanceDue": 1200.00,
        "refund": 0.00
      },
      "efile": {
        "queued": true,
        "confirmationNumber": null,
        "ackStatus": "pending",
        "lastValidation": {
          "errors": [],
          "warnings": ["Missing spouse SIN (optional)"]
        }
      },
      "updatedAt": "2026-01-21T11:20:44Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Slips

POST /returns/{returnId}/slips: Create or import an information slip (e.g., T4, T5, RL‑1) into a return.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/returns/ret_T1_2a91f0/slips \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "slipType": "T4",
    "issuer": {
      "name": "Lakeview Holdings Inc.",
      "accountNumber": "12345",
      "businessNumber": "123456789RC0001"
    },
    "employment": {
      "income": 78000.00,
      "cpp": 3565.00,
      "ei": 889.00
    },
    "withholding": {
      "federalTax": 12850.00,
      "provincialTax": 4350.00
    },
    "period": { "from": "2025-01-01", "to": "2025-12-31" },
    "source": { "importedFrom": "payroll_system", "referenceId": "pr-8831" },
    "attachments": [
      {"fileName": "t4_scan.pdf", "uploadToken": "upl_08ab73"}
    ]
  }'

Example response

{
  "slipId": "slp_T4_90e412",
  "slipType": "T4",
  "status": "created",
  "createdAt": "2026-01-21T10:03:11Z"
}

E‑File Queue

POST /returns/{returnId}/efile-queue: Queue a return for e‑filing and retrieve validation results.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/returns/ret_T1_2a91f0/efile-queue \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "submissionType": "efile",
    "notify": true,
    "referenceId": "grc-case-2981"
  }'

Example response

{
  "queueId": "efq_51af80",
  "status": "queued",
  "validation": {
    "errors": [],
    "warnings": ["Address line 2 missing (optional)"]
  },
  "ackStatus": "pending",
  "createdAt": "2026-01-21T11:20:44Z"
}

Get full API Specs →

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)

Performance Characteristics

  • 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

Getting Started

  1. Schedule Integration Assessment

Book a 30‑minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened TaxPrep adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as TaxPrep evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which TaxPrep modules can this integration cover?

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.

Q: How are firm credentials, MFA, and compliance handled for automation?

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.

Q: Can you export returns and documents for audit evidence?

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.

Q: Are provincial (e.g., Revenu Québec RL) filings supported?

Yes. We support RL slip metadata and provincial components where available, with bilingual field mappings when applicable.

Q: Does this work with desktop or hosted deployments?

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.

Ready to automate your TaxPrep workflows?

Supergood can have your TaxPrep integration live in days with no ongoing engineering maintenance.

Get Started →

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