Thomson Reuters Checkpoint

Supergood | Thomson Reuters Checkpoint API

Alex Klarfeld

Alex Klarfeld

— 6 min read

Programmatically access Thomson Reuters Checkpoint tax research content, Smart Charts, citations, rates, and alerts with a stable REST API. Supergood builds and operates production-grade, unofficial Checkpoint integrations so your team can automate GRC, regtech, and audit workflows without heavy custom engineering.

Plain English: Thomson Reuters Checkpoint is a professional tax and accounting research platform that centralizes authoritative content—federal and state statutes and regulations, IRS guidance, tax court cases, editorial analysis, practice aids, and Smart Charts—for compliance and advisory work. An unofficial API lets you programmatically search content, fetch documents and citations, pull jurisdiction-specific matrices and rates, subscribe to alerts on law changes, and push annotations or saved bookmarks back into Checkpoint.

For a tech company integrating with Checkpoint, this means you can ingest real-time authoritative sources to power a compliance rules engine, map audit controls to citations for evidence, maintain a policy library with linked authorities, or keep your platform current with changes in tax laws and thresholds. You can also sync Smart Charts into your product for state-by-state guidance, deliver change alerts to users, attach references to workpapers, and keep stakeholder systems (GRC, audit, ERP/tax engines, analytics) in lockstep.

What is Thomson Reuters Checkpoint?

Thomson Reuters Checkpoint (https://tax.thomsonreuters.com/en/checkpoint) is a cloud-based research platform used by tax professionals, accountants, and legal teams to find, interpret, and apply tax and accounting rules. It aggregates primary law (statutes, regulations, administrative guidance, case law) and expert editorial content, with tools that help practitioners compare rules across jurisdictions and track changes.

Core product areas include:

  • Tax Research Content (Statutes, Regulations, IRS/Treasury Guidance, State Administrative Materials, Case Law)
  • Editorial Analysis & Practical Guidance (Checkpoint Edge insights, Checkpoint Catalyst topics, PPC/Practice Aids)
  • Smart Charts & Matrices (State Sales/Use Tax, Payroll/Withholding, Nexus Thresholds, Corporate/Pass-Through Tax Comparisons)
  • News & Updates (Daily news, law change alerts, newsletters)
  • Workflow & Organization (Saved Searches, Folders, Bookmarks, Annotations, Citations Export)

Common data entities:

  • Accounts, Users, Roles/Permissions (firm staff, teams, entitlements by content collections)
  • Research Documents (metadata, full text, citations, jurisdiction, content type)
  • Citations & Cross-References (links between statutes, regs, rulings, cases, analysis)
  • Smart Charts Topics (e.g., Sales/Use Tax, Payroll, Corporate Income) and Jurisdiction Rows
  • Rates, Thresholds, Effective Dates, Footnotes
  • Alerts & Subscriptions (topics, jurisdictions, delivery channels)
  • Saved Searches, Folders, Bookmarks, Annotations

The Checkpoint Integration Challenge

Tax and accounting teams rely on Checkpoint daily, but turning portal-based research into automated, API-driven workflows is non-trivial:

  • Entitlements and licensing: Content access varies by subscription, collection, and user role
  • Complex document types: Primary law, editorial analysis, and tools each have distinct schemas and versioning
  • Jurisdictional nuance: Smart Charts encode rules, exceptions, rates, and footnotes across all states and localities
  • Authentication complexity: SSO/MFA and session lifecycles complicate headless automation
  • Dynamic UI flows: Search facets, document rendering, and chart interactions are optimized for browser experiences

How Supergood Creates Checkpoint APIs

Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Checkpoint tenant.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes responses so you can integrate once and rely on consistent objects across modules
  • Aligns with customer entitlements and role-based permissions to ensure compliant access

Use Cases

GRC Evidence & Control Mapping

  • Link policies and controls to authoritative citations for defensible compliance evidence
  • Track changes in rules and automatically update control narratives or risk registers
  • Maintain audit trails of sources and versions used in decisions

Regtech Rule Engine & Jurisdiction Sync

  • Ingest Smart Charts to update jurisdiction-specific rules, rates, thresholds, and exceptions
  • Drive automated eligibility checks, filings, or advisories in your product
  • Respect effective dates and footnotes to ensure accurate rule application

Audit Program Support & Citations

  • Attach citations and analysis to workpapers and checklists
  • Standardize referencing across engagements with saved searches and folders
  • Feed auditor guidance into review workflows with version-aware documents

Tax Rates & Threshold Sync

  • Sync sales/use tax rates, payroll withholding parameters, or nexus thresholds
  • Reconcile updates with ERP/tax engines (e.g., ONESOURCE) or internal calculators
  • Alert operations when effective dates or exemptions change

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. 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>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_chkpt_94b210",
    "name": "Tax Manager",
    "entitlements": ["federal", "state", "smart_charts", "editorial"]
  }
}

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

GET /research/search: Query Checkpoint content with filters and relevance scoring.

Query parameters

  • q: string (search query)
  • jurisdiction: country/state code (e.g., US, CA, NY, TX)
  • contentType: statute | regulation | ruling | case | editorial | chart
  • source: IRS | Treasury | State | Court | ThomsonReuters
  • dateFrom, dateTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "documentId": "doc_us_irc_162",
      "title": "IRC §162: Trade or Business Expenses",
      "citation": "26 U.S.C. § 162",
      "jurisdiction": "US",
      "contentType": "statute",
      "summary": "Defines ordinary and necessary business expenses deductible against gross income.",
      "relevanceScore": 0.92,
      "updatedAt": "2026-01-20T13:45:00Z"
    },
    {
      "documentId": "doc_tr_analysis_162_deductibility",
      "title": "Deductibility of Business Expenses—Editorial Analysis",
      "citation": "Checkpoint Catalyst Topic",
      "jurisdiction": "US",
      "contentType": "editorial",
      "summary": "Editorial guidance with examples, planning notes, and compliance considerations.",
      "relevanceScore": 0.88,
      "updatedAt": "2026-01-18T09:22:00Z"
    }
  ],
  "page": 1,
  "pageSize": 25,
  "total": 253
}

Documents

GET /documents/{documentId}: Retrieve authoritative documents, metadata, and versioned content.

curl --request GET \
  --url https://api.supergood.ai/integrations/<integration_id>/documents/doc_us_irc_162 \
  --header 'Authorization: Bearer <authToken>'

Example response

{
  "documentId": "doc_us_irc_162",
  "title": "Internal Revenue Code §162",
  "citation": "26 U.S.C. § 162",
  "source": "IRS",
  "jurisdiction": "US",
  "version": "current",
  "effectiveDate": "2025-01-01",
  "supersededBy": null,
  "tableOfContents": [
    {"sectionId": "s1", "heading": "General Rule"},
    {"sectionId": "s2", "heading": "Limitations"}
  ],
  "sections": [
    {
      "sectionId": "s1",
      "heading": "General Rule",
      "text": "There shall be allowed as a deduction all the ordinary and necessary expenses paid or incurred...",
      "footnotes": [
        {"noteId": "fn1", "text": "See also Reg. §1.162-1 for definitional guidance.", "citation": "Treas. Reg. §1.162-1"}
      ]
    }
  ],
  "references": [
    {"type": "regulation", "citation": "Treas. Reg. §1.162-1", "documentId": "doc_us_reg_1_162_1"},
    {"type": "case", "citation": "Welch v. Helvering, 290 U.S. 111 (1933)", "documentId": "doc_us_case_welch_helvering"}
  ],
  "editorialAnalysis": {
    "documentId": "doc_tr_analysis_162_deductibility",
    "summary": "Interpretive guidance, examples, planning notes, and compliance considerations."
  },
  "updatedAt": "2026-01-21T11:20:44Z"
}

Smart Charts (Indirect Tax)

GET /smart-charts/indirect-tax: Retrieve state-by-state sales/use tax guidance, rates, and exceptions.

Query parameters

  • topic: sales_use_tax | exemptions | nexus_thresholds
  • jurisdictions: comma-separated state codes (e.g., CA, NY, TX) or "all"
  • effectiveOn: ISO date to resolve rules at a point in time
  • includeFootnotes: boolean
curl --request GET \
  --url 'https://api.supergood.ai/integrations/<integration_id>/smart-charts/indirect-tax?topic=sales_use_tax&jurisdictions=CA,NY,TX&effectiveOn=2026-01-01&includeFootnotes=true' \
  --header 'Authorization: Bearer <authToken>'

Example response

{
  "topic": "sales_use_tax",
  "effectiveOn": "2026-01-01",
  "rows": [
    {
      "jurisdiction": "CA",
      "standardRate": 7.25,
      "localRates": [{"locality": "Los Angeles", "rate": 9.50}],
      "exemptions": ["Food (some items)", "Prescription medicine"],
      "footnotes": ["Local rates vary by district"],
      "lastUpdated": "2025-12-20"
    },
    {
      "jurisdiction": "NY",
      "standardRate": 4.00,
      "localRates": [{"locality": "NYC", "rate": 8.875}],
      "exemptions": ["Clothing under threshold"],
      "footnotes": ["Thresholds updated annually"],
      "lastUpdated": "2025-12-15"
    }
  ]
}

Alerts & Subscriptions

POST /alerts/subscriptions: Create an alert subscription for law changes, new guidance, or chart updates.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/alerts/subscriptions \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "name": "US Indirect Tax Updates",
    "jurisdictions": ["US", "CA", "NY", "TX"],
    "topics": ["sales_use_tax", "withholding"],
    "contentTypes": ["statute", "regulation", "editorial", "chart"],
    "frequency": "daily",
    "destinations": {
      "webhookUrl": "https://example.com/webhooks/checkpoint-alerts",
      "email": ["[email protected]"]
    }
  }'

Example response

{
  "alertId": "alrt_73ca81",
  "status": "enabled",
  "createdAt": "2026-01-22T08:15:12Z"
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or 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 documents, citations, Smart Charts, rates, and alert updates
  • Security: Encrypted transport, scoped tokens, and audit logging; respects Checkpoint role-based permissions and licensing
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., law changes, chart updates)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load
  • Throughput: Designed for high-volume search, document retrieval, and chart/rate synchronization
  • 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 Checkpoint adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

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

Schedule Integration Call →

Frequently Asked Questions

Q: Which Checkpoint modules can this integration cover?

Subject to your licensing and entitlements, Supergood supports workflows across commonly used areas such as Tax Research (statutes, regulations, rulings, case law), Editorial Analysis (Checkpoint Edge/Catalyst topics), Smart Charts (sales/use tax, payroll/withholding, nexus thresholds), and Alerts & News. We scope coverage during integration assessment.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.

Q: Can this feed our tax engine, GRC, or audit tooling?

Yes. We can normalize Smart Charts, rates, and citations to match your schema and deliver updates via webhooks or polling while complying with rate and permission constraints. Many customers sync Checkpoint data into GRC platforms, audit workpaper systems, analytics, and tax engines (e.g., ONESOURCE).

Q: Do you return full-text documents and footnotes?

Where entitlements permit, we return structured metadata, sections, and footnotes with citation cross-references. We preserve version indicators and effective dates and expose links to related regulations, rulings, and cases.

Q: How do you handle content updates and versioning?

We track document versions and Smart Charts effective dates, surface supersession relationships, and emit alerts and webhooks for relevant changes. Your systems can reconcile updates idempotently.

Ready to automate your Checkpoint workflows?

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

Get Started →

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