Registration Content
Get Portal Fields
Get portal credential requirements for registration content IDs
POST
Retrieve the portal information and credential fields required for automated tax filing. Each state has one or more tax portals where credentials are needed to file returns.
Request Body
Array of registration content IDs to get portal fields for. Get these from the Registration Input Options endpoint.Example:
["CCT_US_STATE_CEN_06_RST", "CCT_US_STATE_CEN_48_RST"]Response Fields
| Field | Type | Description |
|---|---|---|
forms | array | Portal requirements for each registration content |
forms[].registration_content_id | string | The registration content ID |
forms[].jurisdiction_id | string | The jurisdiction ID |
forms[].jurisdiction_name | string | Human-readable jurisdiction name |
forms[].tax_type | string | Tax type for this registration |
forms[].portals | array | Available portals for this registration |
Portal Object
| Field | Type | Description |
|---|---|---|
portal_id | string | Unique identifier for the portal (use in registration) |
portal_name | string | Human-readable portal name |
portal_url | string | URL to the state’s tax portal website |
credential_fields | array | Required credential fields |
Credential Field Object
| Field | Type | Description |
|---|---|---|
credential_key | string | Field identifier |
credential_name | string | Human-readable field name |
credential_type | string | Field type: text, password, pin, etc. |
required | boolean | Whether the field is required |
is_unique_per_registration | boolean | Whether each registration needs a unique value |
regex | string | Validation regex pattern (if applicable) |
display_order | integer | Suggested display order for UI |
Using Portal Information
Storing Credentials
Credentials are stored separately from registrations for security. The typical flow:- Collect credentials from the user based on
credential_fields - Store credentials securely (via your credentials management system)
- Reference the stored credentials via
credential_idwhen updating the registration
Multiple Portals
Some registrations may have multiple portal options. Present all options to the user and use the selectedportal_id when creating/updating the registration.
Credential Reuse
Whenis_unique_per_registration is false, the same credentials can be used across multiple registrations (common for multi-state sellers using a single account).
Next Steps
With the portal requirements understood, you can:- Build UI forms to collect credentials from sellers
- Create registrations with the
registration_content_id - Update registrations to add portal credentials
- Request validation to enable automated filing
Related
- Registration Content Overview — Full content API workflow
- Tax Registrations — Registration concepts and lifecycle