Skip to main content
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

object
required
array
required
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

Portal Object

Credential Field Object

Using Portal Information

Storing Credentials

Credentials are stored separately from registrations for security. The typical flow:
  1. Collect credentials from the user based on credential_fields
  2. Store credentials securely (via your credentials management system)
  3. Reference the stored credentials via credential_id when updating the registration

Multiple Portals

Some registrations may have multiple portal options. Present all options to the user and use the selected portal_id when creating/updating the registration.

Credential Reuse

When is_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:
  1. Build UI forms to collect credentials from sellers
  2. Create registrations with the registration_content_id
  3. Update registrations to add portal credentials
  4. Request validation to enable automated filing