Registrations
Update Registration
Update an existing registration’s details
POST
Update a registration to add or modify tax types, frequency, credentials, and other configuration. Use this endpoint to complete a registration before requesting validation.
To find valid portal IDs for your registration, use the Portal Fields endpoint.
Path Parameters
The unique identifier (UUID) of the registration to update.
Request Body
All fields are optional. Only the fields you provide will be updated; other fields remain unchanged.Array of tax types to register for. Must be valid for the registration’s jurisdiction.Values:
RST, RUT, DTT, SST, etc.Filing frequency for this registration.Values:
MONTHLY, QUARTERLY, SEMI_ANNUALLY, ANNUAL_CALENDAR_YEAR, FISCAL_YEAR, QUARTERLY_PREPAY_MONTHLY, MONTHLY_ACCELERATED_PREPAY_EARLYISO date (YYYY-MM-DD) when the registration became or becomes effective.
Your state-issued tax registration ID, permit number, or account number.
Reference to stored portal credentials for automated filing.
The portal ID for the state’s tax filing portal. Must be a valid portal for the registration’s content.
Common Workflows
Adding Credentials Before Validation
After creating a registration, add the credentials needed for automated filing:Changing Filing Frequency
Update the frequency before the next filing period:Updating Tax Types
Switch between valid tax type combinations:Validation Rules
- Tax types: Must be valid for the jurisdiction. You can switch between valid combinations (e.g., RST+DTT to RUT+DTT).
- Frequency: Must be one of the frequencies allowed for the jurisdiction.
- Portal ID: Must be a valid portal for the registration’s content.
- Date format:
effective_start_datemust be in YYYY-MM-DD format.
State vs. Local Update Behavior
| Registration Type | tax_types / frequency Update | Effect |
|---|---|---|
| State | Allowed | Cascades to all local registrations under this state |
| Local | Allowed only if matches parent state | Updates only the local registration |
If you need to change tax types or frequency for local registrations, update the parent state registration instead—the change will automatically cascade to all locals.