Zeal Tax and Compliance API

openapi: 3.0.3
info:
  title: Zeal API
  description: >-
    Zeal is an embedded payroll-as-a-service platform. This representative
    OpenAPI describes the core surfaces of the Zeal API used to build payroll
    products: onboarding companies, employees, and contractors; running pay
    runs (employee checks) and contractor payments; managing pay schedules,
    tax parameters, reports, funding, and webhooks. All requests are
    authenticated with a Bearer API key and scoped by a companyID. Use a test
    API key against Test Mode (no money moves) before switching to a live key.
  termsOfService: https://www.zeal.com/terms
  contact:
    name: Zeal Support
    url: https://docs.zeal.com
    email: support@zeal.com
  version: '1.0'
servers:
  - url: https://api.zeal.com
    description: Zeal API (test or live selected by API key)
security:
  - bearerAuth: []
tags:
  - name: Companies
  - name: Employees
  - name: Contractors
  - name: Employee Check
  - name: Contractor Payments
  - name: Pay Schedules
  - name: Onboarding
  - name: Tax
  - name: Reports
  - name: Funding
paths:
  /companies:
    post:
      operationId: createCompany
      tags: [Companies]
      summary: Create a company
      description: Create a new employer company on the platform.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateCompanyRequest'
      responses:
        '200':
          description: The created company.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Company'
    get:
      operationId: getCompanyInformation
      tags: [Companies]
      summary: Get company information
      parameters:
        - $ref: '#/components/parameters/companyID'
      responses:
        '200':
          description: The company record.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Company'
    put:
      operationId: updateCompanyInformation
      tags: [Companies]
      summary: Update company information
      description: >-
        Update company profile fields such as payroll_firstCheckDate,
        payroll_schedule, and payroll_firstPayPeriodID.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateCompanyRequest'
      responses:
        '200':
          description: The updated company.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Company'
  /companies/onboard:
    get:
      operationId: getCompanyOnboardingLink
      tags: [Companies, Onboarding]
      summary: Get a company onboarding link
      parameters:
        - $ref: '#/components/parameters/companyID'
      responses:
        '200':
          description: A hosted onboarding link for the company.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/OnboardLink'
  /bankAccount:
    post:
      operationId: createCompanyBankAccount
      tags: [Companies]
      summary: Create a company bank account
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BankAccountRequest'
      responses:
        '200':
          description: The created bank account.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BankAccount'
  /employees:
    post:
      operationId: createEmployee
      tags: [Employees]
      summary: Create an employee
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateEmployeeRequest'
      responses:
        '200':
          description: The created employee.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Employee'
    get:
      operationId: getEmployees
      tags: [Employees]
      summary: Get employees
      parameters:
        - $ref: '#/components/parameters/companyID'
      responses:
        '200':
          description: A list of employees.
          content:
            application/json:
              schema:
                type: object
                properties:
                  employees:
                    type: array
                    items:
                      $ref: '#/components/schemas/Employee'
    put:
      operationId: updateEmployeeInformation
      tags: [Employees]
      summary: Update employee information
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Employee'
      responses:
        '200':
          description: The updated employee.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Employee'
  /employees/onboarding:
    get:
      operationId: generateEmployeeOnboardingLink
      tags: [Employees, Onboarding]
      summary: Generate an employee onboarding link
      parameters:
        - $ref: '#/components/parameters/companyID'
        - name: employeeID
          in: query
          required: true
          schema:
            type: string
      responses:
        '200':
          description: A hosted onboarding link for the employee.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/OnboardLink'
  /taxes/employee/setup:
    post:
      operationId: setEmployeeTaxParameters
      tags: [Employees, Tax]
      summary: Set employee tax parameters
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EmployeeTaxParameters'
      responses:
        '200':
          description: The saved tax parameters.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EmployeeTaxParameters'
  /taxes/employee/definitions:
    get:
      operationId: getEmployeeTaxParameterDefinitions
      tags: [Employees, Tax]
      summary: Get employee tax parameter definitions
      parameters:
        - $ref: '#/components/parameters/companyID'
        - name: employeeID
          in: query
          required: true
          schema:
            type: string
      responses:
        '200':
          description: The tax parameter definitions required for the employee.
          content:
            application/json:
              schema:
                type: object
  /contractors:
    post:
      operationId: createContractor
      tags: [Contractors]
      summary: Create a contractor
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateContractorRequest'
      responses:
        '200':
          description: The created contractor.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Contractor'
    get:
      operationId: getContractors
      tags: [Contractors]
      summary: Get contractors
      parameters:
        - $ref: '#/components/parameters/companyID'
      responses:
        '200':
          description: A list of contractors.
          content:
            application/json:
              schema:
                type: object
                properties:
                  contractors:
                    type: array
                    items:
                      $ref: '#/components/schemas/Contractor'
    put:
      operationId: updateContractorInformation
      tags: [Contractors]
      summary: Update contractor information
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Contractor'
      responses:
        '200':
          description: The updated contractor.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Contractor'
  /contractors/onboard:
    get:
      operationId: getContractorOnboardingLink
      tags: [Contractors, Onboarding]
      summary: Generate a contractor onboarding link
      parameters:
        - $ref: '#/components/parameters/companyID'
        - name: contractorID
          in: query
          required: true
          schema:
            type: string
      responses:
        '200':
          description: A hosted onboarding link for the contractor.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/OnboardLink'
  /employeeCheck:
    post:
      operationId: createEmployeeCheck
      tags: [Employee Check]
      summary: Create an employee check
      description: >-
        Create a paycheck (employee check) for a reporting period. Zeal
        calculates gross-to-net, employee and employer taxes, and deductions.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateEmployeeCheckRequest'
      responses:
        '200':
          description: The created employee check(s).
          content:
            application/json:
              schema:
                type: object
                properties:
                  checks:
                    type: array
                    items:
                      $ref: '#/components/schemas/EmployeeCheck'
    get:
      operationId: getEmployeeChecksByEmployee
      tags: [Employee Check]
      summary: Get employee checks by employee
      parameters:
        - $ref: '#/components/parameters/companyID'
        - name: employeeID
          in: query
          required: true
          schema:
            type: string
      responses:
        '200':
          description: A list of employee checks.
          content:
            application/json:
              schema:
                type: object
                properties:
                  checks:
                    type: array
                    items:
                      $ref: '#/components/schemas/EmployeeCheck'
    put:
      operationId: updateEmployeeCheck
      tags: [Employee Check]
      summary: Update an employee check
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/EmployeeCheck'
      responses:
        '200':
          description: The updated employee check.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EmployeeCheck'
    delete:
      operationId: deleteEmployeeCheck
      tags: [Employee Check]
      summary: Delete an employee check
      parameters:
        - $ref: '#/components/parameters/companyID'
        - name: employeeCheckID
          in: query
          required: true
          schema:
            type: string
      responses:
        '200':
          description: Deletion result.
          content:
            application/json:
              schema:
                type: object
  /employeeCheck/bulk:
    post:
      operationId: createBulkEmployeeChecks
      tags: [Employee Check]
      summary: Create bulk employee checks
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                companyID:
                  type: string
                checks:
                  type: array
                  items:
                    $ref: '#/components/schemas/CreateEmployeeCheckRequest'
      responses:
        '200':
          description: The created employee checks.
          content:
            application/json:
              schema:
                type: object
  /paystub:
    get:
      operationId: downloadPaystubPdf
      tags: [Employee Check]
      summary: Download a paystub PDF
      parameters:
        - $ref: '#/components/parameters/companyID'
        - name: employeeCheckID
          in: query
          required: true
          schema:
            type: string
      responses:
        '200':
          description: The paystub PDF.
          content:
            application/pdf:
              schema:
                type: string
                format: binary
  /contractorPayments:
    post:
      operationId: createContractorPayment
      tags: [Contractor Payments]
      summary: Create a contractor payment
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateContractorPaymentRequest'
      responses:
        '200':
          description: The created contractor payment.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ContractorPayment'
    get:
      operationId: getContractorPayments
      tags: [Contractor Payments]
      summary: Get contractor payments
      parameters:
        - $ref: '#/components/parameters/companyID'
        - name: contractorID
          in: query
          required: false
          schema:
            type: string
      responses:
        '200':
          description: A list of contractor payments.
          content:
            application/json:
              schema:
                type: object
                properties:
                  payments:
                    type: array
                    items:
                      $ref: '#/components/schemas/ContractorPayment'
    put:
      operationId: updateContractorPayment
      tags: [Contractor Payments]
      summary: Update a contractor payment
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ContractorPayment'
      responses:
        '200':
          description: The updated contractor payment.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ContractorPayment'
    delete:
      operationId: deleteContractorPayment
      tags: [Contractor Payments]
      summary: Delete a contractor payment
      parameters:
        - $ref: '#/components/parameters/companyID'
        - name: paymentID
          in: query
          required: true
          schema:
            type: string
      responses:
        '200':
          description: Deletion result.
          content:
            application/json:
              schema:
                type: object
  /contractorPayments/disburse:
    post:
      operationId: triggerContractorDisbursement
      tags: [Contractor Payments]
      summary: Trigger a contractor payment disbursement
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                companyID:
                  type: string
                paymentIDs:
                  type: array
                  items:
                    type: string
      responses:
        '200':
          description: Disbursement result.
          content:
            application/json:
              schema:
                type: object
  /reportingPeriods:
    get:
      operationId: getAllReportingPeriods
      tags: [Pay Schedules]
      summary: Get all reporting periods
      parameters:
        - $ref: '#/components/parameters/companyID'
      responses:
        '200':
          description: The reporting periods for the company's pay schedule.
          content:
            application/json:
              schema:
                type: object
                properties:
                  reportingPeriods:
                    type: array
                    items:
                      $ref: '#/components/schemas/ReportingPeriod'
  /reportingPeriods/upcoming:
    get:
      operationId: getUpcomingRegularPayroll
      tags: [Pay Schedules]
      summary: Get upcoming regular payroll
      parameters:
        - $ref: '#/components/parameters/companyID'
      responses:
        '200':
          description: The next upcoming regular payroll period.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportingPeriod'
  /checkDate:
    get:
      operationId: getNextAvailableCheckDate
      tags: [Pay Schedules]
      summary: Get the next available check / pay date
      parameters:
        - $ref: '#/components/parameters/companyID'
      responses:
        '200':
          description: The next available check date.
          content:
            application/json:
              schema:
                type: object
                properties:
                  checkDate:
                    type: string
                    format: date
  /taxes/location:
    post:
      operationId: resolveTaxableLocation
      tags: [Tax]
      summary: Resolve a taxable location
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                companyID:
                  type: string
                address:
                  type: string
      responses:
        '200':
          description: The resolved taxable location.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TaxableLocation'
  /minimumWage:
    get:
      operationId: getMinimumWageRules
      tags: [Tax]
      summary: Get minimum wage rules
      parameters:
        - name: jurisdiction
          in: query
          required: false
          schema:
            type: string
      responses:
        '200':
          description: The applicable minimum wage rules.
          content:
            application/json:
              schema:
                type: object
  /reports/payrollJournal:
    post:
      operationId: createPayrollJournalReport
      tags: [Reports]
      summary: Create a payroll journal report
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ReportRequest'
      responses:
        '200':
          description: A report job reference.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportJob'
  /reports/cashRequirements:
    post:
      operationId: createCashRequirementsReport
      tags: [Reports]
      summary: Create a cash requirements report
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ReportRequest'
      responses:
        '200':
          description: A report job reference.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportJob'
  /reports/status:
    get:
      operationId: getReportJobStatus
      tags: [Reports]
      summary: Get report job status
      parameters:
        - name: jobID
          in: query
          required: true
          schema:
            type: string
      responses:
        '200':
          description: The report job status.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportJob'
  /reports/download:
    get:
      operationId: retrieveReportDownload
      tags: [Reports]
      summary: Retrieve a finished report download
      parameters:
        - name: jobID
          in: query
          required: true
          schema:
            type: string
      responses:
        '200':
          description: The finished report.
          content:
            application/json:
              schema:
                type: object
  /reserve/balance:
    get:
      operationId: getReserveBalance
      tags: [Funding]
      summary: Get the reserve / provider balance
      parameters:
        - $ref: '#/components/parameters/companyID'
      responses:
        '200':
          description: The reserve balance funding payroll.
          content:
            application/json:
              schema:
                type: object
                properties:
                  balance:
                    type: number
                  currency:
                    type: string
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: >-
        Provide your Zeal API key as a Bearer token:
        `Authorization: Bearer <YOUR_API_KEY>`. Use a test key for Test Mode
        and a live key for production. Requests are additionally scoped by a
        companyID passed in the body or query.
  parameters:
    companyID:
      name: companyID
      in: query
      required: true
      description: The Zeal companyID identifying the employer account.
      schema:
        type: string
  schemas:
    CreateCompanyRequest:
      type: object
      required: [business_name, ein]
      properties:
        business_name:
          type: string
        ein:
          type: string
        email:
          type: string
    UpdateCompanyRequest:
      type: object
      properties:
        companyID:
          type: string
        payroll_firstCheckDate:
          type: string
          format: date
        payroll_schedule:
          type: string
          enum: [weekly, biweekly, semimonthly, monthly]
        payroll_firstPayPeriodID:
          type: string
    Company:
      type: object
      properties:
        companyID:
          type: string
        business_name:
          type: string
        ein:
          type: string
        status:
          type: string
          enum: [needs_onboarding, onboarding, onboarded]
    OnboardLink:
      type: object
      properties:
        url:
          type: string
          format: uri
        expiration:
          type: string
          format: date-time
    BankAccountRequest:
      type: object
      properties:
        companyID:
          type: string
        institution_name:
          type: string
        account_number:
          type: string
        routing_number:
          type: string
        account_type:
          type: string
          enum: [checking, savings]
    BankAccount:
      type: object
      properties:
        id:
          type: string
        institution_name:
          type: string
        account_type:
          type: string
        status:
          type: string
    CreateEmployeeRequest:
      type: object
      required: [companyID, first_name, last_name]
      properties:
        companyID:
          type: string
        first_name:
          type: string
        last_name:
          type: string
        email:
          type: string
        default_pay_rate:
          type: number
    Employee:
      type: object
      properties:
        id:
          type: string
        companyID:
          type: string
        first_name:
          type: string
        last_name:
          type: string
        email:
          type: string
        onboarded:
          type: boolean
    EmployeeTaxParameters:
      type: object
      properties:
        companyID:
          type: string
        employeeID:
          type: string
        parameters:
          type: object
    CreateContractorRequest:
      type: object
      required: [companyID, type]
      properties:
        companyID:
          type: string
        type:
          type: string
          enum: [individual, business]
        first_name:
          type: string
        last_name:
          type: string
        business_name:
          type: string
        email:
          type: string
    Contractor:
      type: object
      properties:
        id:
          type: string
        companyID:
          type: string
        type:
          type: string
        first_name:
          type: string
        last_name:
          type: string
        business_name:
          type: string
        onboarded:
          type: boolean
    CreateEmployeeCheckRequest:
      type: object
      required: [companyID, employeeID, reportingPeriodID]
      properties:
        companyID:
          type: string
        employeeID:
          type: string
        reportingPeriodID:
          type: string
        check_date:
          type: string
          format: date
        shifts:
          type: array
          items:
            $ref: '#/components/schemas/Shift'
    Shift:
      type: object
      properties:
        time:
          type: string
          format: date-time
        hourly_wage:
          type: number
        hours:
          type: number
        wage_type:
          type: string
    EmployeeCheck:
      type: object
      properties:
        employeeCheckID:
          type: string
        employeeID:
          type: string
        reportingPeriodID:
          type: string
        check_date:
          type: string
          format: date
        gross_pay:
          type: number
        net_pay:
          type: number
        status:
          type: string
          enum: [pending, pre-processed, processed, failed]
    CreateContractorPaymentRequest:
      type: object
      required: [companyID, contractorID, amount]
      properties:
        companyID:
          type: string
        contractorID:
          type: string
        amount:
          type: number
        disbursement_method:
          type: string
          enum: [direct_deposit, prepaid, off_platform]
    ContractorPayment:
      type: object
      properties:
        paymentID:
          type: string
        contractorID:
          type: string
        amount:
          type: number
        status:
          type: string
          enum: [pending, pre-processed, processed, failed]
    ReportingPeriod:
      type: object
      properties:
        id:
          type: string
        start:
          type: string
          format: date
        end:
          type: string
          format: date
        check_date:
          type: string
          format: date
    TaxableLocation:
      type: object
      properties:
        id:
          type: string
        jurisdiction:
          type: string
        state:
          type: string
    ReportRequest:
      type: object
      required: [companyID]
      properties:
        companyID:
          type: string
        start_date:
          type: string
          format: date
        end_date:
          type: string
          format: date
    ReportJob:
      type: object
      properties:
        jobID:
          type: string
        status:
          type: string
          enum: [queued, processing, complete, failed]
        download_url:
          type: string
          format: uri