Topic · topic
Tax Templates
Pre-designed templates for organizing and filing tax documents and returns. Financial institutions and enterprises use these templates to streamline tax operations and manage fiscal responsibilities. Covers tax document collection, structured data formats for financial disclosures, corporate tax returns, and regulatory compliance frameworks across jurisdictions.
Resources
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TurboTax API
Intuit TurboTax API enables integration with TurboTax for consumer and business tax preparation workflows, including data import, tax calculation, and e-filing.
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H&R Block API
H&R Block provides tax preparation templates and tools for individual and small business returns, including document import and guided filing workflows.
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Xero Tax API
Xero's Tax API enables accounting software and tax providers to connect to Xero for seamless tax return preparation using real-time financial data.
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QuickBooks Tax API
QuickBooks Online API provides access to tax-related financial data including income, expenses, and payroll for generating tax templates and returns.
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FATCA/CRS Reporting Templates
FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) templates for financial institutions reporting foreign account holders to the IRS and international tax authorities.
Links
Providers working in Tax Templates
Providers whose own tags share at least two of this topic's tags, most shared first — the top 30 of 45.
| Provider | About | Rating | APIs |
|---|---|---|---|
| Vatstack | VAT number validation and EU tax rates REST API for validating European business VAT IDs via VIES and accessing current VAT rates for all EU member states. Vatstack provides automated VAT compliance for digital businesses including real-ti… | thin | 1 |
| Thomson Reuters | Thomson Reuters provides over 137 APIs across legal, tax and accounting, risk and fraud, and trade and supply industries through their global developer portal. APIs cover Westlaw legal research, Checkpoint tax content, ONESOURCE tax softwa… | emerging | 6 |
| IBANforge | Pre-payout IBAN screening for developers and AI agents — validation, issuing-bank identification against national bank registers, Swiss clearing including QR-IID, bank-level sanctions, SEPA and VoP reachability, and risk scoring across 89… | exemplar | 2 |
| FlowAccount | FlowAccount is a Thai cloud accounting platform serving 130,000+ SMEs, 17,000+ accountants and admins, and 5,900+ accounting firms. Its products cover online accounting (quotations, invoices, tax invoices, receipts, expenses), MobilePOS po… | strong | 1 |
| Intuit | Collection of APIs offered by Intuit for financial and business management services. | strong | 1 |
| Global Database | Global Database (GLOBAL DATA INTELLIGENCE Ltd, UK) is a B2B company-intelligence provider that sources company records directly from 400+ official government registries across 200+ countries — 600M+ company profiles with registry data, off… | strong | 4 |
| Cadana | Cadana is a white-label global payment and payroll infrastructure provider for talent platforms, staffing companies, and HR providers. Its APIs let partners onboard and pay employees and contractors in 100+ countries, run multi-currency pa… | developing | 9 |
| London Stock Exchange Group | London Stock Exchange Group plc is a United Kingdom-based stock exchange and financial information company headquartered in the City of London, England. LSEG provides capital markets, data and analytics, risk management, and post-trade ser… | developing | 1 |
| Taxley (UK Corporation Tax API) | Taxley provides free UK Corporation Tax calculators and a public JSON API for developers and AI assistants. It offers tools to compute corporation tax, deadlines, penalties, and related calculations without requiring an API key. Results li… | developing | 1 |
| Dealogic | Dealogic is a global provider of content and software for the capital markets — deal management, analytics, league tables and compliance — used by investment banks, syndicate and sales/trading desks, investment managers and corporates, and… | developing | 16 |
| Filed | Filed is an AI tax platform for accounting firms and tax professionals. It reads source documents (W-2s, 1099s, K-1s, brokerage statements, prior-year returns), compares them line by line against the draft return to catch errors and find o… | developing | 1 |
| Inkit | Inkit is a Secure Document Generation (SDG) platform that enables organizations to generate, sign, store, and distribute documents in total privacy. The platform provides a REST API for rendering HTML templates into PDFs, automating docume… | thin | 1 |
| Zoho Sign | Zoho Sign is a cloud-based electronic signature platform that provides a REST API for sending documents for signature, managing templates, tracking signing status, and automating signature workflows. The API supports OAuth 2.0 authenticati… | thin | 1 |
| BoldSign | BoldSign is an e-signature platform built by Syncfusion that provides a REST API for sending documents for electronic signature, managing reusable templates, tracking envelope status, and embedding signing and requesting workflows directly… | thin | 2 |
| Planomy Tax Data | A free, keyless open-data JSON API publishing the 2026 US retirement and tax figures that drive the Planomy local-first personal-finance planner: federal income-tax brackets and the standard deduction, FICA rates and the Social Security wa… | thin | 1 |
| Mosey | Mosey is a business compliance platform that helps multi-state companies open and manage state and local tax, HR, payroll, insurance, and registration accounts. The Mosey API is a composable set of OpenAPI 3.1 endpoints that let software p… | thin | 3 |
| QuickBooks | QuickBooks is Intuit's accounting software platform for small businesses, self-employed, and accountants, available as QuickBooks Online (cloud) and QuickBooks Desktop. The QuickBooks Online Accounting REST API provides programmatic access… | thin | 4 |
| FINRA | The Financial Industry Regulatory Authority (FINRA) is a regulatory organization that oversees and regulates the securities industry in the United States. The FINRA Developer Center exposes Query, Notification, and Submission APIs for acce… | thin | 6 |
| Vistra | Vistra is a global corporate services provider operating in over 45 jurisdictions, offering entity management, incorporation, compliance, payroll, and fund administration services. The Vistra REST API enables developers to programmatically… | thin | 1 |
| Cleartax | Cleartax (operating as Clear, clear.in) is an Indian fintech and financial-compliance automation platform that provides tax, GST, and e-invoicing software for individuals, tax professionals, and over 4,000 enterprises. Clear exposes a suit… | thin | 5 |
| MainStreet | MainStreet is a US small-business tax-credit and back-office platform that identifies, calculates, and files R&D tax credits alongside a client's CPA. Its service covers qualified research expense (QRE) identification under IRC §41, the IR… | thin | 1 |
| Vertex | Vertex Inc. provides tax technology software and solutions that help businesses automate global tax compliance, calculate taxes, and manage tax data across multiple jurisdictions. Their platform integrates with ERP, e‑commerce, and financi… | thin | 8 |
| Sphere | Sphere is a developer-first global indirect tax compliance platform that automates sales tax, VAT, and GST across nexus monitoring, registration, real-time calculation, and filing/remittance. Its REST API lets billing and checkout flows ca… | thin | 1 |
| CoinLedger | CoinLedger provides free crypto tax software that helps individuals and professionals generate tax reports for cryptocurrency transactions. Founded in 2018, the platform offers tools for portfolio tracking, NFT and DeFi tax calculations, a… | emerging | 0 |
| Sovos | Sovos provides a global, cloud‑based platform for tax compliance, regulatory reporting, and e‑invoicing. It helps enterprises automate indirect tax calculations, filing, and information reporting across more than 200 jurisdictions. The pla… | emerging | 6 |
| Blue J | Blue J is an AI-powered tax research platform that delivers defensible, source-backed answers to complex tax questions in seconds, drawing on primary law plus Tax Notes and IBFD content. Built for tax professionals, the platform supports a… | emerging | 0 |
| Earnipay | Earnipay is a Nigerian fintech that operates an NRS/FIRS-compliant e-invoicing platform for businesses. As an accredited Nigeria Revenue Service (NRS) and NITDA systems integrator, Earnipay lets developers programmatically create businesse… | emerging | 1 |
| Clear Books | Clear Books is UK cloud accounting software with a REST API for managing invoices, expenses, bank transactions, contacts, reports, and tax submissions for small businesses. | emerging | 1 |
| Firstbase | Firstbase is an all-in-one startup operating system that helps founders form, run, and grow a US business from anywhere in the world. Its products cover incorporation (Firstbase Start for LLCs and C-Corps in Delaware, Wyoming, New York, Te… | emerging | 0 |
| IRS | The US Internal Revenue Service (IRS) provides REST APIs and Application-to-Application (A2A) interfaces for tax information access, identity verification, income verification, information return filing, and taxpayer account data. Authoriz… | emerging | 5 |
Tags
DocumentationFinanceTaxTemplatesCompliance