API Status

Changelog

Chart

API Reference

Sign In

Sign Up

Create Client Link

clientAuth

This API Quickstart guide will help you send your first request to Chart, the unified API for tax records.

Quickstart

Integrate with the Chart API to easily collect verified federal and state tax records in real time.

What is Chart?

Chart Connect is an embedded onboarding flow that enables tax payers to connect their tax record system in 30 seconds.

Connect a Taxpayer

Returns all tax records associated with an `access_token`.

Get All Records

Get Record

Submit Form 8821

Retrieve taxpayer information associated with an `access_token`.

Taxpayer

Refresh Taxpayer

Refresh Taxpayer Status

Return details on all available tax record providers.

Providers

Read account information associated with an `access_token`.

Introspect

Disconnect one or more `access_token`s from your application.

Disconnect

Submit

In this integration guide, you will sign up for a Chart Account, set up Chart Connect,  integrate the Chart API, and go into production.

Chart API Implementation Guide

Create your Chart Developer Account,  recieve your application credentials, and pilot how Chart works.

Create a Chart Developer Account

In this guide, you'll integrate Chart Connect into your application's frontend.

Set Up Chart Connect

In this guide, you'll exchange the authorization code for an access token.  Access tokens are required for making API requests to Chart endpoints.

Retrieve Access Token

Explore our best practices for storing access tokens securely. Chart requires developers to store tokens on the backend server for improved security controls.

Store Tokens

Explore our frontend and backend (_coming soon_) SDK repositories.

SDKs

Respond to activity that occurs within Chart and third-party providers.

Events

A step-by-step guide on how to start syncing data using webhooks.

Webhooks

Track the changes made to Chart API over time.

Records

IRS Forms

Client Links

Taxpayer

Management

Modernized E-File

Create Client Link

Authorizations

Body

Response