Create a new tax preparation account for a client with custom branding and authentication
application/json[email protected]JohnDoeactive for newly created accounts.| Account Type | Tax Forms | Typical Use Case |
|---|---|---|
individual | 1040, schedules | Personal tax returns |
business | 1120, 1120S, 1065, 1041 | Corporate, partnership, S-Corp returns |
trust_estate | 1041, 706 | Trust and estate tax planning |
send_invitation: false to add spouse without immediately sending accessEmail Verification
Account Types
individual for personal tax returns (1040)business for business entitiesLogin Management