Annual Tax Filing (1040)

Hurdlr's Tax Filing API makes it easy for you to provide your clients with a seamlessly integrated DIY income tax filing, for federal and state taxes in the US, including for folks with a diverse set of income streams. Self-employed tax filings, often the most complex type, are covered.

1. User experience

Tax filings, especially for folks with a diverse set of income streams, can be very complex. Hurdlr's Tax Filing API allows you to seamlessly integrate any data you've captured on behalf of your user into a DIY tax filing, fast forwarding your user through the tax filing experience.

The tax filing experience itself is fully encapsulated and stands on its own, protecting your company from many legal and privacy-related barriers often experienced in the tax filing arena.

Once you've completed the integration, you can simply redirect your user into the tax filing experience. The experience will explain to the user that their data has been imported from your product, fast-forwarding them through an otherwise burdensome process.

2. Getting started + integrating data

Hurdlr's API can ingest many different types of inputs, including the user's tax profile, income streams, business expenses, and other items.

Any info that you provide to the Hurdlr API will be already integrated into the tax filing experience, and any info that you haven't provided (e.g. a mortgage, K-1s, other income streams, etc.) can be easily entered by your user in the tax filing experience.

This approach means that you can use the tax filing experience by simply integrating one or two pieces of the user's data, and then build out more integration points as part of future iterations.

3. Routing your user into the DIY tax filing experience

Once you have registered a user, you can easily generate a tax filing URL, by making the following POST call:

curl \
  --request POST \
  --url https://sandbox.hurdlr.com/rest/v5/taxes/filingUrl \
  --header 'Authorization: Bearer ${access_token}' \
  --header 'Content-Type: application/json' \

You will a receive a response with the following JSON format:

{
  "url": "https://tax.filing.redirect.url"
}

You can simply parse out the url field from the response, and redirect your user to that URL. Any data that you pushed into the Hurdlr API will automatically be present in the tax filing experience, and the user will be able to enter any additional data as well.

4. Picking your DIY tax filing provider

The Hurdlr API is natively integrated with two DIY tax filing providers:

All the integration work between the Hurdlr API and the DIY tax filing providers is already done, so all you need to do is pick your provider and follow the steps outlined in the relevant integration doc above to securely share your keys with Hurdlr.