Product updates

Starting January 1, amendment tax documents will appear separately from each other in the documents API with the document_type set to that specific filing type, such as TX C-5 for a Texas SUI amendment. Previously, all amendments from a set of corrections returned as a single PDF with document_type Amended Tax Package.

CheckAI is now fully integrated with the Filings API, making it capable of answering many of your Quarter End and Year End questions. Try asking it questions like: “What Q4 filings do we plan to make for <company_id>” or “What filings are blocked for <company_id”?

We've added a new Tax filings section in Console for each Company, built upon the Tax Filings API released this fall. You can now see upcoming, blocked, and filed tax returns all in one place.

Blocked filings are visible in this new section with an explanation of the issue and the steps needed to resolve it. Blocked filings are informational and do not have consequences on their own. Delayed filing fees only apply if a filing is processed after the due date or requires multiple filing attempts. In some cases, you can resolve blocked filings by opting out of unwanted or zero-dollar filings directly from Console up until quarter-end filing begins. To learn more, visit the Help Center.

Employer copies of tax documents will be linked directly from this section starting next week. As a reminder, Q4 employer copies will be published on January 12th.

Finally, as part of this release, we have also introduced a new “Tax management” organizational area within the Console sidebar. The Tax deposits section is now located within this area, as is the new Tax filings section.

We’re updating the Employee Tax Statement API to give partners clearer visibility into statement publication status and physical delivery method.

New fields

• published_at (nullable timestamp) — When the statement was published to the employee.
• publication_status (string) — Current statement state: draft (not yet published), pending_correction (publication held while corrections are pending), or published (available to the employee).
• delivery_method (nullable string) — How a physical copy will be delivered: manual (employer distributes) or mail (mailed by Check).
• mail_recipient (nullable string) — When delivery_method is mail, indicates who receives the mailed copy: employee or company.

Deprecated fields

• filed_at is deprecated. Partners should migrate to published_at for statement lifecycle timing going forward.