List tax filings

Returns the company has prepared, and how far each has got. A filing is unique per legal entity, tax year and form type — generating the same combination twice replaces the earlier draft rather than stacking a second. `aggregationSnapshot` holds the figures as they stood when the PDF was generated, so a filing keeps saying what it said even as the ledger moves underneath it.

Required scope

The access token must carry this scope. A token missing it gets 403 Forbidden. Grant them to an API client under Settings → Company → API, and to a teammate under Employee → Permissions.

taxes:read

Query Parameters

Name	Type	Required	Description
`limit`	number	Optional	Maximum number of items to return (1-100).Default: `20`
`offset`	number	Optional	Number of items to skip before starting to collect the result set.Default: `0`
`sortBy`	string	Optional	Field to sort by. Allowed values vary by endpoint.Default: `createdAt`
`sortOrder`	string asc desc	Optional	Sort direction.Default: `desc`
`search`	string	Optional	Free-text search across the resource’s primary fields.
`createdAfter`	string	Optional	ISO 8601 timestamp — only return items created after this time.
`createdBefore`	string	Optional	ISO 8601 timestamp — only return items created before this time.
`updatedAfter`	string	Optional	ISO 8601 timestamp — only return items updated after this time.
`taxYear`	number	Optional
`status`	string DRAFT REVIEWED DOWNLOADED FILED ACCEPTED	Optional	Where it has got to.
`formType`	string SCHEDULE_C FORM_1120_S FORM_1120 FORM_1065	Optional	Which return.
`legalEntityId`	string	Optional

GETExample request

curl

curl -X GET "https://www.pxb.app/api/public/v1/tax-filings" \
  -H "Authorization: Bearer your_access_token"

200Example response

json

{
  "message": "Tax filings retrieved successfully!",
  "content": {
    "filings": [
      {
        "id": "txf_9001",
        "taxYear": 2025,
        "formType": "FORM_1120_S",
        "status": "FILED",
        "dueDate": "2026-03-15T00:00:00.000Z",
        "filedAt": "2026-03-02T18:22:00.000Z",
        "confirmationNumber": "IRS-88213"
      }
    ],
    "pagination": {
      "total": 42,
      "limit": 20,
      "offset": 0,
      "hasMore": true
    }
  }
}

In the console

The same thing done by hand, for anyone comparing the API against the screen they already use.

Finances → Taxes

/finances/taxes