Update a tax filing

Moves a filing along its tracker: DRAFT → REVIEWED → DOWNLOADED → FILED → ACCEPTED. Setting FILED stamps `filedAt` the first time and never again, so correcting the record afterwards does not rewrite when it was actually filed.

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:write

Path Parameters

Name	Type	Required	Description
`filingId`	string	Required	Filing ID.

Request Body

Property	Type	Required	Description
`status`	string	Required	Where it has got to.
`confirmationNumber`	string	Optional	What the tax authority gave you.
`filingNotes`	string	Optional

PATCHExample request

curl

curl -X PATCH "https://www.pxb.app/api/public/v1/tax-filings/{filingId}" \
  -H "Authorization: Bearer your_access_token" \
  -H "Content-Type: application/json" \
  -d '{
    "status": "FILED",
    "confirmationNumber": "IRS-88213"
  }'

200Example response

json

{
  "message": "Filing updated!",
  "content": {
    "filing": {
      "id": "txf_9001",
      "status": "FILED"
    }
  }
}

In the console

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

Finances → Taxes

/finances/taxes

Open a filing.
Move its status along the tracker.