Magnetic Integrations API

Send us documents through our API, we prepare the tax return, and you get the finished documents back.

The API is client-centric: you create a client, attach documents to it, then create a submission for prep. You track the submission until it's completed and download the output documents.

• Base URL: https://api.magnetictax.com
• Interactive API reference (Swagger): /v1/docs · OpenAPI spec at /v1/openapi.json
• Authentication: a per-organization API key, sent as Authorization: Bearer mag_... (see Authentication)
• A sandbox environment for testing is available on request.

The flow at a glance

sequenceDiagram
    autonumber
    participant App as Your application
    participant API as Magnetic API
    participant Prep as Tax prep
    App->>API: POST /v1/clients
    API-->>App: client (cli_…)
    App->>API: upload documents (presigned)
    API-->>App: documents (doc_…)
    App->>API: POST /v1/clients/{id}/submissions
    API-->>App: submission (sub_…) + expected_completion_at
    API->>Prep: queue for preparation (async, ~3 business days)
    loop poll until done
        App->>API: GET /v1/submissions/{id}
        API-->>App: status: processing
    end
    Prep-->>API: output documents ready
    App->>API: GET /v1/submissions/{id}
    API-->>App: status: completed + output_documents[]
    App->>API: GET download_url → finished return

Processing is asynchronous (typical turnaround ~3 business days). Each submission returns an expected_completion_at. You learn about completion by polling today; webhooks are on the roadmap (see Webhooks).

New here? Start with the Quickstart.