Changelog

Introducing one-off links for ad hoc tax record collection! Users can now create unique links to send to their end users via email, phone, or other channels. This feature requires no integration, making it perfect for ad hoc collection of tax records. It simplifies the process of gathering tax information without the need for complex setups or technical implementations.

Chart is now an official participant of the IRS Transcript Delivery System (TDS)! This integration allows us to electronically submit Tax Information Authorizations using Form 8821. With this capability, we can now provide full coverage for any individual or business taxpayer, streamlining the process of accessing and managing tax information for our users.

We’ve added support for IRS Online Accounts! End users can now log in to their IRS online account directly through Chart, allowing our API to easily retrieve tax transcripts. This streamlines the process of accessing official tax records for individuals and businesses.

Our API Docs have a new look! Use our API Reference for a deep-dive into the details and structure of our API, and our Documentation for introductions to our products, implementation guides, and best practices.

Professional tax prep software is used for majority of C-corp and enterprise companies. Chart will soon incorporate all of the major cloud-based software, starting with CCH Axcess. End users can now redirect their link to their tax preparer to sync their returns.

Major tax preparation software providers for individual returns added to Connect.
Current provider list:

• Intuit TurboTax
• H&R Block
• TaxAct
• Tax Slayer