HomeAPI catalog Creating and sending DRL (TAXCADDY)

Api Overview

Last updated: Jul 30, 2025

Creating and sending DRL (TAXCADDY)

Create and send your client's DRL to gather their necessary tax documents.
  • Tax planning & preparations
  • Document management

When using TaxCaddy REST APIs to create custom DRLs for your clients, users will provide client records, intended binder type/tax year, etc. to generate a list of document requests (DRL) based on proforma data to expedite the tax preparation’s gather phase that they can then send to their client. Once generated, users have the option to then check the output, status, or PDF details of this DRL.

Our API will only allow a consumer to make up to 400 requests per minute. If the number of requests exceeds that limit, response code 429 (Too Many Requests) will be returned.

Key Benefits

  1. 1 Streamline the process of gathering client documents.
  2. 2 Review the generated document requests to ensure accuracy.
  3. 3 Send your client their requested uploads with one API call.

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