Update filing calendar

You can update a filing calendar by retrieving the existing template through the appropriate endpoint, applying the necessary updates, and submitting the updated template.

Common reasons to update a filing calendar include:

Changes in filing frequency issued by the tax authority.
Updates to tax form or account details.
Adjustments to effective dates or end dates.

The example below demonstrates how to update the end date of an existing filing calendar.

To update an existing filing calendar, follow these steps:

Retrieve existing filing calendar IDs

Before making updates, retrieve the filing calendar IDs associated with the company.

View request

query FilingCalendars {
  filingCalendars(input: {companyId: 1234556}) {
    value {
      filingCalendars {
        value {
          id #this would be the filing calendar id
          legalEntityName
          localRegistrationId
          taxFormCode
        }
      }
    }
  }
}

View response

{
  "data": {
    "filingCalendars": {
      "value": {
        "filingCalendars": {
          "value": [
            {
              "id": 123456, #this would be the filing calendar id
              "legalEntityName": "Acme Corporation LLC",
              "localRegistrationId": null,
              "taxFormCode": "USAZTPT2"
            },
            {
              "id": 1234567, #this would be the filing calendar id
              "legalEntityName": "Acme Corporation LLC",
              "localRegistrationId": null,
              "taxFormCode": "USTX0111401116"
            }
          ]
        }
      }
    }
  }
}

Use the appropriate filing calendar ID from the response in the next step.

Retrieve existing filing calendar details

Retrieve the full filing request data for the selected filing calendar. This ensures you have the current values before making any updates.

View request

query FilingRequests {
  filingCalendarRequests(
    input: {companyId: 123456, filingCalendarId: 123456}
  ) {
    value {
      filingRequests {
        value {
          companyId
          id #This is the id for filing request
          data {
            autoLockOverrideDay
            companyReturnId
            country
            effDate
            endDate
            filingFrequencyId
            fiscalYearStartMonth
            isClone
            locationCode
            region
            registrationId
            taxAuthorityId
            taxAuthorityName
            taxFormCode
            answers {
              answer
              filingQuestionCode
              filingQuestionId
            }
          }
          filingRequestStatusId
          id
        }
      }
    }
  }
}

View response

{
  "data": {
    "filingCalendarRequests": {
      "value": {
        "filingRequests": {
          "value": [
            {
              "companyId": 123456,
               "id": 223301, #this is the id for Filing Request
              "data": {
                "autoLockOverrideDay": null,
                "canValidateEfileCredentails": false,
                "companyReturnId": 123456,
                "country": "US",
                "effDate": "2025-04-01T00:00:00",
                "endDate": null,
                "filingFrequencyId": "MONTHLY",
                "fiscalYearStartMonth": null,
                "isClone": false,
                "locationCode": null,
                "region": "TX",
                "registrationId": "123456789",
                "returnName": "USTX0111401116",
                "taxAuthorityId": null,
                "taxAuthorityName": "TEXAS",
                "taxFormCode": "USTABC1234556",
                "answers": [
                  {
                    "answer": "efile_user_01",
                    "filingQuestionCode": "EfileUsername",
                    "filingQuestionId": 26
                  },
                  {
                    "answer": "securePassword123",
                    "filingQuestionCode": "EfilePassword",
                    "filingQuestionId": 27
                  },
                  {
                    "answer": 1,
                    "filingQuestionCode": "FilingMethod",
                    "filingQuestionId": 2
                  },
                  {
                    "answer": "999999999",
                    "filingQuestionCode": "EIN",
                    "filingQuestionId": 36
                  },
                  {
                    "answer": "Acme Corporation LLC",
                    "filingQuestionCode": "LegalEntityName",
                    "filingQuestionId": 24
                  },
                  {
                    "answer": "9876 Elm Street",
                    "filingQuestionCode": "AddressLine1",
                    "filingQuestionId": 28
                  },
                  {
                    "answer": "",
                    "filingQuestionCode": "AddressLine2",
                    "filingQuestionId": 29
                  },
                  {
                    "answer": "Springfield",
                    "filingQuestionCode": "City",
                    "filingQuestionId": 30
                  },
                  {
                    "answer": "WI",
                    "filingQuestionCode": "Region",
                    "filingQuestionId": 31
                  },
                  {
                    "answer": "53703",
                    "filingQuestionCode": "ZipCode",
                    "filingQuestionId": 32
                  },
                  {
                    "answer": "US",
                    "filingQuestionCode": "Country",
                    "filingQuestionId": 33
                  },
                  {
                    "answer": "8001234567",
                    "filingQuestionCode": "Phone",
                    "filingQuestionId": 34
                  }
                ]
              },
              "filingRequestStatusId": "REQUESTAPPROVED",
              "id": 123345
            }
          ]
        }
      }
    }
  }
}

Submit an updated filing calendar

Use the data retrieved to create a new filing calendar request. In this example, the end date is updated.

Note

Copy the existing data object from the response.
Modify only the required fields.
Submit the request for back end review.
Once approved, the new filing calendar replaces the existing one.

View request

mutation CreateFilingCalendarRequests($input: CreateFilingRequestInput) {
  createFilingCalendarRequests(filingRequestInput: $input) {
    id #This is the id for filing request
    companyId
    filingRequestStatusId
    data {
      autoLockOverrideDay
      companyReturnId
      country
      effDate
      endDate
      filingFrequencyId
      fiscalYearStartMonth
      isClone
      locationCode
      region
      registrationId
      taxAuthorityId
      taxAuthorityName
      taxFormCode
      answers {
        answer
        filingQuestionId
        filingQuestionCode
      }
    }
  }
}

Variables

{
    "input": {
      "filingRequest": [{
      "companyId": 123456,
      "filingRequestStatusId": "NEW",
      "data": {
        "autoLockOverrideDay": null,
        "canValidateEfileCredentails": false,
        "companyReturnId": 655398,
        "country": "US",
        "effDate": "2025-04-01T00:00:00",
        "endDate": "2027-04-01T00:00:00",
        "filingFrequencyId": "MONTHLY",
        "fiscalYearStartMonth": null,
        "isClone": false,
        "locationCode": null,
        "region": "TX",
        "registrationId": "123456789",
        "taxAuthorityId": null,
        "taxAuthorityName": "TEXAS",
        "taxFormCode": "USTX0111401116",
        "answers": [
          {
            "answer": "efile_user_01",
            "filingQuestionCode": "EfileUsername",
            "filingQuestionId": 26
          },
          {
            "answer": "securePassword123",
            "filingQuestionCode": "EfilePassword",
            "filingQuestionId": 27
          },
          {
            "answer": 1,
            "filingQuestionCode": "FilingMethod",
            "filingQuestionId": 2
          },
          {
            "answer": "999999999",
            "filingQuestionCode": "EIN",
            "filingQuestionId": 36
          },
          {
            "answer": "Acme Corporation LLC",
            "filingQuestionCode": "LegalEntityName",
            "filingQuestionId": 24
          },
          {
            "answer": "9876 Elm Street",
            "filingQuestionCode": "AddressLine1",
            "filingQuestionId": 28
          },
          {
            "answer": "",
            "filingQuestionCode": "AddressLine2",
            "filingQuestionId": 29
          },
          {
            "answer": "Springfield",
            "filingQuestionCode": "City",
            "filingQuestionId": 30
          },
          {
            "answer": "WI",
            "filingQuestionCode": "Region",
            "filingQuestionId": 31
          },
          {
            "answer": "53703",
            "filingQuestionCode": "ZipCode",
            "filingQuestionId": 32
          },
          {
            "answer": "US",
            "filingQuestionCode": "Country",
            "filingQuestionId": 33
          },
          {
            "answer": "8001234567",
            "filingQuestionCode": "Phone",
            "filingQuestionId": 34
          }
        ]
      }
    }]
    }
}

View response

{
  "data": {
    "createFilingCalendarRequests": [
      {
        "id": 123456, #This is the id for filing request
        "companyId": 123456,
        "filingRequestStatusId": "CHANGEREQUEST",
        "data": {
          "autoLockOverrideDay": null,
          "companyReturnId": 1234345,
          "country": "US",
          "effDate": "2025-05-01T00:00:00",
          "endDate": "2027-04-01T00:00:00",
          "filingFrequencyId": "MONTHLY",
          "fiscalYearStartMonth": null,
          "isClone": false,
          "locationCode": null,
          "region": "TX",
          "registrationId": "123456789",
          "taxAuthorityId": null,
          "taxAuthorityName": "TEXAS",
          "taxFormCode": "USTX0111401116",
          "answers": [
            {
              "answer": "efile_user_01",
              "filingQuestionId": 26,
              "filingQuestionCode": "EfileUsername"
            },
            {
              "answer": "securePassword123",
              "filingQuestionId": 27,
              "filingQuestionCode": "EfilePassword"
            },
            {
              "answer": 1,
              "filingQuestionId": 2,
              "filingQuestionCode": "FilingMethod"
            },
            {
              "answer": "999999999",
              "filingQuestionId": 36,
              "filingQuestionCode": "EIN"
            },
            {
              "answer": "Acme Corporation LLC",
              "filingQuestionId": 24,
              "filingQuestionCode": "LegalEntityName"
            },
            {
              "answer": "9876 Elm Street",
              "filingQuestionId": 28,
              "filingQuestionCode": "AddressLine1"
            },
            {
              "answer": "",
              "filingQuestionId": 29,
              "filingQuestionCode": "AddressLine2"
            },
            {
              "answer": "Springfield",
              "filingQuestionId": 30,
              "filingQuestionCode": "City"
            },
            {
              "answer": "WI",
              "filingQuestionId": 31,
              "filingQuestionCode": "Region"
            },
            {
              "answer": "53703",
              "filingQuestionId": 32,
              "filingQuestionCode": "ZipCode"
            },
            {
              "answer": "US",
              "filingQuestionId": 33,
              "filingQuestionCode": "Country"
            },
            {
              "answer": "8001234567",
              "filingQuestionId": 34,
              "filingQuestionCode": "Phone"
            }
          ]
        }
      }
    ]
  }
}

Modify an existing filing calendar request (optional)

In some cases, you may need to update an existing filing calendar request before it’s approved.

Note

At any given time, there can be only one filing calendar request for a company and a specific tax form code.

View request

mutation UpdateFilingCalendarRequest($input: UpdateFilingRequestInputModel) {
  updateFilingCalendarRequest(input:$input)
  {
    companyId
    data {
      autoLockOverrideDay
      canValidateEfileCredentials
      companyReturnId
      country
      effDate
      endDate
      filingFrequencyId
      fiscalYearStartMonth
      isClone
      locationCode
      region
      registrationId
      taxAuthorityId
      taxAuthorityName
      taxFormCode
      taxTypeId
    }
    filingRequestStatusId
    id
  }
}

Variables

{
  "input": {
    "companyId": 123456,
    "filingRequestStatusId": "CHANGEREQUEST",
    "id": "123456",
    "data": {
      "effDate": "2025-04-01T00:00:00",
      "filingFrequencyId": "MONTHLY",
      "taxFormCode": "USAZTPT2",
      "taxAuthorityName": "ARIZONA",
      "country": "US",
      "region": "AZ"
    }
  }
}

View response


{
  "data": {
    "updateFilingCalendarRequest": {
      "companyId": 123456,
      "data": {
        "autoLockOverrideDay": null,
        "canValidateEfileCredentails": false,
        "companyReturnId": null,
        "country": "US",
        "effDate": "2025-04-01T00:00:00",
        "endDate": null,
        "filingFrequencyId": "QUARTERLY",
        "fiscalYearStartMonth": null,
        "isClone": false,
        "locationCode": null,
        "region": "TX",
        "registrationId": null,
        "taxAuthorityId": null,
        "taxAuthorityName": "TEXAS",
        "taxFormCode": "USTX0111401116",
        "taxTypeId": null
      },
      "filingRequestStatusId": "CHANGEREQUEST",
      "id": 123456
    }
  }
}