SOsoraban
Webhooks

tax_return_sent

A finished tax return was delivered to the client.

postWebhooktax_return_sent

Payload

idinteger
tax_return_namestring nullable
tax_yearinteger nullable
client_emailstring nullable
client_namestring nullable
entity_idinteger
entity_namestring nullable
external_entity_idstring nullable
entity_typestring nullable
firm_role_summarystring

A formatted, human-readable summary of who holds which role on the entity, not structured data. Empty when no roles are assigned. Use GET /entities/{entity_id}/firm_role_assignments if you need the underlying ids.

assigned_tostring nullable
assigned_to_emailstring nullable
linkstring nullable

Path within the Soraban app, relative to the firm's subdomain.

questionnaire_idinteger nullable
sent_atstring date-time
subjectstring nullable
messagestring nullable

Example payload

{
  "firm_role_summary": "Partner: Jane Doe, Manager: John Smith"
}

Response

Return any 2xx to acknowledge. Returning 410 Gone deletes the subscription.

Changes

Webhooks have no change history: a webhook is keyed by its event name rather than a path and method, so no recorded change can name it.