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CSC Corptax

The Corptax Connector empowers users to seamlessly integrate Corptax data into their business workflows. It enables automated data loading into Corptax, streamlined exports from key modules—including Entity Properties, Compliance, Provision, and International—and supports automation through the Corptax Cart, helping teams save time and improve accuracy.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Corptax Support
URL https://support.corptax.com
Email support@corptax.com
Connector Metadata
Publisher Corptax
Website https://cscglobal.com/service/corptax/
Privacy policy https://www.cscglobal.com/service/privacy
Categories Finance

Corptax Connector

The Corptax Connector provides a way to interact with Corptax data enabling users to automate their business processes.

Prerequisites

You will need the following to proceed:

  • A Microsoft Power Apps or Power Automate plan with custom connector feature
  • A Corptax environment licensed for use with the Corptax Connector

Supported Operations

The connector supports the following operations:

  • Export Data from Corptax: Retrieve data from Corptax via a pre-defined Corptax package and connector
  • Export eFile package Contents: Retrieves detailed information from the e-File View Package window within the Corptax application
  • Import Data into Corptax: Enables users to send data into Corptax via a pre-defined Corptax package and connector.
  • List Corptax Lookups and Lookup Details: Gets lookup information from the lookups window within the Corptax application
  • List eFile Groups: Returns the entities present in an eFile group
  • List Entities and Property Details: Export the Corptax entity list and relevant properties
  • List Entity Navigator Views: Get Corptax entity views and the properties included in each view
  • Create or update secret value: Sets a secret in a specified key vault
  • List secret versions: List all versions of the specified secret
  • Retrieve Import History Report from Corptax: Enables users to get the import history report of a previous upload

Creating a connection

The connector supports the following authentication types:
Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name Type Description Required
Authorization securestring The Authorization for this api True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Check Trigger Status

Check the status of a previously run cart or return
Download Contents

Download returns and reports
Export Data from Corptax

Export data with a pre-defined Corptax package and connector
Export Data from Corptax with Data Source

Export data with a Corptax datasource
Export eFile Package Contents

Exports eFile package details
Export Return Calculation Grid

Exports tax return calculation details
Get GMT Diagnostics

Export GMT Diagnostic details
Import Data into Corptax

Send data into Corptax with a pre-defined Corptax package and connector
List Corptax Lookups and Lookup Details

Get the details of account and entity lookups
List eFile Groups

Get a list of eFile groups and the filing status
List Entities and Property Details

Export entity properties from entity navigator
List Entity Navigator Views

Export properties present in each entity navigator view
Retrieve Import History Report from Corptax

Retrieve an import history report of a previous import job
Trigger Cart

Queue a cart for processing
Trigger Return

Queue a return for printing. Does not re-compute the tax return

Check Trigger Status

Operation ID:
CheckTriggerStatus

Check the status of a previously run cart or return

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Type
 typeOfAction True string

Type
Name
 returnOrCartName True string

Name

Returns

Name Path Type Description
OperationId
 OperationId string
Status
 Status string

Download Contents

Operation ID:
DownloadContents

Download returns and reports

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Type
 typeOfAction True string

Type
Name
 returnOrCartName True string

Name

Returns

Name Path Type Description
array of object
File Name
 File Name string
Status
 Status string
Processed
 Processed string
Content
 Content string

Export Data from Corptax

Operation ID:
ExportData

Export data with a pre-defined Corptax package and connector

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Named Context
 namedContext string

Named context
Entity Code
 entityCode string

Entity code
Case Code
 caseCode string

Case code
Period Code
 periodCode string

Period code
Jurisdiction Code
 jurisdictionCode string

Jurisdiction code
Package Name
 packageName True string

Package name
International Setting
 internationalTaxName string

International Setting
AIT Setting
 provisionName string

AIT Setting

Returns

Export Data from Corptax with Data Source

Operation ID:
ExportDataWithDataSource

Export data with a Corptax datasource

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Named Context
 namedContext string

Named context
Entity Code
 entityCode string

Entity code
Case Code
 caseCode string

Case code
Period Code
 periodCode string

Period code
Jurisdiction Code
 jurisdictionCode string

Jurisdiction code
Data Source
 dataSource True string

Data Source
International Setting
 internationalTaxName string

International Setting
AIT Setting
 provisionName string

AIT Setting

Returns

Export eFile Package Contents

Operation ID:
CorptaxEfilePackage

Exports eFile package details

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Filing Group Name
 filingGroup True string

Filing group
Entity Code
 entityCode string

Entity code
Form
 form string

Form
eFile Package Details
 efilePackageDetails True boolean

Efile Package Details

Returns

Export Return Calculation Grid

Operation ID:
ReturnCalculationDetails

Exports tax return calculation details

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Return Name
 returnName True string

Return name

Returns

Get GMT Diagnostics

Operation ID:
GetGmtDiagnostics

Export GMT Diagnostic details

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
GMT Setting
 gmtSetting True string

GMT Setting
Diagnostic
 gmtDiagnosticName True string

Diagnostic

Returns

Import Data into Corptax

Operation ID:
ImportData

Send data into Corptax with a pre-defined Corptax package and connector

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Entity Code
 entityCode string

Entity code
Case Code
 caseCode string

Case code
Period Code
 periodCode string

Period code
Jurisdiction Code
 jurisdictionCode string

Jurisdiction code
Package Name
 packageName True string

Package name
File Contents
 fileContents True string

File contents
File Name
 fileName True string

File name
Import Transaction Type
 importTransactionType True string

Import transaction type
Chart of Accounts
 chartOfAccountsName True string

Chart of accounts
Recognize Functional Currency
 recognizeFunctionalCurrency True boolean

Recognize functional currency
Stop On Lookup Errors
 stopOnLookupErrors True boolean

Stop on lookup errors
Ledger Amount Type
 ledgerAmountType string

Ledger amount type
Functional Currency Value
 functionalCurrencyValue string

Functional currency value

Returns

Name Path Type Description
JobToken
 JobToken string
Errors
 Errors array of object
Type
 Errors.Type integer
Reference
 Errors.Reference string
Message
 Errors.Message string

List Corptax Lookups and Lookup Details

Operation ID:
DataExchangeLookup

Get the details of account and entity lookups

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Lookup Type
 lookupType True string

Lookup type
Lookup Name
 lookupName string

Lookup name
Return Lookup Details
 details True boolean

Details is a true or false value

Returns

List eFile Groups

Operation ID:
CorptaxEfileGroups

Get a list of eFile groups and the filing status

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Filing Group Name
 filingGroup string

Filing group

Returns

List Entities and Property Details

Operation ID:
EntityList

Export entity properties from entity navigator

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Active
 active boolean

Active
Period Code
 periodName string

Period code
View Qualified Name
 viewName string

View qualified name

Returns

List Entity Navigator Views

Operation ID:
CorptaxEntityViews

Export properties present in each entity navigator view

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
View Qualified Name
 qualifiedviewName string

View qualified name

Returns

Retrieve Import History Report from Corptax

Operation ID:
GetJobHistory

Retrieve an import history report of a previous import job

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Job Token
 jobToken True string

Job Token
report
 report string

report
Report Format
 reportFormat string

Report Format

Returns

Name Path Type Description
JobToken
 JobToken string
ReportType
 ReportType integer
ContentType
 Content.ContentType integer
ContentBytes
 Content.ContentBytes string
HasContent
 Content.HasContent boolean
Errors
 Errors array of object
Type
 Errors.Type integer
Reference
 Errors.Reference string
Message
 Errors.Message string

Trigger Cart

Operation ID:
TriggerCart

Queue a cart for processing

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Cart Name
 cartName True string

Cart name
Type
 typeOfAction True string

Type
Named Context
 namedContext string

Named context
Entity Code
 entityCode string

Entity code
Case Code
 caseCode string

Case code
Period Code
 periodCode string

Period code
Jurisdiction
 jurisdictionCode string

Jurisdiction
Ledger
 ledgerName string

Ledger
Currency
 isoCurrencyCode string

Currency

Returns

Name Path Type Description
OperationId
 OperationId string
Name
 Name string
Message
 Message string

Trigger Return

Operation ID:
TriggerReturn

Queue a return for printing. Does not re-compute the tax return

Parameters

Name Key Required Type Description
Environment
 environmentName True string

Environment name
Enterprise
 enterpriseName True string

Enterprise name
Return Name
 returnName True string

Return name
Type
 typeOfAction True string

Type

Returns

Name Path Type Description
OperationId
 OperationId string
Name
 Name string
Message
 Message string