Apply for an EIN

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    business_id: '987e6543-e21a-45b6-c789-012345678901',
    responsible_party: {
      user_id: '123e4567-e89b-12d3-a456-426614174000',
      first_name: 'Jane',
      last_name: 'Doe',
      ssn: '123-45-6789'
    },
    reason: 'started_new_business',
    fiscal_year_end_month: 12,
    expected_employee_count: {agricultural: 0, household: 0, other: 5},
    principal_activity: 'finance_and_insurance',
    principal_activity_detail: 'Software consulting services',
    has_previous_ein: false,
    reason_detail: 'Compliance with state reporting requirements',
    wage_date: '2026-04-01',
    previous_ein: '12-3456789',
    trade_name: 'Acme Trading Co',
    form_944_election: false,
    metadata: {internal_ref: 'REF-123'}
  })
};

fetch('https://api.getpalm.com/v1/filing/ein', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

{
  "id": "123e4567-e89b-12d3-a456-426614174000",
  "object": "filing",
  "created_at": "2025-10-24T10:30:00Z",
  "updated_at": "2025-10-24T15:45:00Z",
  "metadata": {
    "external_id": "user_123_in_my_system",
    "customer_tier": "premium",
    "signup_source": "mobile_app"
  },
  "jurisdiction": "US-NC",
  "name": "Acme Holdings LLC",
  "business_id": {},
  "result": {},
  "parent_filing_id": {},
  "related_filings": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "object": "filing"
    }
  ],
  "documents": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "object": "document",
      "type": "articles_of_organization",
      "url": "<string>",
      "uploaded_at": "2023-11-07T05:31:56Z"
    }
  ],
  "fee": {},
  "status_reason": "<string>",
  "canceled_by": "<string>",
  "canceled_at": "2023-11-07T05:31:56Z",
  "cases": [
    {
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "object": "case",
      "created_at": "2025-10-24T10:30:00Z",
      "updated_at": "2025-10-24T15:45:00Z",
      "metadata": {
        "external_id": "user_123_in_my_system",
        "customer_tier": "premium",
        "signup_source": "mobile_app"
      },
      "parent_id": "fil_1a2b3c",
      "summary": "Additional information needed to complete your filing.",
      "opened_at": "2023-11-07T05:31:56Z",
      "details": {},
      "request": {
        "fields": [
          {
            "name": "corrected_legal_name",
            "type": "string",
            "description": "Corrected legal name (state rejected \"Acme LLC\" — name already taken).",
            "required": true,
            "example": "Acme Holdings LLC"
          }
        ]
      },
      "response": {
        "fields": {}
      },
      "due_at": {},
      "resolved_at": {}
    }
  ]
}

Filing

Apply for an EIN

⚠️ Early access — This endpoint is in preview and may change in backwards-incompatible ways before it is marked stable. Avoid depending on it in production, and reach out before building on it.

Apply for an EIN with the IRS for a business that you are already tracking in your Palm account.

Business vault prerequisites. These fields must be set on the business record before submission:

business.legal_name
business.entity_type
business.formation_jurisdiction
business.formation_date
business.address_line_1
business.city
business.region
business.postal_code

business.address_line_2, business.country, and business.dba_name are forwarded to the IRS if present.

Responsible party. Either pass a user_id for an existing user whose vault already has identity.first_name, identity.last_name, and identity.ssn, or pass first_name / last_name / ssn directly — Palm will create the user, vault the SSN, and link them to the business.

Result. Returns the new filing in queued status. The filing then advances through ready_to_file → processing → filed → completed, firing a filing.* webhook at each step. The assigned EIN is available on filing.result.ein_number once the filing is completed.

POST

filing

ein

Apply for an EIN

const options = {
  method: 'POST',
  headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    business_id: '987e6543-e21a-45b6-c789-012345678901',
    responsible_party: {
      user_id: '123e4567-e89b-12d3-a456-426614174000',
      first_name: 'Jane',
      last_name: 'Doe',
      ssn: '123-45-6789'
    },
    reason: 'started_new_business',
    fiscal_year_end_month: 12,
    expected_employee_count: {agricultural: 0, household: 0, other: 5},
    principal_activity: 'finance_and_insurance',
    principal_activity_detail: 'Software consulting services',
    has_previous_ein: false,
    reason_detail: 'Compliance with state reporting requirements',
    wage_date: '2026-04-01',
    previous_ein: '12-3456789',
    trade_name: 'Acme Trading Co',
    form_944_election: false,
    metadata: {internal_ref: 'REF-123'}
  })
};

fetch('https://api.getpalm.com/v1/filing/ein', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

{
  "id": "123e4567-e89b-12d3-a456-426614174000",
  "object": "filing",
  "created_at": "2025-10-24T10:30:00Z",
  "updated_at": "2025-10-24T15:45:00Z",
  "metadata": {
    "external_id": "user_123_in_my_system",
    "customer_tier": "premium",
    "signup_source": "mobile_app"
  },
  "jurisdiction": "US-NC",
  "name": "Acme Holdings LLC",
  "business_id": {},
  "result": {},
  "parent_filing_id": {},
  "related_filings": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "object": "filing"
    }
  ],
  "documents": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "object": "document",
      "type": "articles_of_organization",
      "url": "<string>",
      "uploaded_at": "2023-11-07T05:31:56Z"
    }
  ],
  "fee": {},
  "status_reason": "<string>",
  "canceled_by": "<string>",
  "canceled_at": "2023-11-07T05:31:56Z",
  "cases": [
    {
      "id": "123e4567-e89b-12d3-a456-426614174000",
      "object": "case",
      "created_at": "2025-10-24T10:30:00Z",
      "updated_at": "2025-10-24T15:45:00Z",
      "metadata": {
        "external_id": "user_123_in_my_system",
        "customer_tier": "premium",
        "signup_source": "mobile_app"
      },
      "parent_id": "fil_1a2b3c",
      "summary": "Additional information needed to complete your filing.",
      "opened_at": "2023-11-07T05:31:56Z",
      "details": {},
      "request": {
        "fields": [
          {
            "name": "corrected_legal_name",
            "type": "string",
            "description": "Corrected legal name (state rejected \"Acme LLC\" — name already taken).",
            "required": true,
            "example": "Acme Holdings LLC"
          }
        ]
      },
      "response": {
        "fields": {}
      },
      "due_at": {},
      "resolved_at": {}
    }
  ]
}

Authorizations

Authorization

string

header

required

Enter your API key in the format: sk_test_xxxxx or sk_live_xxxxx

Body

application/json

business_id

string<uuid>

required

Business ID of a business you previously vaulted with Palm.

Example:

"987e6543-e21a-45b6-c789-012345678901"

responsible_party

object

required

Responsible party for the entity

Show child attributes

reason

enum<string>

required

Reason for applying

Available options:

started_new_business,

hired_employees,

banking_purposes,

changed_organization_type,

purchased_business,

created_trust,

created_pension_plan,

withholding_compliance,

other

Example:

"started_new_business"

fiscal_year_end_month

integer

required

Closing month of accounting year. 1-12, most entities use 12 for calendar year.

Required range: 1 <= x <= 12

Example:

12

expected_employee_count

object

required

Highest number of employees expected in next 12 months by category

Show child attributes

principal_activity

enum<string>

required

Principal activity category

Available options:

construction,

real_estate,

rental_and_leasing,

manufacturing,

transportation_and_warehousing,

finance_and_insurance,

health_care,

accommodation_and_food_service,

wholesale_agent_broker,

wholesale_other,

retail,

other

Example:

"finance_and_insurance"

principal_activity_detail

string

required

Description of principal products or services

Example:

"Software consulting services"

has_previous_ein

boolean

required

Has the entity previously applied for and received an EIN?

Example:

false

reason_detail

string

Details for the reason. Required if reason is "other".

Example:

"Compliance with state reporting requirements"

wage_date

string<date>

Date wages will first be paid. Required if total expected employees > 0.

Example:

"2026-04-01"

previous_ein

string

Previous EIN if applicable. Required if has_previous_ein is true.

Example:

"12-3456789"

trade_name

string

Trade name / DBA if different from legal name

Example:

"Acme Trading Co"

form_944_election

boolean

Elect to file Form 944 annually instead of Form 941 quarterly. Applies if expected annual employment tax liability is $1,000 or less.

Example:

false

metadata

object

Partner-defined metadata

Example:

{ "internal_ref": "REF-123" }

Response

EIN filing created

string<uuid>

required

Unique identifier for the resource

Example:

"123e4567-e89b-12d3-a456-426614174000"

object

enum<string>

required

Object type

Available options:

filing

Example:

"filing"

created_at

string<date-time>

required

ISO 8601 timestamp of when the resource was created

Example:

"2025-10-24T10:30:00Z"

updated_at

string<date-time>

required

ISO 8601 timestamp of when the resource was last updated

Example:

"2025-10-24T15:45:00Z"

metadata

object

required

Store up to 50 custom key-value pairs for application-specific data. Useful for storing references to external systems, feature flags, or other custom attributes.

Show child attributes

Example:

{
  "external_id": "user_123_in_my_system",
  "customer_tier": "premium",
  "signup_source": "mobile_app"
}

type

enum<string>

required

Filing type

Available options:

formation,

ein,

registered_agent,

ra_change,

amendment,

scorp_election

status

enum<string>

required

Current status

Available options:

queued,

ready_to_file,

processing,

filed,

completed,

rejected,

canceled,

failed

entity_type

enum<string>

Entity type (for formations)

Available options:

llc,

corporation

jurisdiction

object

Jurisdiction (ISO 3166-2)

Example:

"US-NC"

name

object

Business name for the filing

Example:

"Acme Holdings LLC"

business_id

object

Linked business ID

result

object

Filing result — populated on completion. Contents vary by filing type. Formation: { registration_number, formation_date }. EIN: { ein_number, entity_name }.

parent_filing_id

object

Parent filing ID (for bundled EIN/RA)

Related filings (EIN, registered agent)

Show child attributes

documents

object[]

Documents associated with this filing

Show child attributes

fee

object

Fee components keyed by type (base, dynamic, late, credit_card, ach). Only present components are included. When items is set, it lists each evaluated rule for itemized rendering — the component-keyed values are the sums across those items.

status_reason

string

Reason the filing was canceled (partner request, parent off-boarded, duplicate, etc.). Only present when status is canceled.

canceled_by

string

Role that initiated the cancellation. One of: partner, palm. Only present when status is canceled.

canceled_at

string<date-time>

Timestamp the filing was canceled

cases

object[]

Cases attached to this filing. One entry per partner-visible case, in chronological order. Each case carries a typed request payload describing what Palm needs and, once submitted, a typed response. Partners respond via POST /v1/case/:case_id/response. An entry with status=needs_response is an outstanding ask — its presence is the signal that the filing needs partner action.

Show child attributes

List businesses for a user

Form a corporation

⌘I