Onboarding step completion status
Which onboarding steps are complete for the organization selected by Organization-Id, Connection-Id, or Entity-Id.
Authorization
Headers
Release date, as YYYY-MM-DD. Defaults to 2026-07-21.
Target organization id (Organization-Id selector).
Target connection id; resolves to its organization.
Platform entity id; resolves to a connection's organization.
Optional source to disambiguate an Entity-Id.
Response
Whether the org has imported or connected transaction data.
Whether physical nexus locations are recorded.
Whether required organization profile fields are complete.
Whether payout or remittance bank details are on file.
Whether primary product categories are configured.
Whether a billing plan step is complete.
Whether all required onboarding steps are complete.
Whether automatic registration is enabled, if configured.
Whether automatic filing is enabled, if configured.
Status of the physical mailing address step, if applicable.
Sticky flag when account setup gating is satisfied.
Onboarding checklist branch identifier for triage UI.
Whether payment setup is complete.
Whether the mail-related onboarding step is complete.
Whether the exemption certificate management step is complete.
Whether the analytics onboarding step is complete.
Successful Response
The request was invalid.
Authentication failed or was missing.
The requested resource was not found.
Validation Error