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Pinwheel Taxes

Make taxes less taxing

Win consumer sentiment by being their go to place for all financial needs. Automate the tax form retrieval process to help build solutions that make taxes less of a hassle for your customers.

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Increase conversion, reduce friction and improve the user experience

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Automate the process of retrieving tax forms, eliminating the need for a manual upload.

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The most comprehensive direct deposit switching solution yet

Create a customized user experience, monitor direct deposit allocations, and give users more deposit switching options.

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Reduce operating expenses by allowing for automatic verification of documents. Supported formats include PDF and JSON for maximum flexibility and available types include W-2, 1099-K, 1099-MISC, and 1099-NEC.

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The most comprehensive direct deposit switching solution yet

Create a customized user experience, monitor direct deposit allocations, and give users more deposit switching options.

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Allow users to download their tax forms directly from your application to meet their yearly tax filing needs.

successful deposit switch notification

The most comprehensive direct deposit switching solution yet

Create a customized user experience, monitor direct deposit allocations, and give users more deposit switching options.

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Deploy a tax strategy in record time. We make it easy to implement fully embedded tax solutions right into your app or service in conjunction with our technology partners.

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tax filing screenlogin screen images with blue background
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tax paying model and notificationselecting the payer from the application screenshot
Refund estimation notificationaccount switching explained through infographic

Increase conversion, reduce friction and improve the user experience

checkmark icon

Automate the process of retrieving tax forms, eliminating the need for a manual upload.

tax filing screen

Increase conversion, reduce friction and improve the user experience

checkmark icon

Reduce operating expenses by allowing for automatic verification of documents. Supported formats include PDF and JSON for maximum flexibility and available types include W-2, 1099-K, 1099-MISC, and 1099-NEC.

multiple stacked notification of payroll

Increase conversion, reduce friction and improve the user experience

checkmark icon

Allow users to download their tax forms directly from your application to meet their yearly tax filing needs.

tax structure and notification to pay tax

Increase conversion, reduce friction and improve the user experience

checkmark icon

Deploy a tax strategy in record time. We make it easy to implement fully embedded tax solutions right into your app or service in conjunction with our technology partners.

Refund estimation notification

Unlock new business opportunities with Pinwheel Taxes

Coming soon: Embed these solutions right into your experience with an out-of-box integration.

Pinwheel tax filing infographic image with blue overlay
Tax filing
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Reduce friction, user input errors, and document processing with tax forms pulled directly from the source. No need for users to upload their documents or manually input each box. Our product will allow tax preparation services to more quickly and confidently prepare a user’s tax return.
6.5B hours filing taxes →
Tax estimation screen of mobile app
Tax estimation
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Use the most recent year's tax form to help users estimate their upcoming tax payments for their 1099 job(s) to avoid IRS penalties. With many users picking up gig work as full time or part time jobs, one common mistake is not making quarterly payments for taxes.
Penalty is 5% of unpaid taxes →
Pay check adjustment screen for tax withholdings optimization
Tax withholdings optimization
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Help users optimize their tax withholdings to give them more money throughout the year vs a large refund after filing a return. Tax forms provide specific details on how much a user has paid in taxes throughout the year and can be used as part of a larger decisioning engine to determine optimal W-4 configurations. We make it easy for consumers to deposit their refunds right into your bank through Deposit Switch.
Average tax refund is $3039 →
Income and employment verification
Income & employment verification
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Tax forms provide a wealth of information including: total earnings, employer/payer details, taxes withheld, and more. This information can be used as an additional input for income & employment verification.
Learn more  →

How it works

Once an end user connects their payroll account, a webhook is sent notifying you of the available tax forms. You'll then retrieve the relevant tax forms via an API call using the tax forms ID.
Step by step tax process
Login screen of app
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API Response
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3X industry average coverage
99.9% uptime
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First CRA in the industry

The Pinwheel Advantage

Consumer Reporting Agency

Pinwheel is the industry’s first CRA which means income data provided can be confidently used for credit and risk underwriting decisioning purposes.

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Unparalleled coverage

Pinwheel’s coverage of payroll and income platforms is unmatched. We connect to 1,600 payroll platforms and the top 40+ time & attendance systems, covering 80% of U.S. workers.

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Dynamic adaptation

We've built the user flow to ensure compatibility between payroll service providers, including government agencies and small businesses.

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Featured Blog Post

Pinwheel announces support for taxes

July 19, 2022

Read more➔
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Ready to discover what Pinwheel can do for you?

Get in touch to explore Pinwheel’s solutions across direct deposit switching, income and employment verification, earned wage access, and more.
Request demo