To create an under-construction job for a user, you'll need two things:

1. The ID of the user you want to create the job for
2. The ID of the job template you want to use

You can get a job template ID from the list of available job templates in your workspace by calling the List Job Templates API and noting a job template ID.

Once you have the user ID and the job template ID, you can use the Create Job API to create an under-construction job for your user. You'll get a job ID that you can use to retrieve information about the job that will be used to create links, answer questions, and submit to the pool of Tax Pros.

Query for the questionnaire and provide the required answers. The questionnaire will be complete when all required answers for a valid path have been provided.

If you want to request a previous Pro to work on the job, you can use the Request Previous Pro endpoint to do so. This must be done prior to submitting the job. Note that this is only applicable for returning customers, as their job history is used to determine which Pro to request.

Please note that even if a specific Pro is requested, they are not guaranteed to be the one assigned to the job If they are not available, the job will be picked up by the first available Pro.

At this point, you've provided all the answers for the required questions in your desired service packages. Next, you can provide any supporting documents like the previous year's return or form of identification via the Document Creation API, or you can submit the job to the pool of Taxfyle Pros via the Job Submit Endpoint.

Once the job is submitted, it'll transition to the UNCLAIMED status while awaiting being picked up by a matching pro and will then transition to CLAIMED once in progress. If Info Gathering is enabled in the workspace, it'll transition to INFO_GATHERING before UNCLAIMED. Info Gathering guides the Client through providing all required information via the Info Gathering Checklist.