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improved

Q1 2024

8 months ago by Meghan Nasta
  • New /account-owners Endpoints
    Simplified PII storage at the account owner level, improving integration when an owner is linked to multiple accounts.
    • Deprecated the term "Users" in favor of "Accounts" to reduce confusion.
    • Deprecated the /v1/tenants/{tenant-id}/users and /v1/tenants/{tenant-id}/account-owners endpoints, with continued support for existing customers.
    • Introduced a new /v1/account-owners/{id}/us-tin-validation-status endpoint for TIN validation status retrieval.
  • New /transactions Endpoints
    Uses your system's account IDs for the new /transactions endpoints. Deprecated TaxBit internal ID-based endpoints remain supported but will not receive new functionality.
  • Updated TIN Status Enum
    Added new TIN statuses to reflect the latest changes.
  • DAC-7 Tax Documents
    Added DAC-7 support as a tax document type in the /get-released-tax-documents endpoint.
  • Transaction Data Model v2
    Released Transaction Data Model v2 to support providing your system's identifiers. The v1 model is deprecated but still supported on old /transactions endpoints.