🚧

This page is marked as deprecated, but Taxbit will continue supporting customers currently using these solutions. If you’d like to learn more about upgrading to our new React SDK with enhanced Digital W8/W9 support, reach out to our team today.

API v1 → v2 Migration Guide

W-9 Submission

We have replaced the POST /tax-documentation/w-9 endpoint with the more generic POST /tax-documentation endpoint for all submissions. We have also updated the shape of the request body, as outlined below.

Changes

Example Request Body

{
  "name": "John Smith",
  "dba_name": "",
  "tax_classification": "INDIVIDUAL",
  "address": {
    "first_line": "123 Main St",
    "city": "Seattle",
    "state_or_province": "WA",
    "postal_code": "98000",
    "country": "US"
  },
  "tin": "123123123",
  "tin_type": "SSN",
  "document_type": "W-9",
  "has_certified": true,
  "is_not_subject_backup_withholding": false,
  "signature": "John Smith",
  "signature_timestamp": "2023-05-08T18:52:12.210Z"
}

W-9 Retrieval

We have replated the GET /tax-documentation/w-9 endpoint with the more generic GET /tax-documentation endpoint. The response shape matches what the user submitted via the POST endpoint, plus an additional id property.

{
  "id": "5f7a2374-aeb4-4386-90df-8c9314258029"
  // rest of submission...
}

This id can be used to retrieve a specific document by making a request to GET /tax-documentation/{id}.

W-9 Documentation Status

We have replaced the GET /tax-documentation/status endpoint with the GET /tax-documentation/summary endpoint. We have also updated the shape of the response as outlined below.

Changed Properties

Example Response

{
    "document_type": "W-9",
    "status": "VALID",
    "tin_verification_status": "VALID",
    "tin_verification_date": "2023-05-08T18:52:12.210Z",
    "id": "2c967ae7-e1c1-4d38-b306-b219eea45b1c"
}

PDF Generation

We changed the endpoint for generating a W-9 PDF from POST /tax-documentation/forms to POST /tax-documentation/document. This endpoint no longer takes a request body. Instead, it just generates the PDF of the account owner's latest submission.

Example response:

{
    "id": "c0025213-7871-4f80-bb2e-6016e9460fba",
    "status": "PROCESSING",
    "type": "W-9",
    "created_date": "2023-05-10T19:23:48.501Z"
}

Once you have this response, you can use the id to retrieve the PDF at GET /tax-documentation/document/{id}.