Frequently Asked Questions

1. How can I update information after it's been submitted?

Our platform is designed to facilitate easy updates to your data. Here's how you can make updates:

• Transactions: The transactions endpoint uses an upsert approach. This means you can submit a POST request with the same ID for an existing transaction, along with the new data you wish to update. Our system will automatically recognize this and update the existing transaction record with the new information provided.
  Transaction datetime values should always reflect the datetime of when the transaction took place. Datetime values should not reflect the time a transaction was sent to TaxBit.
• Accounts: To update Account data, you’ll need to use a PATCH request (link to PATCH page) designed for this purpose. This method allows you to upsert data for an Account, ensuring that any changes or corrections are accurately reflected in our records.
• Form Items: To update Form Item data, you'll need to use a specific PUT (link to PUT page) request designed for this purpose. This method allows you to upsert data for Form Items, ensuring that any changes or corrections are accurately reflected in our records.

Important to Note: When updating data, if you submit any fields with empty or null values, our system will interpret these as intentional changes. Consequently, it will overwrite and remove the existing data in those fields. This ensures that your updates accurately reflect the information you intend to keep in the system. If you have further questions or need assistance with the update process, please don't hesitate to reach out to your implementation manager.