Introduction

TaxBit's Digital W-9/W-8 product assists customers in collecting data and generating IRS Forms W-9, W-8BEN, and W-8BEN-E. Customers can use Digital W-9/W-8 using our SDK or API implementations.

In the API, we refer to Digital W-9/W-8 as "Tax Documentation." This API offers you the ability to natively implement TaxBit into your application. For example, developers can use these Tax Documentation API endpoints to:

• Submit tax documentation data.
• Retrieve the latest tax documentation data.
• Retrieve tax documentation data by ID.
• Retrieve a summary of tax documentation.

To interact with the Tax Documentation APIs, a bearer token must be created using either an account_owner_id or a tenant_id, depending on your use case:

1. Account Owner Scoped Token: Use this when making calls on behalf of a specific Account Owner. To request an Account Owner scoped bearer token, send a request to the Get an Account Owner Scoped Bearer Token endpoint using account_owner_id, tenant_id,client_secret, and client_id. This is used for API interactions that are directly tied to individual Account Owners.
2. Tenant Scoped Token: Use this when making calls on behalf of an entire tenant, rather than for individual Account Owners. To request a Tenant scoped bearer token, send a request to the Get a Tenant Scoped Bearer Token endpoint using client_secret and client_id. This is ideal for scenarios where you need to manage or query data across the entire tenant.

If you don’t have the credentials mentioned above yet, please contact the TaxBit team to get started.

🚧

The POST endpoint for submitting tax documentation data is strict, requiring that all data be fully validated and complete before it can be accepted by the API. If this level of data readiness is not feasible for your use case, we recommend using our SDK, which helps guide users to input valid data before submission.