Native collection overview

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In development

Native Mobile Tax Documentation Collection is in development. If you're interested in using it, reach out to your Taxbit contact.

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Need tax forms in your mobile app now?

The Taxbit React SDK is available today and runs inside your iOS, Android or React Native app through a web view. See Support mobile for setup. It's the fastest way to get tax documentation collection working in your app.

Native Mobile Tax Documentation Collection is for teams that want tax form collection to look and feel fully native in their app.

Native Mobile Tax Documentation Collection is a headless approach to tax form collection. Taxbit's servers handle everything about the tax form: which questions to ask, how they're worded, whether the answers are valid, and storing the finished form. Your app shows the questionnaire.

Taxbit provides ready-made questionnaire components. Add one to your app, match it to your brand, and you have a complete questionnaire. If you need more control, replace any of them with your own components. Taxbit still decides the questions.

• Native. It's built with each platform's own UI tools, not a web view, so it looks and feels like the rest of your app.
• Always up to date. The tax rules run on Taxbit's servers. When rules, questions or wording change, your users get the update right away, with no app release on your side.
• Ready-made, and yours to style. It comes with complete screens out of the box. You set the colors, shapes and page layout, and you can add your own screens into the flow.

Working so far: the W-9 in the iOS prototype. Self-certification works in the web prototype. W-8 (BEN, BEN-E, IMY) and DPS are in development.

Who does what

How it works

sequenceDiagram
    participant App as Your app
    participant Q as Taxbit questionnaire
    participant T as Taxbit
    App->>Q: Show the questionnaire
    loop Whenever an answer changes the form
        Q->>T: The answers so far
        T-->>Q: The questions to show now, their labels, any problems
    end
    Q->>T: Submit, once the form is complete
    T-->>App: Receipt (document_id)

1. Your app shows the questionnaire screen, styled to match your app.
2. When an answer changes the form, for example picking "LLC", the questionnaire sends the answers to Taxbit.
3. Taxbit sends back the updated form: the questions to show now, their labels, and any problems.
4. When Taxbit says the form is complete, the questionnaire submits it and your app gets a receipt.

Your team doesn't write any of this. The questionnaire handles it.

Native collection or the React SDK?

Both give your users the same guided experience, where each person only sees the questions that apply to them. The difference is where your users are and how rule updates reach them.

If your users are on the web, or you need something working in your mobile app quickly, use the Taxbit React SDK. Embed it in a web view to run it in your mobile app. Native collection is for teams that want tax form collection to look and feel fully native in their app.

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Already collecting tax information yourself?

Both guide your users through the questions. If you gather the information in your own forms or systems and only need to check it, use the Validation API instead.

Next steps

• Walkthrough: what your app does, and what happens under the hood
• Developer guide: styling, layouts, pre-filling data and more