Tax Documentation React SDK

Embed tax documentation collection directly in your React application.

Package: @taxbit/react-sdk on npm — see the package page for the latest version.

The Taxbit React SDK provides a TaxbitQuestionnaire component and a useTaxbit hook for collecting and managing tax documentation within your React application. Information collected through the SDK flows directly into the Taxbit platform for TIN matching, validation, and end-of-year information returns.

The SDK supports three questionnaire types, each covering different regulatory requirements. The table below helps you determine which one to use.

Which questionnaire do you need?

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Not sure which to use? See the integration design guide for a decision flowchart and regulatory context, or reach out to your Taxbit representative.

How it works

Integrating the SDK involves a server-side setup phase (obtaining tokens and creating account owners via the Taxbit API) and a client-side rendering phase (embedding the TaxbitQuestionnaire component in your React app).

sequenceDiagram
    participant Server as Your Server
    participant Taxbit as Taxbit API
    participant Client as Your React App

    Server->>Taxbit: POST /v1/oauth/token (client_id, client_secret, tenant_id)
    Taxbit-->>Server: tenant-scoped bearer token (valid 24h)

    Server->>Taxbit: POST /v1/account-owners (id, account_owner_type)
    Taxbit-->>Server: 201 Created (account_owner_id)

    Server->>Taxbit: POST /v1/oauth/account-owner-token (account_owner_id)
    Taxbit-->>Server: AO-scoped bearer token (valid 24h)

    Server->>Client: Pass AO-scoped bearer token

    Client->>Client: Render <TaxbitQuestionnaire bearerToken={token} questionnaire="W-FORM" />
    Client->>Taxbit: SDK submits completed form using AO-scoped token
    Taxbit-->>Client: Success response

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Note: Account creation is optional for the SDK. You can include an Account object in the Account Owner API call or create one separately. Account creation is not required for the SDK to function, but you may need to create Accounts later for transaction reporting and cost basis tracking. See Setting up account owners for details.

The account-owner-scoped bearer token limits the SDK's access to a single account owner's data. Your server generates this token and passes it to the client — the client_secret never reaches the browser.

After submission, Taxbit validates the documentation (TIN matching, VAT verification, etc.) and surfaces results via the useTaxbit hook and the Taxbit Dashboard. You can also subscribe to webhook events for background monitoring at scale. See Monitoring and remediation for details.

What you'll need

Before diving into the quickstart, make sure you have a Taxbit account with API credentials (available in Dashboard > Settings > Developer Settings) and an existing React 16+ application. For demo mode, you only need the React app — no credentials required.

Try it now

The fastest way to see the SDK in action is demo mode — no server, no credentials, no setup. Drop this into any React component:

import '@taxbit/react-sdk/style/inline.css';
import { TaxbitQuestionnaire } from '@taxbit/react-sdk';

export function DemoTaxForm() {
  return (
    <TaxbitQuestionnaire
      questionnaire="W-FORM"
      demoMode
    />
  );
}

Demo mode works with all three questionnaire types (W-FORM, DPS, SELF-CERT). The form renders and accepts input, but no data is sent to a server.

Get started

Compatibility

Installation

The SDK is available as an npm package. See the npm package page for the latest version.

npm install @taxbit/react-sdk

Key capabilities

Base URL

Obtain your client_id, client_secret, and tenant_id from Dashboard > Settings > Developer Settings.

Content Security Policy

If your application uses a Content Security Policy, you must allow the SDK to connect to Taxbit's API:

connect-src https://*.taxbit.com;

Without this, the SDK will render but API calls will silently fail. See Troubleshooting for more CSP details.