Taxbit accepts account data through API, CSV Files (template available upon request), or an Embedded Interview SDK.

Embedded W9/W8 Interview SDK

Clients can embed Taxbit's W9/W8 directly into their application to identify users. You can access the SDK guide documentation here.

API

Clients who have already collected account data can leverage the Account Owner API Endpoint to submit account data.

Multiple Account records can be mapped to a single AccountOwner, you only need to collect a single copy of the appropriate Tax Documentation data, regardless of the number of accounts your end user has.

Account Owner Example

{
    "id": "JohnDoe864",
    "date_created": "2023-08-19",
    "name": "John Anthony Boush",
    "email": "[email protected]",
    "birth_date": "2020-08-19",
    "tin": "0000-00-000",
    "tax_country_code": "US",
    "address": {
      "first_line": "7203142 East 11th Avenue",
      "second_line": "APT 11",
      "city": "Woodlands",
      "state_or_province": "TX",
      "country": "US",
      "postal_code": "77381"
    },
    "prefers_physical_mail": false,
    "is_tax_exempt": false
  }

Account Example

An Account can optionally carry its own mailing_address and prefers_physical_mail, overriding the values collected on the Account Owner for that Account only.

{
    "id": "37480283",
    "account_owner_id": "JohnDoe864",
    "establishment_date": "2020-02-21",
    "mailing_address": {
      "first_line": "123 Pine St",
      "second_line": "Apt 456",
      "city": "Seattle",
      "state_or_province": "WA",
      "country": "US",
      "postal_code": "98000"
    },
    "prefers_physical_mail": false
  }

Both fields are optional. When an Account sets one, it takes precedence over the Account Owner's value in tax reporting profiles for that Account; when the Account leaves it unset, the Account Owner's value applies. Accounts that send neither field are unaffected. On Account update, sending null clears the Account-level value so it falls back to the Account Owner's again.