Account Data Collection

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
  }