Prerequisites and Requirements

You will need to complete the following steps to use the Tax Documentation API:

1. Onboard with TaxBit as an API Customer. The implementation team will provide you with a clientId, clientSecret, and tenant details.
2. Once you have received those credentials and your tenantId, get a tenant-scoped bearer token (see https://apidocs.taxbit.com/reference/post_oauth-token). The tenant-scoped bearer token is valid for 24 hours.
3. Using your tenant-scoped bearer token, which the API returned to you in the previous request, create an Account Owner (see https://apidocs.taxbit.com/reference/post_tenants-tenant-id-account-owners).
4. Using your Account Owner ID and the same tenant-scoped bearer token, create a user and pass the PII associated with Account Owner (see https://apidocs.taxbit.com/reference/post_tenants-tenant-id-users).
5. Retrieve an Account Owner bearer token to send W8/W9 data (see https://apidocs.taxbit.com/reference/post_oauth-account-owner-token).