Prerequisites and Requirements

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This page is marked as deprecated, but Taxbit will continue supporting customers currently using these solutions. If you’d like to learn more about upgrading to our new React SDK with enhanced Digital W8/W9 support, reach out to our team today.

You will need to complete the following steps to use TaxBit's W8/W9 Product:

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 with associated PII (see https://apidocs.taxbit.com/reference/account-owners).
   1. You may also create an Account at the time of creating an Account Owner. Account IDs and Account Owner IDs can be the same if you don't have a distinction in your system (see https://apidocs.taxbit.com/reference/post_account-owners).
4. Using your same tenant-scoped bearer token, create an Account using your Account Owner ID if you did not create an Account in step 3. Account IDs and Account Owner IDs can be the same if you don't have a distinction in your system (see https://apidocs.taxbit.com/reference/accounts).
5. Retrieve an Account Owner bearer token to send W8/W9 data using the TaxBit ID of the Account Owner (see https://apidocs.taxbit.com/reference/post_oauth-account-owner-token).