Strategy

Collecting Tax Documentation Data

For a hands-off approach:

• SDK Certification Mode: Use this mode if you know the tax classification for each account and have already gathered all the necessary information, opt for the SDK Certification Mode.
• SDK Collection Mode: Use this mode if you know the tax classification for each account but have incomplete information.
• SDK Collection Mode - Undetermined State: Use this mode if you are uncertain about the tax classification for your accounts.

For a hands-on approach:

• Submit Tax Documentation Data: Use this strategy for a hands-on approach.

Retrieving Tax Documentation Data

For a hands-off approach (Coming Soon):

• Log into Dashboard and navigate to a specific account.

For a hands-on approach:

• Utilize the Retrieve Latest Tax Documentation Data or Retrieve Tax Documentation Data by ID API endpoints.

Retrieving Tax Documentation Submission Summary

For a hands-off approach:

• Log into Dashboard and navigate to a specific account.

For a hands-on approach:

• Utilize the Retrieve Tax Documentation Summary API endpoint.

Generating and Downloading Tax Documentation PDFs

For a hands-off approach:

• Log into your Dashboard and navigate to a specific account.

For a hands-on approach:

• Utilize the Generate Tax Documentation Document and Retrieve Tax Documentation Document by ID API endpoints.