Strategy

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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.

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.