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.
Updated 4 months ago