Update an Account

patch

https://api.multi1.enterprise.taxbit.com/v1/accounts/{id}

Update an Account's data using your system's unique identifier for the Account.

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Path Params

string

required

Your system's unique identifier for the Account

Body Params

alternate_id

string | null

A secondary identifier for the Account in your system, for callers that key the same account by more than one id. Returned alongside id when it is set.

payer_id

uuid | null

deprecated

The Payer/Filer UUID. This is a version 4 UUID.

filer_id

uuid | null

The Payer/Filer UUID. This is a version 4 UUID.

account_type

string | null

enum

Account type for the user.

establishment_date

date | null

ISO-8601 date when the account was established.

closure_date

date | null

ISO-8601 date when the account was closed. A closed account stops accruing age for reporting purposes and is excluded from action-needed reports.

year_end_fair_market_value

array of objects | null

year_end_fair_market_value

secondary_account_owner_ids

array of strings | null

A list of additional (secondary) account owner IDs associated with the account.

secondary_account_owner_ids

closest_intermediary_account_id

string | null

The account Id of the immediate upstream intermediary, the account directly above the current one in the intermediary hierarchy. This is the closest intermediary with respect to the account's position in the chain.

Responses

200Account Successfully Updated.

400Bad Request

403Forbidden

404Not Found

429Too Many Requests