Submit Self-Certification Tax Documentation Data

post

https://api.multi1.enterprise.taxbit.com/v1/account-owners/{id}/tax-documentation-data/self-certification

Submit self-certification tax documentation data for an account owner. This endpoint allows you to collect and store self-certification form information required for tax reporting and compliance.

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Path Params

string

required

Your system's unique identifier for the Account Owner

Body Params

name

string

The legal name of the account owner

permanent_address

object

Address information for tax documentation submission

mailing_address

object

Address information for tax documentation submission

tax_residences

array of objects

List of tax residences for the account owner

tax_residences

classification

string

enum

Self-certification classification type

signature_date

string

The date when the form was signed

has_signed_and_certified

boolean

Indicates whether the form has been signed and certified by the account owner

date_of_birth

string

The account owner's date of birth

city_of_birth

string

The city where the account owner was born

country_of_birth

string

enum

Country identifier — an ISO 3166-1 alpha-2 code, or one of the supported IRS-only codes (for example FQ, WZ) or territory names (for example BURMA, SVALBARD) used where the IRS code collides with an ISO alpha-2 for a different country. See the enum for the full list.

country_of_citizenship

string

enum

entity_type

string

enum

The type of entity the account owner is completing a self-certification for

Allowed:

securities_market

string

The type of securities market the account owner is completing a self-certification for

related_corporation

string

The name of the related corporation

controlling_persons

array of objects

List of controlling persons

controlling_persons

signature_capacity

string

enum

The capacity in which the signer is signing the tax document

Allowed:

signature_capacity_other

string

A short explanation of the signer's role if "Other" is selected for signature capacity

giin

string

Global Intermediary Identification Number (GIIN)

residence_by_investment_confirmed

boolean

Indicates whether the account owner has confirmed that their tax residency information includes any residence obtained through a citizenship- or residence-by-investment (CBI/RBI) program.

signature

string

The name signed on the form. Requires has_signed_and_certified to be true. When omitted, Taxbit derives the signature from name for individuals and stores a placeholder for entities.

Responses

201Self-certification submission created successfully

400Bad Request

401Unauthorized

403Forbidden

404Not Found

409Conflict

429Too Many Requests