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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Note: This API supports submitting self-certification data that was collected outside of Taxbit. The API will validate and store the submitted information, but it does NOT generate PDFs or signed tax forms.
To produce signatures and downloadable PDF forms, clients must use the Taxbit React SDK, which provides the full end-user interview, signing flow, and PDF generation capabilities.

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

ISO 3166-1 alpha-2 country code

country_of_citizenship

string

enum

ISO 3166-1 alpha-2 country code

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 controlling person has confirmed that their tax residency information includes any residence obtained through a citizenship- or residence-by-investment (CBI/RBI) program.

Responses

201Self-certification submission created successfully

400Bad Request - Invalid input data

401Unauthorized Error.

403Forbidden

404Not Found - Account Owner with the specified ID does not exist

429Too Many Requests - Throttling.