Submit W-8IMY Tax Documentation Data

post

https://api.multi1.enterprise.taxbit.com/v1/account-owners/{id}/tax-documentation-data/w-8imy

Submit W-8IMY tax documentation data for an account owner. This endpoint allows you to collect and store W-8IMY form information for foreign intermediaries and flow-through entities.

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Note: This API supports submitting W-8IMY 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 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 Name of the intermediary receiving income on behalf of others

country

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.

tax_classification

string

enum

The federal tax classification for W-8IMY forms

permanent_address

object

The account owner's permanent residence address, used to determine their country of tax residency for W-8BEN purposes. This should reflect where the individual physically resides and is not a P.O. box or in-care-of address.

mailing_address

object

An optional mailing address for the account owner, used if correspondence should be sent to a location different from their permanent residence address.

us_tin

string

The taxpayer's US tax identification number

ein_type

string

enum

Which type of U.S. TIN is provided on line 8 of the W-8IMY. Derived from the tax classification when not provided.

Allowed:

ftin

string

The Foreign Tax Identification Number (FTIN) of the account owner

ftin_not_legally_required

boolean

Defaults to false

Indicates whether the account owner is legally exempt from providing a FTIN. If true, a ftin must not be provided.

reference_numbers

string

Reference number(s) if any

has_signed_and_certified

boolean

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

signature_timestamp

date-time

The timestamp when the form was signed (ISO 8601 format)

completed_for

string

enum

Defaults to ACCOUNT_HOLDER

Indicates for whom the tax documentation form is completed

Allowed:

irs_version

string

enum

required

The IRS form revision the document was collected against.

Allowed:

box_14

boolean

box_15a

boolean

box_15f

boolean

box_15g

boolean

box_15h

boolean

box_15i

boolean

box_17a

boolean

box_17b

boolean

box_17e

boolean

box_18a

boolean

box_18b

boolean

box_18c

boolean

box_19a

boolean

box_19b

boolean

box_19c

boolean

box_20

boolean

box_21a

boolean

box_21f

boolean

fatca_classification

string

enum

giin

string

giin_applied_for

boolean

sponsoring_entity_or_trustee_name

string

nonreporting_iga_country

string

enum

nonreporting_iga_country_model

string

enum

Allowed:

nonreporting_iga_category

string

enum

nonreporting_iga_trustee_type

string

enum

Whether the trustee of a Trustee-Documented Trust is a U.S. or foreign person. Omit when neither applies.

Allowed:

securities_market

string

enum

The established securities market on which the entity (or its affiliate) is regularly traded.

affiliate_entity_name

string

box_22

boolean

box_23b

boolean

box_23c

boolean

box_24a

boolean

box_24b

boolean

box_24c

boolean

box_25

boolean

box_26

boolean

box_27b

boolean

box_28

boolean

box_29

boolean

box_30a

boolean

box_30b

boolean

box_30c

boolean

box_31

boolean

box_32

boolean

box_33a

boolean

box_33b

boolean

box_33c

boolean

box_33d

boolean

box_33e

boolean

box_33f

boolean

box_34

boolean

box_35

boolean

box_35_date_of_formation

string

box_36

boolean

box_36_date_of_filing

string

box_37a

boolean

box_37b

boolean

box_38

boolean

box_39

boolean

box_40

boolean

box_42

boolean

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

201W-8IMY submission created successfully

400Bad Request

401Unauthorized

403Forbidden

404Not Found

409Conflict

429Too Many Requests