API Reference

Create an Account

post
https://api.multi1.enterprise.taxbit.com/v1/accounts

Create accounts associated with an account owner in TaxBit's system. Accounts enable sending transactions, accessing inventory details, and retrieving tax-related documents associated with these accounts.

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Body Params
string
required

Your system's unique identifier for the Account.

string

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.

string
required

Your system's unique identifier for the Account Owner.

uuid
deprecated

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

uuid

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

string
enum

Account type for the user.

date

ISO-8601 date when the account was established.

date

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
year_end_fair_market_value
string
enum

The disposition method for the account. Supported disposition methods are HIFO, FIFO, LIFO, and LOFO.

Allowed:
secondary_account_owner_ids
array of strings

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

secondary_account_owner_ids
string

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.

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Updated 14 days ago

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Updated 14 days ago