Create a Filer

post

https://api.multi1.enterprise.taxbit.com/v1/filers

Create a new Filer to represent a legal entity responsible for filing tax forms. See our Filer Data Model for details on required fields based on form type.

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Body Params

name

string

required

The legal name of the Filer.

address

object

tin

string

The Taxpayer Identification Number (TIN) of the Filer. Used for international reporting regimes. Format is validated in tandem with tax_country_code and the error response will indicate the expected format if validation fails.

ein

string

The Employer Identification Number (EIN) of the Filer. Primarily used for US tax reporting. Must match format XX-XXXXXXX, XXX-XX-XXXX, or 9 digits. Dashes are stripped on storage and the returned value will always be 9 digits.

tax_country_code

string

The two-character ISO 3166-1 alpha-2 country code of the country the Filer is subject to taxes in.

vat_id

string

The Value Added Tax (VAT) identification number of the Filer. Format is validated in tandem with vat_country and the error response will indicate the expected format if validation fails. Once stored, the masked value can be retrieved via vat_id_masked.

vat_country

string

The two-character ISO 3166-1 alpha-2 country code of the country the Filer's VAT is registered in.

contact_name

string

The name of the Filer's contact person.

contact_title

string

The job title of the Filer's contact person.

contact_email

string

The email address of the Filer's contact person.

contact_phone

string

The phone number of the Filer's contact person, in E.164 format.

giin

string

The Global Intermediary Identification Number (GIIN) of the Filer.

arn

string

The ATO Reference Number (ARN) of the Filer. Used for Australia SERR reporting. Must be exactly 12 numeric digits.

rtn

string

The Routing Transit Number (RTN) of the Filer.

form_1099_k_filer_type

string

enum

The filer type classification for Form 1099-K.

Allowed:

form_1099_k_transaction_type

string

enum

The transaction type for Form 1099-K.

Allowed:

form_1042_s_chapter_3_status

string

enum

The Chapter 3 withholding status for Form 1042-S.

form_1042_s_chapter_4_status

string

enum

The Chapter 4 (FATCA) status for Form 1042-S.

cesop_psp_ids

array of objects

An array of CESOP Payment Service Provider (PSP) identifiers associated with the Filer.

cesop_psp_ids

cra_account_number

string

The Canada Revenue Agency (CRA) account number of the Filer. Used for Canadian MRDP reporting.

cra_account_number_type

string

enum

The type of Canada Revenue Agency (CRA) account number.

Allowed:

cra_representative_identifier

string

The CRA representative identifier of the Filer. Used for Canadian MRDP reporting. Must be exactly 7 alphanumeric characters.

pse_name

string

The name of the Payment Settlement Entity (PSE) associated with the Filer for Form 1099-K.

pse_telephone_number

string

The telephone number of the Payment Settlement Entity (PSE) associated with the Filer for Form 1099-K.

dac7_receiving_member_state

string

enum

The EU member state designated to receive the DAC7 report.

disposition_method

string

enum

Defaults to FIFO

The disposition method (cost basis accounting method) used by the Filer.

Allowed:

Responses

201Filer created successfully.

400Bad Request

401Unauthorized Error.

403Forbidden

429Too Many Requests - Throttling.