API Reference

Create TaxBit User

post deprecated
https://api.multi1.enterprise.taxbit.com/v1/tenants//users

Create a TaxBit user to start uploading transactions and access inventory information. By default, this API supports a rate limit of 50 requests per second (RPS). If your specific use case demands a higher RPS, please contact your implementation manager.

Path Params
uuid
required

Tenant ID UUID.

Body Params

All of the request body parameters are optional; however, it is recommended to include as much information as possible when creating a user.

uuid

ID of the Account Owner related to this user.

address
object
date

ISO-8601 date of birth of the user. Required for users of type US_IRA_TRADITIONAL, US_IRA_SEP, and US_IRA_SIMPLE.

string

Country the user is subject to taxes.

string

User's email address.

date

ISO-8601 date when the account was established.

string

ID for the user in the source system. This ID is used to identify the user outside of the TaxBit platform and is used for tax form generation.

string

User's full name.

uuid

The Payer UUID. This is a version 4 UUID. This field is optional - the default payer for the tenant will be used if no value is specified.

boolean
enum

Whether the user's tax forms will be sent through physical mail instead of electronically. Defaults to false.

Allowed:
string

Unmasked TIN.

string
enum

Type of TIN.

Allowed:
string
enum

Account type for the user.

Allowed:
year_end_fair_market_value
array of objects

Array of year-end fair market values. Not required for user creation but required to generate forms for users of type US_IRA_TRADITIONAL, US_IRA_ROTH, US_IRA_SEP, and US_IRA_SIMPLE.

year_end_fair_market_value
Headers
uuid

Users UUID. This should be a version 4 UUID. If this header is not provided, a version 4 UUID is automatically generated and returned in the response.

Responses

Updated 7 months ago

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Updated 7 months ago