Tax Documentation
In the TaxBit system, TaxDocumentation
refers to our Tax Identity Verification product, which includes the collection, generation, and remediation of the following document types:
- W-9
- W-8BEN
- W-8BEN-E
These endpoints are highly restrictive, and require input data to pass full validation to be accepted. Additionally, any end user with TaxDocumentation
on file with TaxBit will have the validated data used for their IRW form generation for a given tax year (in place of the PII from the User
record).
Access to TaxDocumentation
APIs are limited to the scope of an AccountOwner
. To make calls to these endpoints, you will need to use an AccountOwner Bearer Token
derived from an existing account_owner_id
to create, retrieve, or update Tax Documentation.