The Reports section of the TaxBit Dashboard is where you will find downloadable reports with analysis across all of your Accounts in the TaxBit platform.
Available Reports
TIN Verification Report - All Accounts
- This report contains the TIN Verification Status of every Account ingested into TaxBit.
- This report is run nightly so a new version of the file is present daily.
TIN Verification Report - Actions Needed
- This report will only contain Accounts that have TIN Verification Statuses that require action to remediate.
- This report is run nightly so a new version of the file is present daily.
Tax Documentation Status - All Accounts
- This report contains the Tax Documentation Status and details for every Account in TaxBit. This allows you to easily see which Accounts have Valid W-9s, or W-8s on file and which accounts are Undocumented.
- This report is run nightly so a new version of the file is present daily.
- This report will only be present if you are using our Tax Identity Verification module.
Tax Documentation Status - Actions Needed
- This report will only contain the Tax Documentation Status and details for those Accounts that are still Undocumented.
- This report is run nightly so a new version of the file is present daily.
- This report will only be present if you are using our Tax Identity Verification module.
Still have questions? Please reach out to us directly using the Submit a Request form in the top-right of your screen, or email help@taxbit.com and we'd love to help you out!
Disclaimer: Keywords below are added to articles to enhance searching for content within our Help Center.
Keywords
Reports
Available Reports
Report Availability