Please see the table below for details on each field of the Standard Account Owner/ Account Template. The CSV template is also attached to the bottom of this article.
Please note: Only the Account ID is required for ingestion, however, for more information on all of the data requirements for specific form types, please refer to this guide: Data Requirements Overview
For more information on the Taxbit Account/Account Owner data models, please refer to the Account - Data Model and Account Owner - Data Model guides.
| Field | Header | Format | Example |
| Account Owner ID | account_owner_id | String | 12345678 |
| Account ID | account_id | String | 12345678 |
| Account Owner Name | name | String | Chris P. Bacon |
| Email Address | String | taxbit@gmail.com | |
| Address Line 1 | address_first_line | String | 123 Bitcoin Way |
| Address Line 2 | address_second_line | String | Apartment 203 |
| Address City | address_city | String | Seattle |
| Address State | address_state_or_province | String | WA |
| Address Country | address_country | String | US |
| Address Postal Code | address_postal_code | String | 98101 |
| Mailing Address Line 1 | mailing_address_first_line | String | 123 Bitcoin Way |
| Mailing Address Line 2 | mailing_address_second_line | String | Apartment 203 |
| Mailing Address City | mailing_address_city | String | Seattle |
| Mailing Address State | mailing_address_state_or_province | String | WA |
| Mailing Address Country | mailing_address_country | String | US |
| Mailing Address Postal Code | mailing_address_postal_code | String | 98101 |
| Tax Residence Country | tax_country_code | String | US |
| TIN | tax_id | String | 123-45-6789 |
| TIN Type | tax_id_type | Enum | US_EIN |
| Date of Birth | dob | M/D/YYYY | 01/31/90 |
| US Tax Classification | us_tax_classification | Enum | Corporation |
| Physical Mail | prefers_physical_mail | TRUE/FALSE | TRUE |
| Account Owner Type | account_owner_type | Enum | Individual |
| Account Type | account_type | Enum | US_IRA_TRADITIONAL |
| Filer ID** | filer_id | UUID | 76477935-4dbc-434c-b5c6-4cc07481b630 |
**Filer ID: The Filer ID is a Taxbit-generated ID upon Filer creation. See “Filer Setup” in the Dashboard for this ID. If this field is left blank, the Account will be associated with the default filer.
Please see below for a full list of currently supported enums that can be used in the Account Owner/Account template, as well as the associated fields that they can be used in.
| Header | Enum |
| tax_id_type | SSN |
| tax_id_type | EIN |
| tax_id_type | ITIN |
| account_owner_type | Individual |
| account_owner_type | Entity |
| account_type | US_IRA_TRADITIONAL |
| account_type | US_IRA_ROTH |
| account_type | US_IRA_SEP |
| account_type | US_IRA_SIMPLE |
| us_tax_classification | Tax Classification Enums |
Please note: There is a limitation of 500K rows for Account Owner/Accounts CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.