IRA - Account Owner/Account CSV Ingestion Template Guide

Please see the table below for information on each field within the IRA 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
Client User ID/Account Owner Number	account_owner_id	String	12345678
Client User ID/Account Number	account_id	String	12345678
Account Owner Name	name	String	Chris P. Bacon
Email Address	email	String	[e-mail]
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	1/31/1990
Physical Mail	prefers_physical_mail	TRUE/FALSE	TRUE
Account Owner Type	account_owner_type	Enum	Individual
Account Type	account_type	Enum	US_IRA_TRADITIONAL
Establishment Date	establishment_date	M/D/YYYY	1/31/1990
IRA FMV Year	ira_fmv_year	YYYY	1990
IRA Fair Market Value	ira_fmv	Dollar amount	12,345
Filer ID*	filer_id	UUID	76477935-4dbc-434c-b5c6-4cc07481b630

*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 IRA 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

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.