TAINA releases New Tax Form API

Unlock TAINA's Rules Engine with the New Tax Form API Integration 

We are happy to announce the release of our new Form API. Whilst User Interfaces (UI) are the means for humans to interact with TAINA Rules Engine, APIs are the machine interface.

Many TAINA clients benefit from using TAINA's Online Customer & Investor Portal. This portal has the highest UX, Localization, and Accessibility standards. But for institutions with established KYC/customer journeys, using the Online Portal is not an option.

The new Form API enables these institutions to integrate with TAINA's compliance capabilities seamlessly.  Using the Form API, form data can programmatically be sent to TAINA and validated via API.  

How the Tax Form API Works

Using the TAINA Tax Form API clients can:  

• Send in form data/PDF form as well as supporting documents wishing to be validated  
• Receive validation results and codes 
• Retrieve preview PDF forms and certifications required for electronic signature  
• Electronically sign and submit into TAINA's Back Office  
• Move a form through Workflow stages in the Back Office 
• Retrieve signed PDFs and supporting documents for Customers and Accounts  

The Form API comprehensive capabilities help clients specifically: 

• Pull in and validate forms from upstream systems,  
• Check the validation quality of historical forms in their back book , 
• Upload and retrieve signed forms and supporting documents.  

And do all these actions via API/without having customers go to TAINA’s Online Portal.

Key Benefits of TAINA Tax Form API Integration

Ultimately the new Tax Form API helps open the power of TAINA's Rules Engine to deeper integration with client systems.  

By integrating with TAINA's Rules Engine clients can:  

• Achieve consistent Validation Quality across business areas and reporting regimes 

• Cost efficiently scale their Tax Operations to meet end customer needs 

• Remove risk from being behind regulatory changes. Instead, they can use TAINA to stay in lockstep with IRS and other regulatory bodies 
• Maintain a clear centralized audit trail of all Tax form submissions and processing 

If you are interested in enabling this new feature in your TAINA instance, please reach out  to us.  

If you would like to see how the TAINA FATCA, CRS and QI Compliance Platform can add value to your business, request a demo today.