Tax Form API
Clients with established KYC and onboarding journeys can now use the TAINA Tax Form API, to integrate TAINA's validation and compliance capabilities seamlessly into their own systems. The Tax Form API helps open the power of TAINA's Rules Engine to deeper integration with client systems by enabling TAINA clients to programmatically input and validate forms, including all series W and CRS self-certs via API.
Integrate TAINA's Rules Engine via API
Using the Tax Form API clients can maintain control of their user experience whilst leveraging the TAINA's validation and compliance
capabilities.
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Send in form data/PDF form as well as supporting documents wishing to be validated
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Receive validation results and codes
Use APIs to Sign and Submit Tax Forms
Retrieve preview PDF forms and certifications required for electronic signature. Electronically sign and submit into TAINA's Back Office.
Use APIs to retrieve supporting documents
Retrieve signed PDFs and supporting documents for Customers and Accounts.
Integrate into existing onboarding journeys
These comprehensive capabilities of the Tax Form API can also help clients who may not want to integrate into their onboarding journey but specifically:
- Pull in and validate forms from upstream systems,
- Check the validation quality of previously reviewed forms of existing accounts
- Upload and retrieve signed forms and supporting documents
Integrating with TAINA's Rules Engine via our Tax Form API
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 and stay up to date with IRS and other regulatory
bodies latest updates - Maintain a clear centralized audit trail of all form submissions and Tax Operation processing
