CaliberX Tax APIs provide the ability to generate and sign W-9 and W-8BEN tax forms tailored to the specific tax residency information provided by the party(investor profile) involved. For more complex W-8s the APIs support uploading signed tax forms

W-9

A W-9 form is an Internal Revenue Service (IRS) tax form that is used to confirm a person's name, address, and taxpayer identification number (TIN) for employment or other income-generating purposes. The confirmation can be requested for either an individual defined as a U.S. citizen or a person defined as a resident alien.

A W-9 form is also known as a Request for Taxpayer Identification Number and Certification form.

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CaliberX supports auto generation and signing of W-9 forms

W-8

W-8 forms are Internal Revenue Service (IRS) forms that foreign individuals and businesses must file to verify their country of residence for tax purposes, certifying that they qualify for a lower rate of tax withholding.

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CaliberX supports auto generation and signing of W-8BEN. All other W-8 types W-8BEN-E, W-8ECI, W-8EXP, and W-8IMY can be uploaded via the APIs

Reporting Documents: Retrieve Tax Forms

    {
      "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "party_id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "name": "string",
      "description": "string",
      "document_type": "tax_form",
      "document_subtype": "w-9",
      "document_url": "string",
      "reporting_period_start_date": "2023-08-03",
      "reporting_period_end_date": "2023-08-03",
      "created_at": "2023-08-03T04:08:15.819Z",
      "updated_at": "2023-08-03T04:08:15.819Z"
    }