> ## Documentation Index > Fetch the complete documentation index at: https://docs.paxos.com/llms.txt > Use this file to discover all available pages before exploring further. # Get Tax Documentation > Retrieve the current tax documentation for an Identity. ```bash OAuth Scope theme={null} identity:read_identity ``` This endpoint returns the latest tax documentation accepted by Paxos for the Identity. The returned values can differ from the Identity's current `person_details` or `institution_details` because the resources are not synchronized. It does not return downstream tax-provider processing status. See [Collect Tax Documentation](/guides/identity/tax-documentation) for submission, replacement, and Identity-detail behavior. ## OpenAPI ````yaml preview/paxos-v2-preview-tax-documentation.openapi.json get /identity/tax-documentation/{identity_id} openapi: 3.0.3 info: title: Paxos Partner-Collected Tax Documentation API description: >- Design preview for submitting and retrieving partner-collected tax documentation through the Identity API. version: v2-preview servers: - url: https://api.paxos.com/v2 security: [] paths: /identity/tax-documentation/{identity_id}: get: tags: - Tax Documentation summary: Get Tax Documentation description: >- Retrieve the current tax documentation for an Identity. The response contains the latest form accepted by Paxos and can differ from the Identity's current person_details or institution_details because the resources are not synchronized. It does not include downstream tax-provider processing status. operationId: GetTaxDocumentation parameters: - name: identity_id in: path required: true description: >- ID of the Identity that is the subject of the form. The authenticated API customer must own the Identity. schema: type: string example: 067ecc2e-9b9c-470e-b1c7-b436a0707ef5 responses: '200': description: The current tax documentation accepted by Paxos. content: application/json: schema: $ref: '#/components/schemas/TaxDocumentation' example: form_type: W_8BEN tax_documentation: w_8ben: name: Example Person nationality: CAN permanent_address: country: CAN address1: 100 Example Road address2: Unit 8 city: Toronto province: 'ON' zip_code: M5V 2T6 mailing_address: country: CAN address1: PO Box 100 city: Toronto province: 'ON' zip_code: M5V 2T6 us_tin: 912-70-1234 foreign_tin: '123456789' foreign_tin_not_legally_required: false date_of_birth: '1985-04-12' reference_numbers: PARTNER-TAX-10001 treaty_claim_country: CAN certify_resident: true income_type: INTEREST withholding_rate: '0' article_paragraph: Article XI, paragraph 1 has_additional_conditions: false has_signed_and_certified: true signature_timestamp: '2026-08-28T14:01:23Z' completed_for: ACCOUNT_HOLDER signature: Example Person created_at: '2026-08-28T14:01:24Z' '401': description: The request is not authenticated. '403': description: The caller is not authorized for the Identity. '404': description: The Identity does not exist or does not have tax documentation. '429': description: The caller exceeded its rate limit. security: - OAuth2: - identity:read_identity components: schemas: TaxDocumentation: type: object additionalProperties: false required: - form_type - tax_documentation - created_at properties: form_type: type: string enum: - W_9 - W_8BEN - W_8BEN_E description: IRS form represented by tax_documentation. tax_documentation: $ref: '#/components/schemas/TaxDocumentationPayload' created_at: type: string format: date-time description: Time Paxos accepted this form. TaxDocumentationPayload: type: object additionalProperties: false minProperties: 1 maxProperties: 1 description: Exactly one form object is required, and it must match form_type. properties: w_9: $ref: '#/components/schemas/W9TaxDocumentation' w_8ben: $ref: '#/components/schemas/W8BenTaxDocumentation' w_8ben_e: $ref: '#/components/schemas/W8BenETaxDocumentation' W9TaxDocumentation: allOf: - $ref: '#/components/schemas/Certification' - type: object required: - name - tax_classification - address - tin - tin_type - is_not_subject_to_backup_withholding properties: name: type: string maxLength: 200 pattern: ^[0-9A-Za-z /?:().,&'+-]+$ description: Legal name of the account owner. doing_business_as: type: string description: Doing-business-as or disregarded-entity name. tax_classification: type: string description: Federal tax classification. enum: - INDIVIDUAL - C_CORPORATION - S_CORPORATION - PARTNERSHIP - TRUST_ESTATE - LLC_C - LLC_P - LLC_S - SOLE_PROPRIETOR - OTHER other_tax_classification: type: string description: Required when tax_classification is OTHER. address: $ref: '#/components/schemas/IdentityMailingAddress' tin: type: string maxLength: 35 pattern: ^[0-9A-Za-z /?:().,&'+-]+$ description: US taxpayer identification number. tin_type: type: string enum: - SSN - EIN - ITIN - ATIN exempt_payee_code: type: string description: >- Payee code for exemption from backup withholding, when applicable. enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' exempt_fatca_code: type: string description: FATCA reporting exemption code, when applicable. enum: - A - B - C - D - E - F - G - H - I - J - K - L - M is_not_subject_to_backup_withholding: type: boolean description: >- Whether the account owner did not cross out the backup-withholding certification. W8BenTaxDocumentation: allOf: - $ref: '#/components/schemas/Certification' - $ref: '#/components/schemas/W8CommonTaxDocumentation' - type: object required: - name - nationality - permanent_address - date_of_birth properties: name: type: string maxLength: 200 pattern: ^[0-9A-Za-z /?:().,&'+-]+$ description: Legal name of the individual. nationality: type: string pattern: ^[A-Z]{3}$ description: ISO 3166-1 alpha-3 country code. permanent_address: $ref: '#/components/schemas/IdentityMailingAddress' mailing_address: $ref: '#/components/schemas/IdentityMailingAddress' date_of_birth: type: string pattern: ^[0-9]{4}-[0-9]{2}-[0-9]{2}$ description: Date of birth in YYYY-MM-DD format. W8BenETaxDocumentation: allOf: - $ref: '#/components/schemas/Certification' - $ref: '#/components/schemas/W8CommonTaxDocumentation' - type: object required: - name - country_of_organization - tax_classification - permanent_address properties: name: type: string maxLength: 200 pattern: ^[0-9A-Za-z /?:().,&'+-]+$ description: Legal name of the institution. country_of_organization: type: string pattern: ^[A-Z]{3}$ description: ISO 3166-1 alpha-3 country code. tax_classification: type: string description: Federal tax classification for W-8BEN-E. enum: - CORPORATION - PARTNERSHIP - SIMPLE_TRUST - COMPLEX_TRUST - GRANTOR_TRUST - ESTATE - CENTRAL_BANK_OF_ISSUE - FOREIGN_GOVERNMENT_CONTROLLED_ENTITY - FOREIGN_GOVERNMENT_INTEGRAL_PART - TAX_EXEMPT_ORGANIZATION - PRIVATE_FOUNDATION - INTERNATIONAL_ORGANIZATION permanent_address: $ref: '#/components/schemas/IdentityMailingAddress' mailing_address: $ref: '#/components/schemas/IdentityMailingAddress' certify_requirements: type: boolean description: >- Certifies that the institution derives the income and meets the treaty's limitation-on-benefits requirements. Required when claiming treaty benefits. limitation_on_benefits: type: string description: >- Applicable limitation-on-benefits provision. Required when claiming treaty benefits. enum: - GOVERNMENT - TAX_EXEMPT_PENSION - OTHER_TAX_EXEMPT_ORGANIZATION - PUBLICLY_TRADED_CORPORATION - SUBSIDIARY - COMPANY_MEETS_EROSION_TEST - COMPANY_MEETS_DERIVATIVE_TEST - COMPANY_MEETS_BUSINESS_TEST - FAVORABLE_DETERMINATION - NO_LOB_ARTICLE - OTHER_ARTICLE_PARAGRAPH limitation_other_article_paragraph: type: string description: >- Applicable treaty article and paragraph. Required when limitation_on_benefits is OTHER_ARTICLE_PARAGRAPH. Certification: type: object required: - has_signed_and_certified - signature_timestamp - completed_for - signature properties: has_signed_and_certified: type: boolean enum: - true description: >- Confirms that the account owner signed and certified the substitute form. Must be true. signature_timestamp: type: string format: date-time description: Timestamp when the form was signed. completed_for: type: string enum: - ACCOUNT_HOLDER - REGARDED_OWNER description: Person or entity for whom the form was completed. signature: type: string maxLength: 200 pattern: ^[0-9A-Za-z /?:().,&'+-]+$ description: Name signed on the substitute form. IdentityMailingAddress: type: object description: >- Address certified on the form. This uses the same field contract as Identity person and institution details but is stored independently and is not synchronized with them. additionalProperties: false required: - country - address1 - city - province properties: country: type: string maxLength: 255 description: ISO 3166-1 alpha-3 country code. example: CAN address1: type: string maxLength: 255 description: First line of the address. address2: type: string maxLength: 255 description: Optional second line of the address. city: type: string maxLength: 255 province: type: string maxLength: 255 description: State, province, or region. zip_code: type: string maxLength: 255 description: Postal or ZIP code. Required for countries that use postal codes. W8CommonTaxDocumentation: type: object required: - foreign_tin_not_legally_required properties: us_tin: type: string maxLength: 35 pattern: ^[0-9A-Za-z /?:().,&'+-]+$ description: US taxpayer identification number, when applicable. foreign_tin: type: string maxLength: 35 pattern: ^[0-9A-Za-z /?:().,&'+-]+$ description: >- Foreign taxpayer identification number. Required unless it is not legally required. foreign_tin_not_legally_required: type: boolean description: >- Whether a foreign TIN is not legally required. When true, omit foreign_tin. reference_numbers: type: string description: >- Reference number entered on the form. This is tax-form data, not a Paxos request identifier or idempotency key. treaty_claim_country: type: string pattern: ^[A-Z]{3}$ description: >- ISO 3166-1 alpha-3 country code for a claimed treaty benefit. Its presence indicates a treaty claim. certify_resident: type: boolean description: >- Certifies residence in treaty_claim_country. Required when claiming treaty benefits. income_type: type: string description: >- Type of income covered by the treaty claim. Required when claiming treaty benefits. enum: - BUSINESS_PROFITS - DIVIDENDS - INTEREST - OTHER_INCOME - ROYALTIES_MOTION_PICTURE_AND_TV - ROYALTIES_OTHER withholding_rate: type: string format: decimal description: >- Treaty withholding rate as a percentage without the percent sign. Required when claiming treaty benefits. article_paragraph: type: string description: >- Treaty article and paragraph. Required when claiming treaty benefits. has_additional_conditions: type: boolean description: >- Whether the treaty claim has additional conditions. Required when claiming treaty benefits. securitySchemes: OAuth2: type: oauth2 flows: clientCredentials: tokenUrl: https://oauth.paxos.com/oauth2/token scopes: identity:read_identity: Read identities identity:write_identity: Create and manage identities ````