curl --request POST \
--url https://api.paxos.com/v2/identity/tax-documentation \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"identity_id": "067ecc2e-9b9c-470e-b1c7-b436a0707ef5",
"form_type": "W_9",
"tax_documentation": {
"w_9": {
"name": "Example Holdings LLC",
"doing_business_as": "Example Markets",
"tax_classification": "OTHER",
"other_tax_classification": "Single-member LLC",
"address": {
"country": "USA",
"address1": "123 Example Street",
"address2": "Suite 400",
"city": "New York",
"province": "NY",
"zip_code": "10001"
},
"tin": "12-3456789",
"tin_type": "EIN",
"exempt_payee_code": "5",
"exempt_fatca_code": "A",
"is_not_subject_to_backup_withholding": true,
"has_signed_and_certified": true,
"signature_timestamp": "2026-08-28T14:01:23Z",
"completed_for": "ACCOUNT_HOLDER",
"signature": "Jane Example"
}
}
}
'{
"form_type": "W_9",
"tax_documentation": {
"w_9": {
"has_signed_and_certified": true,
"signature_timestamp": "2023-11-07T05:31:56Z",
"completed_for": "ACCOUNT_HOLDER",
"signature": "<string>",
"name": "<string>",
"tax_classification": "INDIVIDUAL",
"address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
},
"tin": "<string>",
"tin_type": "SSN",
"is_not_subject_to_backup_withholding": true,
"doing_business_as": "<string>",
"other_tax_classification": "<string>",
"exempt_payee_code": "1",
"exempt_fatca_code": "A"
},
"w_8ben": {
"has_signed_and_certified": true,
"signature_timestamp": "2023-11-07T05:31:56Z",
"completed_for": "ACCOUNT_HOLDER",
"signature": "<string>",
"foreign_tin_not_legally_required": true,
"name": "<string>",
"nationality": "<string>",
"permanent_address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
},
"date_of_birth": "<string>",
"us_tin": "<string>",
"foreign_tin": "<string>",
"reference_numbers": "<string>",
"treaty_claim_country": "<string>",
"certify_resident": true,
"income_type": "BUSINESS_PROFITS",
"withholding_rate": "<string>",
"article_paragraph": "<string>",
"has_additional_conditions": true,
"mailing_address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
}
},
"w_8ben_e": {
"has_signed_and_certified": true,
"signature_timestamp": "2023-11-07T05:31:56Z",
"completed_for": "ACCOUNT_HOLDER",
"signature": "<string>",
"foreign_tin_not_legally_required": true,
"name": "<string>",
"country_of_organization": "<string>",
"tax_classification": "CORPORATION",
"permanent_address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
},
"us_tin": "<string>",
"foreign_tin": "<string>",
"reference_numbers": "<string>",
"treaty_claim_country": "<string>",
"certify_resident": true,
"income_type": "BUSINESS_PROFITS",
"withholding_rate": "<string>",
"article_paragraph": "<string>",
"has_additional_conditions": true,
"mailing_address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
},
"certify_requirements": true,
"limitation_on_benefits": "GOVERNMENT",
"limitation_other_article_paragraph": "<string>"
}
},
"created_at": "2023-11-07T05:31:56Z"
}Tax Documentation
Submit Tax Documentation
Submit a complete partner-collected W-9, W-8BEN, or W-8BEN-E for an Identity.
POST
/
identity
/
tax-documentation
curl --request POST \
--url https://api.paxos.com/v2/identity/tax-documentation \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"identity_id": "067ecc2e-9b9c-470e-b1c7-b436a0707ef5",
"form_type": "W_9",
"tax_documentation": {
"w_9": {
"name": "Example Holdings LLC",
"doing_business_as": "Example Markets",
"tax_classification": "OTHER",
"other_tax_classification": "Single-member LLC",
"address": {
"country": "USA",
"address1": "123 Example Street",
"address2": "Suite 400",
"city": "New York",
"province": "NY",
"zip_code": "10001"
},
"tin": "12-3456789",
"tin_type": "EIN",
"exempt_payee_code": "5",
"exempt_fatca_code": "A",
"is_not_subject_to_backup_withholding": true,
"has_signed_and_certified": true,
"signature_timestamp": "2026-08-28T14:01:23Z",
"completed_for": "ACCOUNT_HOLDER",
"signature": "Jane Example"
}
}
}
'{
"form_type": "W_9",
"tax_documentation": {
"w_9": {
"has_signed_and_certified": true,
"signature_timestamp": "2023-11-07T05:31:56Z",
"completed_for": "ACCOUNT_HOLDER",
"signature": "<string>",
"name": "<string>",
"tax_classification": "INDIVIDUAL",
"address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
},
"tin": "<string>",
"tin_type": "SSN",
"is_not_subject_to_backup_withholding": true,
"doing_business_as": "<string>",
"other_tax_classification": "<string>",
"exempt_payee_code": "1",
"exempt_fatca_code": "A"
},
"w_8ben": {
"has_signed_and_certified": true,
"signature_timestamp": "2023-11-07T05:31:56Z",
"completed_for": "ACCOUNT_HOLDER",
"signature": "<string>",
"foreign_tin_not_legally_required": true,
"name": "<string>",
"nationality": "<string>",
"permanent_address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
},
"date_of_birth": "<string>",
"us_tin": "<string>",
"foreign_tin": "<string>",
"reference_numbers": "<string>",
"treaty_claim_country": "<string>",
"certify_resident": true,
"income_type": "BUSINESS_PROFITS",
"withholding_rate": "<string>",
"article_paragraph": "<string>",
"has_additional_conditions": true,
"mailing_address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
}
},
"w_8ben_e": {
"has_signed_and_certified": true,
"signature_timestamp": "2023-11-07T05:31:56Z",
"completed_for": "ACCOUNT_HOLDER",
"signature": "<string>",
"foreign_tin_not_legally_required": true,
"name": "<string>",
"country_of_organization": "<string>",
"tax_classification": "CORPORATION",
"permanent_address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
},
"us_tin": "<string>",
"foreign_tin": "<string>",
"reference_numbers": "<string>",
"treaty_claim_country": "<string>",
"certify_resident": true,
"income_type": "BUSINESS_PROFITS",
"withholding_rate": "<string>",
"article_paragraph": "<string>",
"has_additional_conditions": true,
"mailing_address": {
"country": "CAN",
"address1": "<string>",
"city": "<string>",
"province": "<string>",
"address2": "<string>",
"zip_code": "<string>"
},
"certify_requirements": true,
"limitation_on_benefits": "GOVERNMENT",
"limitation_other_article_paragraph": "<string>"
}
},
"created_at": "2023-11-07T05:31:56Z"
}OAuth Scope
identity:write_identity
person_details or institution_details. See Collect Tax Documentation for form-selection, replacement, and Identity-detail behavior.Authorizations
The access token received from the authorization server in the OAuth 2.0 flow.
Body
application/json
A complete form submission. The populated tax_documentation object must match form_type.
Identifier of the Identity whose tax documentation is being submitted.
Required string length:
6 - 64Pattern:
^[a-zA-Z0-9][a-zA-Z0-9-.]{4,62}[a-zA-Z0-9]$IRS form selected by the partner. Paxos does not infer this value.
Available options:
W_9, W_8BEN, W_8BEN_E Exactly one form object is required, and it must match form_type.
Show child attributes
Show child attributes
Response
Paxos validated and stored the submission as the Identity's current tax documentation. The response does not indicate downstream processing or acceptance.
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