Manage Tax IDs

Overview

A Tax ID is an identification number for businesses used for tax purposes. By associating the related Tax IDs to customers, it is possible to display the customer’s Tax ID on the receivables.

Businesses can have one, multiple, or no Tax IDs depending on the country and regulatory requirements.

Tax IDs names and formats vary from country to country. In the EU, for example, it is referred to as “VAT identification number” or VATIN, whereas Canadian businesses have a BN (Business Number) and sales tax numbers.

Supported Tax ID types

Currently, Monite supports the following Tax ID types:

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Need another Tax ID type?

You can request additional Tax ID types by sending an email to [email protected].

Add new Tax ID

To associate a new Tax ID to a specific counterpart, call POST /counterparts/{counterpart_id}/tax_ids, passing the Tax ID type and value in the request body:

curl -X POST 'https://api.sandbox.monite.com/v1/counterparts/411dcb...289b3/tax_ids' \
     -H 'X-Monite-Version: 2023-03-14' \
     -H 'accept: application/json' \
     -H 'X-Monite-Entity-Id: ENTITY_ID' \
     -H 'Authorization: Bearer ACCESS_TOKEN' \
     -d '{
       "type": "eu_vat",
       "value": "DE12345678"
     }'

The successful response contains the information about the newly added Tax ID:

{
  "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "counterpart_id": "411dcb68-dad8-46c2-92b9-f6ae445289b3",
  "type": "eu_vat",
  "value": "DE12345678"
}

List all Tax IDs

To get all Tax IDs of a specific counterpart, call GET /counterparts/{counterpart_id}/tax_ids:

curl -X GET 'https://api.sandbox.monite.com/v1/counterparts/411dcb...289b3/tax_ids' \
     -H 'X-Monite-Version: 2023-03-14' \
     -H 'accept: application/json' \
     -H 'X-Monite-Entity-Id: ENTITY_ID' \
     -H 'Authorization: Bearer ACCESS_TOKEN'

The successful response contains a list of Tax IDs of the specified counterpart:

{
  "data": [
    {
      "type": "eu_vat",
      "value": "DE12345678",
      "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "counterpart_id": "411dcb68-dad8-46c2-92b9-f6ae445289b3"
    }
  ]
}

Edit a Tax ID

To edit an existing Tax ID of the specified counterpart, call PATCH /counterparts/{counterpart_id}/tax_ids/{tax_id}. You can update the tax ID type, value, or both.

Delete a Tax ID

To delete an existing Tax ID from the list of Tax IDs associated to the specified counterpart, call DELETE /counterparts/{counterpart_id}/tax_ids/{tax_id}.