In this flow, you provide Taxtris with:
- customer personal info
- customer authentication - contains permission to fetch customer's transaction through your API - required
Initializing the customer is done by Init customers account
This will create a customer in our system. You can initialize customers one by one or use batch initialization to create multiple customers at once.
If some of the required information, for starting the first tax calculation, is missing in your system you can forward your customers to our data capture portal to fill it in.
Details about the missing information, as well as the link where they can input it, are returned in the response.
In this call, you also provide the authentication information required to access the transactions through your API.
We support multiple authentication options.
Details can be found in Auth Object properties.
ONLY read permissions are required
After the account is initialized, Taxtris will start fetching the data from your system in order to generate the first tax report.
After the previous steps are done you can call Taxtris API to fetch the latest tax calculation or make a calculation request.
Both endpoints will return the data in JSON and provide you with a link to a downloadable PDF report
Updated 8 months ago