Account Establishment Report
The Account Establishment Report provides account-level details to help you monitor how long accounts have been established and review the associated tax documentation status in bulk.
Use this report to:
- Review account age across your account population.
- Apply jurisdiction-specific documentation timelines and internal compliance workflows.
- Identify accounts whose tax documentation may require follow-up.
Please note: This report does not take into consideration regulatory due dates, Additionally, the Taxbit system does not assist with reaching out to end customers.
See below for a description of each field in the Account Establishment Report.
|
Field |
Description |
|
account_owner_id |
The unique ID of the account owner. |
|
account_id |
The unique ID of the account. |
|
establishment_date |
The date the account was established. |
|
days_since_establishment |
The number of calendar days elapsed since the account’s establishment date. This value updates daily. |
|
self_cert_tax_doc_status |
The latest tax documentation status for the account owner’s Self-Certification. |
|
dps_tax_doc_status |
The latest tax documentation status for the account owner’s Digital Platform Seller (DPS) documentation. |
|
w_form_tax_doc_status |
The latest tax documentation status for the account owner’s W-Form documentation. |
Calculating Account Age
Taxbit calculates days_since_establishment using the account’s establishment date:
- The calculation is based on calendar days, not 24-hour intervals.
- The value is calculated dynamically and updates daily.
- Accounts without an establishment date do not receive a computed account-age value.
Tax Documentation Status
The report includes the latest status for the following documentation types:
- Self-Certification, which supports global reporting regimes such as CARF, DAC8, and CRS.
- Digital Platform Seller (DPS) documentation, which supports digital platform reporting requirements.
- W-Form documentation, such as Forms W-8 and W-9.
Review the status fields together with days_since_establishment to monitor documentation collection and determine whether additional action is needed under your organization’s policies.
For information on how to generate and download reports from the Reports page, please refer to the following guide: How to Generate and Download a Report
Please note: Report downloads arrive as ZIP archives and may be split into multiple CSV files for large outputs. CSV files are typically split at around 500,000 rows per file.