Account IDs Report

The Account IDs report provides a complete list of all Account IDs that have been successfully ingested into the Taxbit Dashboard. It’s designed for reconciliation and downstream matching across systems.

See below for a description of each of the fields on the Account IDs report.

Field	Description
taxbit_account_owner_id	The unique Taxbit ID of the account owner.
taxbit_account_id	The unique Taxbit ID of the account.
account_owner_id	The unique ID of the account owner.
account_id	The unique ID of the account.
filer_id	The unique identifier of the legal entity (filer) responsible for reporting for this account; used to associate the account with the correct reporting entity.
secondary_account_owner_ids	A list of any additional account owner IDs linked to the account (e.g., joint or secondary owners), when applicable.
date_modified	Timestamp of the most recent update to the account record in the Dashboard.
date_created	Timestamp when the account record was first created in the Dashboard.