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Curing Tax Documentation Issues FAQs

Q: Does curing replace re-submission?

No. Curing only handles four specific issue types on W-8 forms. Other issues, such as incomplete data, change in circumstances, or expired documentation, still require full resubmission through the questionnaire with "needsResubmission".

 

Q: Can W-9 end users use curing?

Not currently. W-9 submissions do not surface curable issues, and W-9 problems are handled through B-notice flows and full resubmission.

 

Q: How long does review take?

Once the end user submits, a reviewer on your team handles the review. Taxbit does not automatically approve or reject cures. Your tax operations team owns that decision. Webhook events for "ACCOUNT_OWNER_TAX_DOCUMENTATION_STATUS" fire on every status change, so you can connect notifications to your workflow.

 

Q: What if the end user submits the wrong document?

The reviewer should use “Request” additional documentation in the Issue Details modal. This moves the issue back to Open so the end user can submit again.

 

Q: Can a dashboard reviewer upload a document on the end user’s behalf?

Yes, if dashboard access has been enabled for your tenant. Use the Upload Documents button on the Submitted Documents card in Account Details. This is useful when documentation was received outside Taxbit and needs to be attached to the account.

 

Q: What file types are accepted?

PDF, JPEG, and PNG files up to 10 MB are supported. The same limits apply for both SDK uploads and dashboard uploads.

 

Q: Where do end users see the status of their cure?

The SDK’s useTaxbit() hook exposes "needsCuringDocumentation" and the full status object. You control how to present that status in your product. A common pattern is to show “Submitted — under review” while the cure is In Review.

 

Q: Will Taxbit notify reviewers when an end user submits a cure?

Yes. Subscribe to the "ACCOUNT_OWNER_TAX_DOCUMENTATION_STATUS" webhook. The returned status object includes curing document status so you can route notifications to Slack, email, or a queue.

 

Q: Is curing supported in all languages the SDK supports?

Yes. The curing widget supports the same 53 locales as the rest of the W-Form questionnaire. You can pass a language prop to <TaxbitCuringDocumentation /> to override the default.