Financial Accounts - CSV Ingestion Template Guide

Use this template when you need to provide financial account details associated with an Account for ingestion to the Taxbit Dashboard, such as the financial account type, country, institution provider identifier, financial account identifier, and account holder name.

Please see the table below for information on each field within the Financial Accounts template.

Field	Header	Format	Example
Client Account ID	account_id	String	12345678
Year	year	String	2026
Quarter	quarter	Enum	Q3
Financial Account Type	financial_account_type	String	Bank
Financial Account Country	financial_account_country	String	US
Financial Institution Provider Identifier	financial_institution_provider_id	String	[BIC, Routing Number]
Financial Account Identifier	financial_account_id	String	Bank Account Number
Financial Account Holder Name	financial_account_holder_name	String	Chris P. Bacon

Please see below for a full list of currently supported enums that can be used in the Account Owner/Account template, as well as the associated fields that they can be used in.

Header	Enum
quarter	Q1
	Q2
	Q3
	Q4
financial_account_type	Bank
financial_account_type	Online

Taxbit - Account Owner _ Account CSV Templates - financial-accounts.csv