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PUT
Update an account
In a submission this edits the not-yet-reported account in place. In a correction it amends the already-reported account; amending an account the tax authority has never seen is rejected, so add new accounts with POST instead.

Authorizations

Authorization
string
header
required

The access token received from the authorization server in the OAuth 2.0 flow.

Path Parameters

submissionId
string
required
accountNumber
string
required

Body

application/json

A US reportable account. Push the account as it stands, with its holder and any substantial owners attached to it. Each account you push becomes exactly one account report.

accountNumber
string
required

Account number, or its functional equivalent where the account has no number. Identifies the account within the submission, so it must be unique across the accounts you push.

Maximum string length: 200
Example:

"LT601010012345678901"

accountNumberType
enum<string>
required

Type of the account number. IBAN values are checked against the IBAN structure.

Available options:
IBAN,
OBAN,
ISIN,
OSIN,
OTHER,
ELECTRONIC_MONEY_PRODUCT
Example:

"IBAN"

balance
number
required

Balance at the end of the reporting year. For a closed account, the balance on the day it was closed.

Example:

12345.67

currency
string
required

Currency the balance is denominated in, ISO 4217. Report one currency per account.

Minimum string length: 1
Example:

"USD"

accountHolder
object
required

The holder of the account.

closed
boolean
default:false

The account was closed during the reporting year.

substantialOwners
object[]

US owners of an entity holder. Required for types OWNER_DOCUMENTED_FFI_WITH_SPECIFIED_US_OWNERS and PASSIVE_NFFE_WITH_SUBSTANTIAL_US_OWNERS, not accepted otherwise.

payments
object[]

Payments made to the account during the year. Send at most one entry per payment type, carrying the gross total for the whole year.

Response

Account updated

Result of pushing, updating or deleting a single account

status
enum<string>
required
Available options:
SUCCESS,
FAILED
errors
object[]
required

Why the account was rejected. Empty when the account was accepted.

accountNumber
string

The account number echoed back, to correlate this result with your record

Last modified on September 25, 2026