Implementing tax exemptions

• Authentication scopes — taxes:admin

  For more information, refer to Authentication scopes.

• Webhook handler ready — Set up a webhook endpoint to listen for tax exemption status updates.

  • Subscribe to TAX_EXEMPTION.* events.

  For more information, refer to Implementing webhooks.

• Valid Tax Identification Number (TIN) — You must provide a valid TIN for the end user before a tax exemption can be created. For more information, refer to the User tax onboarding guide.

Upvest provides the functionality to create tax exemptions.

If you are not yet familiar with the circumstances of a tax exemption in the German legal system, go to the introduction, where we describe the conditions under which such a tax exemption is carried out.

If you are already used to the process, take a look at the following steps for the tax exemption request.

In the following sections, you will learn how to:

• Create a tax exemption order
• Update a tax exemption
• Retrieve tax exemption orders
• Delete a tax exemption order