@taxbit/react-sdk 1.2.0-beta.5 → 1.2.0-beta.7

package/README.md

@@ -322,7 +322,11 @@ type QuestionnaireType = 'DPS' | 'W-FORM' | 'SELF-CERT';
 
 ## Changelog
 
-### Version 1.2.0-beta.5
+### Version 1.2.0-beta.7
+
+1. Verifying Mailing Address for W8-BEN-E, showing UsPerson selection on Summary screen.
+
+### Version 1.2.0-beta.6
 
 1. Fixing Treaty Claim header showing erroneously on the Summary screen.
 

package/dist/src/i18n/types/LocalizationKey.d.ts

@@ -1,8 +1,8 @@
 export type ButtonKey = 'edit' | 'back' | 'next' | 'reset' | 'submit' | 'cancel' | 'hide' | 'show';
 export type ErrorKey = 'countryMustBeAResidenceCountry' | 'formHasErrors' | 'invalid' | 'invalidDate' | 'invalidVat' | 'mustBeFiveOrNineDigits' | 'mustBeInDateFormat' | 'mustBeNineDigits' | 'mustBeNinoFormat' | 'mustBeCaPostalCodeFormat' | 'mustBeInVatinFormat' | 'mustBeValidBirthDate' | 'mustBeAtLeast18' | 'mustMatchName' | 'mustNotMatchVatin' | 'required' | 'residencesMustIncludeAddressCountry' | 'residencesMustIncludeAnEUCountry' | 'residencesMustIncludeVatCountry' | 'tooLong' | 'tooShort' | 'vatinMustNotMatchResidencyTin';
-export type SubOptionKey = 'accountHolderUsAccountType_SOLE_PROPRIETOR' | 'accountHolderUsAccountType_SM_LLC' | 'accountHolderUsAccountType_DISREGARDED_ENTITY' | 'accountHolderActiveNonFinancialEntityType_OTHER' | 'accountHolderActiveNonFinancialEntityType_PUBLIC_CORPORATION';
-export type OptionKey = TreatyClaimOption | 'accountHolderUsPerson_yes' | 'accountHolderUsPerson_no' | 'usTrustEstateEin_yes' | 'usTrustEstateEin_no' | 'usSoleProprietorEin_yes' | 'usSoleProprietorEin_no' | 'regardedOwnerUsPerson_yes' | 'regardedOwnerUsPerson_no' | 'smllcOwnerUsPerson_yes' | 'smllcOwnerUsPerson_no' | 'smllcElection_yes' | 'smllcElection_no' | 'isIndividual_yes' | 'isIndividual_no' | 'investmentEntityManaged_yes' | 'investmentEntityManaged_no' | 'no' | 'yes' | 'ACTIVE_NON_FINANCIAL_ENTITY' | 'CENTRAL_BANK_OF_ISSUE' | 'COMPLEX_TRUST' | 'CORPORATION' | 'CUSTODIAL_INSTITUTION' | 'C_CORPORATION' | 'DEPOSITORY_INSTITUTION' | 'DISREGARDED_ENTITY' | 'ENTITY' | 'ENTITY_TYPE_TRUST' | 'ENTITY_TYPE_SIMILAR_TO_TRUST' | 'ENTITY_TYPE_OTHER' | 'ESTATE' | 'FINANCIAL_INSTITUTION' | 'FOREIGN_GOVERNMENT_CONTROLLED_ENTITY' | 'FOREIGN_GOVERNMENT_INTEGRAL_PART' | 'accountHolderActiveNonFinancialEntityType_GOVERNMENT_ENTITY' | 'GRANTOR_TRUST' | 'INDIVIDUAL' | 'INTERMEDIARY' | 'QUALIFIED_INTERMEDIARY' | 'NONQUALIFIED_INTERMEDIARY' | 'TERRITORY_FINANCIAL_INSTITUTION' | 'US_BRANCH' | 'WITHHOLDING_FOREIGN_PARTNERSHIP' | 'WITHHOLDING_FOREIGN_TRUST' | 'NONWITHHOLDING_FOREIGN_PARTNERSHIP' | 'NONWITHHOLDING_FOREIGN_SIMPLE_TRUST' | 'NONWITHHOLDING_FOREIGN_GRANTOR_TRUST' | 'accountHolderActiveNonFinancialEntityType_INTERNATIONAL_ORGANIZATION' | 'INTERNATIONAL_ORGANIZATION' | 'INVESTMENT_ENTITY' | 'INSURANCE_COMPANY' | 'LLC' | 'OTHER' | 'accountHolderActiveNonFinancialEntityType_OTHER' | 'PARTNERSHIP' | 'PASSIVE_NON_FINANCIAL_ENTITY' | 'PRIVATE_FOUNDATION' | 'accountHolderActiveNonFinancialEntityType_PUBLIC_CORPORATION' | 'SIGNATURE_CAPACITY_EXECUTOR' | 'SIGNATURE_CAPACITY_OFFICER' | 'SIGNATURE_CAPACITY_OTHER_CAPACITY' | 'SIMPLE_TRUST' | 'SM_LLC' | 'SOLE_PROPRIETOR' | 'S_CORPORATION' | 'TAX_EXEMPT_ORGANIZATION' | 'TRUST' | 'TRUST_ESTATE' | 'CONTROLLING_PERSON_ROLE_SETTLOR' | 'CONTROLLING_PERSON_ROLE_TRUSTEE' | 'CONTROLLING_PERSON_ROLE_PROTECTOR' | 'CONTROLLING_PERSON_ROLE_BENEFICIARY' | 'CONTROLLING_PERSON_ROLE_OTHER' | 'CONTROLLING_PERSON_ROLE_SETTLOR_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_TRUSTEE_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_PROTECTOR_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_BENEFICIARY_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_OTHER_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_OWNER' | 'CONTROLLING_PERSON_ROLE_OTHER_MEANS' | 'CONTROLLING_PERSON_ROLE_SENIOR_MANAGING_OFFICIAL' | 'MISSING_TIN_NOT_REQUIRED_REASON_NOT_ISSUED' | 'MISSING_TIN_NOT_REQUIRED_REASON_NOT_REQUIRED' | 'MISSING_TIN_NOT_REQUIRED_REASON_OTHER';
-export type PromptKey = TreatyClaimPrompt | 'accountHolderAccountOwnerType' | 'accountHolderIntermediaryAccountType' | 'accountHolderEntityAccountType' | 'activeNonFinancialEntityType' | 'addAdditionalResidence' | 'addControllingPerson' | 'address' | 'businessRegistrationNumber' | 'businessRegistrationCountry' | 'city' | 'cityOfBirth' | 'country' | 'countryOfBirth' | 'dateOfBirth' | 'day' | 'dbaName' | 'exemptPayeeCode' | 'exemptFatcaCode' | 'financialAccountIdentifier' | 'financialAccountName' | 'foreignAccountType' | 'financialInstitutionType' | 'foreignOtherClassification' | 'foreignTin' | 'foreignTinIsNotRequired' | 'foreignTrustClassification' | 'investmentEntityManaged' | 'isIndividual' | 'iAcknowledgeESignIsOk' | 'iWillResubmitIfIncorrect' | 'iAmACitizenOfTheUs' | 'iAmExemptFromFatcaReporting' | 'iAmNotSubjectToBackupWithholding' | 'iAuthorizeWithholdingAgent' | 'iCertifyToAll' | 'iConfirmIncomeIsNonUs' | 'iConfirmTheBeneficialOwnerIsExempt' | 'iConfirmTheInformationIsCorrectComplete' | 'iConfirmTheEntityIsNotAUsPerson' | 'iConfirmTheEntityIsTheBeneficialOwner' | 'iConfirmTheIndividualIsNotAUsPerson' | 'iConfirmTheIndividualIsTheBeneficialOwner' | 'iConfirmTheIndividualIsResidentOfTreatyCountry' | 'iConfirmTheTaxIdIsCorrect' | 'iHaveCapacityToSignForEntity' | 'iHaveCapacityToSignForIndividual' | 'iDeclareStatementsAreCorrect' | 'iUnderstandTheInformationIsCovered' | 'iAcknowledgeTheInformationMayBeProvided' | 'iCertifyIAmAccountHolder' | 'iCertifyIAmAuthorizedToSignForAccountHolder' | 'iCertifyIWillNotifyPersons' | 'iWillNotifyChangeInCircumstanceForIndividual' | 'iWillNotifyChangeInCircumstanceForAccountHolder' | 'mailingAddress' | 'mailingAddressIsDifferent' | 'month' | 'name' | 'nameOfDisregardedEntity' | 'nameOfEntity' | 'nameOfCCorporation' | 'nameOfCorporation' | 'nameOfIndividual' | 'nameOfIndividualSoleProprietor' | 'nameOfIntermediary' | 'nameOfLlc' | 'nameOfOrganization' | 'nameOfPartnership' | 'nameOfSCorporation' | 'nameOfSmllc' | 'nameOfSmllcOwner' | 'nameOfSoleProprietor' | 'nameOfTrustEstate' | 'nameOfTrust' | 'otherRole' | 'otherEquivalentRole' | 'ownershipPercentage' | 'managedEntityType' | 'passiveEntityType' | 'province' | 'referenceNumbers' | 'regardedOwnerUsPerson' | 'regardedOwnerAccountType' | 'regardedOwnerEntityAccountType' | 'regardedOwnerIntermediaryAccountType' | 'relatedCorporation' | 'removeResidence' | 'removeControllingPerson' | 'role' | 'securitiesMarket' | 'signature' | 'signatureCapacity' | 'signatureCapacityOther' | 'smllcElection' | 'smllcOwnerAccountType' | 'smllcOwnerUsPerson' | 'countyRegion' | 'stateProvince' | 'street' | 'street2' | 'taxIdNumber' | 'taxIdNumberIsNotRequired' | 'taxIdNumberIsNotRequiredReason' | 'taxIdNumberIsNotRequiredReasonOther' | 'tin' | 'tinUkCrn' | 'tinUkNino' | 'type' | 'usAccountType' | 'usLlcClassification' | 'usOtherClassification' | 'usPerson' | 'usEin' | 'usSoleProprietorEin' | 'usSsn' | 'usTin' | 'usTrustEstateEin' | 'vatIdentificationNumber' | 'vatIsNotRequired' | 'vatCountry' | 'year' | 'zip';
+export type SubOptionKey = 'accountHolderUsAccountType_SOLE_PROPRIETOR' | 'accountHolderUsAccountType_SM_LLC' | 'accountHolderUsAccountType_DISREGARDED_ENTITY' | 'accountHolderActiveNonFinancialEntityType_OTHER' | 'accountHolderActiveNonFinancialEntityType_PUBLIC_CORPORATION' | 'accountHolderSelfCertificationAccountType_FINANCIAL_INSTITUTION' | 'accountHolderSelfCertificationAccountType_ACTIVE_NON_FINANCIAL_ENTITY' | 'accountHolderSelfCertificationAccountType_PASSIVE_NON_FINANCIAL_ENTITY';
+export type OptionKey = TreatyClaimOption | 'accountHolderUsPerson_yes' | 'accountHolderUsPerson_no' | 'usTrustEstateEin_yes' | 'usTrustEstateEin_no' | 'usSoleProprietorEin_yes' | 'usSoleProprietorEin_no' | 'regardedOwnerUsPerson_yes' | 'regardedOwnerUsPerson_no' | 'smllcOwnerUsPerson_yes' | 'smllcOwnerUsPerson_no' | 'smllcElection_yes' | 'smllcElection_no' | 'isIndividual_yes' | 'isIndividual_no' | 'investmentEntityManaged_yes' | 'investmentEntityManaged_no' | 'no' | 'yes' | 'ACTIVE_NON_FINANCIAL_ENTITY' | 'CENTRAL_BANK_OF_ISSUE' | 'COMPLEX_TRUST' | 'CORPORATION' | 'CUSTODIAL_INSTITUTION' | 'C_CORPORATION' | 'DEPOSITORY_INSTITUTION' | 'DISREGARDED_ENTITY' | 'ENTITY_TYPE_TRUST' | 'ENTITY_TYPE_SIMILAR_TO_TRUST' | 'ENTITY_TYPE_OTHER' | 'ESTATE' | 'FINANCIAL_INSTITUTION' | 'FOREIGN_GOVERNMENT_CONTROLLED_ENTITY' | 'FOREIGN_GOVERNMENT_INTEGRAL_PART' | 'accountHolderActiveNonFinancialEntityType_GOVERNMENT_ENTITY' | 'GRANTOR_TRUST' | 'INDIVIDUAL' | 'accountHolderActiveNonFinancialEntityType_INTERNATIONAL_ORGANIZATION' | 'INTERNATIONAL_ORGANIZATION' | 'INVESTMENT_ENTITY' | 'INSURANCE_COMPANY' | 'LLC' | 'OTHER' | 'accountHolderActiveNonFinancialEntityType_OTHER' | 'PARTNERSHIP' | 'PASSIVE_NON_FINANCIAL_ENTITY' | 'PRIVATE_FOUNDATION' | 'accountHolderActiveNonFinancialEntityType_PUBLIC_CORPORATION' | 'SIGNATURE_CAPACITY_EXECUTOR' | 'SIGNATURE_CAPACITY_OFFICER' | 'SIGNATURE_CAPACITY_OTHER_CAPACITY' | 'SIMPLE_TRUST' | 'SM_LLC' | 'SOLE_PROPRIETOR' | 'S_CORPORATION' | 'TAX_EXEMPT_ORGANIZATION' | 'TRUST' | 'TRUST_ESTATE' | 'CONTROLLING_PERSON_ROLE_SETTLOR' | 'CONTROLLING_PERSON_ROLE_TRUSTEE' | 'CONTROLLING_PERSON_ROLE_PROTECTOR' | 'CONTROLLING_PERSON_ROLE_BENEFICIARY' | 'CONTROLLING_PERSON_ROLE_OTHER' | 'CONTROLLING_PERSON_ROLE_SETTLOR_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_TRUSTEE_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_PROTECTOR_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_BENEFICIARY_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_OTHER_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_OWNER' | 'CONTROLLING_PERSON_ROLE_OTHER_MEANS' | 'CONTROLLING_PERSON_ROLE_SENIOR_MANAGING_OFFICIAL' | 'MISSING_TIN_NOT_REQUIRED_REASON_NOT_ISSUED' | 'MISSING_TIN_NOT_REQUIRED_REASON_NOT_REQUIRED' | 'MISSING_TIN_NOT_REQUIRED_REASON_OTHER';
+export type PromptKey = TreatyClaimPrompt | 'activeNonFinancialEntityType' | 'addAdditionalResidence' | 'addControllingPerson' | 'address' | 'businessRegistrationNumber' | 'businessRegistrationCountry' | 'city' | 'cityOfBirth' | 'country' | 'countryOfBirth' | 'dateOfBirth' | 'day' | 'dbaName' | 'exemptPayeeCode' | 'exemptFatcaCode' | 'financialAccountIdentifier' | 'financialAccountName' | 'foreignAccountType' | 'financialInstitutionType' | 'foreignOtherClassification' | 'foreignTin' | 'foreignTinIsNotRequired' | 'foreignTrustClassification' | 'investmentEntityManaged' | 'isIndividual' | 'iAcknowledgeESignIsOk' | 'iWillResubmitIfIncorrect' | 'iAmACitizenOfTheUs' | 'iAmExemptFromFatcaReporting' | 'iAmNotSubjectToBackupWithholding' | 'iAuthorizeWithholdingAgent' | 'iCertifyToAll' | 'iConfirmIncomeIsNonUs' | 'iConfirmTheBeneficialOwnerIsExempt' | 'iConfirmTheInformationIsCorrectComplete' | 'iConfirmTheEntityIsNotAUsPerson' | 'iConfirmTheEntityIsTheBeneficialOwner' | 'iConfirmTheIndividualIsNotAUsPerson' | 'iConfirmTheIndividualIsTheBeneficialOwner' | 'iConfirmTheIndividualIsResidentOfTreatyCountry' | 'iConfirmTheTaxIdIsCorrect' | 'iHaveCapacityToSignForEntity' | 'iHaveCapacityToSignForIndividual' | 'iDeclareStatementsAreCorrect' | 'iUnderstandTheInformationIsCovered' | 'iAcknowledgeTheInformationMayBeProvided' | 'iCertifyIAmAccountHolder' | 'iCertifyIAmAuthorizedToSignForAccountHolder' | 'iCertifyIWillNotifyPersons' | 'iWillNotifyChangeInCircumstanceForIndividual' | 'iWillNotifyChangeInCircumstanceForAccountHolder' | 'mailingAddress' | 'mailingAddressIsDifferent' | 'month' | 'name' | 'nameOfDisregardedEntity' | 'nameOfEntity' | 'nameOfCCorporation' | 'nameOfCorporation' | 'nameOfIndividual' | 'nameOfIndividualSoleProprietor' | 'nameOfLlc' | 'nameOfOrganization' | 'nameOfPartnership' | 'nameOfSCorporation' | 'nameOfSmllc' | 'nameOfSmllcOwner' | 'nameOfSoleProprietor' | 'nameOfTrustEstate' | 'nameOfTrust' | 'otherRole' | 'otherEquivalentRole' | 'ownershipPercentage' | 'managedEntityType' | 'passiveEntityType' | 'province' | 'referenceNumbers' | 'regardedOwnerUsPerson' | 'regardedOwnerAccountType' | 'relatedCorporation' | 'removeResidence' | 'removeControllingPerson' | 'role' | 'securitiesMarket' | 'signature' | 'signatureCapacity' | 'signatureCapacityOther' | 'smllcElection' | 'smllcOwnerAccountType' | 'smllcOwnerUsPerson' | 'countyRegion' | 'stateProvince' | 'street' | 'street2' | 'taxIdNumber' | 'taxIdNumberIsNotRequired' | 'taxIdNumberIsNotRequiredReason' | 'taxIdNumberIsNotRequiredReasonOther' | 'tin' | 'tinUkCrn' | 'tinUkNino' | 'type' | 'usAccountType' | 'usLlcClassification' | 'usOtherClassification' | 'usPerson' | 'usEin' | 'usSoleProprietorEin' | 'usSsn' | 'usTin' | 'usTrustEstateEin' | 'vatIdentificationNumber' | 'vatIsNotRequired' | 'vatCountry' | 'year' | 'zip';
 export type SubPromptKey = TreatyClaimSubPrompt | 'smllcElection' | 'iAmNotSubjectToBackupWithholding' | 'iConfirmIncomeIsNonUs' | 'isIndividual' | 'financialAccountIdentifier' | 'financialAccountName' | 'financialInstitutionType' | 'vatIdentificationNumber' | 'placeOfBirth' | 'referenceNumbers' | 'relatedCorporation' | 'role' | 'securitiesMarket' | 'signature' | 'signatureCapacityOther' | 'streetIsPermanent' | 'usPerson';
 export type TitleKey = 'accountHolder' | 'accountHolderClassification' | 'accountHolderContactInformation' | 'accountHolderTaxInformation' | 'accountHolderTaxClarification' | 'accountHolderTreatyClaims' | 'address' | 'additionalConditions' | 'acknowledge' | 'carfClassificationDetails' | 'certify' | 'confirmation' | 'controllingPersonDetails' | 'controllingPersons' | 'controllingPerson1' | 'controllingPerson2' | 'controllingPerson3' | 'controllingPerson4' | 'controllingPerson5' | 'countryOfCitizenship' | 'countryOfIncorporation' | 'exemptions' | 'mailingAddress' | 'primaryAddress' | 'permanentAddress' | 'placeOfBirth' | 'regardedOwner' | 'regardedOwnerClassification' | 'regardedOwnerContactInformation' | 'regardedOwnerTaxInformation' | 'regardedOwnerTreatyClaims' | 'signature' | 'summary' | 'taxResidences' | 'taxResidence1' | 'taxResidence2' | 'taxResidence3' | 'taxResidence4' | 'taxResidence5' | 'w8imyInstructions';
 export type SubTitleKey = 'controllingPersonDetails' | 'taxResidences' | 'permanentAddress' | 'taxInformationTreatyClaims';

package/dist/src/i18n/types/PropertyFile.d.ts

@@ -31,14 +31,14 @@ export type PropertyFile = {
 };
 export type ForeignPropertyFile = {
     button: PropertyFile['button'];
-    prompt: Pick<PropertyFile['prompt'], 'addAdditionalResidence' | 'addControllingPerson' | 'financialInstitutionType' | 'activeNonFinancialEntityType' | 'passiveEntityType' | 'managedEntityType' | 'investmentEntityManaged' | 'iUnderstandTheInformationIsCovered' | 'iAcknowledgeTheInformationMayBeProvided' | 'iCertifyIAmAccountHolder' | 'iCertifyIAmAuthorizedToSignForAccountHolder' | 'iCertifyIWillNotifyPersons' | 'iDeclareStatementsAreCorrect' | 'iWillNotifyChangeInCircumstanceForIndividual' | 'iWillNotifyChangeInCircumstanceForAccountHolder' | 'otherRole' | 'otherEquivalentRole' | 'ownershipPercentage' | 'relatedCorporation' | 'removeControllingPerson' | 'role' | 'securitiesMarket' | 'taxIdNumberIsNotRequiredReason' | 'taxIdNumberIsNotRequiredReasonOther' | 'address' | 'businessRegistrationCountry' | 'businessRegistrationNumber' | 'city' | 'cityOfBirth' | 'country' | 'countryOfBirth' | 'dateOfBirth' | 'day' | 'financialAccountIdentifier' | 'financialAccountName' | 'iConfirmTheInformationIsCorrectComplete' | 'isIndividual' | 'month' | 'name' | 'nameOfEntity' | 'nameOfIndividual' | 'province' | 'removeResidence' | 'countyRegion' | 'stateProvince' | 'street' | 'street2' | 'signatureCapacity' | 'signatureCapacityOther' | 'taxIdNumber' | 'taxIdNumberIsNotRequired' | 'tin' | 'tinUkCrn' | 'tinUkNino' | 'type' | 'usTin' | 'vatCountry' | 'vatIdentificationNumber' | 'vatIsNotRequired' | 'year' | 'zip'>;
+    prompt: Pick<PropertyFile['prompt'], 'addAdditionalResidence' | 'addControllingPerson' | 'foreignAccountType' | 'financialInstitutionType' | 'activeNonFinancialEntityType' | 'passiveEntityType' | 'managedEntityType' | 'investmentEntityManaged' | 'iUnderstandTheInformationIsCovered' | 'iAcknowledgeTheInformationMayBeProvided' | 'iCertifyIAmAccountHolder' | 'iCertifyIAmAuthorizedToSignForAccountHolder' | 'iCertifyIWillNotifyPersons' | 'iDeclareStatementsAreCorrect' | 'iWillNotifyChangeInCircumstanceForIndividual' | 'iWillNotifyChangeInCircumstanceForAccountHolder' | 'otherRole' | 'otherEquivalentRole' | 'ownershipPercentage' | 'relatedCorporation' | 'removeControllingPerson' | 'role' | 'securitiesMarket' | 'taxIdNumberIsNotRequiredReason' | 'taxIdNumberIsNotRequiredReasonOther' | 'address' | 'mailingAddressIsDifferent' | 'businessRegistrationCountry' | 'businessRegistrationNumber' | 'city' | 'cityOfBirth' | 'country' | 'countryOfBirth' | 'dateOfBirth' | 'day' | 'financialAccountIdentifier' | 'financialAccountName' | 'iAcknowledgeESignIsOk' | 'iCertifyToAll' | 'iConfirmTheInformationIsCorrectComplete' | 'iHaveCapacityToSignForEntity' | 'iHaveCapacityToSignForIndividual' | 'isIndividual' | 'month' | 'name' | 'nameOfEntity' | 'nameOfIndividual' | 'province' | 'removeResidence' | 'countyRegion' | 'stateProvince' | 'street' | 'street2' | 'signature' | 'signatureCapacity' | 'signatureCapacityOther' | 'taxIdNumber' | 'taxIdNumberIsNotRequired' | 'tin' | 'tinUkCrn' | 'tinUkNino' | 'type' | 'usTin' | 'vatCountry' | 'vatIdentificationNumber' | 'vatIsNotRequired' | 'year' | 'zip'>;
     subPrompt: Pick<PropertyFile['subPrompt'], 'financialAccountIdentifier' | 'financialAccountName' | 'financialInstitutionType' | 'isIndividual' | 'placeOfBirth' | 'relatedCorporation' | 'role' | 'securitiesMarket' | 'signatureCapacityOther' | 'streetIsPermanent' | 'vatIdentificationNumber'>;
-    subTitle: Pick<PropertyFile['subTitle'], 'taxResidences' | 'controllingPersonDetails'>;
-    title: Pick<PropertyFile['title'], 'carfClassificationDetails' | 'controllingPersonDetails' | 'controllingPersons' | 'controllingPerson1' | 'controllingPerson2' | 'controllingPerson3' | 'controllingPerson4' | 'controllingPerson5' | 'accountHolder' | 'accountHolderClassification' | 'accountHolderContactInformation' | 'accountHolderTaxInformation' | 'accountHolderTaxClarification' | 'address' | 'confirmation' | 'countryOfCitizenship' | 'countryOfIncorporation' | 'permanentAddress' | 'placeOfBirth' | 'summary' | 'taxResidences' | 'taxResidence1' | 'taxResidence2' | 'taxResidence3' | 'taxResidence4' | 'taxResidence5'>;
-    text: Pick<PropertyFile['text'], 'interviewIsComplete' | 'notRequired' | 'notRequiredOrNotIssued' | 'retrievingInterviewStatus' | 'taxDocumentationSaved'>;
+    subTitle: Pick<PropertyFile['subTitle'], 'taxResidences' | 'controllingPersonDetails' | 'permanentAddress'>;
+    title: Pick<PropertyFile['title'], 'acknowledge' | 'certify' | 'carfClassificationDetails' | 'controllingPersonDetails' | 'controllingPersons' | 'controllingPerson1' | 'controllingPerson2' | 'controllingPerson3' | 'controllingPerson4' | 'controllingPerson5' | 'accountHolder' | 'accountHolderClassification' | 'accountHolderContactInformation' | 'accountHolderTaxInformation' | 'accountHolderTaxClarification' | 'address' | 'confirmation' | 'countryOfCitizenship' | 'countryOfIncorporation' | 'placeOfBirth' | 'mailingAddress' | 'permanentAddress' | 'primaryAddress' | 'summary' | 'taxResidences' | 'taxResidence1' | 'taxResidence2' | 'taxResidence3' | 'taxResidence4' | 'taxResidence5'>;
+    text: Pick<PropertyFile['text'], 'eSignActReference' | 'interviewIsComplete' | 'notRequired' | 'notRequiredOrNotIssued' | 'retrievingInterviewStatus' | 'taxDocumentationSaved'>;
     error: Pick<PropertyFile['error'], 'countryMustBeAResidenceCountry' | 'formHasErrors' | 'invalid' | 'invalidDate' | 'invalidVat' | 'mustBeAtLeast18' | 'mustBeFiveOrNineDigits' | 'mustBeInDateFormat' | 'mustBeInVatinFormat' | 'mustBeNineDigits' | 'mustBeNinoFormat' | 'mustBeCaPostalCodeFormat' | 'mustBeValidBirthDate' | 'mustNotMatchVatin' | 'required' | 'residencesMustIncludeAddressCountry' | 'residencesMustIncludeAnEUCountry' | 'residencesMustIncludeVatCountry' | 'tooLong' | 'tooShort' | 'vatinMustNotMatchResidencyTin'>;
     option: Pick<PropertyFile['option'], 'no' | 'yes' | 'isIndividual_yes' | 'isIndividual_no' | 'investmentEntityManaged_yes' | 'investmentEntityManaged_no' | 'ACTIVE_NON_FINANCIAL_ENTITY' | 'PASSIVE_NON_FINANCIAL_ENTITY' | 'CUSTODIAL_INSTITUTION' | 'accountHolderActiveNonFinancialEntityType_GOVERNMENT_ENTITY' | 'INSURANCE_COMPANY' | 'INVESTMENT_ENTITY' | 'ENTITY_TYPE_TRUST' | 'ENTITY_TYPE_SIMILAR_TO_TRUST' | 'ENTITY_TYPE_OTHER' | 'accountHolderActiveNonFinancialEntityType_PUBLIC_CORPORATION' | 'accountHolderActiveNonFinancialEntityType_OTHER' | 'accountHolderActiveNonFinancialEntityType_INTERNATIONAL_ORGANIZATION' | 'SIGNATURE_CAPACITY_EXECUTOR' | 'SIGNATURE_CAPACITY_OFFICER' | 'SIGNATURE_CAPACITY_OTHER_CAPACITY' | 'DEPOSITORY_INSTITUTION' | 'FINANCIAL_INSTITUTION' | 'CONTROLLING_PERSON_ROLE_SETTLOR' | 'CONTROLLING_PERSON_ROLE_TRUSTEE' | 'CONTROLLING_PERSON_ROLE_PROTECTOR' | 'CONTROLLING_PERSON_ROLE_BENEFICIARY' | 'CONTROLLING_PERSON_ROLE_OTHER' | 'CONTROLLING_PERSON_ROLE_SETTLOR_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_TRUSTEE_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_PROTECTOR_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_BENEFICIARY_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_OTHER_EQUIVALENT' | 'CONTROLLING_PERSON_ROLE_OWNER' | 'CONTROLLING_PERSON_ROLE_OTHER_MEANS' | 'CONTROLLING_PERSON_ROLE_SENIOR_MANAGING_OFFICIAL' | 'MISSING_TIN_NOT_REQUIRED_REASON_NOT_ISSUED' | 'MISSING_TIN_NOT_REQUIRED_REASON_NOT_REQUIRED' | 'MISSING_TIN_NOT_REQUIRED_REASON_OTHER'>;
-    subOption: Pick<PropertyFile['subOption'], 'accountHolderActiveNonFinancialEntityType_PUBLIC_CORPORATION' | 'accountHolderActiveNonFinancialEntityType_OTHER'>;
+    subOption: Pick<PropertyFile['subOption'], 'accountHolderActiveNonFinancialEntityType_PUBLIC_CORPORATION' | 'accountHolderActiveNonFinancialEntityType_OTHER' | 'accountHolderSelfCertificationAccountType_FINANCIAL_INSTITUTION' | 'accountHolderSelfCertificationAccountType_ACTIVE_NON_FINANCIAL_ENTITY' | 'accountHolderSelfCertificationAccountType_PASSIVE_NON_FINANCIAL_ENTITY'>;
 };
 export type PartialDPSPropertyFile = {
     button?: Partial<ForeignPropertyFile['button']>;

package/dist/src/lookups/foreignAccountHolderAccountTypeOptions.d.ts

@@ -0,0 +1,3 @@
+export declare const foreignAccountHolderAccountTypeOptions: {
+    value: T;
+}[];

package/dist/src/lookups/index.d.ts

@@ -1,5 +1,3 @@
-export * from './accountHolderEntityAccountTypeOptions';
-export * from './accountOwnerTypeOptions';
 export * from './activeNonFinancialEntityTypeOptions';
 export * from './controllingPersonRoleOptions';
 export * from './countryOptions';
@@ -7,14 +5,13 @@ export * from './dayOptions';
 export * from './entityTypeOptions.ts';
 export * from './fatcaCodeOptions';
 export * from './financialInstitutionTypeOptions';
+export * from './foreignAccountHolderAccountTypeOptions';
 export * from './foreignOtherClassificationOptions';
 export * from './foreignRegardedOwnerAccountTypeOptions';
 export * from './foreignTrustClassificationOptions';
 export * from './getTreatyCountryLimitationOnBenefitOptions';
-export * from './intermediaryAccountTypeOptions';
 export * from './localeOptions';
 export * from './payeeCodeOptions';
-export * from './regardedOwnerEntityAccountTypeOptions';
 export * from './selfCertificationAccountTypeOptions';
 export * from './signatureCapacityOptions';
 export * from './tinNotRequiredReasonOptions';

package/dist/src/types/TaxDocumentation.d.ts

@@ -1,19 +1,17 @@
-import { AccountOwnerType, ActiveNonFinancialEntityType, EntityAccountHolderAccountType, EntityRegardedOwnerAccountType, EntityType, FinancialInstitutionType, ForeignOtherClassification, ForeignTrustClassification, IntermediaryAccountType, SelfCertificationAccountType, UsAccountHolderAccountType, UsLLCAccountType, UsRegardedOwnerAccountType } from '@taxbit/utilities';
+import { ActiveNonFinancialEntityType, EntityType, FinancialInstitutionType, ForeignAccountHolderAccountType, ForeignOtherClassification, ForeignRegardedOwnerAccountType, ForeignTrustClassification, SelfCertificationAccountType, UsAccountHolderAccountType, UsLLCAccountType, UsRegardedOwnerAccountType } from '@taxbit/utilities';
 import { Yes } from './Yes';
 import { YesNo } from './YesNo';
 
 export type AccountHolderClassificationData = {
     accountHolderIsIndividual?: YesNo;
     accountHolderUsPerson?: YesNo;
-    accountHolderAccountOwnerType?: AccountOwnerType;
     accountHolderUsAccountType?: UsAccountHolderAccountType;
     accountHolderUsSmllcElection?: YesNo;
     accountHolderUsLlcClassification?: UsLLCAccountType;
     accountHolderUsOtherClassification?: string;
     accountHolderUsTrustEstateEin?: YesNo;
     accountHolderUsSoleProprietorEin?: YesNo;
-    accountHolderEntityAccountType?: EntityAccountHolderAccountType;
-    accountHolderIntermediaryAccountType?: IntermediaryAccountType;
+    accountHolderForeignAccountType?: ForeignAccountHolderAccountType;
     accountHolderForeignTrustClassification?: ForeignTrustClassification;
     accountHolderForeignOtherClassification?: ForeignOtherClassification;
 };
@@ -137,9 +135,7 @@ export type RegardedOwnerClassificationData = {
     regardedOwnerUsAccountType?: UsRegardedOwnerAccountType;
     regardedOwnerUsLlcClassification?: UsLLCAccountType;
     regardedOwnerUsOtherClassification?: string;
-    regardedOwnerAccountOwnerType?: AccountOwnerType;
-    regardedOwnerIntermediaryAccountType?: IntermediaryAccountType;
-    regardedOwnerEntityAccountType?: EntityRegardedOwnerAccountType;
+    regardedOwnerForeignAccountType?: ForeignRegardedOwnerAccountType;
     regardedOwnerForeignTrustClassification?: ForeignTrustClassification;
     regardedOwnerForeignOtherClassification?: ForeignOtherClassification;
 };

package/dist/src/utils/getFieldsState.d.ts

@@ -9,7 +9,6 @@ export declare const getFieldsState: (fields: TaxDocumentation) => {
     hasControllingPerson4: boolean;
     hasControllingPerson5: boolean;
     requiresControllingPersons: boolean;
-    isAccountOwnerEntity: boolean;
     isBuildingW9: boolean;
     isBuildingW8: boolean;
     isBuildingW8Ben: boolean;
@@ -18,6 +17,7 @@ export declare const getFieldsState: (fields: TaxDocumentation) => {
     isDre: boolean;
     isIndividual: boolean;
     isMakingTreatyClaim: boolean;
+    isPartnership: boolean;
     residenceCountryCodes: string[];
     getResidences: (prefix: "accountHolder" | "controllingPerson1" | "controllingPerson2" | "controllingPerson3" | "controllingPerson4" | "controllingPerson5") => {
         country: string | undefined;

package/dist/src/utils/transformInbound/getForeignAccountType.d.ts

@@ -0,0 +1,4 @@
+import { ForeignRegardedOwnerAccountType, ForeignAccountHolderAccountType } from '@taxbit/utilities';
+
+export declare const getAccountHolderForeignAccountType: (accountType: string | undefined) => ForeignAccountHolderAccountType | undefined;
+export declare const getRegardedOwnerForeignAccountType: (accountType: string | undefined) => ForeignRegardedOwnerAccountType | undefined;

package/dist/src/utils/transformInbound/index.d.ts

@@ -1,8 +1,6 @@
-export * from './getAccountOwnerType';
-export * from './getEntityAccountType';
+export * from './getForeignAccountType';
 export * from './getForeignOtherClassification';
 export * from './getForeignTrustClassification';
-export * from './getIntermediaryAccountType';
 export * from './getLLCClassification';
 export * from './getUsAccountType';
 export * from './transformInbound';

package/dist/src/utils/transformInbound/transformInboundControllingPersons.d.ts

@@ -74,15 +74,13 @@ export declare const transformInboundControllingPersons: (controllingPersons: Ar
     accountHolderRelatedCorporation?: string;
     accountHolderIsIndividual?: import('../../types/YesNo.ts').YesNo;
     accountHolderUsPerson?: import('../../types/YesNo.ts').YesNo;
-    accountHolderAccountOwnerType?: import('@taxbit/utilities').AccountOwnerType;
     accountHolderUsAccountType?: import('@taxbit/utilities').UsAccountHolderAccountType;
     accountHolderUsSmllcElection?: import('../../types/YesNo.ts').YesNo;
     accountHolderUsLlcClassification?: import('@taxbit/utilities').UsLLCAccountType;
     accountHolderUsOtherClassification?: string;
     accountHolderUsTrustEstateEin?: import('../../types/YesNo.ts').YesNo;
     accountHolderUsSoleProprietorEin?: import('../../types/YesNo.ts').YesNo;
-    accountHolderEntityAccountType?: import('@taxbit/utilities').EntityAccountHolderAccountType;
-    accountHolderIntermediaryAccountType?: import('@taxbit/utilities').IntermediaryAccountType;
+    accountHolderForeignAccountType?: import('@taxbit/utilities').ForeignAccountHolderAccountType;
     accountHolderForeignTrustClassification?: import('@taxbit/utilities').ForeignTrustClassification;
     accountHolderForeignOtherClassification?: import('@taxbit/utilities').ForeignOtherClassification;
     regardedOwnerCountryOfCitizenship?: string;
@@ -108,9 +106,7 @@ export declare const transformInboundControllingPersons: (controllingPersons: Ar
     regardedOwnerUsAccountType?: import('@taxbit/utilities').UsRegardedOwnerAccountType;
     regardedOwnerUsLlcClassification?: import('@taxbit/utilities').UsLLCAccountType;
     regardedOwnerUsOtherClassification?: string;
-    regardedOwnerAccountOwnerType?: import('@taxbit/utilities').AccountOwnerType;
-    regardedOwnerIntermediaryAccountType?: import('@taxbit/utilities').IntermediaryAccountType;
-    regardedOwnerEntityAccountType?: import('@taxbit/utilities').EntityRegardedOwnerAccountType;
+    regardedOwnerForeignAccountType?: import('@taxbit/utilities').ForeignRegardedOwnerAccountType;
     regardedOwnerForeignTrustClassification?: import('@taxbit/utilities').ForeignTrustClassification;
     regardedOwnerForeignOtherClassification?: import('@taxbit/utilities').ForeignOtherClassification;
     regardedOwnerForeignTin?: string;

package/dist/src/wizard/TaxbitQuestionnaireUI/Summary/AccountHolder/AccountHolderForeignClassificationSummary.d.ts

@@ -1,6 +1,6 @@
-import { AccountOwnerType } from '@taxbit/utilities';
+import { ForeignAccountHolderAccountType } from '@taxbit/utilities';
 import { default as React } from 'react';
 
-export declare const AccountHolderForeignClassificationSummary: ({ accountOwnerType, }: {
-    accountOwnerType: AccountOwnerType;
+export declare const AccountHolderForeignClassificationSummary: ({ classification, }: {
+    classification: ForeignAccountHolderAccountType;
 }) => React.JSX.Element | null;

package/dist/src/wizard/TaxbitQuestionnaireUI/Summary/RegardedOwner/RegardedOwnerForeignClassificationSummary.d.ts

@@ -1,6 +1,6 @@
-import { AccountOwnerType } from '@taxbit/utilities';
+import { ForeignRegardedOwnerAccountType } from '@taxbit/utilities';
 import { default as React } from 'react';
 
-export declare const RegardedOwnerForeignClassificationSummary: ({ accountOwnerType, }: {
-    accountOwnerType: AccountOwnerType;
+export declare const RegardedOwnerForeignClassificationSummary: ({ classification, }: {
+    classification: ForeignRegardedOwnerAccountType;
 }) => React.JSX.Element | null;