--- title: "Update a tax exemption" method: PUT path: "/tax_exemptions/{tax_exemption_id}" tags: ["Tax Exemptions"] --- # Update a tax exemption `PUT /tax_exemptions/{tax_exemption_id}` ## Request - Base URL: `https://sandbox.upvest.co` - URL: `https://sandbox.upvest.co/tax_exemptions/{tax_exemption_id}` - Auth: OAuth 2 (client credentials, token URL `https://sandbox.upvest.co/auth/token`, scopes: `taxes:admin`) Updates the tax exemption order identified by `tax_exemption_id`. See the [Updating a tax exemption guide](https://docs.upvest.co/products/tol/guides/taxes/tax_exemptions_update) for the rules governing reduction, increase, and cancellation of an exemption. ## Request body - object: Request body for updating an existing tax exemption order. - `user_ids` string[], required: Ids of the users for whom the tax exemption is to be updated. - `tax_exemption_details` object, required: The German tax exemption details supplied when creating or updating a tax exemption order. - `tax_exemption_type` 'SINGLE' | 'MARRIED' | 'CIVIL_PARTNERSHIP': Tax exemption type * SINGLE - Tax exemption for Individual. * MARRIED - Tax exemption for married couples. * CIVIL_PARTNERSHIP - Tax exemption for registered civil partnerships. - `tax_exemption_amount` object, required: A monetary amount relating to a tax exemption order, with its [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency. - `amount` string, required: A positive cash amount, as a decimal string with up to two decimal places. - `currency` 'EUR' | 'GBP', required: Alphabetic three-letter [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency code. * EUR — Euro. * GBP — Pound Sterling. - `country` string, required: Country code. [ISO 3166 alpha-2 Codes](https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2). - `valid_to_date` string, date: Date until which the tax exemption is valid. If it is unlimited, it is omitted. For Germany it is always the last day of the year (YYYY-12-31). [RFC 3339, section 5.6](https://json-schema.org/draft/2020-12/json-schema-validation.html#RFC3339) ## Response `202` The tax exemption update is submitted. - object: A tax exemption order under German tax law. Records the allowance granted, the amounts used and remaining for the tax year, and the period for which the exemption is valid. - `id` string, uuid, required: The unique identifier of the tax exemption order, as a UUID. - `created_at` string, date-time, required: Date and time when the resource was created. [RFC 3339-5](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), [ISO8601 UTC](https://www.iso.org/iso-8601-date-and-time-format.html) - `updated_at` string, date-time, required: Date and time when the resource was last updated. [RFC 3339-5](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), [ISO8601 UTC](https://www.iso.org/iso-8601-date-and-time-format.html) - `status` 'NEW' | 'ACTIVE' | 'EXPIRED' | 'CANCELLED', required: Tax exemption status * NEW - The tax exemption request is created. * ACTIVE - The tax exemption is valid and active for the current year. * EXPIRED - The tax exemption is no longer `ACTIVE` and the `valid_to_date` already lies in the past. An update is not possible. * CANCELLED - The tax exemption could not be created or was cancelled. - `user_ids` string[], required: Ids of the users for whom the tax exemption was created. - `country` string, required: Country code. [ISO 3166 alpha-2 Codes](https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2). - `valid_from_date` string, date, required: Date from which the tax exemption is valid. [RFC 3339, section 5.6](https://json-schema.org/draft/2020-12/json-schema-validation.html#RFC3339) - `valid_to_date` string, date, nullable, required: Date until which the tax exemption is valid. If it is unlimited, it is omitted. For Germany it is always the last day of the year (YYYY-12-31). [RFC 3339, section 5.6](https://json-schema.org/draft/2020-12/json-schema-validation.html#RFC3339) - `tax_exemption_details` object, required: The German tax exemption details returned for a tax exemption order, including the allowance granted and the amounts used and remaining for the tax year. - `tax_exemption_type` 'SINGLE' | 'MARRIED' | 'CIVIL_PARTNERSHIP', required: Tax exemption type * SINGLE - Tax exemption for Individual. * MARRIED - Tax exemption for married couples. * CIVIL_PARTNERSHIP - Tax exemption for registered civil partnerships. - `tax_exemption_amount` object, required: A monetary amount relating to a tax exemption order, with its [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency. - `amount` string, required: A positive cash amount, as a decimal string with up to two decimal places. - `currency` 'EUR' | 'GBP', required: Alphabetic three-letter [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency code. * EUR — Euro. * GBP — Pound Sterling. - `utilized_amount` object, required: A monetary amount relating to a tax exemption order, with its [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency. - `amount` string, required: A positive cash amount, as a decimal string with up to two decimal places. - `currency` 'EUR' | 'GBP', required: Alphabetic three-letter [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency code. * EUR — Euro. * GBP — Pound Sterling. - `remaining_amount` object, required: A monetary amount relating to a tax exemption order, with its [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency. - `amount` string, required: A positive cash amount, as a decimal string with up to two decimal places. - `currency` 'EUR' | 'GBP', required: Alphabetic three-letter [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) currency code. * EUR — Euro. * GBP — Pound Sterling. ## Other responses - `400`: Bad Request. The incoming request had a malformed parameter/object. - `401`: Unauthorized. The caller has not been authenticated. - `403`: Forbidden. The caller has been authenticated but is not allowed to take the requested action. - `404`: Not Found. The requested resource could not be found. - `406`: Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value. - `429`: Too Many Requests. The caller has exceeded their quota for the time period and has been throttled. - `500`: Internal Server Error. The service encountered an unexpected error. - `503`: Service Unavailable. The service handling for this request cannot be reached at this time. - `504`: Gateway Timeout. The service gateway has reached its internal timeout. ## Changes - **2026-09-16** `85aff1852bf8`: 10 info - added the new `CIVIL_PARTNERSHIP` enum value to the request property `tax_exemption_details/tax_exemption_type` - the response property `id` became required for the status `202` - added the required property `country` to the response with the `202` status - added the required property `created_at` to the response with the `202` status - …6 more [Operation history](https://skmtc.dev/upvest/apis/upvest-investment-api/changes/tax_exemptions/:tax_exemption_id/put.md) --- [API](https://skmtc.dev/upvest/apis/upvest-investment-api.md) · [All operations](https://skmtc.dev/upvest/apis/upvest-investment-api/llms.txt) · [OpenAPI document](https://skmtc.dev/upvest/apis/upvest-investment-api/revisions/ca69534b631d?raw)