TAXBIT GUIDES
Build tax reporting workflows with confidence.
Start with the outcome you need. Each guide connects the workflow, the implementation steps, and the exact API resources behind them.
A typical reporting workflow
- Connect Authenticate your tenant securely
- Model Create account owners and accounts
- Send Choose the right data path
- Operate Monitor, retrieve, deliver
What are you building?
Pick the path that matches your platform.
Payments platform or gig marketplace
Collect W-9s and report 1099-K, 1099-NEC, and 1099-MISC at scale.
Digital asset exchange or broker (US)
Track cost basis, calculate gains and losses, and deliver tax forms to your users.
Start with Cost Basis & Gains →
- Delivering Form 1099-DA? See Retrieve US tax forms →
- Reporting under CARF or DAC8? See Digital Asset Reporting →
Digital platform in the EU or OECD
Meet DAC7 and MRDP seller reporting obligations end to end.
Digital-asset service provider (EU & OECD)
Prepare for CARF and DAC8 with self-certification and transaction reporting.
Start with Digital Asset Reporting →
- US broker reporting? See Cost Basis & Gains →
Explore by product
Get started
Authenticate, set up your filer, create account owners and accounts, and choose your data path.
US Information Reporting
The 1099 series, including 1099-DA and 1099-B for digital asset brokers, plus 1042-S and other US information returns.
Tax Documentation React SDK
Drop-in React component for W-9, W-8, DPS, and self-certification.
Cost Basis & Gains
Inventory, lot-level cost basis, and realized gains across disposition methods.
Austria Tax Withholding
Real-time Austrian withholding calculation, responsibilities, and integration flow.
Digital Platform Reporting (DAC7 & MRDP)
DAC7 and MRDP seller data collection, reporting, and recipient copies.
Digital Asset Reporting (CARF & DAC8)
Crypto-Asset Reporting Framework and DAC8 compliance for CASPs.
Platform
Webhooks: set up an endpoint, verify signatures, handle retries, and the event catalog.

