improved
Q3 2024
2 months ago by Meghan Nasta
- /tax-documents Update
Now uses your system's unique account identifier instead of the TaxBit internal ID. - /form-items Support Expansion
Added support for 1099-MISC, 1099-NEC, and 1099-K form stamping - /accounts Object Update
Introduced thesecondary_account_owner_ids
array for associating additional/joint account owners with an account. - /inventory and /gains Update
Now uses your system's unique account identifier instead of the TaxBit internal ID. - /accounts/{id}/income Endpoint
Added an endpoint to aggregate income transaction data for a specified time period. - LIFO Support on Account Creation
Updated the account data model to support setting LIFO as the disposition method during account creation. - Global Data Support
Expanded the/account-owner
endpoint to handle global values such as VAT - Inventory Object Updates
Addedwent_negative
andmissing_cost_basis
to the/inventory
object, indicating negative inventory or missing cost basis on dispositions. - Tax Documentation Endpoints
Expanded/tax-documentation/document
to be available via both tenant and account owner OAuth tokens. - Real-Time TIN Match API
Released a real-time TIN match API (/validation/us-tin
) for immediate IRS validation of TINs and names. - Webhook Platform
Launched a new webhook platform, enabling real-time event updates for Enterprise Tax customers without the need for polling APIs.
improved
Q2 2024
5 months ago by Meghan Nasta
- Counterparty Account ID Support in /transactions
Added metadata,counterparty_account_id
, to the transaction data model to determine the counterparty/joint a of a given transaction - /oauth/account-owner-token Endpoint Update
Now supports retrieving tokens using either your system’s account owner ID or TaxBit's account owner ID. - Transfer Lots API Endpoint
Added support for creating user-provided cost-basis information for transfers when crypto is moved between exchanges. End-users can input cost basis and acquisition dates for transfer-in transactions and the information can be sent through this API endpoint. Downstream APIs will be tagged if affected by user-entered cost basis.
improved
Q1 2024
8 months ago by Meghan Nasta
- New /account-owners Endpoints
Simplified PII storage at the account owner level, improving integration when an owner is linked to multiple accounts.- Deprecated the term "Users" in favor of "Accounts" to reduce confusion.
- Deprecated the
/v1/tenants/{tenant-id}/users
and/v1/tenants/{tenant-id}/account-owners
endpoints, with continued support for existing customers. - Introduced a new
/v1/account-owners/{id}/us-tin-validation-status
endpoint for TIN validation status retrieval.
- New /transactions Endpoints
Uses your system's account IDs for the new/transactions
endpoints. Deprecated TaxBit internal ID-based endpoints remain supported but will not receive new functionality. - Updated TIN Status Enum
Added new TIN statuses to reflect the latest changes. - DAC-7 Tax Documents
Added DAC-7 support as a tax document type in the/get-released-tax-documents
endpoint. - Transaction Data Model v2
Released Transaction Data Model v2 to support providing your system's identifiers. The v1 model is deprecated but still supported on old/transactions
endpoints.