Changelog
improved

Q1 2025

4 months ago by Jackie Duong
  • /transfer-lots/transactions/{transaction_id} Return Cost Basis Transfer-Lots for Withdrawals
    • Returns transfer lots and cost basis associated with the withdraw (transfer-out) transaction, if they exist.
  • /accounts/{id}/tax-documents Get Released Tax Documents improvement
    • Includes a new optional query parameter include_historical
      • This field allows you to retrieve all revisions of a user's released tax forms, potentially returning multiple revision numbers for each form type and year. If not passed, only the latest released tax document for each type and year will be included in the response.
    • Includes a new response type per form revision_type that can be ORIGINAL CORRECTION VOID
  • /transactions/{id} Transaction Updated Support
    • New supported transaction types stake unstake cost-basis-transfer
    • New supported subtypes for the deposit and withdraw types - inheritance wrapping asset-name-change internal-personal
    • New optional field counterparty_transaction_id
  • Inventory Support for Staked Assets
    • /inventory response includes lock object if the lot is locked by a mechanism such as staking and unavailable for disposal.
    • /inventory/summaries response includes locked_quantities object to denote amount of an asset that is locked or staked.
improved

Q4 2024

4 months ago by Jackie Duong
  • /transactions Disposition Method
    Optional field dispositionMethod that will override any Account or Filer level Disposition Methods set. Relevant to Digital Asset transactions. Guide written here.
  • New Webhook: Tax Form Status Update
    Added new webhook event that indicates a form's status change.
improved

Q3 2024

7 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 the secondary_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
    Added went_negative and missing_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

10 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

about 1 year 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.