Supports query param client_disposition_transaction_id which should be the client's ID of the disposing transaction. Can specify up to 25 client_disposition_transaction_id parameters to retrieve gains for multiple transactions
Returnsclient_acquisition_transaction_id and client_disposition_transaction_id as part of the 200 response
/gains/summary updated to have more detail in responses
Returns an array of gain summary objects, one per asset with cost basis and gain information.
Inventory Endpoint
/inventory supports lot pagination
Supports query param offset, the offset integer for paging through results.
/inventory supports ordering lots
Supports query param lots_ordered_by, the method to order lots in the inventory response. Lots will be returned sorted according to the order in which the system will dispose them (by highest cost for HIFO, earliest acquisition date for FIFO, or latest acquisition date for LIFO).
/inventory updated support for client transaction IDs
Returns client_acquisition_transaction_id and client_disposition_transaction_id within each lot
Inventory summary objects in /inventory and /inventory/summaries
Summary objects include client_modified_by_transaction_id
Transfer Lot Endpoints
/transfer-lots/transactions/{id} updated support for client transaction IDs
New endpoint /transfer-lots/transactions/ to get Transfer Lots for multiple transactions at once
Allows fetching transfer lots for up to 25 deposit or withdraw transactions in a single request. All requested transactions must belong to the same account specified by the account_id parameter.
Form Item Endpoints
New optional fields on the 1099DIV for use on the Consolidated Forms
This endpoint has been deprecated in favor of the /gains endpoint, which provides a more comprehensive and paginated view of cost basis data. The /gains endpoint can be called with a client_disposition_transaction_id query parameter to get the cost bases for a specific disposing transaction.
/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 ORIGINALCORRECTIONVOID
/transactions/{id} Transaction Updated Support
New supported transaction types stakeunstakecost-basis-transfer
New supported subtypes for the deposit and withdraw types - inheritancewrappingasset-name-changeinternal-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.
/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.
/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.
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.
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.
