Q1

• 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.

Q2

• 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.

Q3

• /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.