Q3 2024

/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.