Q4 2025

Support for SpecID
- /transactions endpoint allows for dispositionMethod to be set to SPECID
- /transactions endpoint has a parameter inventory_lots that accepts inventory lot IDs and associated asset quantities, for SPECID dispositions.
Effective Dates for User Entered Cost Basis
- The /transfer-lots API has a new optional field on the transfer_lots object: effective_datetime to denote at which date the user-provided cost basis should be applied.
Calculation Status for Inventory Lots API
- /inventory endpoint returns calculation_status with either complete or in_progress. in_progress indicates whether data may be incomplete due to ongoing calculations.
Support for "Adaptive Mode" in React SDK
- React SDK now evaluates incoming data and conditionally skips questions with valid values, reducing rendered steps.
- Added mode configuration (full, skipLock, skipEdit) to control skip behavior and edit permissions on the review screen; requires upgrading to the latest SDK version.