For AI agents: visit https://apidocs.taxbit.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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v1.0.0
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v1.0.0
Guides
API Reference
Changelog
Frequently Asked Questions
Introduction
Getting Started
Prerequisites and Requirements
Integration Steps
Access the API
Set up Account Owners and Accounts
Send Transaction or Form Item Data
Frequently Asked Questions
Post-Integration
Tax Documentation React SDK
How the SDK works
Integration Guide
Handling token expiration
Curing Integration Guide
Reading curing statuses
Component and Hook Reference
Tax Documentation FAQ
Remediation FAQ
Curing Documentation
US Cost Basis, Inventory and Gains
Overview
Setting Disposition Methods
Supported Disposition Methods
Creating Inventory
Consuming Inventory
Consuming Gains
Transfers
User-Provided Cost Basis
Internal Personal Transfers
Gifts
Inheritance
SLAs and Asynchronous Behavior
Powering In-App Experiences
Real-Time Inventory
Displaying Unrealized Gain/Loss
Tax Loss Harvesting
CARF and DAC8 Reporting
Overview
Webhooks
Webhooks Guide
DIGITAL PLATFORM SOLUTION (MRDP, DAC7)
Overview
Seller Data Collection
Sending Income Payment Transactions
Retrieving Recipient Copies
PAYMENTS PLATFORMS
Overview
Account Data Collection
Sending Payment Transactions
Retrieving Tax Forms
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