Retrieiving DAC7 Recipient Copies

TaxBit generates annual Recipient Copies in PDF of the DAC7 Income Data for each reportable seller. These can be accessed in a variety of ways.

  1. TaxBit Dashboard - Log into the TaxBit Dashboard and navigate to a specific account. Within the "Tax Documentation" section, you can see all generated tax documents for that account, by tax year.
  2. Utilize the Get Released Tax Documents endpoint