Retrieiving Recipient Copies

Taxbit generates annual Recipient Copies in PDF of the 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. You can also go into the Forms Page and see all generated recipient copies, by tax year.
  2. Utilize the Get Released Tax Documents endpoint