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Introduction

  • Getting Started

IRS Information Reporting

  • Overview
  • 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

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

Webhooks

  • Webhooks Guide

Tax Documentation React SDK

  • React SDK (W9/W8/MRDP/DAC8) - v1.2 BETA
  • React SDK (DAC7 Only) - v0.6
  • Tax Documentation FAQ
    • Remediation FAQ
    • Curing Documentation

DIGITAL PLATFORM SOLUTION (MRDP, DAC7)

  • Overview
  • Seller Data Collection
  • Sending Income Payment Transactions
  • Retrieiving Recipient Copies

PAYMENTS PLATFORMS

  • Overview
  • Account Data Collection
  • Sending Payment Transactions
  • Retrieiving Tax Forms

Cost Basis Interchange

  • Cost Basis Interchange Requirements

DEPRECATED Digital W-9/W-8

  • Overview
    • Purpose
    • Prerequisites and Requirements
    • Solutions
    • Strategy
    • FAQ
    • Glossary
  • Solutions
    • Javascript SDK
      • Getting Started
      • Content Security Policy
      • Methods
      • Validating Tax Documentation
      • Get Summary for Tax Documentation
      • Collecting Tax Documentation
      • Certify-only Mode for Tax Documentation
      • Troubleshooting
      • SDK Migration Guide
      • Browser Requirements
    • Tax Documentation API
      • Introduction
      • Integration Steps
      • API Migration Guide
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Powering In-App Experiences

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The following are features that can be built / powered by Taxbit APIs beyond simply showing inventory and gains.

  1. Real-Time Inventory
  2. Displaying Unrealized Gain / Loss
  3. Tax Loss Harvesting

Updated 7 months ago