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Tax Documentation API
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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
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
Tax Documentation React SDK
React SDK (W9/W8/MRDP/CRS/CARF) - v3.5
Adaptive Mode Integration Guide
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
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