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v1.0.0
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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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