# Taxbit Documentation > Taxbit's REST API and React SDK for tax information reporting: US 1099s, tax documentation (W-9, W-8 and self-certification), cost basis and gains, DAC7 and MRDP, and CARF and DAC8. ## Guides: Get started - [Get started overview](https://apidocs.taxbit.com/docs/getting-started.md): The Taxbit API is the private interface between your back office and the Taxbit platform. You send account owner, account, and transaction or form data; Taxbit generates the tax forms; you review and… - [Authenticate](https://apidocs.taxbit.com/docs/accessing-the-api.md): Get a bearer token from your backend and keep it there. - [Configure your assets](https://apidocs.taxbit.com/docs/configure-your-assets.md): Tell Taxbit which crypto and precious-metal assets your platform supports, and the codes your transactions use for them. - [Create account owners and accounts](https://apidocs.taxbit.com/docs/setting-up-account-owners-and-accounts.md): Create an account owner for each person or business whose tax data you collect, and an account for their activity. - [Transactions or form data](https://apidocs.taxbit.com/docs/send-transaction-or-form-item-data.md): Two ways in, and two kinds of reporting data: what each gives you, and how the choice is made. - [Test in your sandbox](https://apidocs.taxbit.com/docs/sandbox-and-testing.md): How your sandbox organization differs from production, and how to test a full reporting cycle in it before you go live. - [Go live](https://apidocs.taxbit.com/docs/post-integration.md): The checks to clear before your first production filing, and what to monitor after. ## Guides: US Information Reporting - [US Information Reporting overview](https://apidocs.taxbit.com/docs/payments-overview.md): Taxbit files US information returns for payments platforms, marketplaces, and digital asset brokers. You send the activity or the amounts and your recipients' tax data, and Taxbit computes the forms,… - [Send payment transactions](https://apidocs.taxbit.com/docs/payment-transactions.md): Send each payment you make to a recipient, so Taxbit can compute the amounts on their forms. - [Send recipient tax data](https://apidocs.taxbit.com/docs/payments-accounts-data.md): Send the legal name, TIN, and address you already hold for each recipient, and submit the W-9 and W-8 data behind them. - [Retrieve US tax forms](https://apidocs.taxbit.com/docs/retrieve-us-tax-forms.md): Get each recipient's generated US tax forms, to show in your app or to review in the Taxbit Dashboard. ## Guides: AI tools - [Agent skills](https://apidocs.taxbit.com/docs/agent-skills.md): Install Taxbit's agent skills so Claude Code, Cursor, GitHub Copilot and other AI agents write correct Taxbit integration code. ## Guides: Tax Documentation React SDK - [How the SDK works](https://apidocs.taxbit.com/docs/how-the-sdk-works.md) - [Questionnaire integration guide](https://apidocs.taxbit.com/docs/integration-guide.md) - [Handling token expiration](https://apidocs.taxbit.com/docs/handling-token-expiration.md): Detect and recover from Account Owner token expiration in the SDK. - [Customizing look and feel](https://apidocs.taxbit.com/docs/customizing-look-and-feel.md): Match the tax documentation form to your product's design. - [Curing integration guide](https://apidocs.taxbit.com/docs/curing-integration-guide.md): Resolve specific W-8 validation issues with a focused component — without re-collecting the full form. - [Reading curing statuses](https://apidocs.taxbit.com/docs/reading-curing-statuses.md): Read OPEN, IN_REVIEW, and RESOLVED curing statuses from the hook, server-side, and webhooks. - [Component and hook reference](https://apidocs.taxbit.com/docs/component-and-hook-reference.md) - [Upgrade guide](https://apidocs.taxbit.com/docs/upgrade-guide.md): Start at the version you're on and work up to the latest. - [Tax documentation FAQ](https://apidocs.taxbit.com/docs/tax-documentation-guide.md) - [Tax documentation issues and warnings](https://apidocs.taxbit.com/docs/remediation-faq.md) - [Curing documentation](https://apidocs.taxbit.com/docs/curing-documentation.md): Additional Information & Best Practices ## Guides: Native Mobile Tax Documentation Collection (Beta) - [Native collection overview](https://apidocs.taxbit.com/docs/native-tax-documentation-collection-overview.md): Taxbit's tax documentation collection, built for native iOS and Android apps. - [Walkthrough](https://apidocs.taxbit.com/docs/native-tax-documentation-collection-walkthrough.md): What a W-9 looks like in a native app, and what happens under the hood. - [Native collection developer guide](https://apidocs.taxbit.com/docs/native-tax-documentation-collection-developer-guide.md): How native tax documentation collection is designed to work, in detail. Use it to evaluate fit and plan an integration. ## Guides: Cost Basis - [Cost Basis overview](https://apidocs.taxbit.com/docs/inventory-intro.md): Send the transactions your platform already records. Taxbit builds lot-level inventory from them and computes realized gains and losses under the cost-basis method that applies. - [Send transactions and read gains](https://apidocs.taxbit.com/docs/creating-inventory.md): Send an account owner's trading activity to Taxbit, let inventory update, and read back realized gains for a date range. - [Retrieve inventory](https://apidocs.taxbit.com/docs/consuming-inventory.md): Read an account's open lots for one asset, or a summary of every asset it holds. - [Retrieve gains](https://apidocs.taxbit.com/docs/consuming-gains.md): Read an account's realized gains and losses for a period, per disposition, by term, or by asset. - [Choose a cost-basis method](https://apidocs.taxbit.com/docs/setting-dispo-methods.md): A cost-basis method decides which lots a sale draws from, and with them the gains Taxbit reports. Where it is set, how to change it, and what changing it does. - [Cost-basis method reference](https://apidocs.taxbit.com/docs/cost-basis-method-reference.md): The cost-basis method values Taxbit accepts, which objects accept each one, and the fields a SPECID sale needs. - [Handle transfers](https://apidocs.taxbit.com/docs/transfers.md): Send assets moving into and out of accounts, and give deposits a cost basis so their gains can be calculated. - [Add user-provided cost basis](https://apidocs.taxbit.com/docs/user-provided-cost-basis.md): Attach the acquisition dates and costs an account owner gives you to a deposit that arrived without a cost basis. - [Transfer between an account owner's accounts](https://apidocs.taxbit.com/docs/internal-personal-transfers.md): Move an asset between two accounts of the same account owner on your platform, keeping its original lots and cost basis. - [Record gifts](https://apidocs.taxbit.com/docs/gifts.md): Send a gift of an asset so the recipient's lots carry a cost basis, whether the gifter is on your platform or not. - [Record inherited assets](https://apidocs.taxbit.com/docs/inheritance.md): Send an inherited asset as a deposit with subtype inheritance and its value at the date of death, so its lot carries a basis. - [Show tax data in your app](https://apidocs.taxbit.com/docs/tax-center.md): Show account owners their holdings, cost basis, unrealized and realized gains, and loss-harvesting opportunities inside your own app, from Taxbit's inventory and gains data. - [Show unrealized gains and losses](https://apidocs.taxbit.com/docs/displaying-unrealized-gainloss.md): Show what an account owner would gain or lose by selling at today's price, for an asset and for each lot. - [Support tax-loss harvesting](https://apidocs.taxbit.com/docs/tax-loss-harvesting.md): Find lots that would sell at a loss, show them to the account owner, and sell exactly the lots they pick. - [Know when inventory and gains are current](https://apidocs.taxbit.com/docs/inventory-slas.md): Why inventory and gains lag the transactions you send, how long the lag usually is, and how to know when an account's figures are current. ## Guides: Austria Tax Withholding - [Overview](https://apidocs.taxbit.com/docs/austria-overview.md) - [Real-Time Calculation](https://apidocs.taxbit.com/docs/austria-real-time-calculation.md) - [Responsibility Matrix](https://apidocs.taxbit.com/docs/austria-responsibility-matrix.md) - [Integration Flow](https://apidocs.taxbit.com/docs/austria-integration-flow.md) - [Important Considerations](https://apidocs.taxbit.com/docs/austria-important-considerations.md) - [Glossary](https://apidocs.taxbit.com/docs/austria-glossary.md) ## Guides: MRDP & DAC7 Reporting - [MRDP & DAC7 Reporting overview](https://apidocs.taxbit.com/docs/dac7-introduction.md): Report your sellers' income under DAC7 in the EU and the OECD's MRDP rules. You send seller data and income payments, and Taxbit generates each reportable seller's annual recipient copy. - [Collect seller data](https://apidocs.taxbit.com/docs/seller-data-collection.md): Get each seller's identity, tax residence, VAT, and financial account details into Taxbit, through the React SDK or the account owner API, and check their status. - [Send seller income payments](https://apidocs.taxbit.com/docs/dac7-sending-income-payment-transactions.md): Send each payment a seller receives from a buyer as an income transaction, with the gross amount, your fees, and any tax withheld. - [Retrieve DAC7 and MRDP recipient copies](https://apidocs.taxbit.com/docs/retrieve-dac7-recipient-copies.md): Get each reportable seller's annual recipient copy, to show in your app or to review in the Taxbit Dashboard. ## Guides: CARF & DAC8 Reporting - [CARF & DAC8 Reporting overview](https://apidocs.taxbit.com/docs/carf-dac8.md): Report your account owners' crypto-asset activity under CARF and DAC8. You collect a self-certification from each account owner and send their activity, and Taxbit handles the reporting. - [Collect self-certifications](https://apidocs.taxbit.com/docs/carf-self-certification.md): Collect a tax-residency self-certification from each account owner and check that it's valid, for CARF and DAC8 reporting. - [Send crypto-asset activity](https://apidocs.taxbit.com/docs/send-crypto-asset-activity.md): Send the crypto-asset activity CARF and DAC8 reporting draws on, and find what Taxbit produces from it. ## Guides: Developer tools - [Webhooks](https://apidocs.taxbit.com/docs/webhooks-guide.md): Receive real-time updates from Taxbit as they happen: TIN matching results, tax form status changes, tax documentation updates, and inventory changes, pushed to an endpoint you control. - [Webhook events](https://apidocs.taxbit.com/docs/webhook-events.md): Every webhook event type Taxbit sends, with a sample payload and the fields it carries. - [Errors and rate limits](https://apidocs.taxbit.com/docs/errors.md): The error shapes the Taxbit API returns, which ones are worth retrying, and how to log and surface them. ## Guides: Resources - [FAQ](https://apidocs.taxbit.com/docs/frequently-asked-questions.md): The questions integrators ask most often, answered in one place. - [Glossary](https://apidocs.taxbit.com/docs/glossary.md): The terms and acronyms these guides use, what each means, and the name the API uses for it. ## API Reference: API - [Auth Token](https://apidocs.taxbit.com/reference/auth-token.md) - [Request a Tenant Scoped Bearer Token](https://apidocs.taxbit.com/reference/post_oauth-token.md): Take this action to request a tenant scoped bearer token. Once you receive a tenant scoped bearer token, it is valid for 24 hours. - [Assets](https://apidocs.taxbit.com/reference/assets.md) - [Configure Assets](https://apidocs.taxbit.com/reference/post_assets.md): Creates up to 500 assets in a single request. Elements are processed independently: a failing element does not block or roll back the others, and the response returns one result per submitted element… - [List Assets](https://apidocs.taxbit.com/reference/get_assets.md): Retrieves your configured assets, newest first, ordered by creation date and then by id. That order is stable across requests, so paging with `limit` and `offset` returns a consistent sequence as… - [Look Up an Asset](https://apidocs.taxbit.com/reference/get_assets-lookup.md): Retrieves a single configured asset by code or name, matched in full and without regard to capitalization. Either `code` or `name` must be provided. When both are provided, they must identify the… - [Get an Asset](https://apidocs.taxbit.com/reference/get_assets-id.md): Retrieves a single configured asset by id. Returns a `404` when no configured asset matches the supplied id. - [Update an Asset](https://apidocs.taxbit.com/reference/patch_assets-id.md): Updates an existing asset. Only `name` and `codes` can be modified. Any other property in the request body is rejected with a `400` naming the offending field. The stablecoin/SEMP tag can only be set… - [Delete an Asset](https://apidocs.taxbit.com/reference/delete_assets-id.md): Deletes an asset. Returns a `409` when any transaction references the asset. - [Account Owners](https://apidocs.taxbit.com/reference/account-owners.md) - [Create a Taxbit Account Owner](https://apidocs.taxbit.com/reference/post_account-owners.md): Create an Account Owner to link with accounts in Taxbit's system. By default, you can use this API at 50 requests per second (RPS). If your use case requires a higher RPS, please contact your… - [Update an Existing Taxbit Account Owner](https://apidocs.taxbit.com/reference/patch_account-owners-id.md): Update an existing Account Owner in Taxbit's system. - [Get an Existing Taxbit Account Owner](https://apidocs.taxbit.com/reference/get_account-owners-id.md): Get data stored for an Account Owner that exists in Taxbit's system (as an object). - [Get an Existing Taxbit Account Owner's US TIN Validation Status](https://apidocs.taxbit.com/reference/get_account-owners-id-us-tin-validation-status.md): Get US TIN Validation Status for an Account Owner in Taxbit's system. - [Accounts](https://apidocs.taxbit.com/reference/accounts.md) - [Create an Account](https://apidocs.taxbit.com/reference/post_accounts.md): Create accounts associated with an account owner in Taxbit's system. Accounts enable sending transactions, accessing inventory details, and retrieving tax-related documents associated with these… - [Update an Account](https://apidocs.taxbit.com/reference/patch_accounts-id.md): Update an Account's data using your system's unique identifier for the Account. - [Get an existing Account](https://apidocs.taxbit.com/reference/get_accounts-id.md): Get Account data using your system's unique identifier for the Account. - [Transactions](https://apidocs.taxbit.com/reference/transactions.md) - [Get Account Transactions From Taxbit](https://apidocs.taxbit.com/reference/get_accounts-id-transactions.md): Retrieve all transactions associated with a given account using your system's unique identifier for the Account. - [Send a Transaction to Taxbit](https://apidocs.taxbit.com/reference/post_transactions-external-id.md): Send (create or update) transactions to Taxbit using your system's unique identifier for the Transaction. - [Get a Transaction From Taxbit](https://apidocs.taxbit.com/reference/get_transactions-external-id-id-1.md): Retrieve a transaction that was previously ingested by Taxbit using your system's unique identifier for the Transaction. - [Delete a Transaction](https://apidocs.taxbit.com/reference/delete_transactions-external-id-id-1.md): Delete a transaction using your system's unique identifier. - Transaction Aggregations - [Aggregate income data for a given time period](https://apidocs.taxbit.com/reference/get_accounts-id-income.md): Retrieve a summary of total income earned by a specific account using Account ID. - [Documents](https://apidocs.taxbit.com/reference/documents.md) - [Get Released Tax Documents](https://apidocs.taxbit.com/reference/get_accounts-id-tax-documents.md): Retrieve released tax documents associated with a given account using your system's unique identifier for the Account. Returns the latest of each tax document and year by default. - [Disposition Methods](https://apidocs.taxbit.com/reference/disposition-methods.md) - [Create Account Disposition Methods](https://apidocs.taxbit.com/reference/post_accounts-id-disposition-methods-history.md): Create Disposition Methods for a given account. - [Update a Disposition Method History Record](https://apidocs.taxbit.com/reference/patch_accounts-id-disposition-methods-history-history-id.md): Update a disposition method history record for a given account. - [Delete a Disposition Method History Record](https://apidocs.taxbit.com/reference/delete_accounts-id-disposition-methods-history-history-id.md): Delete a disposition method history record for a given account. - [Get Disposition Methods for an Account](https://apidocs.taxbit.com/reference/get_accounts-id-disposition-methods-history.md): Retrieve all disposition methods for a given account. - [Get Disposition Methods for a Filer](https://apidocs.taxbit.com/reference/get_filers-id-disposition-methods-history.md): Retrieve all disposition methods for a given filer. - [Filers](https://apidocs.taxbit.com/reference/filers.md) - [Create Filer](https://apidocs.taxbit.com/reference/post_filers.md): Creates a new filer for the tenant. - [List Filers](https://apidocs.taxbit.com/reference/get_filers.md): Retrieves all filers for the tenant. - [Get Filer](https://apidocs.taxbit.com/reference/get_filers-id.md): Retrieves a filer by ID. - [Update Filer](https://apidocs.taxbit.com/reference/patch_filers-id.md): Updates an existing filer. - [Delete Filer](https://apidocs.taxbit.com/reference/delete_filers-id.md): Deletes a filer by ID. - [Form Items](https://apidocs.taxbit.com/reference/form-items.md) - [Get a Form Item](https://apidocs.taxbit.com/reference/get_users-user-id-form-items-form-item-id.md): Get a form item by id. - [Upsert a Form Item](https://apidocs.taxbit.com/reference/put_users-user-id-form-items-form-item-id.md): Insert or Update a form item with the provided external id. If it does not exist, one is created. - [Delete a Form Item](https://apidocs.taxbit.com/reference/delete_users-user-id-form-items-form-item-id.md): Delete a form item. - [Upsert a Collection of Form Items](https://apidocs.taxbit.com/reference/post_form-items-batch.md): Inserts or Updates the form items with the provided ids. If they do not exist, they are created. - [Get all Form Items](https://apidocs.taxbit.com/reference/get_users-user-id-form-items.md): Get all form items within a tax year for a user. - [Form Item Aggregates by Document Type](https://apidocs.taxbit.com/reference/get_form-items-aggregates-document-type.md): Retrieve a comprehensive snapshot of form item totals specific to a defined document_type. This API provides total row count, total proceeds, and total cost basis for the specified document type… - [Gains](https://apidocs.taxbit.com/reference/gains.md) - [Get all gains for an account](https://apidocs.taxbit.com/reference/get_gains.md): A detailed collection of all combined cost bases, proceeds, and gains/losses. These correspond to line items on an IRS form 8949 or form 1099-B. - [Get Short, Long, and Total Gains](https://apidocs.taxbit.com/reference/get_gains-breakdown.md): Get the user's gains broken into long and short term gains/losses and the total. - [Get the User's Total Gains For a Period](https://apidocs.taxbit.com/reference/get_gains-summary.md): Get the user's total gains for a period. - [Inventory](https://apidocs.taxbit.com/reference/inventory.md) - [Inventory Lots and Summary for a Single Asset](https://apidocs.taxbit.com/reference/get_inventory.md): Get a summary and list of undisposed lots for the given asset for a specific account. Either asset_id or asset_code must be provided. Lots are returned sorted according to the order in which the… - [List Inventory Summary for all Assets](https://apidocs.taxbit.com/reference/get_inventory-summaries.md): Retrieve the summary of total cost and total quantity for each undisposed asset for a specified account. - [Create Transfer Lots](https://apidocs.taxbit.com/reference/post_transfer-lots-transactions-transaction-id.md): Create Transfer Lots with user-entered cost bases for a transfer-in ("deposit") transaction. - [Get Transfer Lots](https://apidocs.taxbit.com/reference/get_transfer-lots-transactions-transaction-id.md): Get the Transfer Lots for a transfer-in ("deposit") or transfer-out ("withdraw") transaction. - [Delete Transfer Lots](https://apidocs.taxbit.com/reference/delete_transfer-lots-transactions-transaction-id.md): Delete the Transfer Lots associated with a transfer-in ("deposit") transaction. - [Get Transfer Lots for Multiple Transactions](https://apidocs.taxbit.com/reference/get_transfer-lots-transactions.md): Get the Transfer Lots for multiple transactions at once. Allows fetching transfer lots for up to 25 deposit or withdraw transactions in a single request. All requested transactions must belong to the… - [Reports](https://apidocs.taxbit.com/reference/reports.md) - [Trigger an Inventory Summary Report](https://apidocs.taxbit.com/reference/post_reports-inventory-summary.md): Triggers an asynchronous inventory summary report containing per-account asset details such as quantities, cost basis, and average unit cost. Use the [GET… - [List Submitted Files](https://apidocs.taxbit.com/reference/get_reports-submitted-files.md): Lists the files submitted under an object key, newest first. Use this to recover the `file_id` for a submission when you did not receive its events — the object key is the only identifier you hold… - Tax Documentation - [Submit W-9 Tax Documentation Data](https://apidocs.taxbit.com/reference/post_account-owners-id-tax-documentation-data-w-9.md): Submit W-9 tax documentation data for an account owner. This endpoint allows you to collect and store W-9 form information required for tax reporting and compliance. - [Submit W-8BEN Tax Documentation Data](https://apidocs.taxbit.com/reference/post_account-owners-id-tax-documentation-data-w-8ben.md): Submit W-8BEN tax documentation data for an account owner. This endpoint allows you to collect and store W-8BEN form information required for tax reporting and compliance for non-U.S. individuals. An… - [Submit W-8BEN-E Tax Documentation Data](https://apidocs.taxbit.com/reference/post_account-owners-id-tax-documentation-data-w-8ben-e.md): Submit W-8BEN-E tax documentation data for an account owner. This endpoint allows you to collect and store W-8BEN-E form information required for tax reporting and compliance for non-U.S. entities.… - [Submit W-8IMY Tax Documentation Data](https://apidocs.taxbit.com/reference/post_account-owners-id-tax-documentation-data-w-8imy.md): Submit W-8IMY tax documentation data for an account owner. This endpoint allows you to collect and store W-8IMY form information for foreign intermediaries and flow-through entities. - [Submit Self-Certification Tax Documentation Data](https://apidocs.taxbit.com/reference/post_account-owners-id-tax-documentation-data-self-certification.md): Submit self-certification tax documentation data for an account owner. This endpoint allows you to collect and store self-certification form information required for tax reporting and compliance. - [Retrieve Tax Documentation Data](https://apidocs.taxbit.com/reference/get_account-owners-id-tax-documentation-data.md): Returns the Tax Documentation Data for an Account Owner - [Retrieve Tax Documentation Status](https://apidocs.taxbit.com/reference/get_account-owners-id-tax-documentation-status.md): Returns the latest tax documentation status for an account owner across all form types (W-9/W-8, Digital Platform Seller, and Self-Certification). - [Request New Tax Documentation](https://apidocs.taxbit.com/reference/post_account-owners-id-tax-documentation-data-resubmission-requests.md): Requests new tax documentation of the given `document_type` from an account owner. The questionnaire shows `needs_resubmission: true` in the tax documentation status until new documentation is… - [Revoke Tax Documentation Request](https://apidocs.taxbit.com/reference/delete_account-owners-id-tax-documentation-data-resubmission-requests-document-type.md): Withdraws an open request for new tax documentation of the given `document_type`, clearing `needs_resubmission` on that questionnaire. The `ACCOUNT_OWNER_TAX_DOCUMENTATION_STATUS` webhook reports the… - [Generate Tax Documentation Document](https://apidocs.taxbit.com/reference/post_account-owners-id-tax-documentation-data-document.md): Generates a PDF for an Account Owner's tax document. This endpoint requires you to specify which tax document type to generate. - [Retrieve Tax Documentation Document by ID](https://apidocs.taxbit.com/reference/get_account-owners-id-tax-documentation-data-document-document-id.md): Returns a generated PDF document by its ID for an Account Owner - [Get Tax Treaty Rates](https://apidocs.taxbit.com/reference/get_tax-treaty-rates.md): Get tax treaty rates for a country by country name or ISO code - [Real-Time TIN Validation](https://apidocs.taxbit.com/reference/real-time-tin-validation.md) - [Validate a US TIN and name](https://apidocs.taxbit.com/reference/post_validations-us-tin.md): Send a US TIN and name for validation - [Get US TIN Validation results](https://apidocs.taxbit.com/reference/get_validations-us-tin-validation-id.md): Retrieves the validation result for a previously submitted US TIN and name combination using its US TIN validation ID. - [Withholding](https://apidocs.taxbit.com/reference/withholding.md) - [Get Austria KESt withholding for an account](https://apidocs.taxbit.com/reference/get_austria-withholding.md): Retrieve an account's year-to-date Austria KESt (27.5%) withholding balance in EUR, optionally with the contribution of a single transaction. The account must use the austria disposition method. ## API Reference: Embedded API - [Auth Token](https://apidocs.taxbit.com/reference/auth-token-2.md) - [Get an Account Owner Scoped Bearer Token](https://apidocs.taxbit.com/reference/post_oauth-account-owner-token.md): This token serves as the authorization mechanism enabling you to submit and access Tax Documentation on behalf of the account owner. It is specifically designed for use with Account Owner and Tax… - [Tax Documentation](https://apidocs.taxbit.com/reference/tax-documentation-3.md) - [Retrieve Tax Documentation Data](https://apidocs.taxbit.com/reference/get_tax-documentation-data.md): Returns the Tax Documentation Data for an Account Owner - [Retrieve Tax Documentation Status](https://apidocs.taxbit.com/reference/get_tax-documentation-status-3.md): Returns the latest tax documentation status for an account owner across all form types (W-9/W-8, Digital Platform Seller, and Self-Certification). - [Generate Tax Documentation Document](https://apidocs.taxbit.com/reference/post_tax-documentation-data-document.md): Generates a PDF for an Account Owner's tax document. This endpoint requires you to specify which tax document type to generate. - [Retrieve Tax Documentation Document by ID](https://apidocs.taxbit.com/reference/get_tax-documentation-data-document-document-id.md): Returns a generated PDF document by its ID for an Account Owner ## API Reference: Appendix - [Transaction Data Model](https://apidocs.taxbit.com/reference/transaction-data-model-current.md)