For AI agents: visit https://apidocs.taxbit.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.

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Guides API Reference

API Reference

Guides API Reference

API

Auth Token
- Request a Tenant Scoped Bearer Tokenpost
Filers
Account Owners
Accounts
Tax Documentation
Real-Time TIN Validation
- Validate a US TIN and namepost
- Get US TIN Validation resultsget
Transactions
Transaction Aggregations
- Aggregate income data for a given time periodget
Disposition Methods
Inventory
Reports
- Trigger an Inventory Summary Reportpost
- Get Inventory Summary Report Statusget
Gains
Form Items
Documents
- Get Released Tax Documentsget

Embedded API

Auth Token
- Get an Account Owner Scoped Bearer Tokenpost
Tax Documentation

Appendix

Transaction Data Model

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Documents

Overview

The Documents API endpoint allows users to manage their financial records and tax documents efficiently. Users can retrieve tax-related documents through this API.

Updated 11 months ago

Form Item Aggregates by Document Type

Get Released Tax Documents

Updated 11 months ago

Form Item Aggregates by Document Type

Get Released Tax Documents

- Overview