TAXBIT GUIDES

Build tax reporting workflows with confidence.

Start with the outcome you need. Each guide connects the workflow, the implementation steps, and the exact API resources behind them.

A typical reporting workflow

Pick the path that matches your platform.

Collect W-9s and report 1099-K, 1099-NEC, and 1099-MISC at scale.

Track cost basis, calculate gains and losses, and deliver tax forms to your account owners.

Meet seller reporting obligations end to end under DAC7 and MRDP, the OECD's Model Rules for Reporting by Platform Operators.

Prepare for CARF and DAC8 with tax-residency self-certification and transaction reporting.

Authenticate, set up your filer, create account owners and accounts, and choose your data path.

The 1099 series, including 1099-DA and 1099-B for digital asset brokers, plus 1042-S and other US information returns.

Drop-in React component for W-9, W-8, DPS, and self-certification.

Inventory, lot-level cost basis, and realized gains across cost-basis methods.

Real-time Austrian withholding calculation, responsibilities, and integration flow.

DAC7 and MRDP seller data collection, reporting, and recipient copies.

Crypto-Asset Reporting Framework and DAC8 compliance for crypto-asset service providers (CASPs).

Webhooks: set up an endpoint, verify signatures, handle retries, and the event catalog.

Errors and rate limits: the shapes the API returns, what to retry, and the rate limits.

Test in your sandbox: how your sandbox differs from production, and the test cycle to run before going live.

FAQ: short answers to the questions integrators ask most.