JUMP TOAPIAuth TokenRequest a Tenant Scoped Bearer TokenpostAccount OwnersCreate a TaxBit Account OwnerpostUpdate an Existing TaxBit Account OwnerpatchGet an Existing TaxBit Account OwnergetGet an Existing TaxBit Account Owner's US TIN Validation StatusgetTax DocumentationSubmit Tax Documentation DatapostRetrieve Latest Tax Documentation DatagetRetrieve Tax Documentation SummarygetGenerate Tax Documentation DocumentpostRetrieve Tax Documentation Document by IDgetAccountsCreate an AccountpostUpdate an AccountpatchGet an existing AccountgetTransactionsGet Account Transactions From TaxBitgetGet Transaction Cost Bases (Taxbit ID)getSend a Transaction to TaxBitpostGet a Transaction From TaxBitgetDelete a TransactiondeleteTransaction AggregationsAggregate income data for a given time periodgetForm ItemsGet a Form ItemgetUpsert a Form ItemputDelete a Form ItemdeleteUpsert a Collection of Form ItemspostGet all Form ItemsgetForm Item Aggregates by Document TypegetDocumentsGet Released Tax DocumentsgetGainsGet all gains for an accountgetGet Short, Long, and Total GainsgetGet the User's Total Gains For a PeriodgetInventoryInventory Lots and Summary for a Single AssetgetList Inventory Summary for all AssetsgetCreate Transfer Lots for a transfer-in transactionpostGet the Transfer Lots for a given transfer-in transactiongetDelete the Transfer Lots associated with a transfer-in transactiondeleteReal-Time TIN ValidationValidate a US TIN and namepostGet US TIN Validation resultsgetPayersGet All Payers From TaxBitgetEmbedded APIAuth TokenGet an Account Owner Scoped Bearer TokenpostTax DocumentationSubmit Tax Documentation DatapostRetrieve Latest Tax Documentation DatagetRetrieve Tax Documentation Data by IDgetRetrieve Tax Documentation SummarygetRetrieve Tax Documentation StatusgetGenerate Tax Documentation DocumentpostRetrieve Tax Documentation Document by IDgetDeprecatedTransaction Data ModelGainsBreakdown of Combined Cost Bases, Proceeds and Gains/LossesgetAccount OwnersCreate a TaxBit Account OwnerpostGet an Existing TaxBit Account Owner by External IDgetGet an Existing TaxBit Account OwnergetUpdate an Existing TaxBit Account OwnerputUsersCreate TaxBit UserpostGet Existing TaxBit UsergetUpdate Existing TaxBit UserputGet Existing TaxBit User by External IDgetTransactionsGet Transactions From TaxBit (Taxbit ID)getSend a Transaction to TaxBit (Taxbit ID)postDelete a Transaction (Taxbit ID)deleteGet a Transaction (Taxbit ID)getInventoryInventory Summary by AssetgetDocumentsGet Released Tax DocumentsgetCreate DocumentpostList DocumentsgetGet DocumentgetAppendixTransaction Data ModelPowered by DocumentsOverview The Documents API endpoint allows users to manage their financial records and tax documents efficiently. Users can retrieve tax-related documents through this API.
