Send a Transaction to TaxBit

post

https://api.multi1.enterprise.taxbit.com/v1/transactions/external-id

Send (create or update) transactions to TaxBit using your system's unique identifier for the Transaction.

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Body Params

type

string

enum

required

External transaction type for submission.

string

required

Your system's unique identifier for the Transaction

account_id

string

required

Your system's unique identifier for the Account

counterparty_transaction_id

string

Your system's unique identifier for the counterparty Transaction

parent_id

string

Your system's unique identifier for the Transaction being adjusted. This field is required when type is 'adjustment'.

datetime

date-time

required

ISO-8601 timestamp representing when the transaction occurred.

subtype

string

enum

Transaction subtype. Valid subtypes by transaction type:

deposit: ach, blockchain, card-reward, gift, cost-basis-fmv, internal-personal
withdraw: ach, blockchain, gift, internal-personal
income: royalties, rent, gross-proceeds-paid-to-an-attorney, nec, payment-goods, payment-services, other, airdrop, reward, staking-reward, medical-payment, referral-bonus, interest-fiat-backed, interest-crypto-backed, fee-refund
expense: debit, fee, refund
cost-basis-transfer: wrapping, asset-name-change
contribution: standard, postponed, recharacterization, conversion, rollover, late-rollover

disposition_method

enum

If present, this disposition method overrides the default disposition method for only this transaction. Supported disposition methods are HIFO, FIFO, LIFO, LOFO, and SPECID.

Allowed:

received

array of objects

Amount received by the account.

received

sent

array of objects

Amount sent by the account.

sent

fees

array of objects

Fees paid by the account.

fees

metadata

object

Metadata for the transaction.

retirement_info

object

Information required for IRA Reporting (Forms 5498 and 1099-R).

Responses

201Post transaction response.

400Validation Error response that can contain either a single error message or an array of error messages.

401Unauthorized Error.

403Forbidden Error.

404Not Found Error.

429Too Many Requests - Throttling.