--- updatedAt: 2026-08-03T16:15:16.000Z agentTools: projectIndex: https://apidocs.taxbit.com/llms.txt --- # Send a Transaction to Taxbit Send (create or update) transactions to Taxbit using your system's unique identifier for the Transaction. # OpenAPI definition ```json { "openapi": "3.0.0", "paths": { "/v1/transactions/external-id": { "post": { "description": "Send (create or update) transactions to Taxbit using your system's unique identifier for the Transaction.", "operationId": "TransactionsController_createTransaction", "parameters": [], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/CreateTransactionDto" }, "examples": { "Trade": { "summary": "Trade", "value": { "type": "trade", "id": "0177df49-c1aa-4d0b-bbeb-67a0c1b33a94", "account_id": "Account1234", "datetime": "2021-02-04T14:13:51.000Z", "subtype": "blockchain", "disposition_method": "SPECID", "sent": [ { "asset_amount": { "asset": { "code": "BTC", "name": "Bitcoin", "symbol": "₿", "type": "Crypto", "uuid": "9cd9f4d4-078b-4e44-a308-7662fec0f546" }, "amount": "0.008" }, "rates": [ { "asset": { "code": "USD", "name": "United States Dollar", "symbol": "$", "type": "Fiat", "uuid": "df939ab7-b7ed-4216-be63-ca1d2a130396" }, "amount": "50000.00" } ], "inventory_lots": { "550e8400-e29b-41d4-a716-446655440000": { "quantity": "0.005" }, "6ba7b810-9dad-11d1-80b4-00c04fd430c8": { "quantity": "0.003" } } } ], "received": [ { "asset_amount": { "asset": { "code": "USD", "name": "United States Dollar", "symbol": "$", "type": "Fiat", "uuid": "df939ab7-b7ed-4216-be63-ca1d2a130396" }, "amount": "400.00" }, "rates": [ { "asset": { "code": "USD", "name": "United States Dollar", "symbol": "$", "type": "Fiat", "uuid": "df939ab7-b7ed-4216-be63-ca1d2a130396" }, "amount": "1.00" } ], "withholdings": [ { "regime_type": "us-state", "state": "WA", "asset_amount": { "asset": { "code": "USD", "name": "United States Dollar", "symbol": "$", "type": "Fiat", "uuid": "df939ab7-b7ed-4216-be63-ca1d2a130396" }, "amount": "28.00" }, "rates": [ { "asset": { "code": "USD", "name": "United States Dollar", "symbol": "$", "type": "Fiat", "uuid": "df939ab7-b7ed-4216-be63-ca1d2a130396" }, "amount": "1.00" } ] } ] } ], "fees": [ { "asset_amount": { "asset": { "code": "USD", "name": "United States Dollar", "symbol": "$", "type": "Fiat", "uuid": "df939ab7-b7ed-4216-be63-ca1d2a130396" }, "amount": "1.50" }, "rates": [ { "asset": { "code": "USD", "name": "United States Dollar", "symbol": "$", "type": "Fiat", "uuid": "df939ab7-b7ed-4216-be63-ca1d2a130396" }, "amount": "1.00" } ] } ] } }, "IRA Contribution": { "summary": "IRA Contribution", "value": { "type": "contribution", "id": "b3f1c0de-4d2f-4f6b-9a1e-2c4d6e8f0a12", "account_id": "Account1234", "datetime": "2025-04-10T09:30:00.000Z", "subtype": "postponed", "received": [ { "asset_amount": { "asset": { "code": "USD", "name": "United States Dollar", "symbol": "$", "type": "Fiat", "uuid": "df939ab7-b7ed-4216-be63-ca1d2a130396" }, "amount": "6500.00" }, "rates": [ { "asset": { "code": "USD", "name": "United States Dollar", "symbol": "$", "type": "Fiat", "uuid": "df939ab7-b7ed-4216-be63-ca1d2a130396" }, "amount": "1.00" } ] } ], "retirement_info": { "postponed_late_reason": "EO13239", "contribution_year": "2025" } } } } } } }, "responses": { "201": { "description": "Post transaction response.", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/CreateTransactionResponseDto" }, "examples": { "whole_body": { "summary": "whole_body", "value": { "status": "success", "message": "Transaction post successful." } } } } } }, "400": { "description": "Validation Error response that can contain either a single error message or an array of error messages.", "content": { "application/json": { "schema": { "oneOf": [ { "type": "object", "properties": { "messages": { "type": "array", "items": { "type": "string" }, "example": [ "Issue 1", "Issue 2" ] } }, "required": [ "messages" ], "additionalProperties": false, "title": "Validation Error List" }, { "type": "object", "properties": { "message": { "type": "string", "example": "Validation Error" } }, "required": [ "message" ], "additionalProperties": false, "title": "Single Validation Error" } ] }, "examples": { "Validation Error List": { "summary": "Validation Error List", "value": { "messages": [ "Issue 1", "Issue 2" ] } }, "Single Validation Error": { "summary": "Single Validation Error", "value": { "message": "Validation Error" } } } } } }, "401": { "description": "Unauthorized", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/UnauthorizedErrorResponseDto" } } } }, "403": { "description": "Forbidden", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/ForbiddenErrorResponseDto" }, "examples": { "default": { "summary": "Example", "value": { "Message": "User is not authorized to access this resource with an explicit deny" } } } } } }, "404": { "description": "Not Found", "content": { "application/json": { "schema": { "type": "object", "properties": { "message": { "type": "string", "example": "Not Found Error" } }, "required": [ "message" ], "additionalProperties": false }, "examples": { "default": { "summary": "Example", "value": { "message": "Not Found Error" } } } } } }, "429": { "description": "Too Many Requests", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/TooManyRequestsErrorResponseDto" } } } } }, "security": [ { "bearer": [] } ], "summary": "Send a Transaction to Taxbit", "tags": [ "Transactions" ] } } }, "info": { "title": "API", "description": "", "version": "1.2.0", "contact": {} }, "servers": [ { "url": "https://api.multi1.enterprise.taxbit.com" }, { "url": "https://api.eutax1.enterprise.taxbit.com" } ], "components": { "securitySchemes": { "bearer": { "scheme": "bearer", "bearerFormat": "JWT", "type": "http" } }, "schemas": { "UnauthorizedErrorResponseDto": { "type": "object", "properties": { "error": { "description": "Error name for the rejected request", "type": "string", "example": "Unauthorized" }, "message": { "description": "Reason the bearer token was rejected", "type": "string", "example": "Unauthorized Error" } }, "required": [ "message" ], "additionalProperties": false }, "ForbiddenErrorResponseDto": { "type": "object", "properties": { "Message": { "description": "Explicit-deny message returned when the caller is not authorized for the resource.", "type": "string", "example": "User is not authorized to access this resource with an explicit deny" } }, "required": [ "Message" ], "additionalProperties": false }, "TooManyRequestsErrorResponseDto": { "type": "object", "properties": { "error": { "description": "Error code emitted when the caller exceeds its rate limit", "type": "string", "example": "rate_limit_exceeded" }, "message": { "description": "How long to wait before retrying", "type": "string", "example": "Rate limit exceeded. Please retry after 30 seconds." } }, "required": [ "error", "message" ], "additionalProperties": false }, "CreateTransactionDto": { "type": "object", "properties": { "type": { "type": "string", "enum": [ "adjustment", "cost-basis-transfer", "deposit", "expense", "income", "stake", "trade", "unstake", "withdraw", "contribution", "distribution" ], "description": "External transaction type for submission." }, "id": { "type": "string", "maxLength": 255, "description": "Your system's unique identifier for the Transaction", "example": "0177df49-c1aa-4d0b-bbeb-67a0c1b33a94" }, "taxbit_id": { "format": "uuid", "readOnly": true, "description": "Taxbit's internal identifier for the Transaction", "type": "string" }, "account_id": { "type": "string", "description": "Your system's unique identifier for the Account", "example": "Account1234" }, "taxbit_account_id": { "description": "ID of the Account. This is the Taxbit ID.", "format": "uuid", "readOnly": true, "type": "string" }, "tenant_id": { "description": "ID of the Tenant.", "readOnly": true, "type": "string" }, "datetime": { "type": "string", "description": "ISO-8601 timestamp representing when the transaction occurred.", "format": "date-time", "example": "2021-02-04T14:13:51.000Z" }, "subtype": { "description": "Transaction subtype. Valid subtypes by transaction type:\n- **deposit**: ach, blockchain, card-reward, gift, cost-basis-fmv, internal-personal\n- **withdraw**: ach, blockchain, gift, internal-personal\n- **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\n- **expense**: debit, fee, refund\n- **cost-basis-transfer**: wrapping, asset-name-change\n- **contribution**: standard, postponed, recharacterization, conversion, rollover, late-rollover", "type": "string", "enum": [ "ach", "airdrop", "asset-name-change", "blockchain", "card-reward", "cost-basis-fmv", "debit", "fee", "fee-refund", "gift", "gross-proceeds-paid-to-an-attorney", "inheritance", "interest-crypto-backed", "interest-fiat-backed", "internal-personal", "medical-payment", "nec", "other", "payment-goods", "payment-services", "referral-bonus", "refund", "refund-goods", "refund-services", "rent", "reward", "royalties", "staking-reward", "wrapping", "standard", "postponed", "recharacterization", "conversion", "rollover", "late-rollover", "cold-wallet", "collateral", "loan", "loan-repayment", "mining", "rcasp", "unknown" ], "example": "blockchain" }, "disposition_method": { "title": "TransactionDispositionMethod", "description": "If present, this disposition method overrides the default disposition method for only this transaction. Supported disposition methods are HIFO, FIFO, LIFO, LOFO, and SPECID.", "type": "string", "enum": [ "HIFO", "FIFO", "LIFO", "LOFO", "SPECID" ] }, "counterparty_transaction_id": { "description": "Your system's unique identifier for the counterparty Transaction", "type": "string", "maxLength": 255 }, "parent_id": { "description": "Your system's unique identifier for the Transaction being adjusted. This field is required when type is 'adjustment'.", "type": "string", "maxLength": 255 }, "platform": { "readOnly": true, "type": "object", "properties": { "uuid": { "description": "Platform ID", "format": "uuid", "type": "string", "example": "0177df49-c1aa-4d0b-bbeb-67a0c1b33a94" }, "name": { "description": "Platform Name", "type": "string", "example": "Coinbase" }, "type": { "description": "Platform Type", "type": "string" } }, "additionalProperties": false }, "sent": { "description": "Amount sent by the account.", "type": "array", "items": { "type": "object", "properties": { "asset_amount": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Asset Code (BTC, ETH, LTC, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Asset Full Name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Asset Symbol (Like $).", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset Type.", "enum": [ "Crypto", "Fiat", "Precious Metal" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "b7a005b5-f4d5-44ea-ae80-d4f9e8313558" } }, "additionalProperties": false }, "amount": { "description": "Amount of the asset.", "type": "string", "example": "1.0" } }, "additionalProperties": false }, "rates": { "type": "array", "items": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Fiat currency code (USD, EUR, GBP, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Fiat currency full name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Fiat currency symbol.", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset type - always Fiat for rates.", "enum": [ "Fiat" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "df939ab7-b7ed-4216-be63-ca1d2a130396" } }, "additionalProperties": false, "title": "Fiat Asset", "required": [ "code", "name", "type", "uuid" ] }, "amount": { "description": "Rate amount in fiat currency.", "type": "string", "example": "50000.00" } }, "additionalProperties": false, "title": "Rate Amount" } }, "withholdings": { "description": "Tax withholdings applied to this line item. Each withholding amount must be less than the sent amount and use the same asset code as the sent asset.", "type": "array", "items": { "type": "object", "properties": { "regime_type": { "title": "RegimeType", "description": "Tax regime type for withholding purposes.", "enum": [ "us-federal", "us-state", "eu-dac7" ], "type": "string", "example": "us-federal" }, "state": { "description": "2 character state code. Required if the regime type is 'us-state'.", "type": "string", "example": "WA" }, "asset_amount": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Asset Code (BTC, ETH, LTC, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Asset Full Name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Asset Symbol (Like $).", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset Type.", "enum": [ "Crypto", "Fiat", "Precious Metal" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "b7a005b5-f4d5-44ea-ae80-d4f9e8313558" } }, "additionalProperties": false }, "amount": { "description": "Amount of the asset.", "type": "string", "example": "1.0" } }, "additionalProperties": false }, "rates": { "type": "array", "items": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Fiat currency code (USD, EUR, GBP, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Fiat currency full name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Fiat currency symbol.", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset type - always Fiat for rates.", "enum": [ "Fiat" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "df939ab7-b7ed-4216-be63-ca1d2a130396" } }, "additionalProperties": false, "title": "Fiat Asset", "required": [ "code", "name", "type", "uuid" ] }, "amount": { "description": "Rate amount in fiat currency.", "type": "string", "example": "50000.00" } }, "additionalProperties": false, "title": "Rate Amount" } } }, "additionalProperties": false, "required": [ "regime_type", "asset_amount", "rates" ] } }, "inventory_lots": { "description": "A collection of specific lots to dispose when applying the transaction to inventory. Object keyed by Taxbit lot IDs (retrieved via the GET /inventory endpoint) that map to quantity values. Required when disposition_method is 'SPECID'. Only allowed on items in the sent and fees arrays (not received). All crypto line items must have inventory_lots when disposition_method is SPECID. Not permitted on deposit transactions. Minimum 1 lot, maximum 25 lots. Sum of inventory lot quantities must equal the asset_amount.", "minProperties": 1, "maxProperties": 25, "type": "object", "additionalProperties": { "type": "object", "properties": { "quantity": { "description": "Quantity of the asset from this specific lot", "type": "string", "example": "0.005" } }, "additionalProperties": false }, "example": { "550e8400-e29b-41d4-a716-446655440000": { "quantity": "0.005" }, "6ba7b810-9dad-11d1-80b4-00c04fd430c8": { "quantity": "0.003" } } } }, "additionalProperties": false, "required": [ "asset_amount", "rates" ] } }, "received": { "description": "Amount received by the account.", "type": "array", "items": { "type": "object", "properties": { "asset_amount": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Asset Code (BTC, ETH, LTC, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Asset Full Name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Asset Symbol (Like $).", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset Type.", "enum": [ "Crypto", "Fiat", "Precious Metal" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "b7a005b5-f4d5-44ea-ae80-d4f9e8313558" } }, "additionalProperties": false }, "amount": { "description": "Amount of the asset.", "type": "string", "example": "1.0" } }, "additionalProperties": false }, "rates": { "type": "array", "items": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Fiat currency code (USD, EUR, GBP, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Fiat currency full name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Fiat currency symbol.", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset type - always Fiat for rates.", "enum": [ "Fiat" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "df939ab7-b7ed-4216-be63-ca1d2a130396" } }, "additionalProperties": false, "title": "Fiat Asset", "required": [ "code", "name", "type", "uuid" ] }, "amount": { "description": "Rate amount in fiat currency.", "type": "string", "example": "50000.00" } }, "additionalProperties": false, "title": "Rate Amount" } }, "withholdings": { "description": "Tax withholdings applied to this line item. Each withholding amount must be less than the received amount and use the same asset code as the received asset.", "type": "array", "items": { "type": "object", "properties": { "regime_type": { "title": "RegimeType", "description": "Tax regime type for withholding purposes.", "enum": [ "us-federal", "us-state", "eu-dac7" ], "type": "string", "example": "us-federal" }, "state": { "description": "2 character state code. Required if the regime type is 'us-state'.", "type": "string", "example": "WA" }, "asset_amount": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Asset Code (BTC, ETH, LTC, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Asset Full Name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Asset Symbol (Like $).", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset Type.", "enum": [ "Crypto", "Fiat", "Precious Metal" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "b7a005b5-f4d5-44ea-ae80-d4f9e8313558" } }, "additionalProperties": false }, "amount": { "description": "Amount of the asset.", "type": "string", "example": "1.0" } }, "additionalProperties": false }, "rates": { "type": "array", "items": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Fiat currency code (USD, EUR, GBP, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Fiat currency full name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Fiat currency symbol.", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset type - always Fiat for rates.", "enum": [ "Fiat" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "df939ab7-b7ed-4216-be63-ca1d2a130396" } }, "additionalProperties": false, "title": "Fiat Asset", "required": [ "code", "name", "type", "uuid" ] }, "amount": { "description": "Rate amount in fiat currency.", "type": "string", "example": "50000.00" } }, "additionalProperties": false, "title": "Rate Amount" } } }, "additionalProperties": false, "required": [ "regime_type", "asset_amount", "rates" ] } } }, "additionalProperties": false, "required": [ "asset_amount", "rates" ] } }, "fees": { "description": "Fees paid by the account.", "type": "array", "items": { "type": "object", "properties": { "asset_amount": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Asset Code (BTC, ETH, LTC, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Asset Full Name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Asset Symbol (Like $).", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset Type.", "enum": [ "Crypto", "Fiat", "Precious Metal" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "b7a005b5-f4d5-44ea-ae80-d4f9e8313558" } }, "additionalProperties": false }, "amount": { "description": "Amount of the asset.", "type": "string", "example": "1.0" } }, "additionalProperties": false }, "rates": { "type": "array", "items": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Fiat currency code (USD, EUR, GBP, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Fiat currency full name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Fiat currency symbol.", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset type - always Fiat for rates.", "enum": [ "Fiat" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "df939ab7-b7ed-4216-be63-ca1d2a130396" } }, "additionalProperties": false, "title": "Fiat Asset", "required": [ "code", "name", "type", "uuid" ] }, "amount": { "description": "Rate amount in fiat currency.", "type": "string", "example": "50000.00" } }, "additionalProperties": false, "title": "Rate Amount" } }, "withholdings": { "type": "array", "items": { "type": "object", "properties": { "regime_type": { "title": "RegimeType", "description": "Tax regime type for withholding purposes.", "enum": [ "us-federal", "us-state", "eu-dac7" ], "type": "string", "example": "us-federal" }, "state": { "description": "2 character state code. Required if the regime type is 'us-state'.", "type": "string", "example": "WA" }, "asset_amount": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Asset Code (BTC, ETH, LTC, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Asset Full Name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Asset Symbol (Like $).", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset Type.", "enum": [ "Crypto", "Fiat", "Precious Metal" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "b7a005b5-f4d5-44ea-ae80-d4f9e8313558" } }, "additionalProperties": false }, "amount": { "description": "Amount of the asset.", "type": "string", "example": "1.0" } }, "additionalProperties": false }, "rates": { "type": "array", "items": { "type": "object", "properties": { "asset": { "type": "object", "properties": { "code": { "description": "Fiat currency code (USD, EUR, GBP, etc.)", "type": "string", "example": "USD" }, "name": { "description": "Fiat currency full name.", "readOnly": true, "type": "string", "example": "United States Dollar" }, "symbol": { "description": "Fiat currency symbol.", "readOnly": true, "type": "string", "example": "$" }, "type": { "description": "Asset type - always Fiat for rates.", "enum": [ "Fiat" ], "type": "string", "example": "Fiat" }, "uuid": { "description": "Asset UUID in the Taxbit system.", "format": "uuid", "readOnly": true, "type": "string", "example": "df939ab7-b7ed-4216-be63-ca1d2a130396" } }, "additionalProperties": false, "title": "Fiat Asset", "required": [ "code", "name", "type", "uuid" ] }, "amount": { "description": "Rate amount in fiat currency.", "type": "string", "example": "50000.00" } }, "additionalProperties": false, "title": "Rate Amount" } } }, "additionalProperties": false, "required": [ "regime_type", "asset_amount", "rates" ] } }, "inventory_lots": { "description": "A collection of specific lots to dispose when applying the transaction to inventory. Object keyed by Taxbit lot IDs (retrieved via the GET /inventory endpoint) that map to quantity values. Required when disposition_method is 'SPECID'. Only allowed on items in the sent and fees arrays (not received). All crypto line items must have inventory_lots when disposition_method is SPECID. Not permitted on deposit transactions. Minimum 1 lot, maximum 25 lots. Sum of inventory lot quantities must equal the asset_amount.", "minProperties": 1, "maxProperties": 25, "type": "object", "additionalProperties": { "type": "object", "properties": { "quantity": { "description": "Quantity of the asset from this specific lot", "type": "string", "example": "0.005" } }, "additionalProperties": false }, "example": { "550e8400-e29b-41d4-a716-446655440000": { "quantity": "0.005" }, "6ba7b810-9dad-11d1-80b4-00c04fd430c8": { "quantity": "0.003" } } } }, "additionalProperties": false } }, "metadata": { "type": "object", "properties": { "tags": { "description": "Free-form key-value pairs for metadata tags.", "type": "object", "additionalProperties": { "type": "string" } } }, "additionalProperties": false, "description": "Metadata for the transaction." }, "retirement_info": { "type": "object", "properties": { "distribution_code": { "description": "Code representing the type of distribution", "type": "string", "example": "1" }, "total_distribution": { "description": "Indicates whether this transaction represents the full distribution amount", "type": "boolean", "example": true }, "postponed_late_reason": { "description": "Reason code for postponed contribution. Required if transaction type is 'contribution' and subtype is either 'postponed' or 'late-rollover'.", "type": "string", "example": "EO13239" }, "contribution_year": { "description": "4 digit year of contribution. Required for transactions of type 'contribution'.", "type": "string", "example": "2025" } }, "additionalProperties": false, "description": "Information required for IRA Reporting (Forms 5498 and 1099-R)." } }, "required": [ "type", "id", "account_id", "datetime" ], "additionalProperties": false }, "CreateTransactionResponseDto": { "type": "object", "properties": { "status": { "description": "Status of whether the request was successful", "enum": [ "success" ], "type": "string", "example": "success" }, "message": { "description": "Human readable message about the status of the request", "type": "string", "example": "Transaction post successful." } }, "example": { "status": "success", "message": "Transaction post successful." }, "additionalProperties": false } } }, "security": [ { "bearer": [] } ] } ``` # Sibling pages * [Get Account Transactions From Taxbit](https://apidocs.taxbit.com/reference/get_accounts-id-transactions.md) * [Get a Transaction From Taxbit](https://apidocs.taxbit.com/reference/get_transactions-external-id-id-1.md) * [Delete a Transaction](https://apidocs.taxbit.com/reference/delete_transactions-external-id-id-1.md)