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Transaction Data Model
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API
Auth Token
Request a Tenant Scoped Bearer Token
post
Account Owners
Create a TaxBit Account Owner
post
Update an Existing TaxBit Account Owner
patch
Get an Existing TaxBit Account Owner
get
Get an Existing TaxBit Account Owner's US TIN Validation Status
get
Tax Documentation
Submit W-9 Tax Documentation Data
post
Submit W-8BEN Tax Documentation Data
post
Submit W-8BEN-E Tax Documentation Data
post
Retrieve Tax Documentation Data
get
Retrieve Tax Documentation Status
get
Generate Tax Documentation Document
post
Retrieve Tax Documentation Document by ID
get
Get Tax Treaty Rates
get
Accounts
Create an Account
post
Update an Account
patch
Get an existing Account
get
Transactions
Get Account Transactions From TaxBit
get
Send a Transaction to TaxBit
post
Get a Transaction From TaxBit
get
Delete a Transaction
del
Transaction Aggregations
Aggregate income data for a given time period
get
Form Items
Get a Form Item
get
Upsert a Form Item
put
Delete a Form Item
del
Upsert a Collection of Form Items
post
Get all Form Items
get
Form Item Aggregates by Document Type
get
Documents
Get Released Tax Documents
get
Gains
Get all gains for an account
get
Get Short, Long, and Total Gains
get
Get the User's Total Gains For a Period
get
Inventory
Inventory Lots and Summary for a Single Asset
get
List Inventory Summary for all Assets
get
Create Transfer Lots
post
Get Transfer Lots
get
Delete Transfer Lots
del
Get Transfer Lots for Multiple Transactions
get
Real-Time TIN Validation
Validate a US TIN and name
post
Get US TIN Validation results
get
Payers
Get All Payers From TaxBit
get
Embedded API
Auth Token
Get an Account Owner Scoped Bearer Token
post
Tax Documentation
Retrieve Tax Documentation Data
get
Retrieve Tax Documentation Status
get
Generate Tax Documentation Document
post
Retrieve Tax Documentation Document by ID
get
Deprecated
Transaction Data Model
Gains
Breakdown of Combined Cost Bases, Proceeds and Gains/Losses
get
Account Owners
Create a TaxBit Account Owner
post
Get an Existing TaxBit Account Owner by External ID
get
Get an Existing TaxBit Account Owner
get
Update an Existing TaxBit Account Owner
put
Users
Create TaxBit User
post
Get Existing TaxBit User
get
Update Existing TaxBit User
put
Get Existing TaxBit User by External ID
get
Transactions
Get Transactions From TaxBit (Taxbit ID)
get
Send a Transaction to TaxBit (Taxbit ID)
post
Delete a Transaction (Taxbit ID)
del
Get a Transaction (Taxbit ID)
get
Get Transaction Cost Bases (Taxbit ID)
get
Inventory
Inventory Summary by Asset
get
Documents
Get Released Tax Documents
get
Create Document
post
List Documents
get
Get Document
get
Tax Documentation
Submit Tax Documentation Data
post
Retrieve Latest Tax Documentation Data
get
Retrieve Tax Documentation Summary
get
(EMBEDDED) Submit Tax Documentation Data
post
(EMBEDDED) Retrieve Latest Tax Documentation Data
get
(EMBEDDED) Retrieve Tax Documentation Data by ID
get
(EMBEDDED) Retrieve Tax Documentation Summary
get
Appendix
Transaction Data Model
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