Tax data by API.

Built for product and engineering teams who want customers to see their tax documents, cost basis and gains inside their own app. The Customer Experience APIs are available with Cost Basis.

What you build with it.

The endpoints do distinct jobs. Pick yours.

Retrieve finished tax documents for each of your customers by API, and show them in your own product.

CX API - docs

Building on Taxbit, answered.

Which APIs transmit tax reports in the required formats, including XML filings?

The Customer Experience APIs are GET endpoints. They return finished tax documents, tax lots, basis, and realized and unrealized gains, so your app shows them with no redirect. Filing with the IRS and other authorities runs through Information Reporting.

How do you integrate with internal systems for DAC8 or CARF XML reporting?

By keeping the schema out of your codebase. Taxbit generates the XML for each jurisdiction and handles updates to the schema, the validation rules, and the bilateral agreements on its own side, so a jurisdiction changing its filing format late in the year does not become work for your engineers. You integrate once against the data model rather than once per regime.

Is the platform usable by agents as well as developers?

Yes. The endpoints are ordinary HTTP APIs that return structured data, so an agent calls the same interfaces a developer builds against, with no dashboard to log into. The tax data returns into your own product rather than redirecting users away.

Tax data by API.

What you build with it.

Building on Taxbit, answered.

Build on it.