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Tax data by API.

Retrieve your customers' finished tax documents through the same endpoints your product already calls, and display them in your own UI with no redirect. For customers running cost basis on Taxbit, the same endpoints power your portfolio and trading views.

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Platform - CX API Hero

What you build with it.

The endpoints do distinct jobs. Pick yours.

Your customers' finished tax documents, retrieved by API into your own experience. No redirect, no separate portal.

CX API - docs

 

CX API - docs

 

Building on Taxbit, answered.

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

Two different things come back, and it is worth separating them. The per-jurisdiction XML for CARF, CRS 2.0, DAC7, and DAC8 is generated and filed by Taxbit, so the schema never lands in your codebase. What these endpoints return is your customers' finished tax documents and the tax data behind them, into your own product. You can send data in real time by API or SDK, and in batches by Snowflake, S3, SFTP, or file upload.

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.

Build on it.

Bring documents and portfolio views into your own UI.

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