How it runs
One system of record across all four stages.
Every obligation runs through the same system, whether it ends in a 1099-DA or a CARF XML file. One platform covers all of it, and the next jurisdiction doesn't mean a new vendor.
Dashboard
One view across all four stages: your customer data, and control of the reporting process.
01 Onboard
Collect the documentation and the data.
Data arrives by API, SDK, or file. Tax forms are collected in your product at account opening, and withholding is set at the same time.
02 Verify
Confirm it before it becomes a filing.
US TINs are matched with the IRS in real time. Foreign tax IDs and VAT numbers are checked by format. Anything that doesn't match is flagged immediately.
What Plugs In
Real-time TIN matching03 Determine
Work out who is reportable and on what basis.
Tax lots, cost basis, and income classification all build on onboarding data. Each account gets its form and jurisdiction, with the reason why.
04 Report
File it, deliver it, and handle what comes back.
Forms are filed in each authority's format and delivered to your customers. Corrections and notices are handled in the same system.
Expertise, encoded
Built by the people who understand the rules.
Taxbit's tax and regulatory specialists work with the regulations every day. Even before you ever buy software, they'll sit with you to work out what applies to you, what to do, and how long you have.
CARF and CRS specialists
Ex-OECD
Specialists who worked directly on CARF and CRS rule design before building the software that runs them.
30+ in-house specialists
Tax & regulatory
Tax and regulatory expertise from the IRS, FASB, and Big Four firms, encoded into the platform.
The Global Advisor Network
Local-jurisdiction counsel
Curated counsel in every market we serve, coordinated by Taxbit. Global standard, local fluency.
Explore the Network
Built to load every transaction in real time.
"Before Taxbit, we couldn’t find a provider with an API that would allow us to load all of PayPal’s transactions in real-time. Uploading and reconciling huge files at the end of the year was not an option."
Ignacio De Loizaga · Director of Market Development, Blockchain, Crypto & Digital Currencies, PayPal
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See it run on your own data.
From onboarding to a filed report, in one system.