Automate your tax compliance workflow end to end: onboard, verify, determine, report.

Tax compliance infrastructure is the system that collects customer tax details, verifies them, works out who is reportable, and files the required reports. Taxbit runs all four steps in one platform, from onboarding to filing.

Customer and transaction data goes in and ready-to-file reports come out, with no manual handoffs between onboarding, verification and filing. Your team spends less time fixing data at year-end, and every gain and loss traces back to its transactions.

Your systems send customer and transaction data to Taxbit by API, SDK or file. US TINs are matched with the IRS in real time, mismatches are flagged immediately, and 1099-DA forms are generated from the same data.

Taxbit generates IRS and state forms and jurisdictional XML for CARF, DAC8 and CRS 2.0, and in each authority's format. You send data and retrieve forms and tax data through the Customer Experience APIs.

Taxbit collects W-9, W-8, and W-8BEN forms inside your product, at account opening or later, and validates them. It monitors for changes in circumstances and expirations, and withholding is set at the same time.

Taxbit applies jurisdiction-specific rules to each account and produces the form or XML each authority requires, across 70+ jurisdictions. Each account gets its form and jurisdiction, with the reason why.

No. You and your advisors decide which entities, products and jurisdictions are in scope. Once that is defined, Taxbit sets up the reporting for it, and its specialists can talk through your readiness plan.

Taxbit tracks cost basis per customer, per lot and per asset, across wallets and systems, and supports FIFO, LIFO, HIFO and specific identification. Every gain and loss traces back to its transactions.

Taxbit collects CRS and CARF self-certifications inside your product at account opening, validates them, and monitors for changes in circumstances. The same data feeds your CRS 2.0 reports, produced in each jurisdiction's XML format.

Taxbit is tax compliance infrastructure that takes customer and transaction data in and produces ready-to-file reports. It collects W-9 and W-8 documentation, matches TINs against the IRS in real time, calculates digital asset cost basis, and files the 1099-DA and the rest of the 1099 series. For other jurisdictions it produces CARF and CRS 2.0 reports. Your team reviews and approves each filing before it goes out.