Enterprise Tax Features
A single system to manage your data and processes
Control your teams' access to data with role-based permissions, gather W-9 information in a non-intrusive manner, prove out the accuracy of every tax calculation with transaction-level audit trails, ensure your users' TINs are accurate to avoid backup withholdings, enjoy support for both electronic and paper mail delivery, and submit and view your IRS filings with a few simple clicks.
All this, and so much more, available with the TaxBit Unified Management Center.
Real-time tax functionality embedded in your platform
Your users will enjoy tax visibility in real time, that tracks their taxes as they take action, and they'll be empowered with our automated tax-loss harvesting, which triggers transactions that will save them money.
Additionally, users will appreciate seeing their unrealized position by asset, and they'll have the ability to take action in a tax-beneficial manner with our Tax Optimizer. Featuring bank statement equivalents to prove asset positions or value, and the ability to save users money on taxes with asset spend optimization. Our Tax Center Suite leaves nothing to be desired.
TaxBit vs the "Other Guys"
|Features||TaxBit Tax Center Suite||Historical Tax Providers|
|User Form 8949 Generation and Filing||No single system of record to manage your data and tax-filing process|
|Automated Tax-Loss Harvesting||No automated tax-loss harvesting; Burden is on user to manually execute trade|
|Tax Optimization||No user experience to add value beyond compliance|
|Embedded Tax Center for Your Users||No real-time Tax Center; user receives tax forms in the mail at year-end|
The TaxBit Tax Center Suite provides an end-to-end crypto tax reporting experience for any business
An end-to-end platform to unify Form 1099 requirements and your users' tax reporting.
Full liability coverage
TaxBit takes on liability for the Forms 1099 it generates, the data contained on each form, and the timely delivery to your users and the IRS.
Experts you can trust
Our CPAs, tax attorneys, and technology specialists become a trusted extension of your team.
Safe & secure
Independently SOC 1, SOC 2, and ISO 27001 certified. We agonize over the safety of your data.
Trusted & dependable
The IRS and the industry's most credible platforms use TaxBit. We go above and beyond for each of our partners.
Value beyond compliance
TaxBit's Tax Center Suite technology drives increased transaction volume to your platform while enhancing your users' experience.