Tax Center Features
Increase customer engagement and platform usage with the latest data analytics
Powered by Taxbit’s real-time API, Tax Center immediately displays real-time gain/loss, cost basis, portfolio performance, and tax-optimized trading opportunities in one view 24/7.
Users can generate on-demand gain/loss tax forms (1099-DA & -MISC), income reports, and performance statements with a single click to take control of their portfolios and file their crypto taxes more easily.
Portfolio Optimization with Tax Loss Harvesting
End-users can navigate tax losses in real-time when crypto markets are down. Users can see which lots to sell, to offset capital gains and immediately rebuy throughout the year.
Plus, users can leverage the Digital Assets Education Center to learn more about relevant topics like Tax Loss Harvesting, Wash Sale Rules, Crypto Tax Rules, and more.
Powerful crypto data analysis and performance tools in one view
TaxBit Tax Center provides an end-to-end solution you can customize to meet your end-users’ needs.
Core Tax Center functionality:
Tax Center UI powered by TaxBit real-time API
On-demand IRS tax forms (1099-DA, -MISC)
Realized Gain/Loss Visibility
Transaction history
Assets summary
Digital Assets education center
Custom Tax Center Functionality:
Tax optimization at the lot level
On-demand portfolio statements
On-demand income & transaction reports
