Tax

Overview

Tax API resources.

Tax lots and rate tables. Authenticate with Authorization: Bearer ak_.... Pass entityId as a query parameter, JSON field, or x-entity-id header.

Each page below lists the HTTP operations for that resource.

Resource	What you can do
Tax lots	Investment and crypto tax lot tracking
Tax rates	Tax rate tables and tax reports

Receivables Exchange

API reference for the receivables exchange — participants, receivables, auctions, portfolio, collections, put-backs, and backstops.

Tax Lots