In general, Taxbit supports the ingestion of a variety of different sets of data. In order to maximize the value of Taxbit’s tools and functionality, it’s beneficial to have a robust understanding of the Taxbit Data Model for each.
Organization
A separate Taxbit Dashboard instance, which can be created and managed separately.
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Filer
The legal entity with the information reporting responsibility to collect documentation and file information returns.
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Account Owner
The end-customer/recipient utilizing the platform.
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Account
The ultimate account where transactions and payments occur.
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Transactions
The activity entered into by an Account Owner, on their Account, such as buying, selling, trading, receiving income, making payments, etc.
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User-Entered Cost Basis
The acquisition details related to a deposit of digital assets onto the platform, such as date acquired and amount paid.
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Form Data
The data required on the final deliverable, after all calculations have been completed. This is only necessary if transaction data is not being provided.
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