TaxBit Dashboard

Central hub for digital asset tax and compliance management.

by taxbit · Tax Compliance

Executive Summary

TaxBit Dashboard serves as a secure, centralized platform designed for corporate finance, tax, and accounting teams to efficiently manage digital asset tax and compliance procedures. It provides a dedicated space for organizing complex blockchain transaction data, ensuring accuracy and streamlining workflows related to digital assets. Key functionalities include robust data aggregation, visibility into all incoming and outgoing transfers, and tools for critical compliance tasks such as TIN verification against official records. The dashboard also facilitates the generation of jurisdiction-specific XMLs for various reporting requirements, including DAC7 and MRDP, and allows for seamless export of account details into CSV reports for audit and analysis. Leveraging TaxBit's comprehensive API suite, the dashboard integrates advanced tax compliance features, enabling secure data ingestion from diverse sources and fostering secure sharing of data, documents, forms, and insights across enterprises and their partners. This integration ensures a streamlined and compliant tax reporting workflow for digital assets.

Use Cases

  • Managing essential tax and compliance procedures for digital assets.
  • Organizing and aggregating blockchain transaction data from various sources.
  • Generating jurisdiction-specific XMLs for tax reporting (e.g., DAC7, MRDP).
  • Conducting TIN verification against official records to enhance documentation accuracy.
  • Exporting account details and reports into CSV format for audit and analysis.

Features

Visibility

  • Transfer Activity Visibility: View all incoming and outgoing blockchain transfers within the dashboard for comprehensive oversight.
  • Account Details Table: Access and manage detailed account information, with seamless export capabilities to CSV reports.

Technical Specifications

Architecture
API-first architecture with RESTful APIs forming the foundation for secure data sharing and integration.
Deployment
SaaS
Authentication
SSO/SAML, MFA, Bearer Tokens
API Available
Yes

Pricing

Target Customer
Mid-Market,Enterprise

About taxbit

TaxBit is a fintech company that provides cryptocurrency tax, accounting, and reporting software for consumers, enterprises, and exchanges. They offer SaaS solutions that automate tax calculations, compliance, and bookkeeping for digital asset transactions.

Founded: 2018 · Headquarters: Draper, UT, United States · Employees: 51-200 · Private