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Reports Page - Overview

Contents


The Reports section of the Taxbit Dashboard is where you will find downloadable reports to analyze your data across all accounts ingested to the Taxbit Dashboard. Please review the information below for how to access the reports, as well as see a detailed overview linked to each.


Reconciliation Reports

The reports listed below can be used to aid in data reconciliation. Please refer to this guide for more information on each of the Reconciliation reports: Reconciliation Reports

  • Account IDs
  • Transaction IDs
  • Form Data IDs
  • Reconciliation Counts
  • Transaction Counts

 

Digital Asset Reports

The reports listed below can be used to aid in digital asset-related data reconciliation. Please refer to this guide for more information on the Digital Asset reports: Digital Asset Reports

  • Negative Asset Balance
  • Ending Inventory
  • User-Entered Basis Information

 

Tax Documentation Reports

The Tax Documentation Reports provide visibility into Account Owners that have submitted tax documentation (e.g., Form W-9), along with any associated issues or warnings for those tax documents. Please refer to this guide for more information on the Tax Documentation Reports: Tax Documentation Reports

  • Tax Documentation Status
  • Tax Documentation Errors

 

Mailing Status Report

The Mailing Status Report provides mailing-related details for all tax forms that have been physically sent.

This report can help you review which forms have been mailed across all form types and tax years (2025 onwards).

Please refer to this guide for more information on the Mailing Status Report: Mailing Status Report

 

IRS TIN Matching Status

The TIN Verification reports are specifically for IRS TIN Matching. Taxbit is connected to the IRS TIN Matching API in order to validate all of the Name/US TIN combinations that are ingested to the Dashboard. Please refer to this guide for more information on the US TIN Verification Status reports: TIN Verification Status Reports

  • TIN Verification Status
  • TIN Verification Status (Action Needed)

 

TIN Format Validation Report

The TIN Format Validation report provides visibility into whether a US Tax Identification Number (TIN) matches the expected format for the selected jurisdiction.

This is a syntax or shape check for character count, character type, and overall structure, and it can help teams identify potentially incorrect identifiers in bulk, support remediation, and improve confidence before downstream reporting activities.

Please refer to this guide for more information on the TIN Format Validation report: TIN Format Validation Report: TIN Format Validation Report

 

VAT Verification Status

The VAT Verification reports are based on the publicly available VIES system. Please refer to this guide for more information on the TIN & VAT Verification Status reports: VAT Verification Status Reports

  • VAT Verification Status
  • VAT Verification Status (Action Needed)

 

For more information on how to generate and download reports, please refer to the following guide: How to Generate and Download a Report