Taxbit Dashboard

General

• Taxbit Assist
• Sandbox vs Production Organizations
• Taxbit Dashboard Overview

How to Articles

• How to Use the Filters in the Dashboard
• How to Search for Accounts
• How to Filter by Filer
• How to Generate & Download a Report
• How to Filter for Multiple Accounts

Account Details

• Account Details - Details
• Account Details - Inventory
• Account Details - In-App Account Edits
• Account Details - Tax Forms
• Account Details Overview
• Account Details - Transactions

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Access & Login

• Multi-Factor Authentication

Reports Page

• Reports Page - Overview
• Mailing Status Report
• Reconciliation Reports
• Transaction Counts Report
• Reconciliation Counts Report
• Form Data IDs Report
• TIN Format Validation Report
• Transaction IDs Report
• VAT Verification Status Reports
• Account IDs Report
• TIN Verification Status Reports
• Digital Asset Reports
• User Entered Basis Information Report
• Ending Inventory Report
• Negative Asset Balance Report
• Tax Documentation Reports

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Settings

• User Management Page
• Asset Configuration Page
• Developer Settings
• Filer Setup

Tax Documentation Page

• Tax Documentation Details
• Tax Documentation Bulk Actions
• Tax Documentation Table Export
• Tax Documentation Page