Taxbit Data Model

General

• Disposition Methods
• Organizations / Tenants
• Understanding Taxbit's Cost Basis Engine
• Ingestion Methods
• Filer - Data Model
• Data Reconciliation in the Tax Dashboard
• Form Data - Data Model

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Account Owner & Account

• Account Owner & Accounts Overview
• Account - Data Model
• Account Owner - Data Model
• Controlling Persons - Data Model
• Reporting Profile

Transactions

• Transactions Overview
• Transactions - Data Model
• Taxbit Transaction Types
• Transaction Mapping – US IRW
• Transaction Mapping – MRDP / DAC7
• Transaction Mapping - CARF
• Acquisitions & Dispositions Treatment - 1099-DA
• User-Provided Acquisition Details
• Transfer Transactions

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