Tax Lots
Cost basis tracking, tax lot inventory, and disposal history
Authorization
bearerAuth Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....
In: header
Query Parameters
uuidValue in
- "schedule_d"
- "form_8949"
- "liability_summary"
- "vat_reconciliation"
- "withholding_register"
- "provision_vs_cash"
Required for schedule_d and form_8949.
uuidRequired for schedule_d and form_8949. The calendar year to report on.
Response format. pdf returns a PDF binary (schedule_d only). Default: json.
Value in
- "json"
- "pdf"
Start date for non-capital-gains reports.
dateEnd date for non-capital-gains reports.
dateResponse Body
application/json
application/json
curl -X GET "https://example.com/api/tax-reports?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08&report=schedule_d"{}{ "error": "string"}{ "error": "string"}Authorization
bearerAuth Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....
In: header
Query Parameters
uuiduuidResponse shape: lots (default), disposals, or summary.
Value in
- "lots"
- "disposals"
- "summary"
Filter lots by asset symbol (e.g. ETH). Only applies when view=lots.
Set to open to return only lots with remaining quantity > 0. Only applies when view=lots.
Value in
- "open"
Response Body
application/json
application/json
application/json
curl -X GET "https://example.com/api/tax-lots?entityId=497f6eca-6276-4993-bfeb-53cbbbba6f08"[ { "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08", "entityId": "156e622c-6cdf-4c27-9bc9-2f2db69919f5", "bookId": "710266f4-0087-48f9-97e1-4b13ac48f353", "asset": "string", "assetType": "EQUITY", "quantity": "string", "remainingQuantity": "string", "costBasisPerUnit": "string", "totalCostBasis": "string", "acquiredDate": "2019-08-24", "source": "NATIVE", "method": "ONCHAIN", "status": "OPEN", "eventId": "d6703cc8-9e79-415d-ac03-a4dc7f6ab43c", "externalRef": "string", "metadata": {}, "createdAt": "2019-08-24T14:15:22Z" }]{ "error": "string"}{ "error": "string"}Authorization
bearerAuth Create keys under Settings → API keys. Prefix ak_. Send as Authorization: Bearer ak_....
In: header
Request Body
application/json
TypeScript Definitions
Use the request body type in TypeScript.
Response Body
application/json
application/json
application/json
curl -X POST "https://example.com/api/tax-lots" \ -H "Content-Type: application/json" \ -d '{ "entityId": "156e622c-6cdf-4c27-9bc9-2f2db69919f5", "bookId": "710266f4-0087-48f9-97e1-4b13ac48f353", "action": "import", "brokerName": "string", "lots": [ { "asset": "string", "quantity": "string", "costBasis": "string", "acquiredDate": "2019-08-24" } ] }'{ "imported": 0, "lots": [ { "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08", "entityId": "156e622c-6cdf-4c27-9bc9-2f2db69919f5", "bookId": "710266f4-0087-48f9-97e1-4b13ac48f353", "asset": "string", "assetType": "EQUITY", "quantity": "string", "remainingQuantity": "string", "costBasisPerUnit": "string", "totalCostBasis": "string", "acquiredDate": "2019-08-24", "source": "NATIVE", "method": "ONCHAIN", "status": "OPEN", "eventId": "d6703cc8-9e79-415d-ac03-a4dc7f6ab43c", "externalRef": "string", "metadata": {}, "createdAt": "2019-08-24T14:15:22Z" } ]}{ "error": "string"}{ "error": "string"}