TaxBit has made the move to make our Consumer Platform free. Our ultimate goal is to democratize the access to Tax Forms for those with digital asset activity. With these changes, we have a list of two types of integrations that we are supporting, classified as: TaxBit Network and Self Service integrations. If your integration doesn't fall under those two categories, then it's considered an "Unsupported Source". To view the list of TaxBit Network and Self Service integrations, check our article titled "Supported Integrations".
What is the difference between TaxBit Network & Self Service Integrations?
TaxBit Network (TBN) Integrations: Fully supported integrations with assistance from our Customer Experience Team if needed. If you have a TaxBit Network integration connected to your TaxBit account you will continue to receive a premium experience in terms of higher levels of support and a seamless onboarding experience.
Self Service Integrations: Self Service integrations are integrations that are still supported by TaxBit, but aren't a part of the TaxBit Network. When you try to connect a Self Service integration to your TaxBit account, a message will appear to inform you that the integration is ‘self service’. Our Customer Experience Team will not provide support around these integrations.
What level of support will be offered?
TaxBit Network vs Self Service integrations will receive different types of support from our Customer Experience Team.
If you have TaxBit Network integrations connected to your account, our Customer Experience Team will be able to directly interact with you via email to assist you with any questions that you may have. You will also have access to transaction deletion requests and assistance with asset issues. Our team can provide some basic levels of insight on identifying common known gaps within any of the TaxBit Network integrations, and help you with understanding how to address those gaps. To double check if your integration is part of the TaxBit Network check out the article titled, "What Exchanges are part of the TaxBit Network?".
If you only have Self Service integrations connected to your TaxBit account, you will not have direct access to our Customer Experience Team, but you will have access to our Help Center for guidance. Our team can’t guarantee the accuracy of these integrations, which will require ensuring your transaction history is fully accounted for.
What about CSV Support and Sync Fails?
Our team will no longer be formatting/importing data for users via CSV. If you want to go the CSV route, you can do so by manually formatting and importing the data on your end.
However, there are some integrations where our team has built an automated CSV converter. In the scenario that we have an automated CSV converter for the source of the CSV file you are trying to import, you will directly export your CSV from the source and import directly into your TaxBit account.
TaxBit Network: The only scenario where our team would be requesting a CSV from a user is if you report missing data from a TaxBit integration, and the missing data is not from a known gap in the integration. From there, our team would request a CSV export that highlights the missing transactions and get it reported through an Escalation Ticket for our Escalation Team to dive into why the transactions are missing. However, our team will not in that case be formatting/importing the data for you.
If you have a TaxBit Network integration that is failing to sync, our team will create an Escalation Ticket for the sync failure. This will ensure that there is a known report of the sync failure you're experiencing. From there, our Escalation Team will take a look into what is causing your TaxBit Network integration to fail while syncing to TaxBit.
Self Service: If you are uploading a CSV that's from a Self Service integration and the CSV fails to import, this will not be something that our team takes a look at. If there's an automated CSV converter for a Self Service integration that fails, our team may ask for the CSV Error Report in order to test why the converter failed, but we will not be importing that data for you. You will have the option to still manually format and import the CSV file or manually add the transactions to your account.
With Self Service integration sync failures, this will not be something our team will create an Escalation Ticket for. You will be notified that we are tracking failure reports in our system, and failures that are impacting many users may be addressed. This is another scenario where you have the option to import your data manually via CSV or utilize the "Add Transaction" tool if you are missing data from a Self Service integration or if the integration isn't working.
Example: If you have Coinbase connected to your account, that is one of our TaxBit Network integrations. In the instance that you run a sync on your Coinbase account and not all of your transactions are accounted for, you'd reach out to our Customer Experience Team for help. From there, our team would request a CSV export of the missing transactions to escalate to determine why those transactions didn't come through the API. If this same scenario happened and the integration was an ETH Wallet which is a Self Service integration, the recommendation would be to manually add the transactions to your account or manually format and import a CSV of those missing transactions.
Still have questions? You can interact with our Chatbot by selecting the Chat Widget located at the bottom right side of your screen, or fill out this form HERE to submit a support inquiry request. Our team is happy to help!
Disclaimer: Keywords below are added to articles to enhance searching for content within our Help Center.
CSV & Sync Fail