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Documentation Index

Fetch the complete documentation index at: https://docs.taxmaxi.com/llms.txt

Use this file to discover all available pages before exploring further.

A source is the fundamental unit in TaxMaxi. It represents a single connected account — either an exchange account (such as Coinbase, connected via OAuth) or an onchain wallet identified by a public address. Every sync job and tax calculation is scoped to a source. Before TaxMaxi can calculate tax for any account, you must create a source for it and complete at least one successful sync.

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Source types

TaxMaxi currently supports two source types.
An onchain wallet source is identified by a public wallet address. You create it by posting to POST /v1/sources with type: "onchain" and the walletAddress field. No OAuth or authentication with the provider is required — TaxMaxi fetches the data directly from the chain.
{
  "type": "onchain",
  "walletAddress": "0xYourWalletAddressHere",
  "name": "My ETH wallet"
}
Exchange sources are connected via OAuth. For Coinbase, you initiate the OAuth flow through GET /auth/authorize/coinbase, complete authorization in the browser, and TaxMaxi creates the source automatically when the OAuth session completes. The source’s providerKey field will be "coinbase".The CLI handles this entire flow with a single command:
tax coinbase connect

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The source object

When you create a source, the API returns a SourceCreateResponse: 
{
  "source": {
    "id": "src_01j...",
    "name": "My ETH wallet",
    "providerKey": null
  },
  "created": true,
  "syncJob": null,
  "claim": null
}
FieldDescription
source.idUnique identifier for the source. Use this in all subsequent API calls.
source.nameHuman-readable label for the source.
source.providerKeyIdentifies the exchange provider, e.g. "coinbase". null for onchain wallets.
createdtrue if a new source was created, false if an existing source was reused.
syncJobPopulated when sync: true is passed in the request, otherwise null.
claimPopulated for anonymous sources. Contains a token to claim the source later.

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Source reuse

TaxMaxi deduplicates sources by wallet address. If you call POST /v1/sources with a wallet address that already exists in your account, the API returns the existing source rather than creating a duplicate. You can detect this with the created field in the response: true means a new source was created, false means an existing one was returned.
If you are building an integration, always check the created field. Idempotent source creation means you can safely call POST /v1/sources on every request without accumulating duplicates.

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Creating a source with an immediate sync

Pass sync: true in the create request to start a sync job immediately after the source is created. You can also include year and jurisdiction to pre-configure the sync scope. 
{
  "type": "onchain",
  "walletAddress": "0xYourWalletAddressHere",
  "sync": true,
  "year": 2024,
  "jurisdiction": "germany"
}
When sync: true is set, the syncJob field in the response will contain the initial job details. See Sync jobs for how to poll the job to completion.

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Anonymous sources

Sources can be created without an authenticated user. Anonymous sources are assigned a claim token in the response, which you can use to associate the source with a user account later. This is useful for letting end users preview a tax result before signing up.
A source must complete at least one successful sync before you can calculate tax for it. See Sync jobs for the full sync lifecycle.