REST API Overview
The dTax REST API is a managed service at https://getdtax.com/api/v1. It handles storage, computation, and report generation so you don’t need to manage state yourself.
Base URL
https://getdtax.com/api/v1Authentication
All endpoints require a session cookie obtained via /auth/login. See Authentication for details.
Key endpoints
| Endpoint | Description |
|---|---|
POST /transactions/import | Upload CSV, auto-parse, deduplicate, store |
GET /transactions | List user’s transactions with filters |
GET /tax/summary | Capital gains summary for a tax year |
POST /tax/calculate | Run full gain calculation |
GET /tax/reports/:id/download | Download Form 8949 / TXF / PDF |
GET /notifications | User notification feed |
OpenAPI specification
The full OpenAPI 3.1 spec is available:
OpenAPI JSON Machine-readable spec for all endpoints
Rate limits
| Plan | Limit |
|---|---|
| FREE | 50 transactions, 5 AI messages/day |
| PRO ($49/mo) | Unlimited |
| CPA ($499/yr) | Unlimited + 10 client accounts |