Recipe 09 — Generate a tax report for a year

Status: ⏸ Coming M6+ TZ reference: TZ-10 §26.2 row 9; tax-engine TBD

Why deferred

The tax-report endpoint (POST /v1/reports/tax) and the underlying realization tracker live in M6+ Public Beta scope. The Day-0 API exposes raw PnL via client.billing.list_perf_fees(...) and per-strategy PnL via client.strategies.list(); downstream tax reporting can be built on top of those for jurisdictions where formal reports aren't yet required.

When the official tax endpoint ships this recipe will cover:

• Filtering by tax year (UTC YYYY calendar window)
• Realized vs. unrealized PnL breakdowns
• Per-jurisdiction format flags (US 8949 / UK CGT / EU MiCA)
• Async job pattern with client.reports.tax_request(...) → client.reports.tax_status(report_id) polling