submit: 2056103185629581312

[Tasfia-17]

TaxBot

Participant ID: 2056103185629581312
Track: Builder (Developer)
Repo: https://github.com/Tasfia-17/Taxbot
Demo: https://taxbot-swyj.vercel.app
Hackathon: Build X-Agent x OKX, May 2026

What it does

TaxBot is an autonomous AI agent that connects to your OKX wallet via read-only API, fetches your complete transaction history, and auto-generates IRS-ready tax forms while you sleep.

• Pulls all OKX transactions: spot trades, earn rewards, converts, deposits, withdrawals
• Classifies every transaction: capital gain, ordinary income, transfer, or non-taxable
• Runs FIFO, LIFO, and HIFO cost-basis methods and picks the one that minimizes your tax bill
• Recovers missing cost basis for 1099-DA reconciliation (the IRS gets $0 basis by default)
• Scans live portfolio for tax-loss harvesting opportunities
• Generates IRS Form 8949, Schedule D, and Schedule 1 as PDFs
• Publishes a SHA-256 ledger hash to X Layer (Chain ID 196) for tamper-proof audit defense

OKX Skills Used

Skill	Usage
OKX API v5 trade history	Spot buy/sell transaction data
OKX API v5 asset history	Deposits, withdrawals, converts
OKX API v5 earn/savings	Staking and reward income
OKX API v5 account balance	Live portfolio for harvest scanning
X Layer (Chain ID 196)	On-chain SHA-256 audit trail via ethers.js
MCP config (.mcp.json)	Natural language access via Claude Code / Cursor / Kiro

How to Run

bash

CLI (demo mode, no API key needed)

npm install
node src/cli.js generate --demo

Web dashboard

cd web && npm install && npm run dev

Visit http://localhost:3000

Architecture

OKX API v5 (read-only)
|
fetcher.js - pulls all transaction history
|
classifier.js - tags each TX: CAPITAL_GAIN | ORDINARY_INCOME | TRANSFER |
NON_TAXABLE
|
cost-basis.js - FIFO/LIFO/HIFO lot engine, auto-selects optimal method
|
harvester.js - scans live balances for tax-loss opportunities
|
pdf-generator.js - builds Form 8949, Schedule D, Schedule 1
|
audit-trail.js - SHA-256 hash published to X Layer (Chain ID 196)

Stack

• Node.js CLI + Next.js web dashboard
• OKX Agent Trade Kit (okx-trade-mcp)
• X Layer zkEVM L2 via ethers.js
• pdf-lib for IRS form generation