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Tax_Strategy_Suggestions.md

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Tax Strategy Suggestions

PropChain supports lightweight tax strategy suggestions on property transactions.

These suggestions are:

  • Informational only
  • Non-binding
  • Not legal or tax advice
  • Intended to help users structure internal discussions and transaction planning

Endpoints

GET /transactions/:transactionId/tax-strategies
POST /transactions/:transactionId/tax-strategies
PATCH /transactions/:transactionId/tax-strategies/:strategyId

Create Payload

{
  "strategyType": "Installment sale timing",
  "jurisdiction": "Austin, Texas, USA",
  "estimatedTaxRate": 7.5,
  "explanation": "Consider sequencing closing milestones to spread taxable recognition where appropriate.",
  "metadata": {
    "source": "internal-review"
  }
}

Notes

  • strategyType and explanation are required.
  • jurisdiction is optional. If omitted, the API derives a label from the property city, state, and country when available.
  • estimatedTaxImpact is auto-calculated when estimatedTaxRate is provided.
  • Suggestions are versioned. Updates increment the version unless a specific version is supplied.
  • Real-time notification events are emitted through the existing notifications pipeline when suggestions are created or updated.