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Changelog

The canonical changelog lives at packages/tax-kit/CHANGELOG.md and is generated by Changesets at release time. This page mirrors the most recent versions and surfaces the migration impact partners care about.

2.4.0​

Highlights​

  • Inline rendering: host the Tax Kit inside your own dialog/drawer instead of the default full-viewport overlay. Opt-in and fully backward compatible — partners who don't pass a container are unaffected.

Added​

  • container prop on TaxKitProvider — HTMLElement | RefObject<HTMLElement | null>. Pass it to render the kit inline: the iframe is portaled into that node and fills it, instead of the default full-viewport overlay — so you can host it inside your own dialog. The provider can stay mounted app-wide (useTaxKit() keeps working) while the iframe renders inside a dialog that opens/closes without tearing the iframe down. Omit it for the default overlay. See Embedding in your own dialog.

2.3.0​

Highlights​

  • Partner branding via theme: three new optional fields let new partners ship their own logo and fonts without bundling assets into the SDK.
  • Behind the scenes: an iframe-side CSS fix unblocks any partner who sets theme.light.fontSans / theme.dark.fontSans — previously a silent no-op for those values on elements using the font-sans utility.

Added​

  • theme.partnerLogo — string | { light: string; dark: string }. Pass a single URL or a per-mode object for inverted logos. Rendered in the iframe header as <img>; alt text is auto-derived from the partner slug. See Partner branding.
  • theme.fonts — PartnerFontDefinition[]. Self-hosted @font-face definitions for woff2/woff/ttf/otf files served from a CORS-accessible URL.
  • theme.fontStylesheets — string | string[]. External font stylesheet URL(s) — Google Fonts, Adobe Fonts, Bunny Fonts — injected as <link rel="stylesheet">.

Fixed​

  • Partner themeContract.fontSans overrides now actually take effect on elements using the iframe's font-sans utility. Previously the Tailwind v4 @theme inline directive baked the SDK's literal default font chain into .font-sans at build time, so partner overrides were silently ignored. The --font-sans, --font-serif, --font-mono tokens were moved out of @theme inline into a plain @theme block; the utility now compiles to font-family: var(--font-sans) and the wrapper-set CSS variable propagates as designed.

2.2.0​

Highlights​

  • New grouped prop shape: theme, options, metadata, copy. See Migration for the full mapping.
  • 12 props deprecated as @deprecated aliases. They still work; each fires one console.warn per browser session.
  • 4 props removed entirely: themeClassName, overridePartnerLogo, startRoute, partnerCostBasisMethodsByYear.

Added​

  • theme object — light / dark / mode.
  • options object — apiBaseUrl, mode, flow, overlayMode, defaultOpen, hideNavigationBar, hideBackButton, helpLinkUrl, hostPageUrl.
  • TaxKitMetadata type with typed reserved key (promoCode) and an index signature for arbitrary extras.

Changed​

  • options.mode type union narrowed to 'production' | 'alpha' | 'mock' (removed 'splash' — no code branched on it).
  • 12 legacy flat props are now @deprecated aliases: apiBaseUrl, hostPageUrl, themeMode, helpLinkUrl, mode, flow, themeContract, hideNavigationBar, hideBackButton, defaultOpen, userPromoCode, overlayMode. When both the new and legacy shapes are passed, the new shape wins.

Removed​

  • partnerCostBasisMethodsByYear and its iframe-side machinery (URL config field, COST_BASIS_METHODS post-robot event, store field). The dedicated pipe was never consumed by any UI; partners that need to pass cost-basis info should use metadata.costBasisMethodInfo (read by the iframe's CostBasisMethodMismatchWarningOverlay).
  • themeClassName. The iframe wrapper now derives its class directly from theme.mode. Side effect: partners whose dark-mode iframe previously had .ct-embedded-dark instead of .dark will now see base-ui dark:* utilities render as designed — visual-diff your dark-mode iframe content after upgrading.
  • startRoute and ?startRoute= URL forwarding. The feature was effectively a no-op in production — canonical state-driven routing overrode it in nearly every case. If real deep-linking is needed, it will be added back as a proper feature.
  • overridePartnerLogo. Partner identity is resolved server-side from JWT claims and surfaced as embeddedHealth.partnerId; the iframe's icon registry now uses that directly. (2.3.0 reintroduces a partner-controlled escape hatch via theme.partnerLogo for partners not in the hardcoded registry.)

Migration​

See Migrating from 2.1 for the side-by-side examples and full removal rationale.

2.1.0​

Minor changes​

  • Add Kraken to Partner enum.
  • Add OverlayMode prop (drawer | dialog | responsive) for device-based overlay control.
  • Add PartnerCopy type and dedicated PARTNER_COPY post-robot event for partner-configurable legal copy strings.
  • Add ConnectionWarning type for per-integration warning messages via metadata.
  • Add popover, popoverForeground, buttonRadius, and cardRadius tokens to ThemeContract.

Patch changes​

  • Fix iframe READY race condition by adding usePostRobotOnFromAnyWindow hook that listens without requiring childWindow.
  • Refactor childWindow handling to use RefObject<Window> instead of storing Window in context, preventing SecurityError from React DevTools.
  • Update iframe allow attribute to clipboard-write; payment 'self'.

2.0.4​

  • Update loading status.

2.0.3​

  • Update tax kit status and provider props.

2.0.2​

  • Add disconnectUser.

2.0.1​

  • Add promo-code prop to the SDK.

2.0.0​

  • Post-robot fix.

For older 1.x releases, see packages/tax-kit/CHANGELOG.md on GitHub.