Overview

• Ledgible Tax Overview
• Signing Up For a Ledgible Tax Account
• Connecting To Your Tax Preparer Using Their Invite Link
• Connecting To Your Tax Preparer Using Their Tax Pro Code

Adding an Exchange Integration in Ledgible Tax

• Adding a Data Source
• Integrating an OAuth-Based Exchange
• Integrating an API Driven Exchange
• Adding a Manual Entry to an Exchange
• Bibox
• Binance

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Importing Data from an Exchange

• Argent
• Bitflyer.com
• Bithumb
• BlockFi Deposits and Interest Payments
• Bybit.com
• Celsius Deposits and Interest

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Creating a Wallet in Ledgible Tax

• Adding a Data Source
• Creating a Wallet from an address or list of address
• Creating a Wallet if you have an XPUB, YPUB, ZPUB (HD Key) or an HD Multi-signature Wallet
• Adding a Manual Entry to a Wallet
• Uploading Wallet Transactions Using the File Import Option
• Wallet Transaction Types for Template File Imports

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Adding Wallet Integrations to Ledgible Tax

• 0x (ZRX)
• Aave (AAVE)
• Algorand (ALGO)
• Arbitrum
• Augur (REP)
• Avalanche (AVAX)

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DeFi Transactions

• Adding DeFi Activity Transactions
• Adding a Manual Entry for DeFi Activity

NFTs (Non-Fungible Tokens)

• What is an NFT?
• Adding NFT Transactions
• Nifty Gateway
• Opensea.io
• Rarible

Transactions

• Reviewing Transaction Exceptions
• Resolving Transaction Exceptions
• Determining the Amount to Add to Correct Transaction Exceptions

Reporting

• Purchasing Reports in Ledgible Tax
• IRS FORM 8949
• Generating a File Export Report
• TaxAct - Importing Your Ledgible Crypto Tax Records
• TurboTax - Importing your Ledgible Crypto Tax Records
• Submitting Your Data to Your Tax Professional

Account and User Settings

• Accepting an email invite from your Tax Professional
• Account and Wallet refresh
• Forgot your password?
• Changing a password from Settings
• Changing Your Tax Calculation Method (FIFO/LIFO/HIFO)
• Change Password

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Overview

• Overview for Tax Professionals
• Getting Started with Ledgible Tax Pro

Client Management

• Preparer Pays: Directly adding clients
• Preparer Pays: Inviting a client to Ledgible by email
• Connecting to your client using your Tax Professional Code
• Inviting a client to Ledgible by email
• Client Management Dashboard Overview
• Adding a Client Account

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Team Management

• Team Management Dashboard Overview
• Viewing (and Understanding) Team Members Status and Permission
• Adding a Tax Preparer as a Team Member
• Accepting a Team Member Invite From a Tax Preparer
• Sharing An Invite Link Directly With a Team Member
• Resending an Invite Email to a Team Member

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Reports

• Wolters Kluwer CCH Axcess™ - Exporting Your Ledgible Crypto Tax Records
• UltraTax CS - Importing Your Ledgible Crypto Tax Records
• Reports Overview
• Report Types
• Creating Reports
• Purchasing Reports

Administration and Settings

• Changing Your Password
• Enabling Two Factor Authentication
• Disabling Two-Factor Authentication

Overview

• Signing Up for a Ledgible Accounting Account
• Ledgible Accounting Overview

Adding a Data Source

• Adding a Data Source

Creating a Wallet in Ledgible

• Creating a wallet if you have a list of address(es)
• Creating a Wallet from an existing BitGo Account
• Uploading Wallet Transactions Using the File Import Option
• Wallet Transaction Types for Template File Imports

Integrating your Exchange Account into Ledgible

• Integrating an API Driven Exchange
• Integrating an OAuth-Based Exchange
• Uploading Exchange Transactions Using the File Import Option
• File Import Wizard Examples for Unlisted Exchanges
• Exchange Transaction Types for Template File Imports

Integrating with Netsuite

• Running Ledgible Reports for Import into NetSuite
• Importing Your File to NetSuite

Integrating with QuickBooks Online

• Setting up and navigating your QuickBooks Online Software integration
• Setting up mapping for your QuickBooks Online integration
• Removing Duplicate Journal Entries from QuickBooks Online
• Importing Historical Transaction Data to QuickBooks Online from Ledgible
• Viewing Ledgible Data in QuickBooks Online

Integrating with Xero

• Setting up and navigating your Xero Software integration
• Setting up mapping for your Xero integration
• Removing Duplicate Journal Entries from Xero
• Importing Historical Transaction Data to Xero from Ledgible
• Viewing Ledgible Data in Xero

General Ledger software Information

• Creating Wallet or Exchange-Specific Mappings
• Setting the Sync Mode for how Entries are posted to your General Ledger software
• Setting a Minimum Value Threshold for Sending Entries to your General Ledger software

Managing Existing Wallets

• Deleting a Wallet

Managing Existing Exchange Integrations

• Deleting an Exchange

Reports

• End of Day Balances Export
• Wallet Balances Export
• Transaction Export OFX
• Transaction Export CSV
• Exchange Orders
• Capital Gains and Losses

Account and User Settings

• Understanding User Permissions
• Adding a New User to your Ledgible Account
• Removing a User from your Ledgible Account
• Switching Ledgible Apps

Troubleshooting

• How to Check for Missing Integration Data

General Information

• Intro to Ledgible Products
• About Verady
• Adding Ledgible to Your Firewall's Access List
• How to Contact Us