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  • Ledgible Crypto Tax Ledgible Crypto Tax
  • Ledgible Crypto Tax Pro Ledgible Crypto Tax Pro
  • Ledgible Crypto Accounting Ledgible Crypto Accounting
  • About Ledgible by Verady About Ledgible by Verady
  • Internal Internal

Ledgible Crypto Tax

Overview

  • Ledgible Tax Overview
  • Signing Up For a Ledgible Tax Account
  • Connecting a Tax Preparer with a Tax Payer

Exchanges

  • Adding a Data Source
  • Integrating an API Driven Exchange
  • Linking to Coinbase
  • Importing a file from a listed exchange
  • Importing transactions from an unlisted exchange
  • Adding a Manual Entry to an Exchange

Linking an Exchange via API Connection

  • Bibox
  • Binance
  • Binance US
  • Bitfinex
  • BitMEX
  • Bitstamp
See all 22 articles

Importing Data from an Exchange through a File

  • Argent
  • Bitflyer.com
  • Bithumb
  • BlockFi Deposits and Interest Payments
  • Bybit.com
  • Celsius Deposits and Interest
See all 28 articles

Wallets

  • Adding a Data Source
  • Adding a Blockchain Wallet
  • Adding 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 a file for a listed source
  • File Import Wizard Template Cheat Sheet

Linking Wallets via Blockchain Address

  • 0x (ZRX)
  • Aave (AAVE)
  • Algorand (ALGO)
  • Augur (REP)
  • Axie Infinity (AXS)
  • Basic Attention Token (BAT)
See all 43 articles

Adding Wallet Transactions from a File

  • Arbitrum
  • Avalanche (AVAX)
  • Binance Smart Chain
  • Bitcoin BEP2 (BTCB)
  • Cardano (ADA)
  • Cash App
See all 34 articles

Connecting to a Custodian Service

  • Connecting to a custodian service
  • BitGo

File Formatting

  • File formatting: Exchanges
  • File formatting: Wallet transactions
  • File formatting: NFTs
  • File formatting: DeFi activity

DeFi Transactions

  • Adding DeFi Activity Transactions
  • Adding DeFi activity by File Import
  • Adding a Manual Entry for DeFi Activity
  • Categorizing transactions
  • Using the DeFi tab

NFTs (Non-Fungible Tokens)

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

Reviewing your Transactions

  • Editing the cost basis on a transaction
  • Reviewing Transaction Exceptions
  • Determining the Amount to add to correct Transaction Exceptions

Reporting

  • Taxable events, income, and gains and losses in Ledgible
  • Generating your tax reports
  • Form 8283 and understanding charitable donations
  • IRS Form 8949
  • TaxAct - Importing Your Ledgible Crypto Tax Records
  • TurboTax - Importing your Ledgible Crypto Tax Records
See all 7 articles

Account and User Settings

  • Connecting to your Tax Preparer using their Tax Pro Code
  • Accepting an Email Invite from your Tax Professional
  • Running an account and data source refresh
  • Forgot your Password?
  • Changing a Password from Settings
  • Changing your Tax Calculation Method (FIFO/LIFO/HIFO)
See all 9 articles

Ledgible Crypto Tax Pro

Overview

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

Client Management

  • Client Management Dashboard Overview
  • Invited Client Sign Up Flow
  • Accessing a Client (Taxpayer) Account
  • Viewing (and Understanding) Client Tax Account Status
  • Viewing (and Understanding) Client Payment Status
  • Updating Client Details
See all 10 articles

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
See all 9 articles

Reports

  • Syncing your data to Wolters Kluwer CCH Axcess™
  • UltraTax CS - Importing Your Ledgible Crypto Tax Records
  • Report Types
  • Managing Reports
  • Purchasing Reports

Administration and Settings

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

Ledgible Crypto Accounting

Overview

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

Adding a Data Source

  • Adding a Data Source
  • Creating a Wallet from an existing BitGo Account

Integrating your Exchange Account into Ledgible

  • Integrating an API Driven Exchange
  • Linking a Coinbase account
  • 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

  • Mapping transactions to contacts
  • Deleting a Crypto Source

Reports

  • End of Day Balances Export
  • DeFi Transaction Export
  • Transaction Export OFX
  • Transaction Export CSV
  • Exchange Orders
  • Gains and Losses report

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

  • Prompting a sync to your General Ledger software

About Ledgible by Verady

General Information

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

Internal

Drafts

  • File Formatting Cheat Sheet
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