Overview

• Overview for Tax Professionals

Client Management

• Client Management Dashboard Overview
• Adding a Client Account
• Invited Client Sign Up Flow
• Resending an Invite Email to a Client
• Sharing Your Tax Pro Code Directly With Clients
• Viewing (and Understanding) Client Tax Account Status

See all 14 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

• 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

Overview

• Ledgible Crypto 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 in Ledgible Tax

• API Driven Exchange
• Bibox
• Binance
• Binance US
• Bitfinex
• BitMEX

See all 19 articles

Creating a Wallet in Ledgible Tax

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

See all 7 articles

Adding Wallet Integrations to Ledgible Tax

• Ledger
• Trezor
• Trust Wallet
• 0x (ZRX)
• Aave (AAVE)
• Algorand (ALGO)

See all 75 articles

NFTs (Non-Fungible Tokens)

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

Exchange Data Import

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

See all 35 articles

Managing Existing Exchange Integrations

• Deleting an Exchange

Transactions

• Resolving Transaction Exceptions
• Determining the Amount to Add to Correct Transaction Exceptions
• Running a Tax Update Refresh

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

• Changing Your Tax Calculation Method (LIFO/FIFO)
• Change Password
• Change Tax Year
• Switching Ledgible Apps

Overview

• Signing Up for a Ledgible Accounting Account

Creating a Wallet in Ledgible

• Creating a wallet if you have a list of address(es)
• Creating a Wallet if you have an XPUB, YPUB, ZPUB (HD Key) or an HD Multi-signature Wallet
• Creating a Wallet from an existing BitGo Account
• Adding a Manual Entry for a New Wallet
• 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
• Adding A Gemini Exchange Account
• Adding a Coinbase Pro Exchange
• Adding a Kraken Exchange
• Uploading Exchange Transactions Using the File Import Option

See all 8 articles

Integrating with Netsuite

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

Integrating with QuickBooks Online

• Removing Duplicate Journal Entries from QuickBooks Online
• Setting up the QuickBooks Online Integration
• Setting up the Quickbooks Online Integration Using Transaction-Level Sync
• Importing Historical Transaction Data to QuickBooks Online from Ledgible
• Viewing Ledgible Data in QuickBooks Online
• Changing the Sync Mode for QuickBooks Online to Transaction Mode

See all 9 articles

Integrating with Xero

• Removing Duplicate Journal Entries from Xero
• Setting up the Xero Integration
• Importing Historical Transaction Data to Xero from Ledgible
• Changing the Sync Mode for Xero to Transaction Mode
• Viewing Ledgible Data in Xero

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

• 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