Overview

• Ledgible Tax Overview
• Signing Up For a Ledgible Tax Account
• Connecting a Tax Preparer with a Tax Payer
• List of Automatic Connection Types

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 or chain
• Adding a Manual Entry to an Exchange

Linking an Exchange via API Connection

• Bibox
• Binance
• Binance US
• Bitfinex
• BitMEX
• Bitstamp

See all 23 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

• Ledger Enterprise
• Connecting to a custodian service
• Anchorage Digital
• BitGo

File Formatting

• File Formatting: Accepted Transaction Types
• 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

• Using the Reconciliation Tab
• Using the Cost Assign feature
• Using Context View
• 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

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

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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

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

Overview

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

Adding a Data Source

• Different transaction types for manual entries
• 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

Using the Files Tab

• Finding Uploaded Files using the File Management Tab

Using the Team Members Tab

• Removing a Team Member from your Account
• Resending or Canceling an Invite Email to a Team Member
• Adding a Team Member

Using the Clients Tab

• Finding and Viewing a Client

Account and Settings

• View Logs on your Account
• View your Billing History
• Enabling 2 Factor Authentication
• Changing your Account Timezone
• Changing your Account Name
• Changing a Password from Settings

See all 7 articles

General Information

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