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

Ledgible Tax Pro

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

Ledgible Tax

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

Ledgible Accounting

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

About Ledgible by Verady

General Information

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