Once you have uploaded all your sources into Ledgible and reviewed any transaction exceptions, you can proceed with generating your tax reports.
To generate you tax reports:
- Log into your Ledgible Tax account, and click on the Reports tab.
- If you have not yet submitted your payment, you will be able to do so on this screen. Click the green Get Reports button or the Pay Now button.
- Click Add Credit Card on the payments screen that opens, enter your payment details and click Add. If you have a coupon code, apply it on this screen below the cards section. Click Buy Now once you have entered your information and are ready to submit your payment.
- Once you have submitted your payment, you will have access to your Tax Reports at any time by navigating to the Reports tab. The reports included are:
- IRS Form 8949
- TurboTax Import (a compatible CSV file for import into TurboTax)
- TaxAct Import (a compatible CSV file for import into TaxAct)
- Transaction Export (an export CSV of all imported transactions)
- Income Transaction Export (an export CSV of all transactions with an income categorization)
- Gift Transaction Export (an export CSV of all with an gift categorization)
- Donation Transaction Export (an export CSV of all with a donation categorization) - To generate your report, click Create Report at the bottom of the page.
- Select the form you would like to generate, and click Next. Generate the reports following the prompts.
- Once the reports have finished processing and have generated, you can download or delete them under the Reports tab.