Ledgible Tax is used by Tax Professionals, Accountants and CPAs across the country to help their clients with crypto taxes. When linked to a Tax Pro, they can run reports on your behalf to get the information needed to complete your return.
If you received a Tax Pro code from your tax preparer, below are the steps to connect to their account:
- Click on Settings from any screen. Hint: it is in the upper right hand corner.
- Click on Add Tax Pro.
- If not already populated, enter the 10-character Tax Pro Code provided by your tax pro and click Connect.
Once connected, you can remove Consent for your Tax Pro to enter your account or Remove them completely.
When Consent is removed, your Tax Pro can still generate the reports needed for your return. However, they are not allowed to access your account to see the detailed information in Ledgible Tax.