Ledgible Tax Pro is used by Tax Professionals, Accountants and CPAs across the country to help their clients with crypto taxes. When you link your account to a Tax Pro, they can run reports on your behalf to get the information needed to complete your return.
If you receive an email inviting you to sign up for Ledgible Tax in order to connect to your tax professional, or your tax professional provided the invite link directly, below are the steps to connect to their account once you have completed your Ledgible Tax registration:
- Click on Settings from any screen. Hint: it is in the upper right hand corner.
- Click on Connect under the Connect To Tax Pro heading on the right.
- Confirm that the Tax Pro Code listed matches the one received in your invite email and you recognize the name and email address of the Tax Pro. Select Connect to continue.
- The connection will be confirmed. Select Close to return to your Settings menu. Your tax preparer will now have access your account.
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.