This article walks Ledgible Crypto Tax users through the steps to submit their data to their tax preparer so their reports can be run. This is only applicable if you have connected your Ledgible Crypto Tax account to your tax preparer's Ledgible Crypto Tax Pro account. Once you have uploaded all of your crypto sources and resolved your transaction exceptions, submitting your data will allow your Tax Professional to generate your completed reports.
- Under the Transactions tab, double-check there are no transaction exceptions on the account. These can severely impact your tax calculations.
- If prompted, run a Tax Update Refresh to tell Ledgible to run new calculations based on your complete data.
- Once your data is complete with no transaction exceptions on the account, under the Tax Overview tab, in the top-right corner, click the green Submit to Tax Pro button.
- You will receive a confirmation message confirming that you have entered all data sources and that, to the best of your knowledge, your tax information is complete for the current tax year. Click Confirm once your data is complete and you are ready to have your reports generated.