This article walks Ledgible Crypto Tax users through the steps to submit your data to your tax preparer so they can run your reports. This is only applicable if you have connected your Ledgible Crypto Tax account to your tax preparer's Ledgible Crypto Tax Pro account.
- Add all of your cryptocurrency transaction activity to Ledgible from the Exchanges and Wallets tabs in your Ledgible Crypto Tax dashboard. For help, see the Knowledge Base sections on Adding Your Exchange Data and Adding Your Wallet Data. More detailed instructions for specific exchanges can be found in the Exchange Data Import section.
- Resolve any transaction exceptions that require attention on the Transactions dashboard. A warning will be displayed across the top of the Transactions tab if any transaction exceptions are found. These can be viewed by selecting Needs Review under the Tax Disposals filter on the Transactions tab. Click the + icon to the left of a transaction to expand it to see recommendations or see more details at the article Resolving Transaction Exceptions.
- Run a Tax Update Refresh to tell Ledgible to run new calculations based on your complete data.
- Allow your tax professional to access your data and generate tax forms and other reports using their Ledgible Crypto Tax Pro account by clicking the Submit to Tax Pro button on the top right of the Tax Overview dashboard.