Ledgible Tax

Overview

• Ledgible Tax Overview
• Signing Up For a Ledgible Tax Account
• Connecting To Your Tax Preparer Using Their Invite Link
• Connecting To Your Tax Preparer Using Their Tax Pro Code

Adding an Exchange Integration in Ledgible Tax

• Adding a Data Source
• Integrating an OAuth-Based Exchange
• Integrating an API Driven Exchange
• Adding a Manual Entry to an Exchange
• Bibox
• Binance

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Importing Data from an Exchange

• Argent
• Bitflyer.com
• Bithumb
• BlockFi Deposits and Interest Payments
• Bybit.com
• Celsius Deposits and Interest

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Creating a Wallet in Ledgible Tax

• Adding a Data Source
• Creating a Wallet from an address or list of address
• Creating a Wallet if you have an XPUB, YPUB, ZPUB (HD Key) or an HD Multi-signature Wallet
• Adding a Manual Entry to a Wallet
• Uploading Wallet Transactions Using the File Import Option
• Wallet Transaction Types for Template File Imports

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Adding Wallet Integrations to Ledgible Tax

• 0x (ZRX)
• Aave (AAVE)
• Algorand (ALGO)
• Arbitrum
• Augur (REP)
• Avalanche (AVAX)

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DeFi Transactions

• Adding DeFi Activity Transactions
• Adding a Manual Entry for DeFi Activity

NFTs (Non-Fungible Tokens)

• What is an NFT?
• Adding NFT Transactions
• Nifty Gateway
• Opensea.io
• Rarible

Transactions

• Reviewing Transaction Exceptions
• Resolving Transaction Exceptions
• Determining the Amount to Add to Correct Transaction Exceptions

Reporting

• Purchasing Reports in Ledgible Tax
• IRS FORM 8949
• Generating a File Export Report
• TaxAct - Importing Your Ledgible Crypto Tax Records
• TurboTax - Importing your Ledgible Crypto Tax Records
• Submitting Your Data to Your Tax Professional

Account and User Settings

• Accepting an email invite from your Tax Professional
• Account and Wallet refresh
• Forgot your password?
• Changing a password from Settings
• Changing Your Tax Calculation Method (FIFO/LIFO/HIFO)
• Change Password

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