Overview

• Overview for Tax Professionals

Client Management

• Client Management Dashboard Overview
• Adding a Client Account
• Invited Client Sign Up Flow
• Resending an Invite Email to a Client
• Sharing Your Tax Pro Code Directly With Clients
• Viewing (and Understanding) Client Tax Account Status

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Team Management

• Team Management Dashboard Overview
• Viewing (and Understanding) Team Members Status and Permission
• Adding a Tax Preparer as a Team Member
• Accepting a Team Member Invite From a Tax Preparer
• Sharing An Invite Link Directly With a Team Member
• Resending an Invite Email to a Team Member

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Reports

• Reports Overview
• Report Types
• Creating Reports
• Purchasing Reports

Administration and Settings

• Changing Your Password

Overview

• Ledgible Crypto 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 in Ledgible Tax

• Adding a Gemini Exchange Account
• Adding A Coinbase Pro Exchange Account
• Adding an API Driven Exchange
• Adding an OAuth-Based Exchange

Creating a Wallet in Ledgible Tax

• Creating a wallet if you have a list of address(es)
• Creating a Wallet if you have an XPUB, YPUB, ZPUB (HD Key) or an HD Multi-signature Wallet
• Creating a Wallet from an existing BitGo Account

Exchange Data Import

• Adding Crypto.com Deposits and Interest
• Adding Nexo.io Deposits and Interest
• Uploading exchange history using the file import template
• Adding Celsius Deposits and Interest
• Adding BlockFi Deposits and Interest Payments

Transactions

• Running a Tax Update Refresh

Reporting

• Purchasing Reports in Ledgible Tax
• IRS FORM 8949
• Generating a File Export Report
• TaxAct - How to Import Ledgible Crypto Tax Records
• TurboTax - Importing your Ledgible Crypto Tax Records

Account and User Settings

• Changing Your Tax Calculation Method (LIFO/FIFO)
• Change Password
• Change Tax Year
• Switching Ledgible Apps

Overview

• Signing Up for a Ledgible Accounting Account

Creating a Wallet in Ledgible

• Creating a wallet if you have a list of address(es)
• Creating a Wallet if you have an XPUB, YPUB, ZPUB (HD Key) or an HD Multi-signature Wallet
• Creating a Wallet from an existing BitGo Account
• Wallet Transaction Types for Template File Imports

Integrating your Exchange Account into Ledgible

• Exchange Transaction Types for Template File Imports
• Adding A Gemini Exchange Account
• Adding a Coinbase Pro Exchange
• Uploading Exchange Transactions Using the File Import Option
• Integrating an OAuth-Based Exchange
• Integrating an API Driven Exchange

Integrating with Netsuite

• Quickbooks OFX Import Instructions

Integrating with QuickBooks Online

• Setting up the QuickBooks Online Integration
• Setting up the Quickbooks Online Integration Using Transaction-Level Sync
• Viewing Ledgible Data in QuickBooks Online
• Changing the Sync Mode for QuickBooks Online to Transaction Mode
• Importing Historical Transaction Data to QuickBooks Online from Ledgible
• Reconnecting Ledgible to a Previously Connected QuickBooks Online Instance

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Integrating with Xero

• Importing Historical Transaction Data to Xero from Ledgible
• Setting up the Xero Integration
• Changing the Sync Mode for Xero to Transaction Mode
• Viewing Ledgible Data in Xero

Reports

• End of Day Balances Export
• Wallet Balances Export
• Transaction Export OFX
• Transaction Export CSV
• Exchange Orders
• Capital Gains and Losses

Account and User Settings

• Adding a New User to your Ledgible Account
• Removing a User from your Ledgible Account
• Switching Ledgible Apps

Troubleshooting

• How to Check for Missing Integration Data

General Information

• About Verady
• Adding Ledgible to Your Firewall's Access List
• How to Contact Us