File Import

• Uploading Transactions Through the File Import Template

Overview

• Overview for Tax Professionals

Reporting

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

Adding an Exchange in Ledgible Tax

• Adding an API Driven Exchange
• Adding an OAuth-Based Exchange

Creating a Wallet in Ledgible Tax

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

Team Management

• Adding a Tax Preparer

Client Management

• Client Management Overview
• Adding a Client (Taxpayer) 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

Integrating your Exchange Account into Ledgible

• Integrating an OAuth-Based Exchange
• Integrating an API Driven Exchange

Integrating with Netsuite

• Quickbooks OFX Import Instructions

Integrating with QuickBooks Online

• Reconnecting Ledgible to a New / Different QuickBooks Online Instance
• Reconnecting Ledgible to a Previously Connected QuickBooks Online Instance
• Disconnecting your QuickBooks Online Integration
• Viewing Ledgible Data in QuickBooks Online
• Setting up the QuickBooks Online Integration

Integrating with Xero

• Viewing Ledgible Data in Xero
• Setting up the Xero Integration

Reports

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

User Administration

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