This guide will outline how to use CoinTracker with your tax professional and TaxCaddy, a tax document storage service.
First, create an account and add wallets: Getting Started at CoinTracker. If needed, add your tax professional to your CoinTracker account: How to Add a Tax Professional/CPA to Your Account.
How to Upload CoinTracker Tax Reports to TaxCaddy
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Once your CoinTracker account is reviewed and reconciled, navigate to the Tax page.
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In the 'Tax Reports' section, click the Tax filing software tab.
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Select 'TaxCaddy 8949' or 'TaxCaddy Schedule 1' and click Generate to download the file.
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Log in to TaxCaddy, then drag and drop the downloaded tax reports in the upload section. You can also click the upload section to open the upload window.
Review TaxCaddy's help article to learn more about uploading documents to your TaxCaddy account.