Edit and categorize client transactions

For tax professionals who want to edit and categorize transactions in their clients' accounts, editing and categorizing transactions will modify the details of automatically synced transactions and customize how gains and losses are realized on a transaction.

Change a transaction category 

Using transaction categories can alter the tax consequences of a transaction. Please refer to the category definitions to review the tax implications of each category.

1. Before you start, make sure you're viewing as your client.
2. Navigate to the Transactions page.
3. Choose the transaction you’d like to change the category details.
4. Hover over the current category type and click the arrow icon.
5. Select the category type from the drop-down menu.

An alert will pop up confirming the change. Once completed, the change will be immediately reflected in the transaction details.

Note: Some category changes may cause a cost basis recalculation, affecting other features. A checkmark indicates when the recalculation is complete.

Mark transactions as non-taxable

Keep in mind that this option may not be available on all transaction types. Continue below for steps to mark transactions as non-taxable:

1. Hover over the desired transaction and select the […] icon.
2. Click Mark as non-taxable. 
3. To remove this tag, click Mark as taxable. 

Note that you can only undo a non-taxable tag. Also, you cannot mark non-taxable transactions as taxable.

How to Edit Client Transactions

Make sure you're viewing as your client in order to complete the steps below.

Once you’ve accessed the Edit transaction page, follow the below steps to make the desired changes.

Edit an asset

Editing an asset lets you change which currency an entry represents. This is how you fix unrecognized assets or assign the correct ticker to an entry.

1. From the edit transaction page, select the [...] icon next to the asset.
2. Select Edit asset.
3. In the Currency field, enter the correct asset name or ticker.
4. Select Apply changes.
5. Select Save transaction to finish.

If the asset doesn't appear in the Currency field, add it as a custom currency first, then come back and edit the transaction.

Ignore an asset

Ignoring an asset removes it from cost basis and tax calculations without deleting the transaction itself. Use this when an entry was imported but doesn't represent something that actually happened.

1. From the edit transaction page, select the [...] icon next to the asset.
2. Select Ignore asset.
3. Select Save transaction to finish.

Add outgoing assets, incoming assets, or transactions fees

1. From the Edit transactions page, choose a transaction to add details.
2. Select Add + at the bottom of each of the transaction columns to make changes.
3. Select Save to apply your changes.

Undo manual edits

You can reverse an individual edit or remove every manual edit on a transaction at once.

Enable an ignored asset

1. On the edit transaction page, select the [...] icon next to the ignored asset.
2. Select Enable asset.
3. Select Save transaction to finish.

Delete an asset you added

If you've manually added an asset, you can manually delete the added asset by doing the following:

1. On the edit transaction page, select the [...] icon next to the asset.
2. Select Delete asset.
3. Select Save transaction to finish.

Delete all manual edits on a transaction

This reverts the transaction to its original imported state and removes every manual edit at once.

1. Go to the Transactions page in CoinTracker.
2. Select the [...] icon next to the transaction with manual edits.
3. Select Undo manual edits.