This guide is for Tax Pro accounts who want to edit and categorize transactions in their clients account. Editing and categorizing enables you to modify the details of automatically synced transactions and customize how the gain/loss realized from a transaction.
How to 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
You’ll need to be 'viewing as' your client:
1. From the Transactions page, click the down arrow next to the current transaction category of the transaction you would like to change:
2. Search or select a category from the list
3. A confirmation message will appear when the change is complete
NOTE: Some category changes will cause your cost basis to recompute, which can have an impact on other functionalities. When the cost basis indicator in the top right corner of the page is green check, the recomputation is complete:
How to Mark Transactions as 'Non-taxable'
- Hover over the desired asset and select the […]
- Select Mark as non-taxable. This may not be available on all transaction types.
- You can select Mark as taxable to undo this option on a transaction. NOTE: This is only available to "undo" marking a transaction as non-taxable—you cannot mark non-taxable transactions as taxable.
How to Edit Client Transactions
You’ll need to be 'viewing as' your client to make edits.
How to edit asset
- Hover over the desired asset and select […] from the right side of the transaction.
- Click Edit asset. This will prompt a modal where changes can be made.
- Save your transaction if you want your changes applied!
How to ignore asset
- Hover over the desired asset and select […].
- Click Edit transaction
- Select Ignore asset
- Be sure to save your transaction if you want your changes applied!
How to add outgoing assets, incoming assets, or transactions fees
Users can add additional assets to the incoming, outgoing and fees columns in their transaction:
- Select the + Add… at the bottom of each of the transaction columns and add details
- Be sure to save your transaction if you want your changes applied!
NOTE: Some restrictions apply, we currently do not support NFT (non-fungible tokens) and unrecognized assets. Support coming soon!
Saving Edits
To ensure that edits are saved:
- Select the Save Transaction option at the bottom of the page.
or - Clicking back to transactions option will give the options to to discard or save your changes
Error when saving edits
There are cases in which we may not be able to save certain edits made to a transaction. Users may see the follow error message: Unable to save your transaction. Please review your edits and try again.
CoinTracker is planning on improving our error messaging in order to provide better guidance to users when they encounter issues saving certain edits made to a transaction. We appreciate your patience as we continue to make improvements to our platform.
Reversing Edits
Users can undo individual entry edits from the edit transaction page and remove all manual edits for an edited transaction from the transactions page.
Undoing individual asset edits
Enable asset
If you have 'ignored' and asset, you can can un-ignore by:
- Hover over the asset from the edit transactions page and select the […].
- Select Enable asset.
Delete asset
If you have manually added and asset, you can delete manually added assets by:
- Hover over the asset from the edit transactions page and select […]
- Select Delete asset
Delete all manual edits for a transaction
Users can delete all manual edits made to a transaction by::
- From the Transactions page, navigate to the edited transaction
- Select […] from the menu on the right side of the transaction.
- Select Delete manual edits.