Tax professionals can quickly access and download their clients' tax reports using CoinTracker. If your client doesn’t have a paid CoinTracker plan, reports and tax calculations on the Taxes page will remain unavailable. Upgrade their plan effortlessly to gain full access.
Steps to view client tax reports
- Navigate to the Tax Pro Dashboard.
- Click Visit tax center by the client’s account that you'd like reports for.
- See Tax reports from their Taxes page.
Steps to download client tax reports
- From the client’s Taxes page, choose the tax report you want to download.
- Click Generate or Download.
- Your reports will be prepared and downloaded to your device.
Note
- Generate: Creates the report, downloads it to your device, and emails you a copy.
- Check your email inbox for a message with your client’s tax form in the subject line (e.g., 2024 Tax Form 8949). The email includes a link to download the PDF version of the form.
- Download: Downloads your report to your device.
- Large transaction volumes may take extra time to process. For example, a condensed 8949 form will generate faster than a standard 8949 form.
You received a review transactions notification
If you try to generate an IRS form with transactions that need review, you'll be prompted to address them first. Here are your options:
- Review transactions: Opens a filtered view of the Transactions page to see the flagged transactions.
- Generate anyway: Sends a report with the current calculations.