A CoinTracker account produces tax reports for one person or one business only. To file taxes for more than one tax entity — for example, your personal taxes and a business, or for two family members — each needs a separate CoinTracker account. You can connect many wallets and exchanges to a single account, but one account cannot report for multiple people or entities.
What about connecting multiple wallets and exchanges?
Connecting many wallets and exchanges to a single account is fully supported — that is how you track your complete portfolio in one place. You can even add multiple Coinbase accounts to one CoinTracker account. The one-entity limit applies to people and businesses, not to how many wallets you connect.
Tax professional managing several clients?
If you file on behalf of multiple clients, set up a CoinTracker Tax Pro account. A Tax Pro account lets you view and manage each client's separate account from one dashboard, while each client keeps their own account and tax reports.
If you would like to track multiple separate portfolios within a single account, let us know by upvoting this feature request.
If you run into any issues, please don't hesitate to reach out to our support team for help.