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Search results for:how to invite your accountant

How can I invite my accountant?
You can invite your accountant (or your colleague, partner) to your Koinly account to view your data… Please reach out to your CPA to understand how to move forward… the account you were invited to by clicking on your avatar: ​ Your accountant/team member will
Using Koinly in Australia 🇦🇺
account to the other one - the same way you'd invite an accountant: How can I invite my accountant… SMSF-related transaction history there For ease of access to both accounts, invite your "main"… This article focuses on how to use Koinly when filing taxes in Australia
How to Join Koinly's CPA Platform
The account owner can invite team members to collaborate on your Koinly CPA account by going to your… Follow this guide to learn how to integrate Koinly into your accountancy practice… How to Offer Koinly's Cryptocurrency Tax Software in Your Accounting Practice
Accountant/CPA licenses
is no limit to how many licensed portfolios you can have There is no limit to how many portfolios… Any client that you create from your accountant dashboard will automatically be assigned a license… purchase an individual plan and invite you to their account For edge cases or unexpected behaviours
How to get listed on Koinly's crypto accountant directory
How to get listed on Koinly's crypto accountant directory… Are you a crypto accountant or tax professional looking to grow your crypto client base?… Follow this guide to learn how you can join Koinly's directory and expand your reach
Koinly account types
Check what's the difference between an individual, business and accountant account type… When you sign up for Koinly, you can select the type of your account - individual, business or accountant… Our accountant platform offers separate pricing structure to Koinly's standard plans and is aimed at
How to ensure your Tax Report is accurate
You may want to consider hiring a crypto accountant to help you with importing and checking your crypto… We are sharing below a general framework of how to approach checking the data you imported to Koinly… Reach out to a crypto accountant
How to Use Koinly with TaxCaddy
See How to ensure your tax report is accurate Navigate to your Tax Reports page… ℹ️ If you're unsure how to upload documents in TaxCaddy, refer to TaxCaddy’s Help Center for step-by-step… Step 2: Upload Your Koinly Tax Report to TaxCaddy
How to use Koinly with Wealthsimple
all of your data, you can head on over to Wealthsimple to start your tax return… You can click this button to transfer your tax calculations over to your Wealthsimple tax return… How to automatically import your data from Koinly
How to create a custom CSV file with your data
Learn how to create your own CSV file with your transaction history to import it to Koinly. Download Koinly's custom templates and fill them with your transaction data… better to modify the file instead of creating it from scratch: How to modify CSV files to import… How to use the templates