TaxCaddy is a platform that simplifies tax preparation by allowing US users to upload, manage, and share tax documents with their accountant in one place.
Step 1: Generate Your Tax Report in Koinly
Log in to your Koinly account at app.koinly.io
Ensure all your wallets, exchanges, and transactions are up to date. See How to ensure your tax report is accurate
Navigate to your Tax Reports page.
Select IRS Reports option from the dropdown menu
Click Download Report to download the PDF file.
Step 2: Upload Your Koinly Tax Report to TaxCaddy
Log in to your TaxCaddy account at taxcaddy.com
Drag and drop the downloaded IRS tax report PDF into the upload section. Alternatively, click the upload section to open the file explorer and select the PDF.
Once uploaded, ensure your report is visible in your TaxCaddy document list.
ℹ️ If you're unsure how to upload documents in TaxCaddy, refer to TaxCaddy’s Help Center for step-by-step instructions.