Accounting, Tax and Reporting

Accounting, Tax and Reporting

How to run a calculation
Step 1  Head to your portfolio screen. (Click to zoom image) Step 2 Select the portfolio in which you wish to run a calculation in Ca...
Mon, 16 Jan, 2023 at 6:51 AM
How to export a report
Exporting a Report Through Cryptoworth In order to export a report, you must have already ran a calculation through the platform. Please refer to the...
Sun, 7 Aug, 2022 at 11:39 PM
How to Filter Transactions by Wallet Type
Step 1 Head to your portfolio screen. (Click to zoom image) Step 2 Select the portfolio in which you wish to filter transactions in and then ...
Thu, 10 Mar, 2022 at 9:14 PM
How to Filter Exchange Transactions
Step 1 Head to your portfolio screen. (Click to zoom image) Step 2 Select the portfolio in which you wish to filter transactions in and t...
Thu, 10 Mar, 2022 at 9:16 PM
How to Filter by Transaction Type and Date
Step 1 Head to your portfolio screen. (Click to zoom image) Step 2 Select the portfolio in which you wish to filter transactions in and then ...
Thu, 10 Mar, 2022 at 9:31 PM
Creating and Assigning Classifications
Step 1 Head to the Accounting tab and select "Classifications" under the drop down menu. Step 2 Click on the blue "Add Cla...
Sat, 18 Jun, 2022 at 6:26 PM
Adding a Manual Transaction
Step 1 The first step is to create the virtual wallet. In order to add manual transaction line items from the Transactions page, a virtual wallet source...
Mon, 10 Oct, 2022 at 6:25 AM
How to Roll Back Transactions
Step 1 On the top right corner of the screen, click on the settings icon. Step 2 On the dropdown menu, click on File History. S...
Thu, 10 Mar, 2022 at 9:57 PM
Manually Adding Cost and Sale Prices
Step 1 Head to the Transactions tab. Step 2 We are going to focus on the Cost and Sales Price columns. To add a manually added cost, clic...
Thu, 10 Mar, 2022 at 9:59 PM
How to Resolve Transaction Deviations
Transaction deviation causation Transaction deviations occur after the calculation algorithm detects a discrepancy between the inflows and outflows of i...
Mon, 5 Dec, 2022 at 4:31 PM