Accounting, Tax and Reporting

Accounting, Tax and Reporting

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 Synchronize to QuickBooks
Step 1 See our video on this tutorial here.  On the Portfolio page, head to the portfolio you want to synchronize QuickBooks to.  Step 2 ...
Sun, 8 May, 2022 at 10:35 PM
How to Synchronize to Xero
Step 1 See our video on this tutorial here.  On the Portfolio page, head to the portfolio you want to synchronize Xero into.  Step 2  Fro...
Sun, 8 May, 2022 at 10:37 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...
Sun, 13 Mar, 2022 at 10:12 PM
How To Do a Hard Sync on Demand
Step 1 Head to the Connections tab. Step 2 Click on the "Sync All' button in order to manually initiate the full synchronization of...
Fri, 11 Mar, 2022 at 6:35 AM
Creating and Assigning Classification Rules
Step 1 On the Portfolio page, head to the Accounting tab and click on Classifications. Step 2 On the Classifications page, click on ...
Thu, 17 Mar, 2022 at 4:15 PM
How to Create an Invoice
Creating an invoice on Cryptoworth Step 1 On the home portfolio page, head to the Payments tab and click on Invoices. Step 2 On...
Fri, 11 Mar, 2022 at 9:47 PM
How to Create a Bill
Creating bills through Cryptoworth Step 1 Head to the Payments tab and select Bills Step 2 On the Bills page, click the New Bill butt...
Fri, 11 Mar, 2022 at 10:01 PM
How to Set Your Fair Market Value Settings
Step 1 Head to your portfolio settings.  Step 2 On the portfolio settings page, select the FMV Settings. Step 3 On the Fair Mar...
Tue, 15 Mar, 2022 at 5:52 PM
How to Calculate NFT Capital Gains & Loss
Step 1 If you already have your wallet(s) synchronized with your NFTs, head to the Portfolio tab and click on NFTs. Step 2 Look for and c...
Mon, 4 Apr, 2022 at 2:26 PM