Accounting, Tax and Reporting

Accounting, Tax and Reporting

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 Reconcile NFTs
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, 21 Nov, 2022 at 11:26 PM
How To Import Transactions Manually
Cryptoworth’s manual CSV import is an option when integration is not yet available for a particular connection. Using the format of Cryptoworth’s manua...
Fri, 23 Dec, 2022 at 7:19 AM
How To Use Stake Tax For Luna
Step 1 Head to the Connections tab. Step 2 Click on Connect.   Step 3 Search for and click on the Stake Tax connection. Step ...
Fri, 8 Jul, 2022 at 6:32 AM
Setting Up Bookkeeping From a Specific Date
In this tutorial, we will guide you on how to set your bookkeeping from a specific starting date. Some business may want to ignore previous year transaction...
Thu, 16 Feb, 2023 at 7:37 AM
How to Use Data Merge
Date merging is a feature available on the Cryptoworth Transaction page through our data operations menu and can be used for overriding cost basis/sale pric...
Thu, 15 Sep, 2022 at 5:31 PM