Accounting, Tax and Reporting

Accounting, Tax and Reporting

How to Change Crypto Type
In this tutorial, we will explore how to use the data ops feature of changing the crypto type. There may be a few scenarios where you would like to alter th...
Mon, 12 Sep, 2022 at 6:57 AM
How To Use Transaction Merge
In this tutorial, we will explain our to use the Transaction Merge feature within the data operations  menu. Video Tutorial below: Step 1 ...
Tue, 6 Dec, 2022 at 11:19 AM
Chart of Accounts - CSV Import
In this tutorial, explain how to import your existing chart of accounts onto Cryptoworth. Step 1 Head to the Accounting tab and click on Classificat...
Sun, 5 Feb, 2023 at 11:00 PM
Updating Fair Market Values By Changing The Unit Price
In this tutorial, we will go over how to change the cost/sale prices of transactions by changing the unit price. Currently the system pulls transaction ...
Sun, 13 Nov, 2022 at 8:06 PM
How to Resolve Unregistered Transactions
Unregistered transactions are transactions involving  an unsupported asset type that was recently activated on the platform. The "Find Unregistered Tra...
Tue, 13 Dec, 2022 at 6:53 AM
Automating NFT Royalty Tracking
In this tutorial, we will go over the popular set up for automating the classification of NFT royalties. This classification rule automates the classificati...
Tue, 10 Jan, 2023 at 7:04 AM
How To Lock The Transaction Period
In this tutorial, we will go over how to use the period lock feature which serves to lock in transactions in the ledger once they are reconciled. This metho...
Thu, 26 Jan, 2023 at 6:07 PM
How To Enable Audit Logs
In this tutorial, we will demonstrate how to enable audit logs. To enable audit logs, you must run a calculation with the audit logs checkbox marked. See th...
Fri, 27 Jan, 2023 at 9:36 PM
How To Pair Transactions
In this tutorial, we will demonstrate how to pair transactions. Pairing transactions on Crypto One results in the transferring of the cost basis from one tr...
Fri, 27 Jan, 2023 at 10:28 PM
Turning On And Using Balance Snapshots
In this tutorial, we will demonstrate how to turn on balance snapshots and use the reporting feature. Step 1 Head to your portfolio settings. ...
Fri, 3 Feb, 2023 at 8:27 PM