The Crypto Tax Calculator (CTC) Business Plan is the ultimate crypto accounting solution for businesses and finance teams managing high-volume transactions. With seamless QuickBooks and Xero integration, automated categorization, and powerful bulk editing tools, it saves time, reduces errors, and ensures compliance—so you can focus on growing your business.

Is the CTC Business Plan right for you?

The CTC Business Plan is built for accounting firms and finance teams that need precision, efficiency, and compliance in crypto tax reporting. It's ideal for:

Firms managing enterprise-level crypto transactions that require accurate and scalable accounting solutions.
Businesses with high-volume crypto activity needing automated transaction imports and categorization.
Professionals using QuickBooks or Xero who require seamless accounting software integration.
Teams looking to automate workflows and reduce manual accounting tasks through rule-based categorization and bulk editing.

How to access this product?

The CTC Business Plan is available exclusively through the Accountant Portal. Follow these steps to access its features:

Sign up for an accountant plan for free.
Add a new client on your My Clients page.
Go to Client settings > Plan > Business.
Upgrade once confirming it's what you need.

To upgrade an existing client, go to Client Settings > Plan > Business and select the Business Plan.

Key Features

The CTC Business Plan includes all the powerful features of Crypto Tax Calculator, plus advanced tools designed for efficient and streamlined crypto accounting for professionals. Here are the key features:

Feature	Description
Seamless Accounting Integration	Connect with Xero or QuickBooks for automated transaction imports and categorization. Set up default account mappings (e.g., revenue, gains) with manual overrides for flexibility.
Automated Customized Transaction Categorization	Set up custom rule sets to automatically classify transactions (e.g., payroll wallets, expenses). Use the Address Book to label and manage wallet addresses, with CSV import support. Prioritize rules in a top-down hierarchy, where higher-ranked rules take precedence, and adjust them anytime.
Bulk Editing & Syncing	Bulk-select transactions for editing and syncing with accounting software in one step. Maintain an edit history for full transparency across your team.
Roll-Up & Treasury Tracking	Aggregate transactions by day or month to simplify journal entries in QuickBooks/Xero. Track inflows and outflows across company-wide crypto transactions.
Client Management & Setup	Manage unlimited clients across different plans and countries within the Accountant Portal, collaborating seamlessly with your team.

Getting started with the CTC Business Plan

Step	Action
1. Upgrade to the Business Plan	Upgrade your client by following these steps.
2. Import Client Data	Navigate to Crypto Integrations > + Add Account to import transactions. Refer to our Import Guide for detailed instructions.
3. Connect Accounting Software	Link QuickBooks or Xero from the Accounting Integrations page. Assign default accounts for automatic transaction mapping.
4. Set Up Automation Rules & Address Book	Address Book Label wallet addresses in the Address Book. You can also export addresses as a CSV, label them in the file, and re-import them. Set up rules in the Address book in the meantime is also an option. Rules Automate transaction categorization and account mapping with rules. Rules can be used to: Map QuickBooks/Xero Accounts: Automatically assign transactions to specific child accounts Auto-Categorize Transactions: Apply consistent categorization to both existing and future transactions. Streamline Bulk Updates: Use Similar Transaction Suggestions (STS) to create rules—check the "Apply to future transactions" box when categorizing. You can set up rules from multiple locations: Crypto Integrations → Expand account → Manage rules Address Book → Set rule Rules Page → + Add Rule Transactions Page → Expand transaction → Chart of Accounts Adjust rule priority or enable/disable as needed. Click 'Learn about rules' on the Rules page for detailed instructions.
5. Review & Reconcile Transactions	Review transaction details on the Transactions page. Check the Review page for items that need reconciliation. See our Review Guide for more details.
6. Generate Reports	Access the Reports section to generate tax reports. Refer to our Report Guide for further instructions.

FAQs

Question	Answer
What’s the most efficient way to speed up the process?	To maximize efficiency: Identify addresses in the Address Book to improve transaction categorization. Set up automation rules for recurring transactions to reduce manual work. Use bulk editing to modify multiple transactions at once. These steps help streamline your workflow and save time.
How do I handle unidentified addresses in my Address Book?	If you have multiple unidentified addresses: Click "Export Unidentified Addresses CSV" (top right corner) to download the file. Edit the addresses directly in the CSV. Re-import the updated CSV into CTC. For a small number of addresses, you can directly label them in the app.
Can I turn a categorized transaction into a rule?	Yes. When you categorize a transaction, it, by default, applies to similar existing transactions. To make it a rule for future transactions, check the "Apply to future transactions" box.
How are rules prioritized?	Rules are prioritized in a top-down hierarchy; higher rules take precedence. Disabled rules apply only to past entries and are ignored moving forward.
What happens if a transaction matches multiple rules?	CTC applies only the highest-ranked rule to the transaction, based on the rule hierarchy.
How does the roll-up feature work?	Roll-up consolidates transactions into one daily or monthly journal entry to reduce clutter in Xero/QuickBooks.
When should I push my CTC transactions to Xero or QuickBooks?	It's best to push transactions after reconciling them in CTC. This ensures accuracy and prevents discrepancies in your accounting records.
What are the transactions on the 'Out of Date' page?	Transactions appear on the Out of Date page when changes are made in CTC after they were synced to Xero or QuickBooks. To keep your records up to date, you’ll need to re-sync these transactions. You sync them in bul
Do I need to clean up previously synced transactions in Xero or QuickBooks after making changes in CTC?	No, manual cleanup isn’t needed. Simply click "Resync" on the Transactions page, and CTC will update all changes in your accounting software automatically.
What's the difference between deleting and disabling a rule?	Disable rule The rule does not apply to future transactions. Its current applications remain and will not be overwritten by new rules. Delete rule The rule does not apply to future transactions. Its current applications can be overwritten by new rules. Neither deleting or disabling a rule undoes its effects
Do Inflow and Outflow on the Treasury page include all transactions?	No. Buy and sell transactions within a trade are excluded from inflows and outflows. Transfers are also not counted, as ownership remains unchanged.
What if there’s a sync error?	Review transaction history for error logs. If the error persists, reconnect the accounting software and resync.
Why isn’t my transaction syncing or mapped correctly?	Ensure all account mappings are complete, as unmapped transactions won’t sync. Click "Refresh Account List" to update changes. If the issue persists, reconnect to Xero or QuickBooks and remap the accounts.

Need More Help?

If you have any questions or need support, we're here to help!

📩 Email us at [email protected]

💬 Use the in-app chat in the bottom-right corner of the platform.

Getting Started with Crypto Tax Calculator

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Settings Page

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