If you have invited the client to come onto the platform, there are a few useful things that you (as the accountant) can ask the client to complete in order to get closer to being ready to download the tax reports.
1. Importing all their data
The first step is for the client to import their data in the 'Import Data' page: https://help.cryptotaxcalculator.io/en/articles/5279670-import-exchange-transactions.
Make sure the client imports all their data following the instructions on the right hand side for each exchange/wallet.
2. Solving high impact warnings
Make sure they go through and resolve their high impacts warnings - i.e., categorizing all their transactions correctly, making sure all data sources have been imported, and so on.
See our guide here: https://help.cryptotaxcalculator.io/en/articles/5282098-resolve-warnings
3. Leaving comments on transactions
For clients to further communicate to their accountants, they can expand transactions and leave in comments to explain the details of the transaction - giving the accountant a better idea of what's going on in these transactions:
