This is a guide on your Settings page. Please check the Accountant Settings Page guide if you are on the accountant plan.

Settings Page

Click the profile on the top right of the page. Then, you can see the Settings button on the drop-down menu.

The Settings page looks like this.

Under Settings, there are some tabs on the sidebar:

See below for how to manage these settings.



  • Email

    The email is your account. Changing the email will change your account and where the payment notifications are sent to.

  • Name

    You can change your name here. This will show on the generated reports.

  • Country

    This can not be changed once you have chosen the Country and paid for the plan.

  • Local Currency

    This depends on your Country's setting and can not be changed by itself.

  • Language

    Currently, we support English, Deutsch, and Español. More languages to come. 😉

  • Account Password

    You can change your password here.

Manage Data

  • Clear Data

    Your account will remain, but the data imported will be deleted. You can use this feature if you want to start from scratch.

    Note: This action cannot be undone.

  • Delete Account

    By permanently deleting your account, all your data will be removed from our system, the subscription will be canceled, and you will be logged out. Please contact support via the in-app chat box if you regret it and decide to resume your subscription and account in seven days.

Portfolio & Tax

Note: The default settings are recommended depending on your tax jurisdiction. Switching the toggles or changing the value will affect your reports. So ensure to consult with a tax professional for any changes.

Tax settings

  • Refresh report

    Use the ‘Refresh report’ feature after you change any settings, so the generated reports are up to date.

  • Inventory Method

    This is set up as the default option of your tax jurisdiction. You can change this setting here or on the Reports page. Always check with your tax professional before using another inventory method. Read our relevant guides for more details:

  • Timezone

    CryptoTaxCalculator will auto-match the timestamps in your transactions to the timezone you choose.

  • Cost Basis Tracking

    Use this setting to change how the cost basis is tracked. For example, with the FIFO inventory method, the below trades are made:

    Day 1: Buy 1 ETH on Coinbase for $4000

    Day 45: Buy 1 ETH on Binance for $3000

    Day 90: Sell 1 ETH on Binance for $2000

    If you choose:

    • Universal

      Cost basis will be tracked universally across all wallets and exchanges.

      In this case, on the day 90, your capital gain is $2,000 - $4,000 = - $2,000

    • By wallet and exchange

      Cost basis is tracked by wallet and exchange. This means that there may be multiple cost bases for an asset based on the purchase price where the currency was purchased.

      In this case, on the day 90, your capital gain is $2,000 - $3,000 = -$1,000 on Binance


  • Portfolio settings

    • Ignore gains on forex conversions

    • Show fiat holdings on reports and dashboard

    • Treat airdrops as income

    • Treat mining as income

    • Treat staking rewards as income

    • Treat royalties as income

    • Treat staking deposits and withdrawals as non-taxable

    • Treat personal use as a non-taxable disposal

    • Treat outgoing gift as non-taxable disposal

    • Treat collateral deposits and withdrawals as non-taxable

    • Treat bridges as non-taxable disposal

  • Long term threshold

    You can customize your long-term threshold here. Changing this setting might affect your Capital Gains Report.

  • Adjusted balance accuracy

    Use this feature to ignore balance remaining issues below a certain fiat threshold because of decimal place rounding issues. This is usually caused by exchange transaction data that has been rounded up.


Subscription details

You can check your current plan and the subscription period here. Click ‘Manage Subscription’ will open up a new tab where you can manage and review your payment details and subscription and download the receipts and invoices. Read our guides for more information:



You can check the invitation status that was sent by your accountant here. The page will look similar to the below image if you don’t have an invitation.

If you have accepted the invitation from your accountant, you can see your accountant’s email address.

  • Revoke Access

    You can revoke your accountant's access here. However, if the working data is the accountant's side of the data, you will lose access to the edited data. You will only be able to see the data you’ve imported from your side before your accountant invited you. Read this guide for more details.

Data management

You can select a shared data source between you and your accountant. Once selected, both you and your accountant can only see and edit that side of the data. Ensure to select the right side before you start working on the reconciliations. Read this guide for more details:


Connect Xero account

Check our blog or the guide for more details on Xero integration!! 😀

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