Platform Guides

These guides assist with different platform features and integrations

12 articles in this collection
Written by Patrick McGimpsey and Layla Huang

Send, Receive, and Transfer

A guide on when and how to use the Send, Receive, and Transfer categories.

Written by Layla Huang
Updated over a week ago

Duplicate data handling and the sync feature

Discussing the details about how syncing works and how duplicate transactions are recognized.

Written by Layla Huang
Updated over a week ago

Handling OTC Trades

How to enter OTC trades into the CryptoTaxCalculator Platform

Written by Patrick McGimpsey
Updated over a week ago

Integrating Xero with CryptoTaxCalculator

How to get started with CryptoTaxCalculator by integrating with Xero

Written by Patrick McGimpsey
Updated over a week ago

How to Reset Password

Written by Layla Huang
Updated over a week ago

Why has my payment failed?

Troubleshoot the payment issues while updating or renewing your subscription.

Written by Layla Huang
Updated over a week ago

How to Manage and Check Your Payments and Subscription

A guide on managing your payment details and subscription, and downloading your receipt and invoice.

Written by Layla Huang
Updated over a week ago

How to Bulk Edit Transactions

Written by Layla Huang
Updated over a week ago

Advanced Manual (Custom) CSV Import

A Guide to Using the Advanced Manual CSV Import to Import Transactions and Trades

Written by Patrick McGimpsey
Updated over a week ago

Simple Manual CSV Import

A Guide to Using the Simple Manual CSV Import for Simple Trades

Written by Patrick McGimpsey
Updated over a week ago

Will the platform bring in new transactions automatically?

How to sync your wallets to bring in new transactions

Written by Patrick McGimpsey
Updated over a week ago

Handling your SMSF Crypto Accounts

How to handle your crypto transactions for your SMSF

Written by Patrick McGimpsey
Updated over a week ago