Platform Guides

These guides assist with different platform features and integrations

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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.
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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.
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Written by Layla Huang
Updated over a week ago

Handling OTC Trades

How to enter OTC trades into the CryptoTaxCalculator Platform
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Written by Patrick McGimpsey
Updated over a week ago

Integrating Xero with CryptoTaxCalculator

How to get started with CryptoTaxCalculator by integrating with Xero
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Written by Patrick McGimpsey
Updated over a week ago

How to Reset Password

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Written by Layla Huang
Updated over a week ago

Why has my payment failed?

Troubleshoot the payment issues while updating or renewing your subscription.
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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.
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Written by Layla Huang
Updated over a week ago

How to Bulk Edit Transactions

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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
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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
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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
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Written by Patrick McGimpsey
Updated over a week ago

Handling your SMSF Crypto Accounts

How to handle your crypto transactions for your SMSF
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Written by Patrick McGimpsey
Updated over a week ago