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Returning Users - How To Pickup Where You Left Off And Generate This Year's Tax Reports
Returning Users - How To Pickup Where You Left Off And Generate This Year's Tax Reports

Learn how to re-sync your accounts and import new data as a returning CoinLedger user

David Kemmerer avatar
Written by David Kemmerer
Updated over a week ago

First of all, welcome back! 

CoinLedger makes it easy to pickup right where you left off to generate your new tax reports. All of your transactions from prior years are stored safely within your account. To generate your reports for this year, you only need to import your new transaction data.

In the this article, we discuss who is considered to be a returning user as well as the process of importing your new transaction data to generate your tax reports.

Who is a returning user?

Anyone who has imported data and generated tax reports in a previous tax season is considered a "returning user" by CoinLedger. If you generated your tax reports last year and are coming back to do so again this year, the application is treating you as a returning user!

How can I import my new data as a returning user?

You can import your new data by re-syncing all of your imported platform accounts. From the Import stage of the app, CoinLedger allows you to Sync All accounts on your CoinLedger profile. This button will re-sync all of your connected wallets and API connections to check for any new un-imported transactions.

From the Import stage of the app, navigate to the Sync All button next to "Your Accounts." Then, select that button to re-sync each of your wallet and API connections.

You can check on the progress of your imports at the bottom of the screen. Click the arrow next to the Syncing your accounts pop-up in the lower right corner of the page. Here you'll be able to track the progress of each of your imports in real time.

Once all of your syncs have completed, this will bring in any new transactions from your API and wallet connections.

Returning Users Using File Imports

If you imported your transactions for a particular account via CSV file last year, you can re-import new data from that exchange using the same file import process. You may be prompted with a filter which asks you to specify the start date of your import. This is designed to prevent duplicate data from being imported.

Note that if last year you imported a transaction history file from an exchange but this year you want to import using an API, you will also be prompted with this filter.

New Platform

If you started using a new platform this year that you didn't import from last year, you should simply "Add the Account" and import your data completely. No filters need to be applied to prevent duplicate data.

Finally, if you see this message after importing, good news-that means all of your imports are already up to date! You can proceed to tracking your portfolio or generating a tax report.

Have any questions? Our support team would be happy to help :)

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