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Reviewing your Data
Learn how to make sure your tax reports are complete and accurate


How To Classify Uncategorized Transactions
When do I need to manually classify my crypto transactions?
How to Classify ‘NFT Mint’ Transactions and Remove Missing Cost Basis Warnings
Do I need to account for coin transfers from one exchange to another?
Why am I getting a Missing Cost Basis Warning?
What happens if I run my report with a Missing Cost Basis Warning?
Why am I getting a Historical Price Warning?
How to edit a transaction to fix incomplete data exported by a crypto exchange
How can I filter my transactions by asset, date, or transaction type?
Common API Import Limitations
How do I match a crypto asset with the correct ticker symbol?
How to fix First Inflow Missing Basis Warnings
Rounding Errors - Missing Cost Basis warning