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Reviewing your Data
Reviewing your Data

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

David Kemmerer avatarBenjamin Yoder avatarLucas Wyland avatar
By David and 2 others3 authors15 articles

Review Stage


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 can I import bridge transactions?

Troubleshooting: Review stage


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?
Rounding Errors - Missing Cost Basis warning
How to fix Missing Cost Basis Warnings using the Troubleshooting Tab
How to add notes and descriptions to specific transactions
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