Tax professionals can quickly access and download their clients' tax reports using CoinTracker. If your client doesn’t have a paid CoinTracker plan, reports and tax calculations on the Taxes page will remain unavailable. Upgrade their plan effortlessly to gain full access.
Steps to view client tax reports
- Navigate to the Tax Pro Dashboard.
- Click Visit tax center by the client’s account that you'd like reports for.
- See Tax reports from their Taxes page.
Steps to download client tax reports
- From the client’s Taxes page, choose the tax report you want to download.
- Click Generate (for tax forms) or Download (for CSV reports).
- Your reports will be prepared and downloaded to your device. Large transaction volumes may take extra time to process.
Important: A report you download from your client’s account counts as your client downloading a tax form. This includes stored copies on the Generated tax reports page. Once a report is downloaded, your client’s plan may no longer qualify for a refund under the CoinTracker refund policy.
What to expect when getting your client’s report
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Generate: Creates the report, downloads it to your device, and emails you a copy.
- Check your email inbox for a message with your client’s tax form in the subject line. The email includes a link to download the PDF version of the form.
- Download: Downloads your report to your device.
Check your email inbox for a message with your client’s tax form in the subject line. The email includes a link to download the PDF version of the form.
The Tax reports card on your client’s Taxes page can also show Regenerate and Download previous when your client’s numbers changed after the report was generated, Generating… while a report is being built, and Available when calculations finish while cost basis is recalculating.
Steps to re-download a client’s previous reports
CoinTracker stores each generated report for three years from the date it was generated. Tax lots CSV and Tax lots as of a date reports are not stored.
- While viewing your client’s account, select Generated tax reports in the Account menu.
- Select the tax year.
- Select Download next to the report.
Tax Pros with view-only access can also download stored reports.
To learn more about this, check out the article: Find and re-download previous tax reports.
You received a review transactions notification
If you’re in a region where tax forms are available, and you try to generate a form with transactions flagged for review, you'll be prompted to address those transactions first. Here are your options:
- Review transactions: Opens a filtered view of the Transactions page to examine flagged transactions.
- Generate anyway: Sends a report with the current calculations.
If you run into any issues, please don’t hesitate to reach out to our support team for help.