Home Page FAQ Page 2

As a CPA, How do I Invite a taxpayer?

You can easily send an invitation to your taxpayer client by clicking the “Invite Taxpayer” button on the top right corner of the “Manage Payers” page. Just insert the email address of your client and they can sign up through the link that will be sent to them

As a CPA, How can I switch between payer portfolios?

As a CPA, you can easily switch between your different taxpayers portfolios by clicking “Manage Payers” on the left side menu and selecting your preferred payer. In this page, you may also click the edit button on the right side of each payer to change their first and last name, and their personal identification number.

How can I Download reports?

Reports can be downloaded in the “Reports” Page. Click on “Reports” on the left side menu → click “Generate Report” → once done loading, Bittax will show you how much savings each method provides you and will automatically generate the report that saves you more, both report calculations can be viewed in the “Bittax Summary” … Read more

Which tax reports can the Bittax system produce?

After selecting their cost basis methodology, users can download two reports: The first is a summary report that provides gains/losses, the amount of taxes owed, and an overview of all user transactions. The second report, a proof report, is a comprehensive Excel spreadsheet that details the tax calculations.

How can I delete data that I uploaded?

you can delete any blockchain addresses or CSV files in the Manage Resources page. Click “Manage Resources” on the left side menu → on the resource that you want to delete click “# addresses” or “# files” → make your selection → click delete.