Deciding which plan is best for you is the first step on the road to TaxBit success, and we're here to help you make the decision!
Choosing which plan you want to use depends primarily on how many yearly transactions you will have, but this isn't the only deciding factor. You can look at our pricing page HERE for a quick overview of what we have to offer.
You can also take some time to scroll through this article for more details on each plan, and keep in mind that you can upgrade or downgrade your subscription type at any time!
In this article:
Our Basic Plan costs $50 for a one-year subscription. You'll be able to upload up to 250 yearly transactions. Keep in mind that the transaction total for each plan refers only to total transactions for a given year. So you might have 500+ total transactions across the last several years, but as long as you have less than 250 transactions for the current tax year, you qualify for our Basic Plan!
With the Basic Plan, you'll be able to download your tax forms for the current tax year. What do we mean by "current tax year"? The current tax year is whatever year you are currently filing for. For example, during the calendar year 2021, the tax year would actually be 2020.
Next up is the Plus Plan, which is $175 per year. This is our most popular plan, and it can handle up to 2,500 yearly transactions. You'll also have the ability to download the current year's tax forms as well as forms for previous years. This is super helpful if you're needing to backfile or amend your taxes for the previous years.
Finally, we have our Pro Plan ($500 per year). If you do a LOT of trading and mining and such, this is the plan for you! On the Pro Plan, you can upload up to 25,000 yearly transactions, you'll have full access to all your previous years' tax forms, AND you'll be able to meet one-on-one with one of our in-house CPAs to review your tax forms and verify that you are ready to file your taxes.
(Click the link to learn more about what's included in your CPA review!)
Do you have more than 25,000 transactions? Not to worry! TaxBit still has you covered. Send us an email or visit us via chat, and we'd be happy to create a custom plan just for you to make sure your needs are met.
Just know that we won't be able to help with custom plan pricing until the year is over, and we can't determine pricing based on estimates of what users think their transaction count may be in the future.
What else is included with my TaxBit account?
Along with the awesome features mentioned above, you'll also have access to other great features depending on the plan you choose:
- Top-notch customer service from our team of experts (All Users)
- Free 14-day trial (All Users)
- The Tax Optimizer, unique to the TaxBit platform (Plus Users, Pro Users)
- Our DeFi Beta tool (Plus Users, Pro Users)
Each plan will automatically renew each year on the date you subscribed or when you download the next year's 8949, whichever comes first.
If you still have questions about each of our available plans, don't hesitate to reach out to us via live chat, or email us at firstname.lastname@example.org! No matter which plan you choose, we are here to help you reach ultimate TaxBit success.