How Can I Share My Tax Forms with My Accountant?

In recent TaxBit history, users were able to provide their accountants and CPAs access to their TaxBit account through our Accountant Portal. However, we have chosen to discontinue our Accountant Portal.

Not to worry, though! As a user, you can still provide your accountant with your 8949 tax form in either a PDF or CSV file, available on the "Taxes" page of your account.

The 8949 tax form is the only form you'll need to report your cryptocurrency capital gains and losses to the IRS.

For security purposes, please do not provide your accountant or any one else with your TaxBit login information to share direct access to your account. We recommend emailing a copy of your tax forms to your accountant.

Still have questions? Send us an email at support@taxbit.com or chat with us using our live chat feature, and we'd be happy to help!