When you have a transaction that needs to manually be removed from your TaxBit account, here’s what you’ll do:
Step 1: Once you've logged into your TaxBit account, click on the Transactions tab on the left-hand side.
Step 2: Locate the transaction that you want to remove from your account. Click on the little trash icon on the right side of the transaction that needs to be removed.
Step 3: Confirm that you want the transaction you selected to be deleted by clicking “Delete Transaction.”
Bulk delete is available in case you need to delete multiple transactions at once. This will speed up the process rather than going through one by one to remove transactions.
Step 1: Navigate over to your Transactions page
Step 2: Select the little box on the left of the transactions you want to delete from your account and then hit "Delete" in the top-right hand corner
Step 3: A window will pop up to confirm that you want to delete those transactions, select "Delete"
Still have questions? You can interact with our Chatbot by selecting the Chat Widget located at the bottom right side of your screen, or fill out this form HERE to submit a support inquiry request. Our team is happy to help!
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