Your desktop and mobile views are connected. 

Moving desktop elements between page sections will alter mobile and vice versa.

Hold ‘cmd’ or ‘ctrl’ and then drag an element to a new section to avoid changes.

Moving items within sections won’t affect the other view.

Mobile Tip

Think of your mobile view as a condensed summary of desktop. 

A. Expand the content tree to the left

B. Select the visibility icon beside the elements you’d like to show or hide. 

Hide elements as needed

All page elements should sit inside the blue page guides. Anything outside is highlighted in red.

Layout Assistant helps you get inside the bounds fast.

A. Navigate to Page Properties 

B. Under Layout Assistant, click “Entire Page”. Or select a page section, and apply to a section at a time.

Let’s publish (don’t worry it will only be visible to you). 

A. Click ‘Save’, 

B. Navigate back to the Page Overview screen 

C. Click Publish

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The LukkaTax Experience...

Manage

Easily onboard your professionals and enable them to efficiently manage their clients.

Collect

Guided transaction data collection experience, via native exchange files and manual entry.

Enrich

Standardize and normalize data formats, fields, and tickers for easy cost basis assignment.

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Grow Your Practice

Rapid On-Boarding

  • Easy configuration for multiple users and their clients. 
  • Intuitive interface and multiple accounting methods.

Serve Current Clients

  • Support your crypto-invested clients with confidence.
  • Help clients who received IRS virtual currency letters.

Scale Efficiently

  • Manage your clients using a single login and centralized dashboard.
  • Scales to support high volumes of clients and transactions.

Grow Your Client Base

  • Leverage CPA.com & Lukka joint webinars and FAQs to support your crypto asset client base expansion.

What is LukkaTax for Professionals?

LukkaTax for Professionals is a crypto asset (a.k.a ‘virtual currency’, 'digital asset', or 'cryptocurrency') tax preparation solution, built-in partnership with CPA.com and brought to you by Lukka, an AICPA SOC company.


LukkaTax for Professionals is not designed to replace your existing tax preparation software, but rather compliment it by simplifying the extremely complex process of collecting, standardizing, and correcting taxable events based off of crypto transaction data. LukkaTax for Professionals will create downloadable capital gains, ordinary income, and an unrealized holdings reports (with detailed tax lot IDs for each asset) for you to use when preparing 1040 Schedule 1, and 8949 tax return forms in the software that you are used to and familiar with.

How much does LukkaTax for Professionals cost?

LukkaTax for Professionals costs $39.95 per tax return; pricing is not impacted by the number of respective client transactions. Volume discounts will be available for firms with large volumes, please contact Lukka using our webform.


Note: LukkaTax for Professionals is different than LukkaTax - the DIY solution built for consumers who prepare their own tax returns. LukkaTax for professionals has additional functionality that is specifically designed to support Tax Professionals that have multiple clients.

Can I use LukkaTax for Professionals for multiple clients?

Yes, LukkaTax for Professionals has a client management dashboard to manage all your clients through your single user name and password. You can always add additional clients for the same subscription cost.

Can I export the final reports from LukkaTax into the traditional software that I use to prepare the rest of my clients’ tax forms?

Yes, if applicable for your client, LukkaTax provides a detailed reports (with specific and discrete tax IDs, ordinary income reports, and an unrealized holdings reports in CSV format) for you to download and then use when preparing the rest of your clients' returns.


If needed in the future, you can always access these reports from the site using your login credentials. Have a specific format that your firm requires? We can create custom formatted reports for you. Please reach out to us here.

Does LukkaTax support mining income, airdrops, and forks?

Yes, LukkaTax for Professionals supports all of these types of situations.


LukkaTax for Professionals allows you to categorize any transfer as income (based on FMV at that date/time) if applicable and then provides a detailed income report for you to download. Additionally, acquisitions will be created for all capital assets and cost basis will be recorded at FMV.


LukkaTax will also allow you to add notes, delete transactions, and compare gain/loss results based on various accounting methods (FIFO, LIFO, and Optimized).

FAQs

Grow Your Practice

The Preferred Solution of...

Trusted by Institutions. Now for Tax Professionals.

The ONLY AICPA SOC 1 Type 2 & SOC 2 Type 2 Crypto Company

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The preferred partner solution of

An AICPA SOC Company

Review

One view to review transactions, remove duplicates, adjust taxable events, and add cost basis.

Report

Generate and download detailed tax lot and roll-forward reports by asset class in FIFO, LIFO, or Optimized.

Attend our Upcoming Webinar for Tax Professionals, hosted by CPA.com

Supporting Clients with Taxable Crypto Transactions
April 8, 2020 - 12:00 PM Eastern

Don’t miss this opportunity to join CPA.com and the newest preferred partner solution provider, Lukka, in a webinar and demonstration of the industry's most accurate crypto tax calculator - LukkaTax for Professionals.

In this webinar, you will:

  • Gain insight into the business processes required to calculate crypto tax
  • Learn how LukkaTax for Professionals uniquely support CPA Firms and their clients
  • Watch a demonstration of the LukkaTax for Professionals crypto tax calculator

    Note: This webinar is not for CPE credit
Register Now

© 2020 Lukka, Inc.  |  All rights reserved.

ONLY $39.95 to signup & see summary results for all of your clients.

Generate detailed tax reports for your clients for $39.95/each.

The Preferred Solution of...

Not all crypto tax software is created equally.