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.

Buy Now

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

Support Your Clients NOW

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.

© 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.

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

Supporting Clients with Taxable Crypto Transactions

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 these webinars, 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.

Wednesday, June 3rd @ 12:00PM EST

Register for June 3rd

Wednesday, June 17th @ 12:00PM EST

Register for June 17th

See your client's capital gains in FIFO, LIFO, and Optimized, side-by-side for FREE.

Select your preferred method and generate all of your reports for ONLY $39.95 per client.

LukkaTax organizes all of that messy cryptocurrency data into clean tax lots with IDs (regardless of the method you choose) for each cryptocurrency asset so you can report capital gains accurately. Income is also calculated if you have situations such as mining and staking.

Make crypto less cryptic this tax season.

LukkaTax  has mapped all of the most common exchange and wallet files for you so that you can drag and drop them without having to  figure out all of the formats.

Easily import your clients' trades.

Reduce your client's  taxable income.

Create detailed tax reports with specific IDs.

Start Now

Why don't we use APIs?

Simply put, they are unreliable. Lukka DOES use APIs in some other products when they are appropriate to use, but for tax reporting, why risk missing a transaction? Just drag and drop your files.

Margin?

Yes, LukkaTax helps you identify and sort through all of these situations so that you can trust that you've done everything possible to optimize your clients' crypto for tax reporting. 

Staking?

Shorting?

Missing cost basis?

Missing 

acquisitions?

Mining?

Help Your Clients' Save

Download forms and create exports. 

LukkaTax gives you flexibility when downloading the reports that you need for tax filing with all the exchanges, assets, specific acquisition and disposal IDs listed for you so that you can import them into whatever traditional software that you use. Download your reports in the following formats:

Manage all of your clients from a single dashboard.

Add as many clients as you need to FREE. Only pay for the reports once you finish a client. Most tax filers that have crypto didn't file in 2017 or 2018. Use LukkaTax for Professionals to refile too.

  • Form 8949 with attachments (both short and long term capital gains forms)
  • Schedule 1 with attachments (for your income)
  • DrakeTax Schedule D/8949 Export (to be imported directly into DrakeTax)

Import into