> ## Documentation Index
> Fetch the complete documentation index at: https://guides.koinx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Crypto Tax Clients with KoinX for Tax Professionals

> Manage multiple crypto clients, collect the right data, activate plans, and generate filing-ready reports from one dashboard.

Managing crypto taxes for one client is already a lot.

Now multiply that by 10.

One client forgot an old wallet. Another has trades across four exchanges. Someone sends screenshots instead of the actual files. And of course, there’s always that one transfer from 2022 nobody remembers.

KoinX’s **Tax Professionals dashboard** is built for exactly this chaos — giving you one place to manage multiple clients, collect their data, activate plans, and generate tax-ready reports without juggling separate accounts.

<Info>
  The speed of report generation depends heavily on how complete the client data is. Missing buy-side history is the #1 reason gains look unusually high.
</Info>

<Note>
  Before starting, always confirm **which financial years are relevant**. Older buy transactions can directly impact gains in the current filing year.
</Note>

## Your Client Workflow, Step by Step

<Steps>
  <Step title="Add or onboard your client">
    Every client starts in one of two ways.

    <Tabs>
      <Tab title="Existing KoinX User">
        If the client already uses KoinX, they can simply add you as their tax expert.

        Once you accept the request, their existing data becomes visible in your dashboard.

        This may include:

        * Exchanges
        * Wallet integrations
        * Transactions
        * Holdings
        * Historical reports

        <Tip>
          This is the fastest workflow since the data may already be available.
        </Tip>
      </Tab>

      <Tab title="New Client">
        If the client is not already on KoinX, create their account directly from your dashboard.

        This gives you a dedicated client workspace where all reports and transactions stay organised.

        You can use this [Video link](https://www.youtube.com/watch?v=jLkPWh8BUv8\&t=1s) to add a client to your dashboard.
      </Tab>
    </Tabs>
  </Step>

  <Step title="Collect complete client data">
    This is the most important step in the entire journey.

    The report is only as accurate as the data you collect.

    ### Required Inputs

    * Exchange file uploads
    * Wallet addresses
    * Historical buy transactions
    * Deposit and withdrawal records
    * Transfer history
    * DeFi and staking activity

    <Warning>
      Never start with only the latest financial year if the client has older holdings. Missing historical buys can inflate gains significantly.
    </Warning>
  </Step>

  <Step title="Upload and review all files">
    Once the files are available, upload everything into the client account.

    This is your review checkpoint.

    Carefully look for:

    * Missing acquisition history
    * Unsupported exchange files
    * Incomplete transfers
    * Missing wallet-side activity

    <Tip>
      If the client has moved assets between platforms, always verify both sides of the transfer.
    </Tip>
  </Step>

  <Step title="Activate the Tax Reports plan">
    Reports can only be generated if the client has an active **Tax Reports plan** for the relevant financial year.

    <Tabs>
      <Tab title="Online Purchase">
        Complete the plan purchase directly for the client from the dashboard.

        This is best when handling one-off filings.
      </Tab>

      <Tab title="Use KoinX Credits">
        If you manage multiple clients, use your prepaid **KoinX Credits** to activate plans instantly.

        This is usually the faster workflow during filing season.

        <Info>
          Credits can be bulk recharged and used across multiple client accounts.
        </Info>
      </Tab>
    </Tabs>
  </Step>

  <Step title="Generate filing-ready reports">
    Once the data is complete and the plan is active, generate the reports required for filing.

    Depending on client activity, this may include:

    * Capital Gains Summary
    * Schedule VDA
    * Derivatives / F\&O Summary
    * TDS Summary
    * Complete Tax Report
    * ITR-ready filing reports

    <Note>
      Always review warnings before sharing the report with your client or CA team.
    </Note>
  </Step>
</Steps>

## Common Issues You’ll Run Into

These are the most common reasons client reports look incorrect.

| Issue                    | What It Usually Means       | What You Should Do           |
| ------------------------ | --------------------------- | ---------------------------- |
| Gains look too high      | Buy history missing         | Ask for older exchange files |
| Missing transactions     | Incomplete file upload      | Re-upload raw files          |
| Transfer gains incorrect | Deposit/withdrawal mismatch | Add both transfer sides      |
| Reports locked           | Plan inactive               | Activate plan                |
| Mismatch in holdings     | Old wallet not added        | Collect wallet data          |

<Note>
  In most cases, the issue is not the calculation — it’s incomplete client data.
</Note>

## Why Historical Buy Data Matters

This is where most professionals get caught off guard.

Example:

Bought for ₹1,00,000\
Sold for ₹1,20,000

If the original buy data is missing, the system may assume the cost as ₹0.

That means the gain becomes **₹1,20,000 instead of ₹20,000**.

<Warning>
  This is one of the most common reasons clients feel their gains are “wrong.”
</Warning>

Always collect older transaction history before final report generation.

## Pro Tips Before Final Filing

<Tip>
  Before generating the final report, ask the client:

  **“Have you ever traded, transferred, or stored this asset on any other platform?”**
</Tip>

That one question alone catches most missing-data issues.

Also verify:

* Correct financial year
* All exchanges added
* Wallets included
* Transfers mapped
* Plan active
* No visible warnings

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Can I manage multiple clients from one dashboard?">
    Yes. The dashboard is specifically built for tax professionals and CAs handling multiple crypto clients.
  </Accordion>

  <Accordion title="What if the client already uses KoinX?">
    They can add you directly as their tax expert, and once accepted, their data becomes available in your dashboard.
  </Accordion>

  <Accordion title="What are KoinX Credits?">
    KoinX Credits are prepaid credits that can be bulk recharged and later used to activate Tax Reports plans for multiple clients directly from your dashboard.
  </Accordion>

  <Accordion title="Do I need historical data from previous years?">
    Yes. If the current year sell transactions depend on older buys, previous-year data is mandatory for correct cost basis.
  </Accordion>

  <Accordion title="Can I generate reports without plan activation?">
    No. The Tax Reports plan must be active for that financial year.
  </Accordion>
</AccordionGroup>