One of the most unique and helpful features of ZenLedger is our Grand Unified Accounting tool. Grand Unified Accounting (GUA) is the detailed summary of all your transactions and tax liability; It’s based on every transaction you’ve uploaded and the cost basis option you’ve selected.
Your transaction dates, coins, amounts, and exchanges will be listed on the GUA, and you can make edits there if needed. If you need to troubleshoot issues in your account or your tax numbers are incorrect, your GUA is a great tool to review for fixing your reports. You can also share your GUA with your CPA for further verification or verify ZenLedger’s output.
Our GUA tool allows you to view easily:
Your long-term and short-term capital gains in your preferred cost basis method (taxable events).
Your incoming/outgoing transfers.
Errors or items that need to be reviewed.
Your final results.
The following tabs are available: Buy, Sell, Trade, Self-Transfer, and 8949.
Step-by-Step Instructions to Access the GUA in ZenLedger:
Step 1: Make sure your tax reports are updated. Check out this article on how to run fresh reports.
Step 2: Click on the Taxes tab at the top of your account.
Step 3: Scroll down to the bottom of the page to the Utilities section and click on Unified Accounting.
Step 4: You are now on the Grand Unified Accounting Page where you can either 'Rerun GUA' if you’ve recently updated your transactions or 'Download Excelsheet' of your GUA if you're ready to view it.