Using ZenLedger is easy! Our navigation tabs at the top of the page will help you get to wherever you want within our software.
If you are a long-time user, things may look different to you after our recent user interface update! Please take some time familiarizing yourself with the help of this article.
Wallets Tab
On this page you can see your Holdings, Import History, Add Wallet/Exchange, and Calculate Taxes.
By clicking the Holdings tab on the Wallets page, you can review your holdings altogether or broken down by import source. You'll see in the screenshot below, by click on AVAX, the holdings for that wallet show up. If Import History is then clicked you can view the Import from that source, including the date it was imported.
If you are alarmed that your Total Portfolio is a huge negative amount or is an astronomically large number, don't worry! You can review each individual source and find which one(s) are causing the discrepancy. Then you can click Import History to review the imports from that source. Oftentimes, the easiest fix is to simply remove the import and reimport it (if it is a wallet or exchange). There could be duplicate transactions or missing transactions that are causing the incorrect holding value.
To add a new import, click purple Add Wallet/Exchange button. This is also where you can click to Add Custom CSV or Add Manual Transaction.
As you make changes to your imports, you'll want to update your tax calculations to see the updated portfolio. You can do that by clicking Calculate Taxes.
Transactions Tab
Next is the Transactions tab. This brings you to the Transactions page where you can review all the transactions imported into your account.
On this page, you can use the Legacy version toggle button to switch between the New and Legacy UI.
You can also review your Missing Price transactions and review Insufficient Balance transactions.
Using the filters, you can better search for specific transactions. You can filter by Token or Address, Import Source, Warnings, and Date. Check out our Edit Transactions article for more information on how to make changes to specific transactions.
Tax Center Tab
The Taxes Center tab is where you can view and download your tax forms, see your capital gains, and review your taxable income.
If you still have Missing Price transactions or Insufficient Balances, that will be shown on this page and clicking those will bring you to the Transactions page where you can review them with the warnings filter.
On this page, you can review all of your tax details before you download your forms to ensure all the information is correct. By reviewing the IRS Form 8949, you can see all of your taxable events for the year, which are making up your long and short term capital gains/losses.
If you scroll down on this page, you will see your taxable income box, broken up by the type of income. You will also see the Utilities box, where you can access the Tax Loss Harvesting Report and the Grand Unified Accounting spreadsheet.
More Tab
File Your Tax Return
Select this if you are ready to file your taxes and would like to file through our trusted tax filing partner April! If you prefer to file with Tax Act or TurboTax, you can download your files for those from the Tax Forms page.
Add Your Accountant
This selection allows you to add your tax Professional to your account if you already have one, OR you can work with a trusted Tax Professional Firm that we connect you with who work with you to help you complete and file your taxes. Check out our Tax Pro Article for more information about these options.
Support
This selection will take you to our Help Center where you can find answers to frequently asked questions. Here you will find all of our support articles and videos and it’s the quickest way to find an answer to most questions or concerns. We highly recommend browsing through these articles while using ZenLedger!
Upgrade
The Upgrade tab allows you to purchase upcoming or prior years as well as upgrade your existing plan (if necessary). Please note that the current year is pre-selected as it is the default.
The person icon in the upper right corner of the page will allow you to navigate to your Settings menu, your Billing menu, and all of our Support articles. You can also sign out of your account from here as well. Here you can also change your account email, set a Lock Date, and Export a full transaction download.
We hope this article was helpful for you in navigating your ZenLedger account. Please reach out to our Support Team if you have any questions!