Asset 3

Crypto Tax Software for CPAs and Tax Practitioners.

Do you or your firm have crypto currency clients?

Service your current clients and expand your base even further with LukkaTax for Professionals, the only institutional-grade solution in the space.  

Do not accept second best for your clients. LukkaTax for Professionals is the ONLY AICPA SOC 1 Type 2 and SOC 2 Type 2 Crypto Tax Solution.

Trust your business to an innovative and reliable partner.

Learn about our security and data protection measures, regular compliance checks through internal reviews and audits, and the availability of our cloud services worldwide.

Easily Integrates with:

Scale Your Business and Expand Crypto Proficiency.

LukkaTax for Professionals scales to your practice’s needs. Our cloud software supports single-practitioner firms, all the way up to firms with hundreds of individual CPAs and tax practitioners.

 

  • Add as many users and clients as your need for no additional costs
  • Manage user settings and client onboarding within a single dashboard 
  • Review and generate tax forms in just 3 simple steps

Minimize Client Expenses.

We know costs matter. Our software adds minimal per client expenses. Practitioners can add and manage as many clients as they need for absolutely no associated costs.

 

  • $40 software initiation fee (unlimited professional users and clients
  • $40 per client tax return (in the current year)
  • As low as $20 per client tax returns for prior year amendments

Client Connectivity.

Import client data from all the major exchanges or invite your clients so they can do it for themselves.

 

  • Easily add a free limited client account so they can connect and import their personal trade data
  • 300+ APIs and pre-mapped files that cover almost any exchange your client places trades
  • Intuitive software interface that guides you every step of the way

Attend an 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: These webinars are not for CPE credit.

Wednesday, November 17th
1:00 pm EST

Frequently Asked Questions

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.

LukkaTax for Professionals costs $40 per tax return; pricing is not impacted by the number of respective client transactions. Volume discounts will be available for firms with large volumes. Contact us for more information.

Yes, LukkaTax for Professionals has user management and client management dashboards to manage all your professionals and clients through your single user name and password. Adding additional professionals to your account is free. Adding additional users to your account is also free. You only pay when you download your clients’ tax forms.

We use 50+ reconciliation reports and features or ask us do it for you with our Customer Success team

Yes, if applicable for your client, LukkaTax provides detailed reports (with specific and discrete tax IDs, ordinary income reports, and 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.

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).

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