Scope Request

Key Account Information

How many users WITHIN your organization will need access to Lukka software (i.e., employees)?

How many users OUTSIDE your organization will need access to Lukka software (i.e., fund managers, auditors, etc.)?

How many separate entities should be created in the software for your needs?

Is historical reconciliation needed?

On a go-forward basis how many transactions per month do you anticipate (count, not value)?

What accounting methodology do you use?

What is an estimate of your TOTAL historical transaction volume in transaction count (not value)?

What will be your source of asset starting balances and cost basis?

For what time period do you have transaction history?

Do you maintain your own transactional database?

Is there "Client" Trade/Transfer Data that you maintain in your own database?

Pricing Source (for crypto valuations)

Do you use crypto in your operations (i.e., receive crypto income, pay operating expenses in crypto, etc.)?

Fiat Currencies

Please indicate the amounts of fiat currencies in scope

CNY

KRW

USD

INR

EUR

CAD

JPY

HKD

GBP

AUD

Other

Asset Support and Connectivity

Please provide the count and a list of cryptocurrencies in scope (if possible)

Do you have additional crypto activities?

Please specify

Will you require blockchain connectivity (i.e., Nodes that can pull blockchain data directly into the software)?

Please specify any blockchains that you are currently utilizing or intend on utilizing in the future

Does your list of assets include derivative assets such as futures and options?

Please specify

Will you require the ability to schedule and automate API calls?

Reporting

Output parameters and options

Will you require tools to help reconcile discrepancies across accounts and balances?

Will you require the ability to schedule and automate gain/loss processing?

Do you need the ability to generate tax reports?

Report type

1099

8949

Reporting Output Currency

Will you require the ability to schedule and automate reporting output generation?

Reporting Output Format

Report Output Frequency

For Businesses

For Tax Professionals

For Individuals

Key Account Information

Fiat Currencies

Asset Support and Connectivity

Reporting

Products

Company

Resources

Social

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