Scope Request

How many users for YOUR organization will need access to Lukka?

How many users OUTSIDE your organization will need access to Lukka?

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

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

For what time period do you have transaction history (date range)?

End date

What accounting methodology do you use?

LIFO FIFO HIFO Multiple/Other

(Multiple/Other) Accounting Methodologies

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

Starting Balances (with cost basis) or Roll-Forward?

Pricing Source (for crypto valuations)

Other Pricing Source

Does your business have crypto income/expenses?

(Yes) Crypto Income/expenses

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

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

Please describe any additional Crypto activities, if applicable

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

(Yes) Derivative assets

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

(Yes) Blockchain connectivity

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

Reporting Output Currency

USD Fiat Non-USD Fiat Cryptocurrency Multiple

(Multiple) Output currency

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

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

Will you require business tax reports or reporting tools?

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

Reporting Output Format

Reporting Output Frequency (if CSV)