How do I create and manage a Blockpit Crypto Tax Agent Account (CTA)?

The Blockpit Crypto Tax Agent (CTA) is a powerful feature that allows a tax advisor to access their client's Blockpit accounts to prepare their crypto tax returns.

The Crypto Tax Agent can create and manage integrations and transactions similar to the classic Blockpit user, thus completing the data entry for clients (simple Blockpit users) and generating final tax reports. This gives users (clients) the advantage that their tax advisor can access their shared Blockpit account securely and without sharing their password.

 

Crypto Tax Agent account overview & functions:




Functionalities

  • Adding and managing agents (team members)
  • Create & add or manage clients (simple blockpit users)
  • Assigning agents to specific clients
  • Customize client details
  • Change status, notes and submission deadlines
  • Open the Blockpit client account

 

How to Crypto Tax Agent Account (CTA)

  1. To create a CTA account, go to Blockpit.io and click on Login.



  2. Select that you want to sign up, then click “Switch to tax advisory registration”.
  3. Fill in all the fields and then click on Create account. You will then receive an e-mail to confirm the creation of your account.



How to connect/create a user account via the CTA?

Connect existing user account

  1. Log in to your CTA account.
  2. Click on Add Client at the top right.



  3. Select “Invite existing Blockpit user” as the setup type.
  4. Click on Create User and tell the client to authorize access to their account as shown below.

 

Create new user account

  1. Log in to your CTA account.
  2. Click on Add Client at the top right.



  3. Select “Create new Blockpit user” as the setup type.
  4. Enter the user data, region data and a new password for the account.
  5. Click on Create User and tell the client to authorize access to their account as shown below.

 

Authorization of access by the client

As soon as a client account has been connected or created, an invitation is sent to the client by e-mail.

  1. As a client, click on Accept Invitation in the email you received OR navigate to Profile > Settings > Shared Access in your own Blockpit account.





  2. Authorize access in consultation with your tax advisor.



    Do not grant approval unless the invitation has been coordinated with your tax advisor!

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