This is a guide on your Settings page. Please check the Accountant Settings Page guide if you are on the accountant plan.

Settings Page

Click the profile icon at the top right of the page. The Settings button will then appear in the drop-down menu.

Under Settings, there are tabs on the sidebar:

Account

Profile

If you log in via OAuth (Google, Coinbase, or Xero), your Profile section looks like the image below.

You can disconnect your OAuth account and change it to the email and password login method. (Note: This can not be undone.)
You do not have an option to change your email.

If you log in via email address and password, your Profile section looks like the image below.

You can change and verify your email.
You can change your password.

Email	Your email is your account. Changing your email will change your account and where the payment notifications are sent. Note: If you decide to change your email, you can only use an email not currently associated with CTC.
OAuth	This displays if you log in via Google, Coinbase, or Xero OAuth. You can disconnect OAuth and create a password. Note: Disabling OAuth is irreversible. Once you disconnect OAuth, you can only log in via email and password.
Name	You can change your name here. This will show on the generated reports.
Country	This cannot be changed once you have chosen the Country and paid for the plan.
Local Currency	This will be set to the native currency of your chosen country and cannot be changed.
Language	Currently, we support English, Deutsch, and Español. More languages to come 😉
Account Password	You can change your password here.
Enable 2FA	You can enable 2FA to increase your account security.

Email Reports

Manage Data

Clear Data

The client’s account will remain, but the data imported will be deleted. This feature can be used if you want to start from scratch for this client.

Note: This action cannot be undone.

Delete Client

Deleting the client's account removes both the data and the client. It also removes the subscription linked to the client and cannot be undone.

Note: This action cannot be undone. After passing the 7-day Period, we are unable to recover your data.

Experience

This option is toggled on by default; however, if there are issues with scrolling on the Transactions page, it is recommended that this be turned off. If an issue persists, reach out to the support team.

Support

When opening a support chat inquiry and/or if being asked by support to provide your UID (User Identification Number), please navigate to the bottom of this Account page to find your UID.

Portfolio & Tax

The default settings are recommended settings provided to you depending on your tax country's jurisdiction. Switching these toggles will affect your reports. Please ensure that you consult with a tax professional before making changes.

Tax Settings

Cost Basis Tracking

Use this setting to change how the Cost Basis is tracked across your data. For example, using an example of purchasing an asset 3 times with different dates under the First In First Out (FIFO) Inventory Method;

Date	Transaction	Account	Value
Day 1	Buy 1 ETH	Coinbase	$4,000
Day 45	Buy 1 ETH	Binance	$3,000
Day 90	Sell 1 ETH	Binance	$2,000

If you choose;

Universal

The cost basis will be tracked universally across all wallets and exchanges.

In this case, on Day 90, your capital gains tax liability is $2,000 - $4,000 = - $2,000
By wallet and exchange

The cost basis is tracked by wallet and exchange. This means that there may be multiple cost bases for an asset based on the purchase price where the asset was purchased.

In this case, on Day 90, your capital gains tax liability is $2,000 - $3,000 = -$1,000 on Binance.

CTC Magic

	Toggle Off	Toggle On
Automatically generate the counterparts of unmatched transfers	CTC will not attempt to generate the counterpart of unmatched transfers	CTC will attempt to generate the counterpart of unmatched transfers when it can safely do so
Split fees evenly across grouped mint transactions	Grouped mint transactions will not have fees split evenly across all minted assets	Grouped mint transactions will have fees split evenly across all minted assets
Auto-detect fees for transfers	Does not auto-generate a fee if there is a discrepancy between the sent and received amounts for grouped transfers/bridges	Auto-generate a fee if there is a discrepancy between the sent and received amounts for grouped transfers/bridges
Identify bridge transactions automatically	Bridge transactions are not automatically identified from uncategorized transactions	Bridge transactions are automatically identified from uncategorized transactions

Tax Toggles

For an in-depth guide on the above settings, please navigate to Toggles Article Collection.

Portfolio Toggles

	Toggle Off	Toggle on
Show all accounts in portfolio Note: This toggle affects portfolio view only, not tax calculations.	Only imported accounts are shown in the portfolio	Portfolio holdings will also include suspected accounts, which are wallets and exchanges that have been interacted with but not imported.
Show native fiat holdings on reports and dashboard	Native fiat holdings will not shown in reports and on the dashboard	Native fiat holdings will shown in reports and on the dashboard
Use reported balances on portfolio	Use the calculated balance determined by the tax engine algorithm	Use the reported balance given by the integration

Long Term Threshold

This is the time period an asset is held before the gains are considered long-term capital gains. This is default set to your chosen country's rulings. Please always check with your tax professional before changing as it may affect your Capital Gains Report. We do not calculate the different tax implications of assets that fall within a short or long-term threshold, our reports only indicate which gains or losses would be subject to these.

Price Fallback Window

When prices are missing on transactions, we will search for transactions of the same asset within a window around the transaction time, and if a price exists for this, we will assume this price on the missing one. The default time is set to 4 hours; it can be modified from 0 to 24 hours.

Adjust Balance Accuracy

This feature provides some leeway to ignore balance remaining issues below a certain fiat threshold because of decimal place rounding issues. This is usually caused by the exchange's transaction data that has been rounded up. Some exchanges only provide information to X number of decimals, while the real potential decimal place can be 16 or even up to 24 decimals. This can lead to some rounding errors, particularly if you have done lots of trading. Some level of inaccuracy is to be expected when you have such a variance in the quality of the data.

Billings

Subscription Details

You can check your current plan and the yearly subscription period here. Clicking ‘Manage Subscription’ will open up a new tab where you can manage and review your payment details, subscription, and download receipts and invoices. Please navigate to our guides for more information:

How to Manage and Check Your Payments and Subscription
How the Subscription Pricing Model Works

Permissions

Accounting

You can check the invitation status that was sent by your accountant here. The page will look similar to the below image if you're yet to receive an invitation;

If you have accepted the invitation from your accountant, you will then see your accountant’s email address;

Revoke Access

You can revoke your accountant's access here. However, if the data being worked on is on the accountant's side, then by revoking, you will lose access to the edited data. You can only see the data you’ve imported from your side before your accountant invites you. Read this guide for more details.

Data Management

You can select a shared data source between you and your accountant. Once selected, both you and your accountant can only see and edit that side of the data. Ensure to select the right side before you start working on the reconciliations. Please read this guide for more details - Sharing Data Between Accountants and Clients