Somtimes, for a variety of reasons, trades need to be reviewed in order to calculate the an accurate tax report.
The easiest way to review your trades is to click on the Review Trades button in the upper right-hand corner of every page in the Accointing Platform. It will allow you to review trades in bulk, rather than searching for them in your Full Data Set.
Once you click that button, you will be brought to a new page with four different steps:
- Unknown Currencies
- Identify Internals
- Classify Transfers
- Missing Funds
Go through the steps on each page to ensure that you are reporting your transactions correctly.
Full Data Set
Alternatively, you can go through your Full Data Set to look for any tagged transactions.
Tagged transactions will appear in red withe a circled question mark. Clicking on the cirlced question mark will open up a tool tip with how to fix the issue.
While it may be a good idea to take a look at the full data set to get some context as to what the trade was, you may have to go through several pages of transactions to find transactions with error messages.