ℹ️ Users affected by this article
This article applies to all users with a free trial account or with a free plan.
Report Generation During the Free Trial
During the free trial of CryptoBooks, report generation services, including the generation and downloading of financial summaries or pre-filled government tax forms, are not available. This restriction applies to all free trial features, ensuring that users can explore other functionalities but must subscribe to access advanced reporting capabilities. For example:
downloading financial reports is restricted during the trial period
pre-filled forms required for specific tax purposes, such as RW forms after importing transactions (e.g., from Binance), are only accessible to paying subscribers and are not part of the trial package
How to unlock all CryptoBooks features
To gain access to the full range of report generation features, users need to upgrade to a paid subscription plan. Paid plans offer unrestricted access to:
comprehensive, downloadable financial reports
pre-filled tax forms tailored to fiscal requirements, helping with compliance and record-keeping
fiscal strategies, tools to simulate transactions, discover what you might do to lower your tax burden, and much more
These features are designed to meet the needs of individuals and businesses handling financial transactions and preparing for tax obligations.
How to Upgrade to a Paid Plan
Read this article to learn how to buy your first subscription or to move to a higher plan if already coming from a paid subscription.