Tax loss harvesting refers to the act of identifying assets held at an unrealized loss and selling them in order to realize the capital loss and offset your other capital gains.

TokenTax plans are priced per tax year, so that means that a 2021 Premium or higher plan grants access to the Tax Loss Harvesting Dashboard for the 2021 tax year. Once that tax year concludes (12/31/2021 for US clients), the Tax Loss Harvesting Dashboard becomes a feature for 2022 plans.

If you have a plan for the current tax year and are still not able to view the Tax Loss Harvesting Dashboard, please reach out to [email protected]

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