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Intro to the TokenTax Pro Plan

The Pro plan supports up to 20,000 transactions per tax year, with margin/options PnL calculations and FBAR included.

Written by Samantha

The Pro plan is for high-volume investors who need more transaction capacity or specialized margin and options calculations. It supports up to 20,000 transactions per tax year.

For the current Pro price and latest features, see https://tokentax.co/pricing.

What the Pro plan includes

  • Up to 20,000 transactions

  • Margin and options profit-and-loss calculations

  • FBAR

  • Form 8949 or the relevant international report

  • Income report and IRS audit trail transaction report

  • Support for every centralized exchange, plus DeFi and NFT support

  • CSV imports for all exchanges

  • Tax-loss harvesting dashboard

  • TurboTax Online integration

  • FIFO, LIFO, and specific ID accounting methods

  • Average cost basis for UK and Canadian filers

  • Live chat support

An additional 20,000 transactions is available as an optional feature.

When Pro is the right fit

Consider Pro if you have more than Premium's 5,000-transaction allowance, need up to 20,000 transactions, use margin or options, or want FBAR included in your plan.

What Pro does not include

Advanced crypto reconciliation, two 30-minute tax-expert consultations, review of IRS inquiries, and priority chat support are VIP features. Full filing by TokenTax is a separate add-on available to customers who purchase any crypto tax plan.

If your volume or needs exceed the standard plans, contact support about available transaction add-ons or an Enterprise plan. Enterprise plans are intended for exceptional situations such as crypto businesses, high-net-worth investors, or large volumes of unsupported or cross-chain transactions.

Still unsure?

Contact support with your tax year, estimated transaction count, platforms used, and whether you need margin/options calculations, advanced reconciliation, or full filing.

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