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Why are some assets missing from the Taxbit Accounting Suite

If you notice that assets are missing from your account/transaction data, please reach out to your Implementation Manager, CSM, or submit a request via our online submission form with the details of the asset that is missing, and our Customer Experience Team will assist you further.

For CSV uploads, any asset and respective USD price can be uploaded. If there are unique assets or transactions, we encourage users to work with our team to understand the use case and to get those unique transactions into the tool in the form of a CSV.