What is a Tax Summary?
The Tax Summary feature is available for all CoinTracker accounts and offers high-level insights into your total taxable income and total capital gains/losses for tax purposes.
This summary is helpful for evaluating your tax obligations per tax year at a high level and for deciding if you need a CoinTracker plan.
The Tax Summary shows to the totals from the two sections below it: Taxable capital gains and Taxable income, to clearly differentiate between the two due to their distinct tax implications. To see a detailed breakdown about your capital gains or income, purchase a CoinTracker plan.
Why are my Tax Summary numbers wrong?
The accuracy of the Tax Summary depends on how accurately your CoinTracker account information is maintained, so we recommend reviewing your account for accuracy to ensure the Tax Summary aligns with the reality of your transaction history.
How to Find Your Tax Summary
- Navigate to the Taxes page in your CoinTracker account.
- Select the tax year you're interested in by clicking the down arrow next to the Taxes header.
- Look for the 'Tax Summary' in the top right section of the page for that specific tax year.
You can also find the Tax Summary for all tax years on the right side of your Dashboard: