This guide covers how to download CoinTracker tax reports.
To troubleshoot issues downloading reports, please use this guide: How to Troubleshoot Reports Not Downloading
How to Download Tax Reports
1. Navigate to the Tax page.
2. Make sure you have selected the correct tax year.
3. Select the tax report you wish to download from the 3 available tabs: 'IRS forms', 'Tax filing software', and 'CSV reports'.
4. Click the Generate or Download button.
- If the button says Generate, your report will be both dowloaded and emailed to you.
- If the button says Download, your report will be downloaded only.
- Note: if you have a large number of transactions please allow extra time for the report to be generated.
5. If you try to generate an IRS form with transactions that need review, you'll be prompted to review the transactions before generating a report.
- Clicking Review transactions will take you to a filtered view of the Transactions page where you can see the transactions that are flagged for review.
- Clicking Generate anyway will send a report with the current calculations.