When you download tax forms, CoinTracker automatically freezes transactions to keep your transaction history stable through that tax year. CoinTracker may update your transaction history as you make edits or as we ship product improvements, but freezing prevents unwanted changes after you generate your tax forms.
For US users: If you migrated from Universal to Per-Wallet cost basis tracking, this freeze can also apply to your past tax years automatically, including through a one-time update for customers who already downloaded reports.
How it works
You can't currently freeze a specific year.
Freezing applies to all transactions up to the end of a tax year. For example, freezing your 2024 tax year will freeze all transactions from 2024 and earlier.
It’s best to review and edit transactions marked as review suggested before freezing, as you won’t be able to edit them afterward without unfreezing. If you unfreeze transactions to edit details, your past tax calculations may change.
For details on how to resolve review-suggested transactions, see the review-suggested transactions guide.
Note: The end of the tax year follows the country set in your tax settings.
Steps to manually freeze transactions
- Go to the Taxes page.
- Select the tax year from the dropdown menu to freeze transactions up to.
- Click Get started in the freezing transactions banner.
- Review the details, then click Freeze to confirm.
Depending on your transaction volume, freezing can take some time. Check the status panel for updates on the progress of the freeze.
Can I still make changes to frozen transactions?
Yes, in most cases. For a standard freeze, you can still reimport a wallet, add a wallet with transactions from a previously filed year, or edit a past transaction. When you do, CoinTracker shows a confirmation message before committing the change, so you can confirm you want to update historical data.
If you migrated from Universal to Per-Wallet cost basis tracking, transactions in your locked migration period are an exception. You cannot edit them while you are on Per-Wallet cost basis, and you must switch back to Universal cost basis to make changes.
US: What happens if I migrated from Universal to Per-Wallet?
If you migrated from Universal to Per-Wallet cost basis tracking, CoinTracker freezes your past tax years automatically. This works differently from a standard freeze. With a standard freeze, you can edit a frozen transaction by confirming a message and proceeding.
Transactions in your locked migration period cannot be edited while you are on Per-Wallet cost basis. When you try to edit one, CoinTracker shows a message that the transaction is locked by your migration. To make the change, switch back to Universal cost basis, edit the transaction, then migrate to Per-Wallet again. You can start this from your Tax settings using the Switch back to Universal cost basis option.
Troubleshoot freezing issues
Can’t freeze your transactions
Check if a freeze is already in progress. Large transaction volumes may take time to process.
Make sure you’ve selected the desired tax year to freeze. You can only freeze transactions up to the most recent year.
If the issue persists, try refreshing the page or signing out and back in.
If you run into any trouble, please don't hesitate to reach out to our support team for help.