CoinTracker Tax Plans are priced based on the number of transactions you have in a given tax year. Tax Plans allow users to view capital gains and losses and tax reports for that tax year.
- We will automatically suggest the correct Tax Plan tier based on your current number of transactions in a tax year—this is visible in the Tax Center (see example 1 below)
- Transaction totals can change after a tax plan is purchased, which can lead to situations where users need to upgrade to a higher tier. This will look like you're being "double-billed" but that is not the case (see example 2 below)
Please note, the screenshots below represent a user in the US. Taxation country and currency can be updated within your Account Settings.
Example 1 - Purchasing the Recommended Tax Plan
What is my total transaction count?
A user named Sharon has 739 transactions in the 2022 Tax Year, and this is what is in their Tax Center:
How do I purchase a Tax Plan?
They click "Choose a tax plan" and see that CoinTracker is recommending a specific plan to them for $179 (10% of the $199 for the early bird discount—available for tax plan purchases before Jan 31).
This corresponds to the Tax Plan tier for transactions numbering between 201-1000, since they have 739 transactions. The 10% early bird discount is applied. (*note - the "unlimited" plan is currently unavailable)
Sharon purchases the tax plan and is able to access capital gains calculations and tax forms in the tax center.
Example 2 - Multiple Payments for One Tax Plan
Why was I charged twice for my tax plan?
In October 2022, Frances uploads her transactions to CoinTracker and has 112, and so purchases the recommended tax plan at $99 (for 101-200 transactions(
Between November to December, 2022, Frances has much more crypto activity and adds another 2000 transactions for a total of 2112.
In March 2023 Frances is prompted to upgrade her Tax Plan to the $299 plan for 1001-3000 transactions.
However, she will only pay an additional $200 as she already paid $99.
The total of all Tax Plan payments should correspond to the proper tier based on your final transaction total for the tax year.