Introduction
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 as well as tax forms 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.
- However, sometimes transaction totals 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
A user named Sharon has 739 transactions in the 2022 Tax Year, and this is what is in their tax center:
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 required to purchase 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(
- 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 asked to upgrade tax plans - the $299 plan (for 1001-3000 transactions).
- However, they will only pay $200 as they already paid $99.
In summary, the total of all tax plan payments should correspond to the proper tier based on your final transaction total.