Verifying your Integration Data

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You’ve connected your exchanges and wallets. But before you generate a tax report, you need to make sure the data KoinX imported is actually complete and correct. A tax report built on incomplete data will have wrong numbers — and fixing that after filing is far more painful than spending 15 minutes reviewing now.

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Step 1: Verify Imported Transactions from the Integration Page

Go to Integrations from the left sidebar and open the specific exchange or wallet you connected. Each integration shows a summary of the data imported, including:

• Rows Added — transactions successfully imported into KoinX
• Rows Skipped — transactions intentionally ignored by the system
• Errors — transactions that could not be processed

Click View Summary under the imported file to see the full breakdown.

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Rows Added

These are the transactions successfully imported and used in your calculations. This number should generally match the amount of usable trading activity in the file you uploaded.

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Rows Skipped

Skipped rows are usually expected and safe to ignore. KoinX intentionally skips certain transactions to prevent duplication or incorrect accounting. These often include:

• Internal transfers within the same exchange like from Spot to Futures Wallet
• Duplicate records already captured from another file

These are internal platform movements and do not represent taxable events, so KoinX skips them deliberately.

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Errors

Errors are transactions that could not be imported due to missing or unsupported data. You should always review these. To check them:

1. Click View Summary
2. Expand the rows marked as Errors
3. Review the reason shown for each ignored transaction

If you find a relevant trade or transaction that should not have been skipped, contact KoinX Support and share the details. Our team can review the transaction and add support for that transaction type if required.

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Step 2: Check the Portfolio Dashboard

Go to Portfolio → Dashboard. This shows your overall crypto holdings across all connected integrations. Look for:

• Purchase Cost vs Current Value — does the purchase cost look roughly right for what you’ve invested overall?
• Unrealised Gains — does the direction (positive or negative) make sense given market conditions?
• Portfolio Allocation — does the pie chart show your actual holdings? If coins you’ve sold are still showing up, or coins you hold are missing, there’s a data issue.
• Holdings by Category — check Spot Holdings, DeFi Holdings, and NFTs tabs to make sure assets appear in the right category.

If something looks off, the issue is usually a missing integration or incorrectly categorised transactions.

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Step 3: Review Warnings and Flagged Transactions

KoinX flags transactions that need attention with warning indicators. On the Transactions page, use the Warnings filter dropdown to see all flagged items. KoinX has two warning filters:

Can't find Price

KoinX couldn’t determine the market value at the time of the transaction. This is common for obscure tokens, newly launched coins, or very old transactions. You’ll see an orange warning triangle with “Add Price” and “Learn More” links. Click Add Price to manually enter the value.

Can't find purchase transaction

KoinX found a sell or transfer but couldn’t trace it back to the original acquisition. This usually means the buy-side data is missing — check you have imported the complete historical data of same exchange.

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Step 4: Check Date Ranges

On the Transactions page, look at the oldest and newest transaction dates for each integration.

• Your oldest transaction in KoinX should match (or be close to) when you first started using that exchange
• If the oldest transaction is only 90–180 days ago but you’ve been trading for years, your API has a lookback limit — backfill with a File Upload
• Use the Select date range filter to zoom into specific periods and verify coverage

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Step 5: Review the Insights Page

Go to Insights from the left sidebar. This page gives you a tax-focused summary for the selected financial year. Key things to check:

• Crypto Tax Summary - shows Capital Gains, Derivatives Gains, and Other Gains as percentages. If everything shows 0% but you’ve traded, something’s wrong with your data.
• Transactions Breakdown - shows the split between Withdrawal, Deposit, Spot, and Others. Verify the proportions make sense for your activity.
• Total Transactions - compare against your total expected transaction count across all integrations.
• Realised Gains/Losses by Coins - check if the gains/losses for your most-traded coins look reasonable.
• Realised Gains/Losses by Category - if a category shows no data when it should, investigate.

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Step 6: Verify Specific Transactions

For any transaction that looks suspicious, click on it to expand the details. You’ll see:

• Details tab — transaction hash, source address, destination address, market value, platform fees, TDS deducted, and gain/loss
• Analysis tab — how KoinX calculated the cost basis and gain for this transaction
• Edit Log tab — history of any changes made to the transaction

You can also click the three-dot menu (⋯) on any transaction for options: Edit, Label Transaction, Split, Migrate Coin(s), Mark as Spam, or Delete.

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Step 7: Cross-Check with the Overview Page

The Overview page (accessible from the left sidebar) shows a high-level summary including:

• TDS Summary — TDS deducted by each integration, with amounts
• Crypto Tax Summary — Capital Gains, Derivatives Gains, Other Gains percentages with a Total Taxable Gains figure (locked behind the tax report)
• Account Settings — confirm your Country, Base Currency, Calculation Method (e.g., FIFO), and that they’re correct
• Integrations — quick view of all connected integrations
• Trade Types — pie chart showing your transaction type distribution

If the Account Settings show the wrong country or calculation method, fix this in Tax Settings before generating any reports.

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Common Issues / Edge Cases

I'm seeing inflated gains. I didn't make such profits.

There are two different root causes here, and they’re easy to mix up:

• Missing cost basis This means historical buy data is missing for that same integration. KoinX has the sell but never saw the original purchase, so it treats the cost as ₹0. Fix: upload the historical data for the missing period.
• Missing Internal Transfer This happens when the original purchase was on a different wallet or exchange that you haven’t added yet. Here it’s using the market price at the time of deposit as a proxy, which may not be accurate. Fix: add the missing integration so the purchase price carries forward correctly.

Could not fetch price on airdrops and obscure tokens

This is normal for tokens without reliable market price data. Click Add Price on the transaction to enter the value manually. If you don’t know the price, check a block explorer or price aggregator for the token’s value at that timestamp.

Duplicate transactions appearing

If you connected via API AND uploaded a file covering the same period, you might see duplicates. Delete the duplicate entries manually, or remove one of the integration sources.

Portfolio shows coins I've already sold

This usually means KoinX doesn’t have the sell transaction. Check if the exchange where you sold is connected and if the sell transaction was imported.

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Frequently Asked Questions

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Resolve warnings before generating your report Fixing common transaction issues