The speed of report generation depends heavily on how complete the client data is. Missing buy-side history is the #1 reason gains look unusually high.
Before starting, always confirm which financial years are relevant. Older buy transactions can directly impact gains in the current filing year.
Your Client Workflow, Step by Step
Add or onboard your client
Every client starts in one of two ways.
- Existing KoinX User
- New Client
If the client already uses KoinX, they can simply add you as their tax expert.Once you accept the request, their existing data becomes visible in your dashboard.This may include:
- Exchanges
- Wallet integrations
- Transactions
- Holdings
- Historical reports
Collect complete client data
This is the most important step in the entire journey.The report is only as accurate as the data you collect.
Required Inputs
- Exchange file uploads
- Wallet addresses
- Historical buy transactions
- Deposit and withdrawal records
- Transfer history
- DeFi and staking activity
Upload and review all files
Once the files are available, upload everything into the client account.This is your review checkpoint.Carefully look for:
- Missing acquisition history
- Unsupported exchange files
- Incomplete transfers
- Missing wallet-side activity
Activate the Tax Reports plan
Reports can only be generated if the client has an active Tax Reports plan for the relevant financial year.
- Online Purchase
- Use KoinX Credits
Complete the plan purchase directly for the client from the dashboard.This is best when handling one-off filings.
Generate filing-ready reports
Once the data is complete and the plan is active, generate the reports required for filing.Depending on client activity, this may include:
- Capital Gains Summary
- Schedule VDA
- Derivatives / F&O Summary
- TDS Summary
- Complete Tax Report
- ITR-ready filing reports
Always review warnings before sharing the report with your client or CA team.
Common Issues You’ll Run Into
These are the most common reasons client reports look incorrect.| Issue | What It Usually Means | What You Should Do |
|---|---|---|
| Gains look too high | Buy history missing | Ask for older exchange files |
| Missing transactions | Incomplete file upload | Re-upload raw files |
| Transfer gains incorrect | Deposit/withdrawal mismatch | Add both transfer sides |
| Reports locked | Plan inactive | Activate plan |
| Mismatch in holdings | Old wallet not added | Collect wallet data |
In most cases, the issue is not the calculation — it’s incomplete client data.
Why Historical Buy Data Matters
This is where most professionals get caught off guard. Example: Bought for ₹1,00,000Sold for ₹1,20,000 If the original buy data is missing, the system may assume the cost as ₹0. That means the gain becomes ₹1,20,000 instead of ₹20,000. Always collect older transaction history before final report generation.
Pro Tips Before Final Filing
That one question alone catches most missing-data issues. Also verify:- Correct financial year
- All exchanges added
- Wallets included
- Transfers mapped
- Plan active
- No visible warnings
Frequently Asked Questions
Can I manage multiple clients from one dashboard?
Can I manage multiple clients from one dashboard?
Yes. The dashboard is specifically built for tax professionals and CAs handling multiple crypto clients.
What if the client already uses KoinX?
What if the client already uses KoinX?
They can add you directly as their tax expert, and once accepted, their data becomes available in your dashboard.
What are KoinX Credits?
What are KoinX Credits?
KoinX Credits are prepaid credits that can be bulk recharged and later used to activate Tax Reports plans for multiple clients directly from your dashboard.
Do I need historical data from previous years?
Do I need historical data from previous years?
Yes. If the current year sell transactions depend on older buys, previous-year data is mandatory for correct cost basis.
Can I generate reports without plan activation?
Can I generate reports without plan activation?
No. The Tax Reports plan must be active for that financial year.