Complete Tax Report Overview
The Complete Tax Report provides a detailed, audit-friendly overview of your crypto activity for the selected financial year. It consolidates summaries, transaction-level details, balances, and income classifications based strictly on the data and tax settings used during report generation.
This report is intended to support tax filing, reconciliation, and record-keeping across jurisdictions.
Cover Page
The cover page provides the key identifiers and context for the report.
It includes:
- User name
- Report generated date and time
- Reporting period
- Accounting method
- Reporting currency
- Country (Selected Taxation Country)
- Contents of the report
- Notes and disclaimers
Tax Settings and Customizations
This section displays the tax configuration used to generate the report. All calculations throughout the report are based on these settings.
It includes:
- Selected country
- Reporting currency
- Transaction preferences
- Tax settings such as:
- Calculation method
- Treatment of airdrops
- Treatment of other gains
- Treatment of crypto-to-crypto trades
- Treatment of rewards
- Treatment of interest
- Treatment of external deposits and withdrawals
- Treatment of loan repayments
- Offset of brokerage fees
- Default setting vs user-selected preference
Changes from Default
This label indicates settings that have been customized from the default recommendations based on your tax residence. By changing these settings, your tax calculation may be affected. Users should carefully review customized settings to ensure the tax calculations are accurate.
Capital Gains Summary
This section summarizes profit and loss from crypto transfers during the selected financial year.
It includes:
- Number of Transfers (Total number of transactions during the year)
- Sale Consideration (Total sale consideration received)
- Cost of Acquisition (Total cost incurred to purchase crypto assets)
- Total fees paid on sale transactions
- Total fees paid on buy transactions
- Net sales value after deducting fees
- Net cost of acquisition after adding fees
- Gross Profit
- Gross Loss
- Net Gains during the year (without offsetting fee)
- Net Gains during the year (after offsetting fee)
This summary includes transactions executed in supported markets as reflected in the report.
Summary of Income from Crypto Derivatives
This section summarizes realised profit and loss, fees, and interest related to crypto derivatives such as futures and options. It includes:
- Total realised futures profit
- Total realised futures losses
- Total futures turnover
- Brokerage fees paid
- Funding interest received
- Funding fees paid
- Gross gains from futures
- Net gains from futures
- Total realised options profit
- Total realised options losses
- Total options turnover
- Brokerage fees paid for options
- Gross gains from options
- Net gains from options
Summary of Other Incomes
This section provides a summary of income received from non-trading crypto activities.
It includes totals for:
- Airdrops income
- Rewards received
- Staking income
- Salary income
- Consultancy income
- Mining income
Summary of Other Expenses, Gifts and Donations Given
This section summarizes expenses and outflows recorded during the financial year.
It includes totals for:
- Margin interest paid
- Mining expense
- Donation made
- Consultancy expense
- Miscellaneous expenses
Year Beginning Balance of Assets
This section shows asset holdings at the start of the financial year.
For each asset, it includes:
- Asset Name
- Quantity
- Cost
- Value
- Remarks
Year End Balance of Assets
This section shows asset holdings at the end of the financial year.
For each asset, it includes:
- Asset Name
- Quantity
- Cost
- Value
- Remarks
Capital Gains Transactions
This section provides a detailed list of all capital gains transactions during the financial year.
For each transaction, it includes:
- Date Purchased
- Date Sold
- Asset
- Quantity
- Buy Value
- Sell Value
- Gross Gains (excluding fees)
- Source
- Purchase Fee
- Sale Fee
- Net Gains (including fees)
Crypto Derivatives Transactions
This section lists individual futures and options trades executed during the financial year.
For each transaction, it includes:
- Date
- Asset
- Quantity
- Net Gains
- Type
- Source
Other Income and Expense Transactions
This section provides a detailed list of all other income and expense transactions recorded during the year.
For each transaction, it includes:
- Date
- Asset
- Quantity
- Description
- Value
- Source
Asset wise Profit and Loss for the year
This section shows a summary of asset-wise profit and loss for the financial year.
For each asset, it includes:
- Asset Name
- Gross Profit
- Gross Loss
- Net Gains
Data sources
This section lists all data sources used to generate the report.
It includes:
- Exchange names
- Wallet addresses
- Custom file imports
Notes and Disclaimers
- All values are shown in the selected reporting currency unless otherwise stated.
- Market prices are determined using available market values at the time of acquisition or disposal unless explicitly provided or manually overridden.
- Calculations are based on the information provided during report generation.
- Results should be treated as estimates for guidance purposes.
- Users are advised to verify figures independently and consult a qualified tax professional.
- KoinX does not provide tax advice or act as a tax preparer.
Summary
The Complete Tax Report provides:
- Summarized and transaction-level views of crypto gains, losses, income, and expenses
- Beginning and end-of-year asset balances
- Derivatives income and transaction reporting
- Asset-wise profit and loss visibility
- Transparent data source tracking
- A consistent structure aligned with the generated report output