September brings improvements across the KoinX platform, with a focus on making tax workflows easier, giving Tax Professionals better tools to manage their clients, and expanding support across integrations and tax reporting.

Identify Tax Issues More Easily

We've improved the Reduce Taxable Gains component to help you identify issues that may affect your taxable gains.

The component now includes the Missing Cost Basis case alongside the other potential issues, helping you identify and fix all three supported cases. We've also added a dedicated Taxable Gains component to the Overview for easier visibility into your taxable gains.

Enhanced Tax Reports Across Regions

We've continued improving tax reports across regions to better align with local requirements and make reports easier to review.

• 🇸🇪 Sweden — The K4 Report now follows the official K4 format instead of KoinX's previous PDF template.
• 🇦🇺 Australia — Added a dedicated Personal Spending section to help categorise personal-use purchases and identify transactions relevant to the $10,000 personal-use asset exemption.
• 🇮🇳 India — Tax Filing for FY 2027 is now enabled.
• International Reports — Improved translations in Data Review Reports and fixed table overflow issues in international tax report tables.

Better Tools for Tax Professionals

We've expanded the Tax Professionals platform with improvements to calling, chat, and filing workflows, making it easier to manage client communication and track filing progress.

• Call Logs — View complete inbound and outbound call history, including call status, duration, and linked client information. CAs can also initiate callbacks directly from Call Logs.
• Improved Chat — Unread counts, Read/Unread filters, client search, filing status, and assigned CA details make it easier to manage client conversations.
• Call Notifications — Sound notifications now alert CAs about new messages when they're outside the Chat page.
• Detailed Filing Statuses — Added more granular statuses covering assisted filing, computation sent, audit tracking, income tax notices such as 133(6) and 143(2), KoinX follow-ups, and other key stages of the filing journey.
• Client Management — Added email OTP verification for new clients and improved client list sorting and team member selection.

Expanded Integration Support

We've continued expanding transaction coverage and improving integration reliability across the platform.

• Added Order History support for Delta Exchange India for better transaction capture.
• Added new transaction types and improved mapping across MEXC, Binance, Bybit, Bitunix, BingX, Coinbase, KuCoin, Kraken, Bitstamp, and Crypto.com.
• Standardized API transaction classification by identifying crypto-to-crypto trades as Swaps and crypto-to-fiat or fiat-to-crypto trades as Spot.
• Added DFNS API and eToro file integrations.
• Increased the transaction sync limit for Bitcoin and Litecoin integrations to 100,000 transactions.

Other Improvements

• Internal Transfer Filter — You can now use the Internal Transfer filter on the Transactions page to quickly find and review transactions marked as Internal Transfers.
• Integration Completion Notifications — Users now receive push notifications when their integration is successfully completed.
• Crypto Coin Amounts — Very small crypto amounts are now displayed directly on the Transactions page instead of appearing as zero until hovered.
• Cost Sorting — The Cost filter now correctly sorts transactions based on Cost of Acquisition rather than Received Value.
• UK Shared Pooling — Improved accounting logic for the UK Shared Pooling method.