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The Tax Screen

A guide to the tax screen

Scott Price avatar
Written by Scott Price
Updated over a week ago

Overview

The tax screen provides a summary for each tax year with transactions. It includes:

  • your capital gains or losses

  • income total

  • transaction numbers

  • any warnings that may need your attention

  • the filing deadline.

This summary reflects your net gain or loss from spot trading, but it does not include any gains from margin or futures trading. For that, you'll need to refer to the more detailed report.

Click any tax year to access your reports and for more detailed information.

Tax Year Detail

To access the information on this screen, an active Recap subscription is required. Here, you can view detailed information about the specified tax year, including:

  • Disposal Proceeds

  • Allowable Costs

  • Income, Margin and Futures figures

  • Capital Gains information

Reports

You can also view or download the following reports:

Acquisitions Report - this report details the history of acquisitions, whether or not they were matched directly, and if not how they affected the pool. You can use this report to understand how your cost basis for different assets changed over time.

Disposals Report - this report is a detailed breakdown of every day for each asset that was disposed. It details the breakdown of proceeds, costs and fees and includes valuation and pricing information for understanding how asset disposals were calculated.

Capital Gains Report - The tax report is a downloadable PDF report that details the disposals of each asset throughout the tax year and provides a summary suitable for inclusion in a Self Assessment Tax Return. This report is intended for record keeping and sharing with your accountant who can check its accuracy prior to submitting a tax return.

Income Report - The tax report is a downloadable PDF report that details the income received in cryptocurrencies in the tax year and provides a summary suitable for inclusion in a Self Assessment Tax Return. This report is intended for record keeping and sharing with your accountant who can check its accuracy prior to submitting a tax return.

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