Skip to main content

The Tax Reports

An overview of the four tax reports available in Recap — acquisitions, disposals, capital gains and income.

Written by Scott
Updated over a week ago

You can find your Tax Reports by navigating to the Tax screen, selecting the relevant tax year card, and then looking under the Reports heading.

Acquisitions Report

The Acquisitions Report outlines the history of acquisitions, indicating whether they were directly matched or not, and detailing their impact on the Section 104 pool if unmatched. This report helps you understand how your cost basis for various assets has evolved over time.

Disposals Report

The Disposals Report provides a detailed breakdown of every disposal for each asset, organised by day. It includes the proceeds, costs, fees, match type (same-day, bed & breakfast, or Section 104 pool), and the resulting gain or loss for each transaction.

Capital Gains Report

The Capital Gains Report is a downloadable PDF that summarises all disposals of crypto assets throughout the tax year. It includes total gains and losses, the annual exempt amount, and a summary suitable for inclusion in a Self Assessment Tax Return.

This report is intended for record keeping and sharing with your accountant. For tips on reviewing it for accuracy, see the Reviewing the Capital Gains Report guide.

Income Report

The Income Report is a downloadable PDF that details all crypto income received during the tax year — including staking rewards, airdrops, mining, and other income types. It provides per-transaction and per-asset summaries suitable for inclusion in a Self Assessment Tax Return.

This report is intended for record keeping and sharing with your accountant. For tips on reviewing it for accuracy, see the Reviewing the Income Report guide.

Did this answer your question?