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Report aggregation

Written by Robin Singh

The following reports may be aggregated if you have a large number of disposals:

  • Complete Tax report

  • Lomake 9

Complete Tax report

If your capital gains transactions were aggregated in the Complete Tax report, you will see the following note at the top of the page:

NOTE: This data has been aggregated to reduce the number of rows. To view the unaggregated data, download the standalone Capital gains summary report

ℹ️ To see your itemized disposals, generate the Capital Gains report instead

How the aggregation works

All disposals will be aggregated into two entries for each currency. One of these entries is the sum of all disposals that resulted in a loss and the other entry is the sum of all transactions that resulted in a profit.
The 'Date Sold' column will show the date of the first disposal that was included in the aggregated line. The 'Date Acquired' column will display the date of the acquisition used for this first disposal.

🔵 Example Let's say that Koinly was aggregating these 5 BTC disposals:
01/01: 1 BTC sold for a profit of $4000
02/01: 2 BTC sold for a profit of $5000
03/01: 1 BTC sold for a loss of $1000
04/01: 1.5 BTC sold for a loss of $1500

05/01: 1 BTC sold for a profit of $500

These disposals would be aggregated into 2 entries, one for the total loss and one for the total profit:
01/01: a total 4 BTC sold for a profit of $9500

03/01: a total 2.5 BTC sold for a loss of $2500

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