Generating a report
Step 1 - Once you have a paid plan for the year you need tax reports for, go to the Tax Reports page and select the year you need at the top of the screen: Note: Ensure your account-wide transaction limit is sufficient before purchasing a tax plan. Each tax plan contributes to this limit and helps avoid processing errors.
Step 2 - From here, select which report you want to generate from the drop-down box, and then click 'Download Report': For most users, it is recommended to generate the Complete Tax Report for general tax purposes as it includes an overview of all transactions and gains.
Step 3 - You will receive an email with a link - click this and your report will be downloaded to your device.
For information on the different reports Koinly can generate, check out Koinly Tax Reports 📖 Custom reports can also be generated for specific time periods or requirements, such as CRA-specific tax filing for Canada.
Previously generated reports
If you have already generated some reports and would like to download them again, you can click 'Show previous reports' on the same screen:
You will then see a list of the reports you've previously generated, click 'Download' next to the one you want and it will download to your device:
If you're having trouble receiving the reports via email, you can always download them through this link instead.
To create reports using custom dates, see our article: How to generate reports for custom dates 📖