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Purchasing a tax plan

Written by Jack

Here are the steps to purchasing a tax plan in Koinly to generate a tax report:

  1. Go to the Plans page and select the year you wish to generate tax reports

  2. Choose a plan that covers your transaction count

  3. Decide if you want any add-ons with your plan (optional)

  4. Select your payment method

  5. Add a promo code if you have one

1️⃣ Visit the Plans page

Go to the Settings → Plans page and choose the financial year you need reports for:

You can click the "+" button at the end of the list if you need to purchase a plan for an earlier year like 2020, 2019, 2018, etc.

2️⃣ Select the plan

Koinly will automatically select the plan you need according to your billable transactions count and lock plans that aren't big enough to generate a tax report:

  • For the current financial year: Koinly will select a plan that covers both yearly and account-wide transaction limit

  • For historical years: Koinly will select a plan that covers the yearly limit only (assuming you will buy plans for the following years afterwards)

For more information on how our pricing model works, see:

👉 How pricing works on Koinly

3️⃣ Include add-ons (if you want)

There are a number of different add-ons you can buy together with your plan that you may find helpful.

To describe in short what each add-on does:

  • Extra transactions

    • Only available for Pro plans

    • If you have over 10,000 transactions in a year, you can purchase extra transactions to make up the difference.

    • For example, if you have 15,000 transactions you would purchase the Pro Plan plus 5,000 extra transactions.
      ​

  • Dual Nationality

    • If you need to download reports for two countries

    • We explain the purpose of this add-on in more detail in Koinly tax reports
      ​

  • Expert Review

    • Request an expert from our team to review transactions in the year selected

    • For more information on this service, see What is an Expert Review?

    • This add-on is completely optional

4️⃣ Select your payment method

You can switch between tabs to select debit/credit card or crypto payments:

For more information on how we process crypto payments, check:

👉 What payment methods does Koinly accept?

5️⃣ Add a promo code

If you have a discount code, you can enter it the box below and click "Apply coupon":

If your discount code isn’t working:

  • Verify the code for typos or validity for the selected plan.

  • Check if the code has expired.

  • Contact Koinly support if issues persist or request an alternative code.

After you apply the promo code, click "Buy now" to finalize your purchase.

That's it! 🎉

After your payment is processed, you'll now be able to generate your reports from the Tax Reports page, see how in:

👉 Generate your tax reports

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