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Purchasing a tax plan
Purchasing a tax plan
Carl avatar
Written by Carl
Updated over 2 months ago

Here are the steps to purchasing a tax plan in Koinly, which will give you access to generate your tax reports.

Step 1 - Go to the Settings โ†’ Plans page and choose the correct financial year - this is the year that you want to generate tax reports for:

Note - If you need reports for years earlier than 2019-2020, click the '+' icon.

Step 2 - Select the plan you need. If you're unsure, take a look at our article 'How pricing works on Koinly'

What are billable transactions?

This is the number of billable transactions you made in the selected tax year, followed by the total number of billable transactions in your account (across all years).

Step 3 - Choose any add-ons you need

  • Extra transactions - If you have over 10,000 transactions in a year (the limit for the Pro Plan), 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 report taxes in your home country, plus one other, this will allow you to access reports for a second country.

  • Expert Review - Expert review is an additional service provided by one of our team members who specializes in data import. For more information, see this article - 'What is an Expert Review?'

Step 4 - Select your payment method - You can switch between tabs to select debit/credit card or crypto payments:

For more information on paying with crypto, see the article 'What payment methods does Koinly accept?'

Step 5 - If you have a discount code, you can enter it here:

Note - Make sure to click 'apply coupon' before finalising the payment, otherwise, the discount will not be deducted.

That's it! You'll now be able to generate your reports from the Tax Reports page, see here for steps on how to do so - 'Generate your tax reports'

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