Koinly allows you to generate reports for any custom date range, as long as you have the necessary tax plans. This can be helpful if you want to generate a report only for a specific month, quarter, or if you moved countries during a tax year and need to report your taxes for a custom period.
How to generate a custom report:
Generating a custom report is very simple.
- First, head to the Tax Reports page and click on the year dropdown.
- Select the Custom option. This will open up a date picker.
- Select the starting date and ending date for your report. The summary will update to reflect the selected period and you can now choose which report to generate
Which reports can be generated for custom dates?
Only generic Koinly reports can be generated for custom dates. This means that you will not be able to generate specific tax forms, such as the IRS report or the ATO/HMRC summaries, since these reports should only be generated for complete tax years.
You will only be able to generate the Complete Tax Reports and the specific CSV reports (Capital gains report, Income report, etc)
Why can I not generate a report for my selected date range?
If you are not able to generate the selected report, then you do most likely not have the necessary tax plans for the selected period.
In order to generate a report for a custom date range, you need to have a tax plan for all tax years that the report spans, and those tax plans need to cover your transaction count for those years.