Koinly can produce a number of tax reports. You can view all the reports available to you from the Tax Reports page:
Koinly reports
Complete Tax Report
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A comprehensive report in PDF format that includes your capital gains summary, other gains, a list of all capital gain transactions, end-of-year balances, asset summary, and income transactions.
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You can view screenshots of all the sections of this report on this page.
Transaction Report
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A file in CSV format that includes all your transactions for the year. While this is not a backup&restore file (it cannot be easily imported back to Koinly to restore your wallets), it's a good archive of your data.
Capital gains Report
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This is a CSV containing all your disposals with the gain/loss calculated for each trade.
Income Report
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This is a CSV containing all your Income transactions (airdrops, forks, interest, staking rewards, etc)
Gifts, Donations & Lost Assets
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This is a CSV containing all transactions that have been tagged as a Gift, Donation, or Lost.
Expenses Report
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This is a CSV containing all your transactions that have been tagged as a Cost. This does not include your trading fees which are already accounted for in the capital gains report.
End of Year Holdings Report and Beginning of Year Holdings Report
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This is a CSV containing your holdings at the end of the tax year (or the beginning of the tax year).
Asset Summary Report
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A list of all assets traded throughout the year, together with Gains and Losses (separately) related to each asset.
Tax Software Reports
Turbotax Report
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This is a CSV that contains your transactions in a format that can be directly imported into the Turbotax tax software.
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We have reports both for TurboTax Online and Desktop (TurboTax CD/DVD) versions.
TaxAct Report
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CSV file in a format that can be imported directly to TaxAct.
Localized Tax Reports
Aside from these, Koinly can also generate a number of localized tax reports for different countries such as:
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USA: Form 8949 and Schedule D
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UK: HMRC Capital Gains Summary
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Sweden: K4 report (both in PDF and SRU/digital format)
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Norway: RF1159
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Switzerland: Valuation Report
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Finland: Lomake 9
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Canada: Schedule 3
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Australia: ATO Summary, Trading Stock Report
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France: Formulaire 2086
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Spain: Capital Gains Summary
New reports are added all the time so sign in to the App and go to the Tax Reports page for an up-to-date listing of all available tax reports.
Dual Nationality
If you need to download your reports for more than one country, you need to purchase the "Dual nationality" add-on via our Plans page. After that, you will be able to download the reports for one more country, after changing it in your Settings.
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