After purchasing a plan, you can download a variety of tax reports containing your crypto activities. This article provides a brief overview of each report and what data they contain.
How to download reports
For detailed instructions how to download the reports, see:
Data included in reports
Each report will be based on transactions that happened within the tax year (or the custom period selected). This means that:
The capital gain/loss shown on the "Tax Summary" page and in the reports is the capital gain/loss from disposals that happened within this year only
Any loss from the previous tax year that can be carried over is not included in the gain/loss figure shown in the report
If you can carry over a loss from previous years, you may need to account for it yourself when filing (though this is usually done automatically by your Tax Office)
The calculation of the cost basis of your disposals is still based on your complete transaction history
Available reports
You can check the list of all reports available to you by clicking on the "Pick a report type" dropdown on the Tax Reports page:
Report format
Some of our reports are available in PDF form for quick view/access. Reports provided in PDF format include:
Complete tax report
IRS report
Wallet balances report
and other
Most of our reports are provided as CSV - CSV is a file format that can be easily imported to spreadsheet software like Excel or Google Sheets for comprehensive analysis, custom pivot tables, etc.
If you need a report in a different file format:
If you need a report in PDF, you can easily convert a CSV to PDF using Google Sheets.
If you need a report in XLSX (Excel) format, you can convert a CSV to XLSX using Excel or Google Sheets - but note that it's not needed, CSV is already a spreadsheet file format and can be opened in Excel.
Default reports
Complete Tax Report
A comprehensive report in PDF format with multiple sections showing both summarized and itemized data regarding your crypto activity within the tax year
That includes a summary of your gains, other gains (from leverage), a complete list of all capital gain transactions, end-of-year balances, gains per asset type summary, all income transactions and a list of all data sources (your wallets)
For countries that have a different tax treatment for short- and long-term gains, this report will further break down your capital gains depending on the holding period
You can view screenshots of all the sections of this report on this page.
Transaction History Report
A file in CSV format that includes all your transactions for the year.
This report includes transaction types, transaction date/time and received/sent amounts, gain/loss on the transaction, etc.
This file cannot be used as a backup (you cannot restore your Koinly account using it) but is a good archive option
Capital gains Report
This is a CSV containing an itemized list of all your disposals within the year
with the gain/loss calculated for each trade. This includes the asset, date and time acquired/sold, costs and proceeds, and gain/loss.
Income Report
This is a CSV containing all your Income transactions (airdrops, forks, interest, staking rewards, etc). This includes the income transaction date/time, income type, asset, amount, value, description, and wallet name.
Expenses Report
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
This is a CSV containing your holdings at the last day of the tax year. This report includes your holding amounts, value, and acquisition costs, for all assets held at the end (or beginning) of the year.
Beginning of Year Holdings Report
This is a CSV containing your holdings at the first day of the tax year. This report includes your holding amounts, value, and acquisition costs, for all assets held at the end (or beginning) of the year.
Asset Summary Report
A list of all assets traded throughout the year, together with Gains and Losses (separately) related to each asset.
Gifts, Donations & Lost Assets
This is a CSV containing all transactions that have been tagged as a Gift,
Donation, or Lost.
Balances per wallet
A PDF showing the balance of each token at the end of the year, broken down by wallet.
Tax Software Reports
Turbotax Report
For tax year 2025, TurboTax Gain/Loss report is a zip file with multiple PDFs that you can upload to TurboTax Online
You can also generate a TurboTax Desktop TXF report (file in txf format) that can be used to import your data to TurboTax Desktop
TaxAct Report
CSV file in a format that can be imported directly to TaxAct.
Localized Tax Reports
Koinly also offers a number of country-specific tax reports for different countries such as:
🇺🇸 USA: IRS Report
Contains Form 8949, Schedule D and Schedule 1
🇬🇧 UK: HMRC Capital Gains Summary
All the figures needed when filing self-assessment with HMRCV
🇸🇪 Sweden: K4 report
Available both as PDF (for quick view) and SRU/digital format (to upload directly when filing)
🇨🇭 Switzerland: Valuation Report
Based on price feeds approved by the Swiss Tax Office
🇫🇮 Finland: Lomake 9
🇨🇦 Canada: Schedule 3
🇦🇺 Australia: ATO Summary, Trading Stock Report
ATO Summary lists all the figures needed when filing via myATO, with CGT discount already applied to your total gain/loss
Trading Stock Report is for users who file as traders not investors
🇫🇷 France: Formulaire 2086
Formulaire 2086 is generated as a CSV
It contains a table that mirrors the fields of Formulaire 2086
🇪🇸 Spain: Capital Gains Summary
Dual Nationality
To download your reports for more than one country, please 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.
Good to know:
this option is most useful if both countries have the same cost-basis method
This add-on is great for you if you are a tax resident of two countries (both of which use the same cost-basis method). For example, if you're a US citizen who needs to file two tax reports
If you moved from one country to another, this add-on may not be useful to you as there may be tax and cost-basis implications mid-year.
As always, if in doubt, speak with a tax accountant.
How to use the dual nationality add-on
Download your first report as normal
Go to https://app.koinly.io/p/settings and change your home country and currency
Review your Tax summary/figures and once you confirm their accuracy, you can generate your second report
Reports for custom dates
You can generate reports for any time period - not just a full tax year - as long as your tax plans cover the dates you need. Reports can be generated for shorter periods (monthly or quarterly) or even multiple years. For more information, see:
Reports in other languages
The standard language for our reports is English with the exception of the following countries:
Austria
France
German
Italy
Spain
The "complete tax report" will be generated in the local language for users with the country setting of Spain, Italy, France, Germany, and Austria.