Summ

A guide on when and how to use the Send, Receive, and Transfer categories.

Send, Receive, and Transfer

Grouped Transaction: Trade

How to use the 'Swap' category to classify certain trades as non-taxable

Swap Category

Learn how to manage lost, stolen, or hacked cryptocurrency in Summ and understand the associated tax implications.

Lost, Stolen or Hacked Crypto

Everyday crypto transactions used to buy goods and/or services

Personal Use Category

How to handle bridging/cross-chain transactions on the platform

Bridging Transactions

How to handle staking deposits, staking withdrawals and staking rewards

Staking Transactions

Why can't I see my staked assets on the dashboard, portfolio, or inventory report?

Why can't I see my staked assets?

This article discusses liquidity pools, how they are categorised on the platform and why the LP tokens cannot be assigned a market value.

Liquidity Pools and LP Tokens

A guide discussing liquidity pools, potential tax implications and how they are categorised on the platform when providing liquidity.

Categorizing Liquidity Pool (LP) Transactions in Summ

On-chain margin/derivatives trading explain

Understanding Increase Position and Decrease Position Categories

Dust In and Dust Out Category

Patrick McGimpsey

Vivi Turla

Ben Melbourne

Transaction category explain & handling complex transactions

Transaction Category

Writing off assets (e.g. funds lost on FTX)

Why Stablecoins Aren’t Always Equal to Fiat in Summ

Dealing with Scam Airdrops

A guide on NFTs and their tax implications

NFT Guide

How to manage ICOs, IDOs and Presales within the Summ platform

Initial Coin Offerings (ICOs), Initial DEX Offerings (IDOs) and Presales

This article explains what reflection tokens are and suggestions on how to deal with them on the platform.

Reflection Tokens

How to enter OTC trades into the Summ Platform

Handling OTC Trades

What are wrapped tokens and how to categorize them for your tax report

Wrapped Tokens

Rebase tokens (E.g. OHM, TIME) and their implications for tax reporting.

Rebase Tokens

What to do when one of your tokens undergoes a redenomination or token swap.

How do I enter a redenomination or token swap?

How to use Summ to write off stolen or lost crypto

Handling losses from crypto scams, rug pulls and hacks

Handling Complex Crypto Transactions

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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