Summ

How to Generate Crypto Tax Reports in Summ

What Inventory Method Should I Use?

Tax Loss Harvesting in Crypto

Lock Periods Feature

Vivi Turla

Shane Brunette

Patrick McGimpsey

Guides and tips to assist with the generation and submission of reports.

Step 3: Get Your Crypto Tax Reports

Report Summary

This article will help you read and use the Capital Gains Report.

Capital Gains Report

Income Report

This article will help you read and use the Transactions Report.

Transactions Report

Audit Report

An in depth explanation on How to Read the Inventory Report and How Transactions are Calculated.

Inventory Report

How to read Miscellaneous Expense Report and what is included

Miscellaneous Expense Report

Derivative Trading Report

This guide outlines the transaction categories and key details included in the Outgoing Gift and Lost or Stolen Assets Report.

Outgoing Gift and Lost or Stolen Assets Report

Integrating Summ into BGL

What is a Balance Variation Report and what can I use it for?

Balance Variation Report

David Melbourne

Layla Huang

Summ Report Guides

Summ Bot

Country Specific Guides

US Report Guide - Submitting crypto tax report using TaxAct

Report your crypto capital gains and income in TurboTax using Summ's TurboTax Report and Income Report.

US Guide: Reporting Crypto Taxes in TurboTax with Summ Reports

A guide on how to generate your IRS Form 8949 and Form 1040 (Schedule 1 and Schedule D)

US Report Guide: IRS Form 8949 and Form 1040 (Schedule 1 and Schedule D)

Learn about the IRS’s new per-wallet cost basis rule starting Jan 1, 2025, and how Summ’s automated migration keeps you compliant.

US Tax Guide: IRS 2025 Changes & Our Automatic Migration to Per-Wallet Cost Basis

US Report Guides

How to calculate your crypto tax in the UK: 2025 Guide

HM Revenue and Customs, First In First Out, and Average Cost.

UK Report Guide - Inventory methods for the UK users

UK Report Guides

How to calculate your crypto tax in Canada

Canada Report Guide - How to submit your cryptocurrency report using TurboTax?

Canada Report Guides

Answers to common questions around cryptocurrency tax in Australia

How is crypto taxed in Australia?

AU Report Guide: Trading Stock Report

A detailed summary of each section of the ATO MyTax Report and how to use the data to fill in your tax return.

AU Report Guide - Filling in your tax return using the Summ ATO MyTax Report

Is my Subscription Tax Deductible in Australia?

How to handle your crypto transactions for your SMSF

Handling your SMSF Crypto Accounts

Ben Melbourne

AU Report Guides

German Report Guide: How to File Your Crypto Taxes with WISO Steuer Using Summ

German Report Guides

An explanation of what this toggle does and how it affects reports

Tax toggle - Ignore gains on forex conversions

Tax toggle - Treat collateral deposits and withdrawals as non-taxable

A guide on what happens if you treat Airdrops/Mining/Staking/Royalties as Income.

Tax toggle - Treat mining as income

Tax toggle - Treat staking deposits and withdrawals as non-taxable

Tax toggle - Treat staking rewards as income

Tax toggle - Treat royalties as income

Tax toggle - Treat personal use as a non-taxable disposal

Tax toggle - Treat airdrops as income

Tax toggle - Treat bridges as non-taxable disposal

Tax toggle - Treat crypto to crypto trades as non-taxable disposals

Tax toggle - Treat outgoing gift as non-taxable disposal

An explanation of the automatic generation of transfers for missing ends of data and how the toggle impacts this.

Summ Magic Toggle - Automatically generate the counterparts of unmatched transfers

Summ Magic toggle: Auto-detect Fees for Transfers

Tax toggles

Why are there more transactions in the Capital Gains Report than in the Transactions Report?

Learn why your reports may not download or take longer and find troubleshooting steps to resolve common report download issues.

Report Not Downloading

US users sometimes download a 8949 report that only appears to have the first page filled in

Why is only the first page of my 8949 report filled in?

Troubleshooting

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