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

Patrick McGimpsey

Ben Melbourne

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

How to upload 1099-DA in Summ (US users only)

Understanding and Using 1099-DA in Summ (US Only)

Summ Report Guides

Country Specific Guides

US Report Guide - Submitting crypto tax report using TaxAct

How to enter your Summ crypto capital gains data into TurboTax manually using Sales Section Totals — the alternative method when the PDF upload doesn't work due to report size…

US Guide: How to Enter Your Crypto Tax Data into TurboTax (Manual Summary Method)

How to take your Summ crypto tax report and enter the figures into the right sections of Spain's Modelo 100 IRPF return using the AEAT Renta Web system.

Spain Tax Guide: How to File Your Crypto Taxes Using Summ and Renta Web (Modelo 100)

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: US tax season changes and switching from Universal to Per-Account cost basis tracking

How to get your Summ crypto tax data into TurboTax using the PDF upload flow, the recommended method for 2025.

US Guide: Importing Your Crypto Tax Report into TurboTax via PDF Upload

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 - How to use Summ tax reports for ATO MyTax?

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

AU Report Guides

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

German Report Guides

How to calculate and apply Romania's small gains exemption (200 / 600 RON) when filing your annual crypto tax report with ANAF.

How to apply Romania's 200 / 600 RON crypto exemption to your tax report

Guides for Romanian users on how to report crypto gains to ANAF

Romanian Reporting Guide

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

Integrations

Privacy Policy

Tax Guides

Pricing

Terms of Service

Blog

About

Security

Contact

Product

Legal

Resources

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Step 3: Get Your Crypto Tax Reports

Summ Report Guides

Country Specific Guides

Tax toggles

FAQ

Troubleshooting