Summ

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

Vivi Turla

Ben Melbourne

Patrick McGimpsey

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype invite-team answer

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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