Summ

What do the figures in the ‘Reports’ tab mean?

Understanding how foreign currency conversions work in our platform.

Dealing with foreign currency conversions

Here we explain why you may witness a capital gain on a fee

Why is there a gain on my fee?

Non-taxable transactions might include transfers, bridges, swaps, etc., depending on your tax settings.

FAQ: Why Are There Gains/Losses on Non-Taxable Transactions?

This guide explains the differences between 'fiat invested' and 'fiat deposit' as well as 'fiat proceeds' and 'fiat withdrawal'.

Understanding Fiat Figures in Summ

Rollover in Summ tracks how the cost basis is transferred during swap and non-taxable trade transactions, shown when hovering over the two-way arrow icon.

What is "Rollover"?

This article explains how Summ calculates and records cryptocurrency transaction fees for tax purposes.

How are fees calculated?

Learn what the balance adjustment is, why it happened, and what it means for your account.

Understanding the balance adjustment in Summ

Vivi Turla

Shane Brunette

Ben Melbourne

These guides assist in explaining certain taxable scenarios

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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

{appName} in 60 seconds

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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