Feature Requests

For example FIFO (2016), LIFO (2017), LIFO (2018), HIFO (2019), etc. Also relevant for people who move between different tax jurisdictions (e.g. US to UK). Could also be in the middle of the tax year.

Users Feature Request: As a user, I am a high volume users with annual transactions at or over 10,000+. I should be able to export my entire transactions history within the tax center. High volume user reports prolonged loading times when generating their transaction CSV via the tax center as well as the inability to generate tax forms (i.e. 8949) via the tax center. The tax center transaction history CSV exports a users entire transaction history not just the specified tax year. Users with various years of high volume transactions may see a degraded experience. We recommend users use the following guide to filter by specific tax years and download a filtered CSV to break up the CSVs and allow our system to process the request. As a user, what can I do? Users can reach out to the Support team directly to request tax forms. You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to Complete should we pursue this feature. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly. Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keyword: tax forms, transaction CSV, download, CSV

Users Feature Request: As an Australia user, I would like to be able to mark certain transactions as non-taxable, as well as configure taxable/non-taxable settings for certain DeFi transaction types like US users have . As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to Complete should we pursue this feature. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keywords: AUS, ATO, Australia, Staking, Taxable, non-taxable, settings

Users may experience: Problems often faced by high volume transaction accounts or adding wallets with 250k+ transactions, users may experience: Cost basis (re-)computation timeouts and/or stuck forever Ongoing syncing wallets Error screen when navigating the Transactions-page CSV imports Other performance errors As a user, what should I do? We are working to improve the experience for our high volume users, keep an eye out for updates! How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly. Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keyword: 8949, cost basis, whale user, high volume

Users Feature Request: Request to include transactions tagged as Interest expense in the Tax center Users have reported that fiat transactions tagged as Interest expense are not being included in the Tax center. This feature request aims to address this gap to ensure accurate tax reporting. Note: This applies to fiat only As a user, what can I do? In the meantime, you may manually track and report transactions tagged as Interest expense by applying a filter for Interest expense and USD (on the Transactions page) and download a CSV to get the summarized amount to ensure they are included in your tax filings. Additionally, you can upvote this feedback post to indicate your interest in having this feature implemented. The post status will be updated to Complete should the development team decide to pursue this feature. All up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keywords: interest expense, tax reporting, fiat transactions

Users Feature Request: -Users can access the 2024 tax year via: https://www.cointracker.io/tax/2024 The 2024 tax page includes tax summary for the current year The 2024 tax page includes YTD (year-to-date) access for capital gain and transaction history CSVs for current year 2024 Users would like to be able to select the current year during the tax season As a user, what can I do? Current year tax plan purchases will not be available until after tax season. Current year tax summary is available here: https://www.cointracker.io/tax/2024 -Current year is not currently available to select from the tax page You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to Complete should we pursue this feature. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly. Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keyword: tax deadlines, taxes, tax page, tax year

Users Feature Request: The CoinTracker transactions CSV has cost basis columns, but these columns are not being displayed, even for paid users. As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! We are working on bringing this cost-based data back to the transaction CSV for paid users. The post status will be changed to Complete should we pursue this feature. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly. Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience!

Show how cost basis calculations are made. Date acquired for each lot Holding period for each lot (short/long term) Cost basis of each lot Unrealized gain of each lot

Mining/staking transactions from services such as NiceHash, Coinbase, FTX (US), Kraken, etc. result in a lot of small transactions. In the case of services that add these transactions multiple times a day this results in transactions quickly racking up. For example, FTX (US) credits interest every hour. For a year worth of interest transactions, that results in 365 (days in a year) * 24 (hours in a day) = 8760 transactions per year. These push users over the transaction limit of their initial plan. We should group/consolidate these.

Company accounts in the UK (and likely other countries) are made from dates which do not have to coincide with the start of the tax year for reporting personal income taxes. There has to be a setting the CoinTracker to change the accounting period start day.