Tax Reports Now Include Beginning and End of Year Holdings
Your tax summary, Excel, and Google Sheets exports now show what you held on January 1st and December 31st — with quantities and cost basis for every asset.
When your accountant reviews your crypto tax report, the first question is usually: "What did you hold at the start and end of the year?" Until now, you had to pull that data separately from the portfolio page.
Starting today, the Summary, Excel, and Google Sheets tax report exports automatically include beginning-of-year (January 1) and end-of-year (December 31) holdings — with quantities and cost basis for every asset.
What Is Included
Each holdings section shows:
- Asset symbol — BTC, ETH, SOL, etc.
- Quantity held — as of that date
- Cost basis — your total acquisition cost for the remaining lots
Assets are sorted by cost basis (highest first), so the most material positions appear at the top. Up to 50 assets per section.
Why It Matters
For US users: If you are filing FBAR or Form 8938, you need to know the maximum value of foreign-held crypto during the year. Year-boundary holdings help establish those numbers.
For international users: Many jurisdictions (Italy, Austria, Finland, and others) require wealth declarations based on year-end holdings. Having this data in your tax export saves a separate calculation step.
For everyone: It creates a clear audit trail. If the IRS or your local tax authority asks "what did you own on December 31, 2025?" — the answer is right there in your report.
How to Get It
Just download your tax report as usual from the Tax Reports page. Choose the Summary, Excel, or Google Sheets format. The holdings sections appear automatically — no extra settings needed.
We think a complete tax report should include this data by default. Whether you are filing in the US, Europe, or anywhere else, knowing what you held at year boundaries is fundamental to accurate reporting.
Try it free during our beta — all export formats included, up to 10,000 transactions.