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Access tax forms and software

CoinTracker calculates and generates a variety of tax forms and reports based on the data you input.

Country-specific tax forms are available in select regions. Customers in other locations can use CSV reports to support their filing. If you see a lock symbol next to a form, you will need to purchase or upgrade your plan to access it.
 

How to get your tax forms

  1. Navigate to the Taxes page.
  2. Within the Tax Report section, select the tax report you want to download. 
  3. If you see Download forms or Preview tax forms, select it to open the Tax Report Center.
    • In the Tax Report Center, you can generate tax forms, sync tax filing software, and download CSV reports. You can also select Download all to download forms in bulk.

Note: Large transaction volumes may take extra time to process.

Connecting to a tax filing software - US customers

Similar to the steps listed above, you can find tax filing software in the Tax Reports Center.

  1. Navigate to the Taxes page.
  2. Select the Download forms or Preview tax forms button.
  3. Then select Tax filing software.
  4. Choose your preferred tax filing software.

H&R Block

Learn more about our H&R Block integration:

TurboTax

Learn more about our TurboTax integration:

TaxCaddy

Learn more about using TaxCaddy with CoinTracker and the necessary forms.

TaxCaddy forms Description
TaxCaddy 8949 Form 8949 capital assets information formatted for import to TaxCaddy.
TaxCaddy Schedule 1 Schedule 1 summary formatted for import to TaxCaddy.

TaxAct File

The TaxAct File Capital gains report is formatted to be imported to TaxAct.

Wolters Kluwer CCH File

Wolters Kluwer CCH File is for tax professionals. Read more about how to import CoinTracker tax reports into CCH or CCH ProSystem fx.

If you run into any issues, please don't hesitate to reach out to our support team for help.

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