CoinTracker generates a Self Assessment-ready tax form and a set of CSV reports for customers in the United Kingdom, based on the transactions you add. The UK tax year runs 6 April to 5 April. To access tax reports you need a paid plan. If you see a lock symbol next to a form or report, you will need to purchase or upgrade your plan to access it.
Access tax forms
We provide the UK Self Assessment Crypto Filing Summary for customers in the United Kingdom. It is a Self Assessment-ready summary of your crypto capital gains and income, with figures that map to HMRC SA108 and SA100 fields.
To generate it:
- Navigate to the Taxes page.
- Under Tax reports, select the Tax forms tab.
- Select Generate next to UK Self Assessment Crypto Filing Summary.
Your capital gains and income totals for the tax year appear at the top of the Taxes page, so you can review them before you generate the form.
Download CSV reports
CSV reports include the transactions used to calculate your capital gains and income for the tax year. They are not tax forms, but they support your reporting and can be shared with a tax professional. To download them, go to the Taxes page, select the CSV reports tab under Tax reports, and select Download next to the report you need.
| CSV report | Description |
|---|---|
| Transactions history | All transactions for the tax year. |
| Tax summary | Capital gains and losses for the year. |
| Capital gains | Transactions that resulted in a capital gain. |
| Income report | All income transactions for the year. |
| Derivative report | All derivative-related profit and loss (PNL) transactions. |
If you run into any issues, please don't hesitate to reach out to our support team for help.