Creating a Tax Report with Summ

Formerly known as Crypto Tax Calculator has rebranded to Summ. 

If you have signed up and have an account with Crypto Tax Calculator your login will remain the same.

For more information please head to their post in the link below:

• Summ Rebrand Blog Post 

Summ is the #1 Australian-owned crypto tax software, specifically built for ATO guidelines. 

Crypto tax doesn't have to be a nightmare.

• ATO myGov Report - file directly with the ATO via myTax.
• Australian-based support - get comprehensive, 24/7 support for even the most complex activity.
• Most tax effective - our Australian-specific algorithm minimises your tax by optimising your disposals and maximising your long-term capital gains discount.

As a CoinSpot customer, you'll receive 30% off all paid Summ plans* - simply sign up here and the discount will be automatically applied.
*new users only

Create a Tax Report with Summ utilising your CSV File or API Key on CoinSpot today!

For further information on tax implications when trading digital assets, please have a read of the Cryptocurrency & Tax in Australia Blog.

What is in this article?

• Crypto Tax Tips
• Reporting via CSV File on Summ
• Reporting via API Keys on Summ

Crypto Tax Tips

Reporting via CSV File on Summ

Download your CSV File from CoinSpot to upload this onto Summ. 

1. Select My Account Menu⁽¹⁾ > Then select Order History⁽²⁾.
If you are accessing your CoinSpot account via the Mobile Web Browser, please utilise the instructions to assist you with locating your Order History here.

                                                  Figure 1. Tax Report with CoinSpot & Summ - My Account Menu (Order History)

2. From here you will be able to download your Buys/Sells and Sends/Receives CSV Files.

                                                  Figure 2. Tax Report with CoinSpot & Summ- (CSV Files)

3. Once you have obtained your CSV Files, Sign in or Sign up to Summ.

                                                  Figure 3. Tax Report with CoinSpot & Summ - (Summ Login)

4. Navigate to 'Accounts' then '+ Add account' search for 'CoinSpot' to import your data.

                                                  Figure 4. Tax Report with CoinSpot & Summ - (Import Data)

5. Click 'Upload File' then 'Upload' or drag and drop the CSV Files you have downloaded, finally upload by clicking 'Import CoinSpot CSV'.

                                                  Figure 5. Tax Report with CoinSpot & Summ - (Uploading File)

Further instructions on completion can be found on the Summ Platform.

Reporting via API Keys on Summ

1. Set up an API on CoinSpot to import your data to Summ. 
For further information on how to set up an API Key, please have a read of our How to set up API Key article. Please retain your API Key and Secret Key when an API is generated on your CoinSpot account.

2. Once you have set up an API Key, Sign in or Sign up to Summ.

                                                  Figure 6. Tax Report with CoinSpot & Summ - (Summ Login)

3. Navigate to 'Accounts' then '+ Add account' search for 'CoinSpot' to import your data.

                                                  Figure 7. Tax Report with CoinSpot & Summ - (Import Data)

4. Select 'Sync via API'. Paste the API Key and Secret Key from CoinSpot to the fields below.

                                                  Figure 8. Tax Report with CoinSpot & Summ - (Sync via API)

Further instructions on completion can be found on the Summ Platform.

Need more help?

Please submit your request via Zendesk - https://coinspot.zendesk.com/hc/en-us/requests/new

or start a conversation with us via Live Chat and our team will provide full instructions and advice.