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AI Summary

  • This report summarises capital gains, derivative income, other crypto income, expenses, and asset-wise P&L for the selected financial year
  • Includes Capital Gains Summary, Derivatives Income Summary, Other Incomes, Other Expenses, and Asset Wise P&L
  • Capital gains relate to buy/sell and swap transactions
  • Derivatives income covers futures and options trading
  • Other income includes airdrops, staking rewards, mining income, salary, and consultancy payments
  • Expenses such as margin interest, brokerage fees, and mining costs are also listed
Capital gains get a lot of attention, but your crypto activity may include much more than just buying and selling. The Income Summary Report provides a consolidated overview of different types of crypto-related income, derivative trading results, expenses, and asset-wise performance for the selected financial year.

What Does This Report Contain?

The Income Summary Report is divided into six sections:

Capital Gains Summary

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Shows profit and loss from crypto asset transfers during the financial year, including spot trading, crypto-to-crypto swaps, P2P transactions, and margin trades. How your accounting method affects capital gains calculations

Summary of Income from Crypto Derivatives

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Summarises realised profit or loss from futures and options trading. Unlike spot trading, derivatives do not involve direct transfer of crypto assets but generate realised profit or loss from trading positions.

Summary of Other Incomes

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Captures crypto received as income rather than through trading. These transactions are valued at the fair market value of the asset at the time of receipt. Control how these income types are classified in Tax Settings

Summary of Other Expenses

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Records expenses and outflows related to crypto activities.

Summary of Asset Wise P&L

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Provides a breakdown of profit and loss by individual asset, showing which tokens generated gains or losses during the year.

Data Sources

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Lists the exchanges, wallets, and files used to generate the report, including source name, custom integration name, type, and wallet addresses where applicable.

Frequently Asked Questions

No. The report summarises multiple types of financial activity: capital gains, derivative trading income, other crypto income, and related expenses. It gives a complete picture of your crypto-related financial activity for the year.
Yes. The Summary of Income from Crypto Derivatives section covers futures and options trading results, including turnover, brokerage fees, and funding payments.
These appear in the Summary of Other Incomes section and are valued at the market price of the asset when received.
The Summary of Asset Wise P&L section breaks down gains and losses by asset, so you can see which coins contributed most to your overall result.
Both reports cover the same categories (capital gains, derivatives, other incomes, expenses, asset P&L), but serve different purposes. The Income Summary is designed for users who want a consolidated view of their financial year. The Tax Filing Data Report is structured for accountants doing detailed review, and is also the report used for ClearTax import.

Last modified on March 13, 2026