AI Summary
- KoinX offers two types of reports: universal reports (available to everyone) and country-specific reports (customised for your jurisdiction)
- Your country setting in Tax Settings determines which country-specific reports appear
- One plan upgrade unlocks all reports for the selected financial year, no extra payment per report, unlimited downloads, and you can regenerate reports whenever you update your transactions
- Universal reports include: Transaction History, Income Summary, Buy-Sell, Beginning of Year Balance, End of Year Balance, Tax Filing Data
- Country-specific reports include: Complete Tax Report, Schedule VDA (India), Form 8949 (USA), and more
How Reports Are Organised in KoinX
When you go to Tax Reports in the sidebar, you will see a list of available reports in two categories.Universal Reports
Available to all users regardless of country setting.Country-Specific Reports
Customised based on your country setting in Tax Settings.Universal vs Country-Specific: What Is the Difference?
Universal reports provide structured records and summaries of your crypto activity. They help you review transactions, balances, income, expenses, and tax-related data without applying country-specific filing formats. Your CA can use these for verification, reconciliation, and detailed review. Country-specific reports apply local tax logic and reporting formats based on your selected country. For example, the Complete Tax Report for India applies Indian tax treatment under Section 115BBH, while USA reports are structured for Form 8949 and TurboTax import. These are designed to support your actual filing process.What Happens When You Upgrade Your Plan?
You do not pay per report. When you upgrade your KoinX plan for a financial year:- All reports are unlocked, both universal and country-specific
- Unlimited downloads, download the same report as many times as needed
- Unlimited regeneration, edit your transactions, fix an error, and regenerate at no extra charge
- Permanent access, your generated reports remain accessible for that financial year
Which Report Do I Actually Need?
Frequently Asked Questions
Do I need to download all the reports?
Do I need to download all the reports?
No. Most users only need the Complete Tax Report for their country. The other reports are supplementary. Download them if your CA requests specific data, if you are importing into a filing tool like ClearTax, or if you want detailed records for your own reference.
Why do I see different reports than someone else on KoinX?
Why do I see different reports than someone else on KoinX?
KoinX shows different reports based on your country setting in Tax Settings. If you are in India and a friend is in the USA, you will see different country-specific reports. Universal reports are the same for everyone.
Are all reports included in one payment or do I pay per report?
Are all reports included in one payment or do I pay per report?
One payment unlocks all reports for the selected financial year. You do not pay separately for each report.
Can I preview a sample report before paying?
Can I preview a sample report before paying?
Yes. On the Tax Reports page, look for the “Sample Report” link under each report type. This shows the format and structure before you upgrade.
What if my country is not listed?
What if my country is not listed?
You will see the Default Complete Tax Report, which provides a general capital gains calculation. Share this with your local CA and they can interpret it according to your country’s tax rules.
Can I regenerate reports after changing my transactions?
Can I regenerate reports after changing my transactions?