CoinLedger gives users the ability to freeze their tax reports for a specific tax year. When you freeze a report, all data up to and including the selected tax year will be "frozen" and can no longer be edited. Learn more below about how this feature works and how you can utilize it on your account.

The most common reason for freezing a tax report on your account is to avoid accidentally changing or editing a tax report that you have already filed.

For example: let's say I filed my 2022 Tax Report using CoinLedger and I don't want to accidentally edit or modify those capital gains figures by importing new transaction history data data. In order to avoid this, I would lock my 2022 Tax Report.

Without locking my report, any new transaction history data that I import in the future could modify my 2022 capital gains figures. However, by locking my 2022 Tax Report I can have peace of mind knowing that none of my Tax Report calculations from 2022 or earlier will be affected by my future data imports.

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Step 1

From your CoinLedger account, click the profile icon in the top-right corner, and then select Settings from the dropdown menu.

Step 2

Next, navigate to the Tax Settings on the left side of the screen and scroll down to the Freeze Reports section as shown below.

​Step 3

The next step is selecting which Tax Report you would like to freeze. To do this, click the dropdown menu next to Freeze Reports.

Then, select the tax year you want to freeze (e.g., 2023 Tax Report).

Step 4

After selecting the Tax Report that you would like to freeze, hit the Save button to confirm. Your reports and transactions for all years up to and including your selected year will now be locked. For example, if I select my 2023 Tax Report to be frozen, all of my transactions AND Tax Reports including 2023 and earlier will be locked. They will no longer be edited or modified by my future data imports.

Once frozen, your reports will remain locked unless you manually undo the freeze by revisiting your Tax Settings.

NOTE: When you import transaction history data after freezing a report, you might be prompted to skip certain transactions if they are from a tax year that you have locked. In this example below, I imported my Crypto.com CSV file but it contained transactions from 2023 and earlier. Since my 2023 report is frozen, CoinLedger warned me that these transactions could change a frozen report.

To proceed with the import, I would click Skip transactions and continue. This will skip over any transactions that occurred up to or during the tax report year that I froze, and will exclude them from my reports.

If I wanted to include these transactions in my report, I would have to unfreeze my tax report from Tax Settings.

If you have any questions about freezing reports or making adjustments to your tax settings, reach out to our Support Team anytime at [email protected]!