CoinLedger automates your crypto tax reports by integrating your complete transaction history from all your exchanges into one ledger. In order to help you sort through all your transactions, we've provided tools to help you filter your transactions by exchange account, asset, timestamp, and transaction type. This guide explains how to use these tools most effectively to review your imported data.
Sorting Imported Data
Check out this video for a quick tutorial that highlights features for sorting your imported data.
First navigate to the 3. Review stage.
On the Review page, you will see the Filters section on the right side of your screen to filter by several different categories.
Note: If you don't see this Filter menu on the right side of your screen, click Filters and it will appear.
Now, you can begin sorting your trades and transactions by different categories, including:
Accounts (i.e. the crypto exchange or platform where you transacted)
Acquisition transaction types:
Fiat Buy, Trade, Incoming Gift, Income, Interest Income, Staking, Mining Income, Airdrop, Hard Fork
Taxable Disposal transaction types:
Fiat Sell, Trade, Payment, Investment Loss
Non-Taxable transaction types:
Deposit, Withdrawal, Outgoing Gift, Theft Loss, Casualty Loss
Note: Visit this guide to learn what each of these terms means)
Accessibility Tip: If the transactions are too small to read on your screen, click the button circled below to make them easier to view:
Now, the size of your transactions should be larger and sorted by date, which makes for effortless reading and reviewing.
Here are two examples of situations where it might be useful to sort through your transactions using these filters!
Investigating a Missing Cost Basis Warning
If you see a Missing Cost Basis warning for a Solana transaction, you can type in "SOL" in the Asset section. Now, you can see a record of every Solana transaction that has been imported.
To drill in, even more, you can select by Transaction Type to display Fiat Buys or Trades. This will display the transaction where I acquired the asset. Likewise, you can select Fiat Sell or trade. This will display transactions where you disposed of the asset. Filtering with these options will provide a clearer picture of all the acquisitions and disposals for SOL, information that is helpful to investigate the Missing Cost Basis warning.
Investigating transactions for a given time period
Maybe you're searching to fulfill a request from your accountant, or maybe you're just curious about your investment patterns. Now, you can filter through your transactions using a custom time period. In the example below, I filtered for all of my transactions from March 2021-June 2021.
Begin by selecting the start date of the custom time period you're making, and then use the arrows to navigate to the end date.
Select that date, and then hit Apply. Now, I'm able to see all of my transactions for the custom time period I selected!
What if I want to clear the custom fields and start over?
If you think you've made a mistake or just want to reset your Review page back to normal, simply click Clear All in the right-hand corner of the Filters menu. The Review page will now revert back to its default appearance.
Have any more questions?
Reach out to our Support Team anytime, and we'll be glad to help!