Transaction reports

Simplify your tax-time preparations

The Transaction Reports feature gives you a snapshot of your trading activity, including a breakdown of orders, trades, and transfers. It’s designed to simplify tracking and analysis of your investments, ensuring you’re equipped for informed decision-making and tax preparation.

How to use Swyftx transaction reports

Visit transaction reports

Navigate to the transaction reports page on your Swyftx app.

Choose date range

Select the date range you would like to see in the transaction report.

Download report

Use your new transaction report to make informed decisions and prepare for tax time.

Frequently Asked Questions

Still have more questions?

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Can a I get a profit/loss breakdown from transaction reports?

The Swyftx transaction report does not give a direct breakdown of your profit/loss. However, it provides all the data necessary to calculate capital gains and losses over a period of time.

Does a transaction report tell me how much tax I have to pay?

No, a transaction report will not tell you how much tax is owed to the ATO. This is because Swyftx cannot account for cryptocurrency trading that has occurred on other exchanges. Additionally, each individual will have a unique Capital Gains Tax (CGT) rate depending on their earnings. However, Swyftx has partnered with Koinly, an Australian company that can help generate a tax report based on your Swyftx transactions.

Can I submit a transaction report to the ATO?

No, the Swyftx transaction report cannot be directly submitted to the ATO. However, the data included can be used to help build an eligible tax report. If you are struggling, consult a tax professional.

How do I know how much tax I have to pay?

There are several elements that can influence how much tax is owed to the ATO, including capital gains, lotsses, job earnings and transactions on other exchanges/using other assets. Using Koinly’s third-party API on the Swyftx platform can help manage tax obligations. When in doubt, consult a professional.