Summ (formerly Crypto Tax Calculator) is an official Cointree partner. Together we make it easy for Cointree users to stay compliant with ATO tax reporting guidelines through our SSO (single sign-on) connection which allows Cointree customers to import your transactions into Summ and generate an accountant-ready crypto tax report.

SSO creates your Summ account from inside Cointree and brings your transaction history with it. No API keys, no CSV exports, no matching up spreadsheets.

1. Log in to Cointree.
2. Click wallet from the menu bar.
3. Go to your transactions.
4. Select Connect under Summ.
5. Select Allow access to allow Summ to connect to your account.

You land in Summ with your account created, your Cointree data connected, and your 30% first-year discount already applied. There is no code to enter.

Before you connect: three things worth checking

• Start from inside Cointree. Log in to your own account and begin the connection there.
• Read-only is all that's needed. Summ only reads your transaction history to work out your tax position.
• Nobody needs your seed phrase. Not an exchange, not a tax tool, not support. SSO doesn't ask for it, and neither should anything else.

Why a long history is the part that actually takes work

Most of the effort in a crypto tax return is not the tax. It is reconstructing what you bought, when, and for how much, because that is what sets your cost base. The longer you have been trading, the more of that there is to reconstruct.

Three things make a multi-year Cointree history harder than a short one.

• Parcels multiply. Every separate purchase is its own parcel with its own date and its own cost base. Someone who has been buying since 2019 may have hundreds of them, and each one is treated individually when you sell.
• Recurring buys compound that. If you have used Cointree's recurring purchases, you have been quietly creating a new parcel on every scheduled buy. It is a good way to invest and a lot of line items to account for.
• The 50% CGT discount depends on dates. As an individual, parcels held longer than 12 months may qualify for the discount. Working out which of your parcels qualify is a date-by-date exercise, and getting it wrong in either direction costs you.

This is the work the SSO connection removes. Rather than exporting years of records and hoping the dates survive the round trip, the history arrives with its dates and amounts intact, and Summ calculates the parcels for you.

What is Cointree?

Cointree is an Australian-owned and operated exchange based in Melbourne, trading since 2013. It offers AUD deposits, a wide range of digital assets, recurring buys and local support. Cointree has partnered with Summ so the two platforms connect directly.

If you would rather not use SSO

SSO is the quickest path, but it is not the only one. Summ also supports an API connection and a CSV upload, with step-by-step instructions on the Cointree integration page.

One thing worth knowing if you go the CSV route with a long history: exports are only as good as the date range you select. If you pick a range that starts after your first purchase, the earlier parcels are missing, and the cost base Summ calculates will be wrong through no fault of the data. Select a range that covers your entire time on the exchange, not just the financial year you are filing.

What you will actually need to show

The ATO generally expects crypto records to be kept for five years after a transaction: the date, the Australian dollar value at the time, what the transaction was for, and who the other party was. For a long history that is a lot of individual records, and it is the part people most often cannot produce years later.

A direct connection keeps that record continuous rather than something you assemble from memory each June.

Ready to sort your Cointree tax?

Connect Cointree to Summ, review how your history has come across, and generate a report for the financial year you need, with your 30% first-year discount applied automatically. Get started on the Cointree x Summ page.

For the wider picture, see our Australian Crypto Tax Guide and our guide to disposing of crypto.