Hello there, crypto tax pals! We’ve decided to turn out product newsletters into blog posts, so you can access information on the latest updates from various sources. Without further ado, let’s dive into the latest Product Update.
Duplicate transaction
You are now able to duplicate transactions in the review transactions page. For the transaction in question, simply click on the three dots, and select "Duplicate". This will duplicate the contents of the original transaction, for both individual, and grouped transactions (e.g. Trade and Swap).
Ability to select date format for Manual CSV imports
Whilst we previously only supported importing manual CSVs in our standard date format (YYYY-MM-DD), we now support importing CSVs with two new date formats: MM-DD-YYYY and DD-MM-YYYY. You can select these within the Advanced dropdown.
Upgraded accountant functionality
Users on our accountant plan now have the ability to re-invite collaborators and cancel pending invitations.
New report: Expense report
This is a new report outlining any miscellaneous expenses that you may have incurred when making crypto transactions. It includes any expense transactions, fee transactions, and gas fees or exchange fees when making a transfer between wallets or exchanges.
New landing pages
On our new accountant landing page, you can now book a demo with us, or submit an accountant enquiry form to get directly in touch with our partnerships team.
We also have 3 new feature pages to highlight 3 core aspects of our app: NFT Support, DeFi Support and Tax Reports.
New integration
We’re excited to announce that our integration with eToro is now live!
Simply download your eToro transaction history CSV, and import it into our app to start reconciling your eToro transactions.
Minor changes
We have added support for the updated Kucoin CSV and Coinex CSV files.
The Import Data page has had a UI uplift, to make it as easy as possible to add in new wallets and exchanges into Summ (formerly Crypto Tax Calculator).
The bulk edit bar has also had a slight re-design to make it easier to implement new changes.
You can now filter by wallet nickname in the review transactions page.
The information provided on this website is general in nature and is not tax, accounting or legal advice. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information, you should consider the appropriateness of the information having regard to your own objectives, financial situation and needs and seek professional advice. Summ (formerly Crypto Tax Calculator) disclaims all and any guarantees, undertakings and warranties, expressed or implied, and is not liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or Consequential Loss or damage) arising out of, or in connection with, any use or reliance on the information or advice in this website. The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information in this website is no substitute for specialist advice.
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