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October 24, 2024

Importing Your Caleb & Brown Data

Summ allows you to upload Caleb & Brown data by CSV upload. Uploading your transactions allows Summ to calculate your Caleb & Brown tax obligation.

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This tax guide is regularly updated: Last Update October 23, 2024

How to import your Caleb & Brown data into Summ

Summ allows you to upload Caleb & Brown data by CSV upload. Uploading your transactions allows Summ to calculate your Caleb & Brown tax obligation.

  1. Login to the Portal at app.calebandbrown.com
  2. Navigate to the Transactions page (left hand side menu)
  3. To the top-right of the Transaction table, is the Export Summary button

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  1. Choose Transaction Summary, select 'All time' as the Time Period and click export

Wrapping Up

Once you have uploaded all your crypto data Summ can calculate your portfolio breakdown and crypto tax obligation.

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