Overview: Best crypto tax software
- Summ
- TokenTax
- Koinly
- ZenLedger
- CoinLedger
Is there a free version?
Yes, CoinLedger offers a free version with portfolio tracking and unlimited transactions. To gain access to any reports, you’ll need to upgrade to a paid plan.
DIY Plans
Professional Consultation Plans
Is there a free version?
Yes, you can import your crypto transactions for free. However, to view, download, or access reports, you need to upgrade to a paid plan.
Is there a free version?
Yes. Koinly provides a limited free version that allows you to track your portfolios. For access to any reports, you’ll need to upgrade to a paid plan.
Is there a free version?
No free version available.
Summ also offers a 30-day, 100% money-back guarantee. If you’re not satisfied, you can receive a full refund by contacting the support team.
Yes, Summ is free to use instantly when you sign up, allowing you to gain a full picture of your crypto portfolio, with support for up to 100,000 transactions. Take advantage of the smart suggestion and auto-categorization engine, portfolio tracking, unlimited integrations, DeFi and NFT support.
To access the reports, the tax loss harvesting tool and priority support, you will need to upgrade to the appropriate paid plan.
In most cases of buying and selling cryptocurrency as a retail investor, you are participating in investing rather than trading. The two are treated differently for tax purposes.
The key difference between investing and trading – along with the different tax treatments, is how losses generated in the crypto-activity can be used.
In their guidance, HMRC have explicitly stated that they would expect it to be exceedingly rare that any crypto-activity constituting buying & selling crypto would be classified as “trading”.
If you are uncertain, speak to a tax advisor as there are always exceptions, including but not limited to, developing tokens and large scale mining.
You can be liable for both capital gains and income tax depending on the type of cryptocurrency transaction, and your individual circumstances. For example, you might need to pay capital gains on profits from buying and selling cryptocurrency, or pay income tax on interest earned when holding crypto.
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Compare crypto tax software on features like supported exchanges, DeFi integrations, price and downloadable IRS forms.

Filing crypto taxes doesn’t have to be stressful – especially if you’re using the right tools. In this guide we compare the best crypto tax platforms for US traders, covering everything from handling DeFi transactions to simplifying IRS reporting.
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Summ turns your complex transaction data into detailed tax reports that are ready to file directly with the IRS or your tax agent.
Simply connect your exchange and wallet accounts using a secure, read-only API, or upload a CSV of your transactions. The software will do the rest, and provide you with IRS forms such as 8949 and Schedule D, pre-filled with your data and ready to file.
Additionally, the platform automatically calculates your tax liability while identifying potential opportunities for savings. It has a built in portfolio tracker, and can be accessed through the mobile app on iOS.
Summ is an official tax partner of Coinbase and MetaMask, trusted by hundreds of thousands of users across the globe. It offers 24/7 customer support and holds ISO27001 security certification.
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TokenTax offers both full-service accounting and crypto tax software. For $4,499, professional investors with large transaction volumes (and a couple of thousand to spare) can get a full hands-off experience where everything is done for them.
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Founded in 2018, Koinly is a great user-friendly crypto tax software. It’s also available in over 20 countries.
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Founded in 2017, ZenLedger offers both DIY crypto tax reports and full-service accounting. It also has the ability to generate a range of reports for your taxes.
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CoinLedger is an easy-to-use platform that supports investors internationally. It integrates with a number of wallets and includes portfolio tracking.
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Choosing a crypto tax platform may seem overwhelming, but it doesn’t have to be. Just make sure that you’re looking for a tool that’s built to handle US tax rules while offering flexibility if you trade across borders. Here’s what you should consider:
Not really. While it might seem smart to run your data through multiple crypto tax platforms and pick the one that gives you the “best” numbers, this approach can create problems. Here’s why:
That said, some investors use multiple platforms to cross-check their numbers. This can help spot missing transactions or differences in cost basis calculations. But once you’ve identified discrepancies, it’s best to reconcile your data in a single, reliable platform.
That’s where Summ comes in. Instead of juggling different tools, it’s built to handle all the complexities of modern crypto trading in one place.
That said, some investors use multiple platforms to cross-check their numbers. This can help spot missing transactions or differences in cost basis calculations. But once you’ve identified discrepancies, it’s best to reconcile your data in a single, reliable platform.
That’s where Summ comes in. Instead of juggling different tools, it’s built to handle all the complexities of modern crypto trading in one place.
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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