Official partners

Accurate crypto taxes. No guesswork.

Accountant-endorsed tax reports.

TurboTax and Form 8949
4.6 Stars on TrustPilot

Get started for free

Official partners
TurboTax
H&R Block
eToro
Bitstamp
OKX
Phantom
Metamask
Coinbase
Binance

KNOW WHERE YOU STAND

01

Connect accounts

Link your wallets and exchanges instantly.

02

Review transactions

Import your transactions with a single click.

Three transaction cards showing: Buy 1.142 Ethereum on 16 Oct 2024, Transfer 3.636 Bitcoin on 01 Nov 2024, and Trade 2.192 Solana on 22 Nov 2024.

03

Get tax report

Generate a compliant report in minutes.

Get started for free

expertly tamed taxes

Unified tracking and tax reporting for all your crypto assets across exchanges and wallets.

Built to support IRS tax guidelines

Full support for the unique IRS reporting requirements, including US specific rules around personal-use, mining, staking, and airdrops.

Automated compliance

Fully automated from start to finish. Seamlessly import all your transactions, follow the automated workflow and get your audit-proof tax reports with ease.

Pay the least tax possible

Least Tax First Out is an exclusive algorithm that optimises your crypto taxes by using the asset lot with the highest cost basis whenever you trigger a disposal event.

Comprehensive support for
 Form 1099-DA

Your exchange only reports part of the picture. Upload your 1099-DA and Summ reconciles it against your full transaction history. The result: a defendable tax report you can file with confidence

Have you tried @summ_app? I had good luck with it but yeah definitely needs manual reviews but automates most of them.

notJohn

@n0tJohn

7 Jan

For anyone else like me who nearly rage quit doing their crypto taxes, check out @summ_app. Totally saved my sanity...

Nino Vargas

@niniterre

14 Jan

That time of the year to go through transactions and make sure they are listed properly for tax purposes. Not fun when you have a lot of wallets but  @summ_app makes it this much easier for you.

Jules- 🟧⛈️🟣

@julestrades

23 Dec

Unlike other tax items where you have to wait for 1099s' or bank statements, you can code all of your Crypto and Defi as soon as the ball drops on new years and get a good estimate of where your taxes lie. [Summ] is still my first recommendation for tools.

Smoky Tax

@smoky_tax

18 Dec

I literally could not function without [Summ]. I've got multiple assets on multiple blockchains doing 5-10k transactions a year. Doing that by hand would be pure insanity.

CorrectsYourBS I NOM

@CorrectsYourBS

13 Jan

Just did my crypto taxes with [Summ] and got my report summary. Overall, very pleased with the process! Highly recommend if you have not yet decided on what crypto software to use. Did my taxes in a few hours and going to my tax guy tomorrow.

CozShesDead.eth

@CozShesDead88

26 Mar

Called my tax accountant to warn him there will be some crypto and NFT stuff this year. His reply wasn't what I expected: “No worries, know all about them! My 13 yo daughter creates NFTs and sells them on OpenSea. And we use [Summ] for our clients” Boom! I chose well 💥💥

Liya Dashkina

@liyadashkina

31 Mar

A cryptid is tentatively back from hiatus but will be keeping update frequency low rn. Uncle Sam unretired me 4 a mission to JPN so had to finish taxes early. Got it done thx to [Summ]. I have no affiliation w/ them. Pls just keep it alive🙏

Crypto Kryptid

@CryptoKryptid

11 Apr

Best Crypto tax Software? after importing data onto Koinly, [Summ] and ZenLedger, the clear winner had the best UI. [Summ] is the winner...

LukeJ.eth

@LukeJdoteth

16 Mar

TRACK EVERY MOVE, CATCH EVERY GAIN

Automatically identified
tax-saving

All your transactions clearly grouped with your potential savings highlighted.

All in one portfolio tracker

Track your entire portfolio, PnL and tax liability all in the same place.

Built for speed

Optimised interface for bulk operations with keyboard shortcuts.

Full tax calculation transparency

See the exact breakdown of how each transaction is calculated.

Complete DeFi support

Tracking and tax reporting for all your crypto assets across all exchanges and wallets.

Altcoin pricing oracle

300k+ currencies priced accurately on import, with prices for all micro-cap coins.

Grid of nine connected circular icons showing logos of popular crypto tokens including Orca, The Graph, Axie Infinity, ImmutableX, Shiba Inu, Decentraland, Bitkub Chain, Wanjiku Inu, and Rare Penguin.

Get started for free

Every tax report you need

Turn even the most chaotic trades into tax reports your accountant can understand instantly. Or better yet, file them yourself directly.

Get your report now

Download a sample report

TurboTax

Form 8949

Form 1040

Capital gains

Audit report

+9 other detailed reports

Frequently asked questions

Quick answers to some of your most common questions.

How is crypto tax calculated in the United States?
I lost money trading cryptocurrency. Do I still pay tax?

The way cryptocurrencies are taxed in most countries mean that investors might still need to pay tax, regardless of whether they made an overall profit or loss. Depending on your circumstances, taxes are usually realized at the time of the transaction, and not on the overall position at the end of the financial year.

How do I calculate tax on crypto-to-crypto transactions?

In most countries you are required to record the value of the cryptocurrency in your local currency at the time of the transaction. This can be extremely time consuming to do by hand, since most exchange records do not have a reference price point, and records between exchanges are not easily compatible.

How can Summ help with crypto taxes?

You just need to import your transaction history and Summ (formerly Crypto Tax Calculator) will help you categorize your transactions and calculate realized profit and income. You can then generate the appropriate reports to send to your accountant and keep detailed records handy for audit purposes.

Can't I just get my accountant to do this for me?

We always recommend you work with your accountant to review your records. If you would like your accountant to help reconcile transactions, you can invite them to the product and collaborate within the Summ web app. We also have a complete accountant suite aimed at accountants.

Does Summ handle non-exchange activity?

Summ (formerly Crypto Tax Calculator) handles all non-exchange activity, such as onchain transactions like Airdrops, Staking, Mining, ICOs, and other DeFi activity. No matter what activity you have done in crypto, we have you covered with our easy to use categorization feature, similar to Expensify.

Do I have to pay for historical tax reports?

Our subscription pricing is per year not tax year, so with an annual subscription you can calculate your crypto taxes as far back as 2013. The process is the same, just upload your transaction history from these years and we can handle the rest.

Can I use my own accountant?

Yes, Summ is designed to generate accountant-friendly tax reports. You simply import all your transaction history and export your report. This means you can get your books up to date yourself, allowing you to save significant time, and reduce the bill charged by your accountant. You can discuss tax scenarios with your accountant, and have them review the report.

How does payment work?

Summ has an annual subscription which covers all previous tax years. If you need to amend your tax return for previous years you will be covered under the one payment.

What if my exchange is not on the list of supported exchanges?

Summ covers thousands of exchanges, wallets, and blockchains, and DeFi apps, but if you do not see your exchange on the supported list we are more than happy to work with you to get it supported. Just reach out to [email protected] or via the in-app chat support feature and we will get you sorted.

Does Summ support NFT transactions?

We do! Summ integrates with many NFT marketplaces and offers categorization options for any NFT-related activity (minting, buying, selling, trading).

How does the free trial work?

Summ is free to use immediately upon signup, allowing you to import your transactions and take advantage of our smart suggestion and auto-categorization engine, portfolio tracking, DeFi and NFT support. For access to reports, the tax loss harvest tool or chat and priority support, you will need to upgrade to the appropriate paid plan.

Exchanges
NFTs
Defi Protocols
blockchains

WE HAVE YOU COVERED

Don’t waste hours combing block explorers and drowning in spreadsheets - import transactions automatically from over 3,500+ sources.

Search integrations

Official partners

Got a 1099-DA that doesn’t add up?

Summ helps you see the full picture before you file.

TurboTax and Form 8949
4.6 Stars on TrustPilot

Get started for free

Official partners
TurboTax
H&R Block
eToro
Bitstamp
OKX
Phantom
Metamask
Coinbase
Binance

How Summ works

Step 01

Connect accounts

Link your exchanges and wallets using read-only access.

Step 02

Review what’s missing or mismatched

Summ matches activity across platforms and flags gaps in cost basis or history.

Three transaction cards showing: Buy 1.142 Ethereum on 16 Oct 2024, Transfer 3.636 Bitcoin on 01 Nov 2024, and Trade 2.192 Solana on 22 Nov 2024.

Step 03

Generate an explainable
tax report

Your report reflects what actually happened. Clear. Defendable.

Get started for free

Secure connections you can trust

Summ uses read-only access.
We can’t move funds. We can’t place trades. We can’t change anything.

Your data is used to reconstruct what actually happened.  Nothing more.

Read-only access to exchanges and wallets

No ability to withdraw or trade

Trusted by Coinbase users and tax professionals

backed by leading security standards

Reconcile before you file.

1099-DA reflects what one exchange reported. It does not reflect your full crypto history.

Once assets move between platforms or on-chain, the data fragments.

Reconciliation connects the dots before you lock numbers into a return.

Get started for free

Informed by real crypto tax scenarios

1099-DA guides, cost basis explainers, and exchange-specific breakdowns are available in our resource centre.

View guides

start free.
No credit card required.

Run a reconciliation and see what’s missing before you decide.

Get started for free

Trusted by people who care about getting it right

Have you tried @summ_app? I had good luck with it but yeah definitely needs manual reviews but automates most of them.

notJohn

@n0tJohn

7 Jan

For anyone else like me who nearly rage quit doing their crypto taxes, check out @summ_app. Totally saved my sanity...

Nino Vargas

@niniterre

14 Jan

That time of the year to go through transactions and make sure they are listed properly for tax purposes. Not fun when you have a lot of wallets but  @summ_app makes it this much easier for you.

Jules- 🟧⛈️🟣

@julestrades

23 Dec

Unlike other tax items where you have to wait for 1099s' or bank statements, you can code all of your Crypto and Defi as soon as the ball drops on new years and get a good estimate of where your taxes lie. [Summ] is still my first recommendation for tools.

Smoky Tax

@smoky_tax

18 Dec

I literally could not function without [Summ]. I've got multiple assets on multiple blockchains doing 5-10k transactions a year. Doing that by hand would be pure insanity.

CorrectsYourBS I NOM

@CorrectsYourBS

13 Jan

Just did my crypto taxes with [Summ] and got my report summary. Overall, very pleased with the process! Highly recommend if you have not yet decided on what crypto software to use. Did my taxes in a few hours and going to my tax guy tomorrow.

CozShesDead.eth

@CozShesDead88

26 Mar

Called my tax accountant to warn him there will be some crypto and NFT stuff this year. His reply wasn't what I expected: “No worries, know all about them! My 13 yo daughter creates NFTs and sells them on OpenSea. And we use [Summ] for our clients” Boom! I chose well 💥💥

Liya Dashkina

@liyadashkina

31 Mar

A cryptid is tentatively back from hiatus but will be keeping update frequency low rn. Uncle Sam unretired me 4 a mission to JPN so had to finish taxes early. Got it done thx to [Summ]. I have no affiliation w/ them. Pls just keep it alive🙏

Crypto Kryptid

@CryptoKryptid

11 Apr

Best Crypto tax Software? after importing data onto Koinly, [Summ] and ZenLedger, the clear winner had the best UI. [Summ] is the winner...

LukeJ.eth

@LukeJdoteth

16 Mar

Summ chrome cross
Accountant-endorsed tax reports.
TurboTax and Form 8949
4.6/5 Trustpilot
Supports Form 1099-DA

Official partners

TurboTax
H&R Block
eToro
Bitstamp
OKX
Phantom
Metamask
Coinbase
Binance

Get started in 3 easy steps

01

Connect accounts

We've got you covered. Summ supports 3,500+ integrations.
02

Review transactions

Import your full transaction history and make sense of your trades.
Summ product shot
03

Get tax report

Download audit-ready tax reports. Sleep at night.

Why our users love us

From casual traders to seasoned pros, we’re making taxes less taxing.

4.6/5 Trustpilot
notJohn
@n0tJohn
7 Jan

Have you tried @summ_app? I had good luck with it but yeah definitely needs manual reviews but automates most of them.

Nino Vargas
@niniterre
14 Jan

For anyone else like me who nearly rage quit doing their crypto taxes, check out @summ_app. Totally saved my sanity...

Jules- 🟧⛈️🟣
@julestrades
23 Dec

That time of the year to go through transactions and make sure they are listed properly for tax purposes. Not fun when you have a lot of wallets but  @summ_app makes it this much easier for you.

Smoky Tax
@smoky_tax
18 Dec

Unlike other tax items where you have to wait for 1099s' or bank statements, you can code all of your Crypto and Defi as soon as the ball drops on new years and get a good estimate of where your taxes lie. [Summ] is still my first recommendation for tools.

CorrectsYourBS I NOM
@CorrectsYourBS
13 Jan

I literally could not function without [Summ]. I've got multiple assets on multiple blockchains doing 5-10k transactions a year. Doing that by hand would be pure insanity.

CozShesDead.eth
@CozShesDead88
26 Mar

Just did my crypto taxes with [Summ] and got my report summary. Overall, very pleased with the process! Highly recommend if you have not yet decided on what crypto software to use. Did my taxes in a few hours and going to my tax guy tomorrow.

Liya Dashkina
@liyadashkina
31 Mar

Called my tax accountant to warn him there will be some crypto and NFT stuff this year. His reply wasn't what I expected: “No worries, know all about them! My 13 yo daughter creates NFTs and sells them on OpenSea. And we use [Summ] for our clients” Boom! I chose well 💥💥

Crypto Kryptid
@CryptoKryptid
11 Apr

A cryptid is tentatively back from hiatus but will be keeping update frequency low rn. Uncle Sam unretired me 4 a mission to JPN so had to finish taxes early. Got it done thx to [Summ]. I have no affiliation w/ them. Pls just keep it alive🙏

LukeJ.eth
@LukeJdoteth
16 Mar

Best Crypto tax Software? after importing data onto Koinly, [Summ] and ZenLedger, the clear winner had the best UI. [Summ] is the winner...

Every tax report you need

Turn even the most chaotic trades into tax reports your accountant can understand instantly. Or better yet, file them yourself directly.

Turbotax Integration ✅
Form 8949
Sample
Form 1040
Sample
Capital gains
Sample
Audit report
Sample
+9 other detailed reports

The complete crypto tax solution

All in one portfolio tracker

Track your entire portfolio, PnL and tax liability all in the same place.
Portfolio tracker image

Automatically identified tax-saving opportunity

All your transactions clearly grouped by their tax impact with your potential savings opportunity highlighted.
Tax saving opportunities identification image

Built for speed

Optimized interface for bulk operations with keyboard shortcuts.

Complete DeFi support

Unified tracking and tax reporting for all your crypto assets across all your exchanges and wallets.

Complete DeFi support

Unified tracking and tax reporting for all your crypto assets across all your exchanges and wallets.

Altcoin pricing oracle

300k+ currencies priced accurately on import. Historical prices for all micro-cap memecoins.
Altcoin price oracle image

Tailored support for

Don’t waste hours combing block explorers and drowning in spreadsheets — import transactions automatically from over 3,500+ sources.

Frequently asked questions

Quick answers to some of your most common questions.

How is crypto tax calculated in the United States?

I lost money trading cryptocurrency. Do I still pay tax?

The way cryptocurrencies are taxed in most countries mean that investors might still need to pay tax, regardless of whether they made an overall profit or loss. Depending on your circumstances, taxes are usually realized at the time of the transaction, and not on the overall position at the end of the financial year.

How do I calculate tax on crypto-to-crypto transactions?

In most countries you are required to record the value of the cryptocurrency in your local currency at the time of the transaction. This can be extremely time consuming to do by hand, since most exchange records do not have a reference price point, and records between exchanges are not easily compatible.

How can Summ help with crypto taxes?

You just need to import your transaction history and Summ (formerly Crypto Tax Calculator) will help you categorize your transactions and calculate realized profit and income. You can then generate the appropriate reports to send to your accountant and keep detailed records handy for audit purposes.

Can't I just get my accountant to do this for me?

We always recommend you work with your accountant to review your records. If you would like your accountant to help reconcile transactions, you can invite them to the product and collaborate within the Summ web app. We also have a complete accountant suite aimed at accountants.

Does Summ handle non-exchange activity?

Summ (formerly Crypto Tax Calculator) handles all non-exchange activity, such as onchain transactions like Airdrops, Staking, Mining, ICOs, and other DeFi activity. No matter what activity you have done in crypto, we have you covered with our easy to use categorization feature, similar to Expensify.

Do I have to pay for historical tax reports?

Our subscription pricing is per year not tax year, so with an annual subscription you can calculate your crypto taxes as far back as 2013. The process is the same, just upload your transaction history from these years and we can handle the rest.

Can I use my own accountant?

Yes, Summ is designed to generate accountant-friendly tax reports. You simply import all your transaction history and export your report. This means you can get your books up to date yourself, allowing you to save significant time, and reduce the bill charged by your accountant. You can discuss tax scenarios with your accountant, and have them review the report.

How does payment work?

Summ has an annual subscription which covers all previous tax years. If you need to amend your tax return for previous years you will be covered under the one payment.

What if my exchange is not on the list of supported exchanges?

Summ covers thousands of exchanges, wallets, and blockchains, and DeFi apps, but if you do not see your exchange on the supported list we are more than happy to work with you to get it supported. Just reach out to [email protected] or via the in-app chat support feature and we will get you sorted.

Does Summ support NFT transactions?

We do! Summ integrates with many NFT marketplaces and offers categorization options for any NFT-related activity (minting, buying, selling, trading).

How does the free trial work?

Summ is free to use immediately upon signup, allowing you to import your transactions and take advantage of our smart suggestion and auto-categorization engine, portfolio tracking, DeFi and NFT support. For access to reports, the tax loss harvest tool or chat and priority support, you will need to upgrade to the appropriate paid plan.

Try Summ today

Import your transactions and generate a free report preview.

Official partners

Got a 1099-DA that doesn’t add up?

Summ helps you see the full picture before you file.

TurboTax and Form 8949
4.6 Stars on TrustPilot

Get started for free

Trusted by industry leaders
TurboTax
H&R Block
eToro
Bitstamp
OKX
Phantom
Metamask
Coinbase
Binance

what your 1099 is missing

One exchange. One snapshot. Not your complete tax picture.

No exchange data
It won’t show activity on other exchanges

No on-chain visibility
It can’t see wallets or most on-chain activity

No cost basis history
It doesn’t know your original cost basis

The three real risks when filing off a 1099-DA

01

Mismatch risk

Filing numbers that don’t line up with what the IRS received from exchanges.

02

Overpayment risk

Missing cost basis defaults against you, often inflating taxable gains.

03

Assumed cost basis risk

Treating incoming crypto as a market-price purchase with no supporting evidence, just to force clean numbers.

Don’t overpay on your tax

Reconcile before you file.

1099-DA reflects what one exchange reported. It does not reflect your full crypto history.

Once assets move between platforms or on-chain, the data fragments.

Reconciliation connects the dots before you lock numbers into a return.

Get started for free

don’t pay more than what you owe

Reconcile everything
end-to-end

Every asset movement has a clear source and destination.

Find what's missing

Identify wallets or exchanges that aren't included yet.

Catch data issues early

Surface gaps, missing periods, and inconsistent exchange data.

Focus on what matters

Prioritise issues that actually move your tax outcome.

Generate explainable reports

Reports you can walk through if questions arise.

Don't overpay on your tax

Summ finds what your 1099-DA misses

Complete transaction sync

Automatically pulls in your full trading history from all exchanges and wallets.

Accurate cost basis

Your cost basis determines your actual gain or loss. Summ calculates this across all your exchanges, wallets, and DeFi activity – which is otherwise missing from your 1099-DA.

Verify your 1099-DA

Cross-check your 1099-DA forms against your actual transaction history to find discrepancies.

Four steps to filing with confidence

01

Connect every wallet and exchange your 1099-DA can’t see

02

Reconcile to find what’s missing from your data

03

Fix gaps that actually change your tax outcome

04

File with a defendable report you can stand behind

Sanity-check your 1099-DA

Find missing accounts

Your 1099-DA is a starting point. Not a final answer.

See what’s missing before you file.

Don’t overpay on your tax

Trusted by people who care about getting it right

Have you tried @summ_app? I had good luck with it but yeah definitely needs manual reviews but automates most of them.

notJohn

@n0tJohn

7 Jan

For anyone else like me who nearly rage quit doing their crypto taxes, check out @summ_app. Totally saved my sanity...

Nino Vargas

@niniterre

14 Jan

That time of the year to go through transactions and make sure they are listed properly for tax purposes. Not fun when you have a lot of wallets but  @summ_app makes it this much easier for you.

Jules- 🟧⛈️🟣

@julestrades

23 Dec

Unlike other tax items where you have to wait for 1099s' or bank statements, you can code all of your Crypto and Defi as soon as the ball drops on new years and get a good estimate of where your taxes lie. [Summ] is still my first recommendation for tools.

Smoky Tax

@smoky_tax

18 Dec

I literally could not function without [Summ]. I've got multiple assets on multiple blockchains doing 5-10k transactions a year. Doing that by hand would be pure insanity.

CorrectsYourBS I NOM

@CorrectsYourBS

13 Jan

Just did my crypto taxes with [Summ] and got my report summary. Overall, very pleased with the process! Highly recommend if you have not yet decided on what crypto software to use. Did my taxes in a few hours and going to my tax guy tomorrow.

CozShesDead.eth

@CozShesDead88

26 Mar

Called my tax accountant to warn him there will be some crypto and NFT stuff this year. His reply wasn't what I expected: “No worries, know all about them! My 13 yo daughter creates NFTs and sells them on OpenSea. And we use [Summ] for our clients” Boom! I chose well 💥💥

Liya Dashkina

@liyadashkina

31 Mar

A cryptid is tentatively back from hiatus but will be keeping update frequency low rn. Uncle Sam unretired me 4 a mission to JPN so had to finish taxes early. Got it done thx to [Summ]. I have no affiliation w/ them. Pls just keep it alive🙏

Crypto Kryptid

@CryptoKryptid

11 Apr

Best Crypto tax Software? after importing data onto Koinly, [Summ] and ZenLedger, the clear winner had the best UI. [Summ] is the winner...

LukeJ.eth

@LukeJdoteth

16 Mar

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