Coinfig app

Transaction review & corrections

Automated import gets you 95% of the way. The Transactions panel is where you close the rest: classifying ambiguous events, fixing mislabelled transfers and documenting every change for audit defence.

Review my transactionsAll features

The transactions ledger

Every imported trade, transfer, reward and fee appears in a searchable, filterable ledger. Filter by source, asset, date range, transaction type or classification. Save filter views you reuse every tax season.

Needs-review queue

  • Transactions the classifier could not resolve with confidence surface in a needs-review state.
  • Bulk-update type or capital/revenue classification across a filtered set, not one row at a time.
  • Per-transaction edit history with rollback if you change your mind.

Transfer matching

Moving crypto between your own wallets is not a disposal, but exchange CSVs often mislabel these as trades. Coinfig matches transfers using timestamps, amounts and on-chain references where available. Uncertain matches stay visible for you to confirm.

Why this matters for SARS

A defensible return is not just correct totals. It is a reconciled history with a clear audit trail. When you correct a classification or relabel a transfer, that change is logged. Your Audit Report can include the audit log and report notes sections that document what you reviewed and why.

Frequently asked

Can I override how a transaction is classified?
Yes. Change the transaction type or capital/revenue classification on any row. Bulk edits apply the same change across every transaction matching your current filter.
What if I make a mistake?
Every edit is versioned. Roll back to the previous classification or type without re-importing the whole source.
How does transfer matching work?
Coinfig recognises moves between your own connected accounts so they are not taxed as sales. Matched moves are treated as transfers, not disposals. Unmatched movements stay flagged for review.
Can I set prices manually?
Yes. If a universal template CSV includes a user-specified rand value, Coinfig honours that override. Useful for off-market trades or assets with thin pricing history.

This page is general information, not tax advice. Confirm your position with a registered tax practitioner.