C2Reports and your data1 min 21 sec
The audit report
Choose the sections a reviewer needs, and show how you reached your figures.
Key points
- The Audit Report is the tax report plus the sections a reviewer needs; the cover and tax summary are always included.
- The unevidenced items register lists sales with no recorded purchase, and deposits Coinfig could not match or price.
- Classification rationale records your trading facts and stated intention word for word; it does not decide capital or revenue.
- The Complete Tax Bundle adds the data files and is the single download most accountants request.
Chapters
Learn more
- FeatureTax reports and exports
All audit sections, the Custom Report and the Complete Tax Bundle.
- FeatureData Completeness Score
The source of the report's data quality section.
- GuideCapital vs revenue: a SARS flowchart
Why evidence beats assertion when you state your intention.
- HelpCoinfig for accountants
How practitioners use these reports across a client book.
Keep learning
C1Reports and your data
Read your tax report, page by page, 1 min 18 sec, watched
What each page of the Coinfig tax report tells you, and what you do with it.
Episode 07
Tax rules and the treatment map, 1 min 52 sec, watched
Set your method and classification, decide the unsettled cases, and read the tax treatment map.
B1Getting the figures right
Transfers between your own accounts, 1 min 17 sec, watched
How Coinfig matches a withdrawal to the deposit it became, and why that is not a sale.
Read the transcript
If someone asked how you reached your figures, what would you show them?
On Tax reports, choose the Audit report: the tax report with every section a reviewer needs. Pick the sections you want. The cover and the tax summary are always included. Disposal and acquisition schedules, transfers between your own accounts, holdings reconciliation, the edit log, and more. Generate it, and the PDF downloads when it is ready.
The unevidenced items register lists sales with no recorded purchase, and deposits or acquisitions Coinfig could not match or price.
Classification rationale sets out facts about your trading pattern, and your stated intention, word for word. It does not answer the capital or revenue question. It records the facts, and the choice you made. Basis of preparation sets out how the figures were prepared, the assumptions used, and the legal notice. Need the data too? The complete tax bundle adds the transaction, cost basis and income files.
Choose the sections. Hand over the evidence. Show your reasoning.