Tax reportCapital gains · Income
Tax report
Capital gains and crypto income figures, with the schedules behind them, to support the client’s tax return.
View sample reportFor accountants & tax practitioners in the United Kingdom
Crypto tax calculations
for all your clients.
Bring each client’s exchange and wallet records together, check for missing activity, and review the calculations and supporting schedules before filing.
Your practice workspace is free. Opening a client’s portfolio needs Advanced, at £119/year.
Binance, Coinbase, Kraken and 30 moreRead-only keys your client createsClient records kept separateYou review before filing
UK sample reportOpen PDF
01 / Calculations and reports
Get the figures and schedules you need.
Review capital gains, crypto income and the supporting calculations. Use the reports and working papers included in your client’s plan to prepare their return.
Supporting detailCalculations · Schedules
Audit report & tax bundle
Check how the figures were reached using the supporting calculations, assumptions and audit detail.
Explore report typesWorking papersSources · Balances
Historical review & working papers
Check a client’s historical balances and asset holdings. Use balances by source and CSV working papers to reconcile their records.
Explore practice toolsXero exportDraft journals
Draft journals to Xero
Export the client’s calculation results as balanced draft journals to the client’s Xero organisation, ready for you to approve in Xero.
Explore the Xero exportAudit reports, tax bundles, working-paper CSVs and the Xero export are included in Advanced. The preview shows the first page of Coinfig’s actual sample report. Open the PDF for the complete sample.
02 / Client to practice
Invite your client.
Bring their records together.
Review their tax figures.
Manage clients from one login and switch into the portfolio you need to review.
Client managementWorkflow illustration
Your practice
Choose the client you need to review
Invite → Client accepts → Review their portfolio
Illustration of the client invitation step. No real client data is shown.
1
Invite your client
Enter their name and email in Client Management. New clients receive an invitation to create an account and accept access. Existing users receive an acceptance link and a prompt when they sign in.
2
Bring their history together
Bring exchange history, wallet activity and CSV files into the client’s portfolio. Coinfig covers Binance, Coinbase, Kraken and 30 more. Check that all relevant sources are included.
3
Review the calculations and reports
Check missing activity, classifications and supporting schedules. Download the reports included in the client’s plan to support filing.
03 / Practitioner review
Check balances and holdings before filing.
Look up historical balances, inspect asset holdings and compare sources when you need to investigate a figure or reconcile a client’s records.
- Find the gaps Coinfig flags in the imported records
- Review capital gains and crypto income calculations
- Look up balances at earlier dates
- Inspect asset holdings across the client’s history
- Compare balances by source
- Use audit reports and CSV working papers
Calculation basis
How the figures are worked out
| BASIS | HOW COINFIG APPLIES IT |
|---|---|
| Cost basis | Section 104 pooling with same-day and 30-day matching |
| Tax year | 6 April to 5 April |
| Valuation | GBP cost shown across each pool. Estimated prices are marked |
| Supports | Capital gains pages of the Self Assessment return |
Coinfig prepares the figures. The tax judgement stays with you and your client.
04 / Access & pricing
What it costs your practice.
Your practice workspace is free, and you can invite a client on any plan. To open their portfolio, it needs Advanced, paid by the client or by your practice.
Your practice workspace
Free
No workspace fee to the practice.
- Set up your accountant profile
- Create your firm
- Manage client invitations from one workspace
Per client portfolio · Advanced
£119/ year
Prices shown in GBP. Paid by the client or the practice on their behalf.
- Unlimited transactions and data sources
- Every report type
- Working papers
- The Xero export
- Your access to the portfolio
Clients who manage their own records can use Starter at £13/year, for up to 1,000 transactions and 5 sources. You can still invite a Starter client, but you can’t open their portfolio or get the additional reports until it’s on Advanced.
Pricing and calculation basis by country: South Africa · United States · United Kingdom · Australia · France · Italy · Eurozone · Singapore · Malaysia · Nigeria · Zambia
05 / Client data & who we are
Your client grants access.
They can end it too.
What happens to a client’s records once they’re in Coinfig, and who runs it.
Your client controls access
You invite a client and they accept from their own account. Each client’s records stay separate in your workspace, and a client can end your firm’s access in their settings at any time.
Read-only keys, public addresses
Your client creates the exchange API key with trading and withdrawals switched off. Wallets are added by public address, so no private keys are involved. Stored exchange credentials and Xero tokens are encrypted with AES-256-GCM.
Privacy Notice, securityA South African company
Coinfig is based in Pretoria, South Africa. Forvis Mazars, the audit, tax and advisory firm, is one of our trusted partners.
Trusted partner
About CoinfigTrusted partnersA few practical questions
Before you begin.
Can I manage multiple clients from one account?
Yes. Use the accountant workspace to manage client invitations and switch between linked client portfolios. Each client’s records remain separate.
Which exchanges and wallets does Coinfig cover?
Coinfig brings in history from Binance, Coinbase, Kraken and 30 more, along with public wallet addresses and CSV files. Your client can connect an exchange with an API key or upload its export.
How are the figures calculated?
Coinfig applies Section 104 pooling for the UK tax year, 6 April to 5 April. A disposal is matched first against acquisitions on the same day, then against acquisitions in the following 30 days, before the pool is used. The working behind each disposal shows how the pooled cost was reached. Coinfig reports the gain, not the final liability.
Who reviews the tax treatment?
You and your client review classifications and the calculation settings for their jurisdiction before filing. The available tax treatment depends on the jurisdiction’s reporting scope.
Can I check historical balances and asset holdings?
The accountant workflow includes historical balance lookup and asset-holding review to help you investigate and reconcile a client’s records before filing.
Does my client need to share their password?
No. You invite the client from your workspace and they accept from their own account. You each keep your own login, and the client can end your firm’s access in their settings at any time.
Does Coinfig file the return for us?
Coinfig provides calculations and supporting reports. You or your client review the calculations and reports and file the return.
Can I inspect a report before signing up?
Yes. Open the sample tax report for the United Kingdom to inspect the calculations and schedules.
Who pays for the client’s portfolio?
You can invite and link a client on any plan. To open their portfolio, it needs Advanced at £119/year. The client can pay, or your practice can pay on their behalf once you’re linked. The practice workspace itself is free. A client on Starter (£13/year) keeps their own tax report, but you can’t open their portfolio until it’s upgraded.
Your next client review starts here
Start with your first client.
Set up your accountant workspace and send an invitation.
Coinfig is a calculation and reporting tool, not tax advice. It is not affiliated with, endorsed by or certified by HMRC.