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Analyze previous years
Analyze previous years

Taxation for 2019 & 2020

Updated over a week ago

Hi there πŸ‘‹

Due to numerous requests from you, we have recently changed our pricing model. Now, we only rely on transactions in a year to determine that year's plan.

Example: You have 2,000 transactions in 2022, but more than 10,000 transactions in total. You will be eligible for the plan for 2,000 transactions in 2022.

Therefore, each fiscal year is associated with the number of transactions you have made in that year.

Example: You want your report for fiscal year 2021, and you have 500 transactions in that year. You will be eligible for the plan for 500 transactions for 2021.

πŸ’‘ In order to have a fair capital gains calculation, it is crucial to add all your transactions since the first one to your Waltio account. This is even if you don't generate a report for all years. To understand why, please read this article.

The β€œAnalysis” step automatically takes into account all your transactions. Thus, if you have warnings on transactions from a previous year, they will be displayed, and you will have to correct them.

Here is how to generate a tax report for a previous year:

On the β€œMy Tax Report” page, click on β€œ2022” and choose the desired year:

πŸ’‘ To get your documents from previous years, here is a tutorial.

πŸ’‘ To learn more about previous years' tax returns, here is our article on the subject

If you have any other questions, do not hesitate to contact us via the chat just at the bottom right of your screen! πŸ’¬

The Waltio team

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