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Obtain a tax report on previous years
Obtain a tax report on previous years

Tax return for 2019, 2020 and 2021

Updated over a week ago

Hello πŸ‘‹

Following numerous requests from you, we have recently modified our pricing model. From now on, we will use only the transactions of a given year to determine the formula for that year.

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

In this way, each fiscal year is associated with the number of transactions you made that year.

Example: you wish to obtain your report for fiscal year 2021 and you have 500 transactions that year. You will be eligible for the formula concerning 500 transactions, for 2021.

πŸ’‘ To get a fair capital gains calculation, it's vital to add all your transactions from the first to your Waltio account. And that's even if you don't generate a report for every year. To understand why, please read this article.

The generation of your "Tax Report" automatically takes into account all your transactions. So if you have corrections on transactions from a previous year, they will be displayed and you will need to correct them.

Here's how to generate a tax report for a previous year:

On the "My tax report" page, click on "2023" and select the desired year:

If your subscription allows you to do so, you will be able to download the selected tax documents for the previous year by clicking on "All documents" as follows:

Congratulations! You have downloaded form 2086 for the 2022 tax year. πŸŽ‰

πŸ’‘ To find out more about previous years' tax returns, here's our article on the subject.

If you have any other questions, don't hesitate to contact us via the chat just down the right-hand side of your screen! πŸ’¬

The Waltio team

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