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Access the Tax Report Balance

How to view the dashboard

📝 Description

After adding your accounts, the next step is to check your tax report to understand your tax situation.

📂 How to Access Your Tax Report?

Click on "Tax Return" in the left menu of your account.

📊 Understanding the Tax Report Balance

1. General Information

General information

This section displays:

  • Your capital gains or losses ("Miscellaneous income" and "Movable income" boxes)

  • Number of connected crypto accounts

  • Total transactions during the year

  • Number of taxable transactions

2. Required for Filling

Information to declare

The list of platforms and information needed to complete your tax declaration.

Free and Starter subscribers can only view a preview of Schedule 2086.

The ℹ️ displayed after this heading links to the applicable tax regulations: Belgium.

3. My Documents

Access here to all documents provided by Waltio

All documents

  • Audit-ready file: procedures, tips and Waltio-specific guidance

  • Bank proof of funds: procedures and required banking documents

📅 How to Access Previous Years' Reports?

From the "Tax return" page, click on "2025", then select the desired year.

Year selector

💡 Additional Information

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