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Access the graphical report balance

How to view the dashboard

Updated this week

Hello ๐Ÿ‘‹

New to Waltio? After adding your accounts, the second step is to access your tax report.

How to access your tax report?

To access your tax report, click on โ€œMy tax reportโ€ to the left of your account.
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Understanding the tax report :


๐Ÿ‘‰ We will divide this page into three partsย :
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1. General information

  • Your capital gain or loss indicated in the โ€œProfit over the fiscal yearโ€

  • Your tax amount

  • The number of crypto accounts you have added to your account

  • The number of transactions you made during the current year

  • The number of taxable transactions in the current year.

2. Required to declare


On the top insert, you can find the list of platforms and their information to declare in form 3916 BIS.
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Concerning the insert intended for form 2086, it is intended exclusively for subscribers to the Free and Starter plans, because they are not able to download this annex, but only to view a preview of it.

3. Documents :

๐Ÿ‘‰ All documents: This is where you can find all the documents provided by Waltio for download.

๐Ÿ‘‰ Tax audit: A guide document to help you understand tax audits (procedures, advice, steps to follow on Waltio).

๐Ÿ‘‰ Bank repatriation: A guide document to help you understand bank repatriation (procedures, advice, steps to follow on Waltio, documents requested by banks).

How can I access my previous tax reports?

Your previous reports are available via the "Tax return" page, by clicking on "All documents":

On this page, you can then select the desired year by clicking on the year in the top left corner:

Congratulations ! You have created and viewed your tax report. You can now declare your taxable capital gains with peace of mind.

The Waltio Team


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