📝 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
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
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
Three subsections:
All documents: access to all documents provided by Waltio
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 "My tax report" page, click "All documents", then select the desired year.
💡 Additional Information
To generate a report for a previous year, see the article Obtaining a tax report for previous years.
If no taxable transactions were made, you do not need to generate a tax report for that year.