📝 Description
After adding all your transactions to Waltio, the next step is to review your tax report to understand your situation and get everything you need to file your taxes.
💡 How is a report generated?
A tax report is automatically generated whenever a change is made to your transactions or your tax settings.
You can pause automatic report generation by clicking the
Pauseicon located in the top left corner of your screen.You can also refresh the report by clicking the refresh icon.
📂 Explore your tax report
Once your report is ready, go to the Tax Declaration page.
👉 The main calculated information appears:
Your calculated capital gains or losses
Your passive income
The number of crypto accounts added
The total number of transactions for the year
The number of taxable transactions
Everything you need to file
In the right-hand section titled Tax Declaration, you can:
View the tax forms specific to your tax residency in read-only mode, pre-filled with your details.
Access a tax filing guide tailored to your jurisdiction. ⚠️ Please note: this option is not available for Free and Lite plans.
Access your documents
Find all of your downloadable documents in the My Documents section.
👉 To learn more about the purpose of each document, check out the article Documents provided by Waltio.
💡 How do I access my past tax reports?
Go to the Tax File page.
This page centralizes your tax documents by tax year.
You can directly download them and unlock any documents you do not have access to yet.