📝 Description
Returning to Waltio after a period of absence? Here are the 5 essential actions to take to get back in control of your account and ensure your data is complete and up to date.
🔄 The 5 Recommended Actions
1. Update and Add New Accounts
Replace API keys older than 6 months: expired or revoked keys can lead to missing data.
Add history files for the uncovered period if you use the file method (e.g., a 2024 file if you are declaring for 2024).
Waltio continuously improves API data reading: reconnecting may allow previously missing transactions to be retrieved.
2. Watch the YouTube Tutorial
Waltio provides a comprehensive YouTube tutorial presenting the guided capital gains calculation process, hosted by an expert. This tutorial will help you quickly master all platform features.
3. Fix Analysis Warnings
Before generating your report, address the warnings in your analysis:
Negative balances: indicate missing transactions or chronological errors.
Prices to enter: some assets require manual valuation.
Withdrawals to label: unidentified transfers must be categorized for correct tax calculation.
4. Consult Waltio Resources
Stay informed about tax changes and platform updates:
Blog: updated weekly with the latest crypto tax news.
Tax newsletter: sent every 15 days with a summary of important news.
2025 White Paper: comprehensive guide on cryptocurrency taxation in France.
5. Get Personalized Support
If you need advanced help with calculating your capital gains, Waltio offers a premium personalized support service. To learn more or book an appointment, contact the team at: hello@waltio.com.
⚠️ Warnings
Do not generate your tax report before resolving all critical warnings.
Make sure all your transactions since your first operation are imported, even for periods prior to the current year.
💡 Additional Information
Regularly updating your accounts (ideally after each trading session) greatly simplifies the annual tax declaration.
If in doubt about a transaction or label, consult the Waltio documentation or contact support.