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Financial Statement Report
Financial Statement Report

Learn how to request and read the Integrated Notes report.

Diego Lorenzetti avatar
Written by Diego Lorenzetti
Updated over a week ago

Follow these simple steps to request the Integrated Notes Report:

  1. Go to the Report page from the main navigation menu.

  2. Select the desired accounting year.

  3. Provide the email address where you wish to receive the report, and then click the Download Report button.

Now let's see how to read the data contained in the report.

  • At the top, you will find an explanatory banner regarding the accounting calculation method for cryptocurrencies in accordance with the laws of the user's country of residence.

  • Changes to Conversion Rates

    In this section, it lists the transactions for which manual changes were made to input conversion rates that couldn't be automatically retrieved.

  • Fix Transactions

    Here, it shows the Fix transactions entered to resolve misalignments caused by incomplete data provided by exchange APIs or blockchains.

  • DeFi Swap Transactions
    In this list, you will find transactions that the user has chosen to indicate as part of a single exchange transaction, but the automatic connection indicated them as two separate transactions (deposit and withdrawal).

  • Transfers

    In this part of the report, it lists transactions marked as transfers and which are excluded from the capital gain calculation.

  • Connections

    In the last part of the report, you will see a list of active automatic connections to your account and the transactions imported from them.

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