Understanding KoinX’s Overview Page

See how the KoinX Overview Page brings together portfolio, activity and crypto tax insights so you can monitor integrations, reports and filing status in one place.

The KoinX dashboard is an essential tool for crypto investors, offering a streamlined way to track trading activities, tax obligations, and ITR filing status. With recent updates, the Overview Page has become even more user-friendly, providing tailored options based on each user’s tax reporting needs. Let’s explore its key features and how they enhance the tax reporting process.

Overview Page Variations for Different Users

The KoinX dashboard dynamically adjusts based on the user’s subscription and tax reporting status. Here’s what you may see on your Overview Page:

1. Generate Now Option
   • Visible to: Users who haven’t purchased a tax plan yet.
   • Function: Allows users to generate their crypto tax report.
2. File Now Option
   • Visible to: Users who have purchased only the Tax Report plan.
   • Function: Enables users to upgrade to the ITR filing plan for seamless tax submission.
3. Explore Now Option
   • Visible to: Users who have purchased the Tax Report plan but ITR filing is unavailable for certain financial years.
   • Function: Redirects users to explore alternative options.
4. ITR Filing Details
   • Visible to: Users who have purchased both the Tax Report and ITR Filing plans.
   • Function: Allows users to track the real-time status of their ITR filing process.

1. TDS Summary: Understanding Your Tax Deducted at Source (TDS)

The TDS summary is only visible to our Indian users.

The TDS Summary section provides a snapshot of tax deductions from crypto transactions across integrated platforms.

Integration	TDS Deducted	Total Sale Value
CoinDCX	₹187	₹3,740.33
Custom File	₹0.00	₹39,440.98

For example, in this case:

• CoinDCX has deducted ₹187 in TDS from total sales worth ₹3740.33.
• Custom File shows a total sale value of ₹39,440.98, but no TDS has been deducted.

Ensure all your exchanges and wallets are correctly integrated for accurate TDS reporting

2. Crypto Tax Summary: A Breakdown of Your Taxable Gains

The Crypto Tax Summary provides a categorised breakdown of different types of gains. Full values are only displayed after purchasing a plan—otherwise, only gain percentages are visible.

Type of Gain	Value	Definition
Capital Gains	₹1,101.68	Profit from selling crypto at a higher price than the purchase price.
Derivatives Gains	₹0.00	Earnings/losses from futures, options, or derivative trades. A negative value here can reduce tax liability.
Other Gains	₹141.60	This includes staking, lending rewards, airdrops, and any additional crypto earnings.
Total Taxable	₹1,243.28	The final amount used to determine tax liability.

This summary ensures users can track their taxable income accurately before proceeding with tax filing.

3. Generate Tax Reports: Simplifying Tax Filing

The Generate Tax Reports button allows users to download essential documents needed for accurate ITR filing. By generating a report, users receive:

• A detailed Crypto TDS Summary
• A full Crypto Tax Summary
• Other necessary reports for seamless tax filing

This ensures compliance with tax regulations while minimising manual calculations.

4. Account Settings: Customising Your Tax Preferences

The Account Settings section has been optimised for user convenience. Here, users can easily access and modify:

• Country Selection – Ensures compliance with local tax laws.
• Base Currency – Adjusts all reports to your preferred currency.
• Calculation Method – Defines the method used to calculate crypto gains.

To update these settings, simply click “Edit”.

5. Integrations: Syncing Your Crypto Data

KoinX seamlessly integrates with multiple exchanges and wallets to automate tax reporting. Supported integrations include:

• BSC
• Ethereum
• Custom File Uploads

These integrations ensure that all crypto transactions are accurately reflected, eliminating manual data entry errors.

6. Trade Types: Analysing Your Trading Patterns

The Trade Types section categorises your crypto activities with precise data visualisation:

Trade Type	Definition	% of Total Activity
Spot	Regular buy/sell trades on the market.	83.33%
Deposit	Crypto deposits into an exchange or wallet.	0.00%
Withdrawal	Crypto withdrawals from an exchange or wallet.	0.00%
Others	Miscellaneous transactions.	16.67%

This feature provides valuable insights into investment behaviour, helping users refine their trading strategies.

Why KoinX’s Overview Page is a Game-Changer for Crypto Tax Filing

• Personalised User Experience – Dashboard variations cater to each user’s tax status.
• Automated Tax Reports – Eliminates manual tax calculations and Excel spreadsheets.
• Seamless Exchange Integrations – Tracks all transactions across multiple platforms.
• In-Depth Crypto Tax Insights – Clear breakdown of capital gains, derivatives, and other income.

Get started with KoinX today and experience hassle-free crypto tax filing!