Coinfig in action
Watch your exchange history turn into a tax report, and see how you check every figure on the way. Each video covers one task, with captions and chapters.
Short runs of videos in the order that makes sense. Pick up where you left off any time.
New to Coinfig
Bring in your history from exchanges, wallets or files, and check nothing is missing.
4 videos · 4 min 47 secStart watching
Before you file
Match your own transfers, clear what needs review and record income the right way.
5 videos · 7 min 2 secStart watching
For accountants and tax practitioners
See what your client's Coinfig report contains, where each figure comes from, which positions they took, and what you can export for your working papers.
Coinfig for accountants
Read your tax report, page by pageThe cover identifies the report: tax year, method, currency, classification and how many sources it covers.
The audit reportThe Audit Report is the tax report plus the sections a reviewer needs; the cover and tax summary are always included.
Tax rules and the treatment mapWith auto classification you choose the holding period; South Africa sets no fixed period, so your report states your assumption.
Take your data with youExport all on Exchanges and wallets downloads every source in one ZIP file.
What Coinfig can and cannot seeCoinfig uses a read-only key that stays at your exchange, so you can revoke it there at any time.
A1Getting started
From sign-up to your first figures: the shortest path through Coinfig.
A3Getting started
Add history your exchange key cannot reach, from exports or the Coinfig template.
A4Getting started
What Partial and Error mean on a source, and how to fix them.
A5Getting started
Why an exchange refuses your API key, and how to get it syncing again.
Episode 01
Connect an exchange with a read-only key and let your history sync itself.
B1Getting the figures right
How Coinfig matches a withdrawal to the deposit it became, and why that is not a sale.
B2Getting the figures right
Find transactions without a clear type and classify them, one by one or in bulk.
B3Getting the figures right
Staking rewards, airdrops, forks and gifts each follow their own rule. Here is how to record them.
Episode 02
Read your completeness score, follow the biggest cause, and fix it at the source.
Episode 05
Ring-fence sources into partitions, set each one's treatment, and see what changes.
Episode 06
Correct a transaction's type and treatment, and undo it if you need to.
Episode 07
Set your method and classification, decide the unsettled cases, and read the tax treatment map.
Episode 08
Views, search, filters, saved views and bulk updates in the transactions ledger.
C1Reports and your data
What each page of the Coinfig tax report tells you, and what you do with it.
C2Reports and your data
Choose the sections a reviewer needs, and show how you reached your figures.
C3Reports and your data
Everything you hold across every account, and your unrealised gains.
C4Reports and your data
Export every source as CSV in one ZIP, or just the ledger view you filtered.
E1Trust and moving countries
Read-only keys, addresses only, your consent and your data: what Coinfig sees and never does.
Where to create a read-only API key on each exchange. Each video sits on that exchange's page, next to the written steps.
