HT301 – How to Generate Your Tax Reports

Step 1 — Go to the Taxes section

→ From your Netrunner Dashboard, locate the Taxes tab.

→ Select your Fiscal Year.

→ Use the dropdown to choose the fiscal year for which you want to generate reports.

→ Netrunner will pull all reconciled transactions within that time period.

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Step 2 — Choose Your Report Type

→ Click Download Tax Report.

→ You will see several report options depending on your needs:

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→ Report Summary (PDF): A PDF including income, expenses, wallets added, and capital gains for the year.

→ Capital Gains (CSV): A CSV of your capital gains/losses.

→ Income (CSV): A CSV of your income transactions.

→ Expenses (CSV): A CSV of your expense transactions.

→ Transactions Report (CSV): A CSV of your transactions for the year.

→ TurboTax 1099-B (CSV): A CSV that you can upload directly into TurboTax.

Step 4 — Generate the Report

→ Click Generate Report.

→ Netrunner will compile your transactions, apply your selected cost basis method, and prepare the report.

Step 5 — Download the Report

→ Once generated, click Download.

→ The file will be available in the format you selected (PDF or CSV).

Step 6 — Use Your Report for Filing

→ Share the report with your accountant, or import into your tax filing software (e.g., TurboTax).

→ Keep a copy for your records.

Best Practices for Accurate Reports

→ Reconcile before generating: Always ensure 100% of your transactions are reconciled in the Reconcile Transactions tab. Missing or misclassified entries can lead to inaccurate tax data.

→ Generate multiple report formats: Download both the Summary PDF (for easy review) and the Transactions CSV (for detailed backup).

→ Keep annual copies: Store a copy of each fiscal year’s reports for compliance and future audits.

→ Verify cost basis selection: Double-check your Cost Method in Settings (see HT202) before generating reports.

→ Check currency conversions: If your country requires reporting in a local currency (e.g., GBP, CAD, AUD), confirm that reports reflect the correct conversion.

✅ By following these steps and best practices, you can ensure your Netrunner tax reports are complete, accurate, and compliant.

Disclaimer: This content is for informational purposes only and is not financial, tax, or legal advice. Please verify with official sources and consult a professional before acting on any information. Netrunner is not liable for outcomes resulting from its use.

Updated on: 28/01/2026