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Introduction

What is FinTax?

FinTax is the web3 professional tax and financial management software dedicated to crypto. It covers major compliance regions worldwide and supports one-click transaction imports and tax calculations.

What can FinTax do?

Tax Preparation

How to Install?

First, you need to install and connect to snap. Then, there are three ways to experience FinTax:

Register a new FinTax account: For a better experience with FinTax, we recommend registering a FinTax account. Your wallet address will be automatically linked to the newly created FinTax account.
Existing FinTax account: If you already have a FinTax account, you only need to link your address to the existing account.
Explore FinTax with a temporary account: Your wallet address will be automatically linked to a temporary account for tracking purposes. After logging out, we will not retain your data.

Introduction to the FinTax Navigation Bar

Data Import

What Wallets and Exchanges Does FinTax Support?

Exchanges: Binance, OKX, Bybit, Kraken, CoinSpot, Swyftx, Huobi, Gate.io, Bitfinex, Bitget, Upbit, CoinEx, Crypto.com, OSL, HashKey, Coinbase, KuCoin, BitFlyer

Chains: Bitcoin, ETH, TON, Tron, BSC, Polygon, Arbitrum, OP, Avalanche, Fantom, Sui, Aptos, Base

How to Add Wallets and Exchanges

How to Add Transactions

How to Import CSV Data

Should You Import Wallets/Exchanges or CSV?

How to View Imported Transaction Records

Document

Product Document

Introduction

FinTax is the web3 professional tax and financial management software dedicated to crypto. It covers major compliance regions worldwide and supports one-click transaction imports and tax calculations.

FinTax offers personalized financial and tax services tailored to your tax jurisdiction:

Financial Management: Easily import your cryptocurrency transactions anonymously from major exchanges and digital wallets. The system will generate an asset dashboard for you, providing functions such as asset balance monitoring and profit/loss calculations.

Tax Filing: FinTax automatically generates compliant cryptocurrency tax forms based on your tax jurisdiction, simplifying your tax filing process. Additionally, you will be able to access local tax policies within FinTax in the future.

Whether you’re a novice or an experienced professional, FinTax serves as your dedicated cryptocurrency financial and tax advisor, saving you time and making complex tax issues manageable.

Tax Preparation

First, you need to install and connect to snap. Then, there are three ways to experience FinTax:

Register a new FinTax account: For a better experience with FinTax, we recommend registering a FinTax account. Your wallet address will be automatically linked to the newly created FinTax account.

Existing FinTax account: If you already have a FinTax account, you only need to link your address to the existing account.

Explore FinTax with a temporary account: Your wallet address will be automatically linked to a temporary account for tracking purposes. After logging out, we will not retain your data.

Dashboard: Contains an overview of assets, transactions, and taxes.

Taxes: Follow the guidelines to start tax filing.

Crypto Assets: View your portfolio, including different wallets and exchanges, as well as detailed transaction records.

Settings:

In ‘Finance’, you can select different countries and regions, currently including: Hong Kong (China), Australia, New Zealand, Japan, South Korea, USA, Canada, and Singapore, each corresponding to different base currencies.

You can choose different cost calculation methods: FIFO, LIFO, WA (link).

In ‘Payoder’, you can view information related to paid orders.

Plans: Introduces the five plans offered by FinTax (link).

Data Import

Exchanges: Binance, OKX, Bybit, Kraken, CoinSpot, Swyftx, Huobi, Gate.io, Bitfinex, Bitget, Upbit, CoinEx, Crypto.com, OSL, HashKey, Coinbase, KuCoin, BitFlyer

Chains: Bitcoin, ETH, TON, Tron, BSC, Polygon, Arbitrum, OP, Avalanche, Fantom, Sui, Aptos, Base

Via Tax Return Guidance:

Directly from the Navigation Bar:

Click ‘Crypto Assets’

Select ‘Accounts/Transactions’to add your desired wallet or chain.

From the Navigation Bar:

Click on “Crypto Assets”.

Select “Accounts/Transactions”.

Click on “Add Transaction” to manually add your required transactions.

Click “Add Wallet”:Choose the corresponding exchange to add CSV files in different formats.

if you have question about ‘how to get the csv’.

Via Wallet Address: Use this method if you want automatic and continuous synchronization of transactions.

Via CSV: Use this method if you have a bulk of historical transaction data in CSV format that needs to be imported at once.

From the Navigation Bar:

Select “Crypto Assets”.

Click on “Transactions” to view imported transactions.

Via Tax Return Guidance:

Follow the tax return guidance.

In the fourth step, you will enter the transaction review phase, where you can view and correct all the transactions you have imported

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