# KoinX Guides

## Docs

- [How to Edit Your Name on KoinX?](https://guides.koinx.com/guides/account-management/how-to-edit-name-koinx.md): Learn how to quickly update your name on KoinX so your account details stay accurate for crypto tax reports, identity checks and customer support.
- [How to Update Your Phone Number on KoinX?](https://guides.koinx.com/guides/account-management/how-to-update-phone-number-koinx.md): Find out how to update your phone number on KoinX so you keep receiving important security codes and account alerts that affect your crypto tax and portfolio activity.
- [How Does KoinX's Refer & Earn Work?](https://guides.koinx.com/guides/account-management/koinx-refer-and-earn-page-explained.md): See how KoinX’s Refer & Earn program rewards you with XP coins for inviting friends, which you can redeem for discounts on crypto tax reports and plans.
- [Set Up KoinX Books & Manage Team Access](https://guides.koinx.com/guides/accounting/getting-started/account-setup-team-management-koinx-books.md): Quick guide to setting up your KoinX Books account and managing blockchain wallets, exchanges, and user permissions.
- [Getting Started with KoinX Books](https://guides.koinx.com/guides/accounting/getting-started/getting-started-koinx-books.md): Learn the complete onboarding and workflow process in KoinX Books to begin managing your Web3 accounting efficiently.
- [What are the major capabilities of KoinX Books?](https://guides.koinx.com/guides/accounting/getting-started/koinx-books-capabilities.md): Discover the major capabilities of KoinX Books for crypto accounting, tax, reporting, and exchange management.
- [Understanding KoinX Books Overview for Crypto Accounting](https://guides.koinx.com/guides/accounting/getting-started/koinx-books-overview.md): Discover how KoinX Books streamlines digital assets accounting, tracking, and compliance in a single, unified platform.
- [KoinX Books - List of Integrations](https://guides.koinx.com/guides/accounting/getting-started/supported-wallets-exchanges-koinx-books.md): View the full list of wallets, exchanges, and blockchain protocols supported by KoinX Books for seamless integration.
- [Steps to Integrate a Blockchain Wallet in KoinX Books using API](https://guides.koinx.com/guides/accounting/integrations/blockchain-integration-koinx-books.md): Step-by-step guide for integrating blockchain wallets into KoinX Books for automated crypto tracking.
- [Steps to Integrate a Wallet Using an API Key](https://guides.koinx.com/guides/accounting/integrations/exchange-integration-api-koinx-books.md): Learn how to connect your crypto exchange accounts to KoinX Books using secure API integration.
- [How to Add an Exchange Integration in KoinX Books Using CSV](https://guides.koinx.com/guides/accounting/integrations/exchange-integration-csv-koinx-books.md): A detailed guide to integrate your crypto exchange data into KoinX Books using CSV files.
- [How to Modify the Name of an Integration ](https://guides.koinx.com/guides/accounting/integrations/rename-integrations-koinx-books.md): Guide to rename your connected blockchain or wallet integrations for easy identification in KoinX Books.
- [How can I sync my latest transactions in KoinX Books?](https://guides.koinx.com/guides/accounting/integrations/sync-all-integrations-koinx-books.md): Steps to sync all connected wallets, exchanges, and accounts in KoinX Books.
- [KoinX Pricing - Global 🌐](https://guides.koinx.com/guides/billing/koinx-pricing-explained.md): Explore how KoinX global pricing works for crypto tax reports, why plans are based on transaction count, and how they support compliant reporting in 100+ countries.
- [KoinX Pricing - India 🇮🇳](https://guides.koinx.com/guides/billing/koinx-pricing-india-explained.md): Understand KoinX pricing in India for crypto tax reports and ITR filing plans, and how bundled options simplify compliant crypto tax filing under Indian regulations.
- [How To Contact KoinX Customer Support?](https://guides.koinx.com/guides/customer-support/how-to-contact-koinx-customer-support.md): Need help with crypto tax reporting? Contact KoinX customer support via phone, chat, or email for quick and expert assistance.
- [How can I identify and avoid scam attempts related to KoinX?](https://guides.koinx.com/guides/faqs/avoid-koinx-scams.md): Protect yourself from KoinX scams by verifying official channels, never sharing private keys or API keys, and avoiding suspicious offers. KoinX employees won’t ask for payments via unofficial contacts.
- [Does KoinX Sell My Crypto Data?](https://guides.koinx.com/guides/faqs/koinx-data-privacy-policy.md): KoinX never sells your cryptocurrency data to third parties. Data is only shared if legally required by law or regulatory authorities
- [What payment methods does KoinX accept?](https://guides.koinx.com/guides/faqs/koinx-payment-options.md): Pay for KoinX’s crypto tax services using credit/debit cards (EMI available), UPI (India only), and net-banking options like IMPS, NEFT, and RTGS—secure and flexible checkout.
- [How to Handle Manual P2P Crypto Transactions on KoinX (with TDS & Reporting)](https://guides.koinx.com/guides/faqs/manual-p2p-crypto-trades-koinx.md): Learn how to correctly record manual P2P crypto trades in KoinX — whether you're buying or selling — and how to handle TDS for accurate, compliant tax reporting.
- [Supported Countries for Crypto Tax Calculation](https://guides.koinx.com/guides/faqs/supported-countries-crypto-tax-koinx.md): KoinX supports crypto tax calculation in 100+ countries including the USA, UK, India, Australia, Canada, Germany, and more. Check if your country is supported.
- [What Is KoinX? Crypto Taxation, Portfolio Tracking & Compliance Platform](https://guides.koinx.com/guides/faqs/what-is-koinx.md): KoinX is a global crypto tax and portfolio tracking platform. Auto-generate tax reports, track gains, and stay compliant across 100+ countries.
- [How to Generate Your Crypto Tax Report with KoinX in 5 Easy Steps](https://guides.koinx.com/guides/getting-started/generate-crypto-tax-report-koinx.md): Simplify your crypto tax filing with KoinX. Follow this 5-step guide to import transactions, review data, and generate accurate tax reports—fast, easy, and error-free.
- [Understanding KoinX’s Overview Page](https://guides.koinx.com/guides/getting-started/koinx-overview-page-for-crypto-tax-filing.md): 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.
- [KoinX – Global Crypto Tax & Portfolio Platform](https://guides.koinx.com/guides/index.md): Automated crypto tax reports for 100+ countries. Connect your exchanges, review transactions, and generate audit-ready reports in minutes.
- [API Integration - Deep Dive](https://guides.koinx.com/guides/integrations/api-integration-deep-dive.md): Set up secure, read-only API connections between exchanges and KoinX so your crypto tax reports stay up to date without manual CSV exports or missed transactions.
- [Blockchain and Wallet - Deep Dive](https://guides.koinx.com/guides/integrations/blockchain-and-wallet-deep-dive.md): Learn how to connect on-chain wallets and domains to KoinX so DeFi, NFT and token transfers are captured correctly in your portfolio and crypto tax calculations.
- [Choosing Your Integration Method](https://guides.koinx.com/guides/integrations/choosing-your-integration-method.md): Decide when to use Direct Connect, API, File Upload, blockchain address or custom file so your KoinX integrations stay clean, complete and reliable for crypto tax reports.
- [Custom File - Deep Dive](https://guides.koinx.com/guides/integrations/custom-file-deep-dive.md): Use the Custom File template to bring unsupported or legacy exchanges into KoinX so every crypto transaction is included in your portfolio and crypto tax calculations.
- [Different Available Methods](https://guides.koinx.com/guides/integrations/different-available-methods.md): Compare Direct Connect, API, File Upload, blockchain and custom file integrations in KoinX so you can choose the best way to sync data for accurate crypto tax reporting.
- [Direct Connect - Deep Dive](https://guides.koinx.com/guides/integrations/direct-connect-deep-dive.md): See how Direct Connect links supported exchanges to KoinX from inside the app, giving read-only access that keeps your crypto tax data in sync with minimal setup.
- [Binance](https://guides.koinx.com/guides/integrations/exchange-issues/binance.md)
- [File Upload - Deep Dive](https://guides.koinx.com/guides/integrations/file-upload-deep-dive.md): Learn when and how to use CSV file uploads to import exchange history into KoinX so older trades and gaps in API data are reflected correctly in crypto tax reports.
- [Getting Started with Integrations](https://guides.koinx.com/guides/integrations/getting-started-with-integrations.md): Learn which exchanges, wallets and blockchains to connect in KoinX so your crypto tax reports include every trade, transfer, reward and balance across your activity.
- [Integration Errors and Troubleshooting](https://guides.koinx.com/guides/integrations/integration-errors-and-troubleshooting.md): Troubleshoot common KoinX integration issues—stuck syncs, API errors and bad CSVs—so your wallets and exchanges keep feeding accurate data into crypto tax reports.
- [Managing and Removing Integrations](https://guides.koinx.com/guides/integrations/managing-and-removing-integrations.md): Learn how to view, rename, resync and remove integrations in KoinX so your connected sources stay clean and your crypto tax reports reflect the right transactions.
- [Privacy & Security](https://guides.koinx.com/guides/integrations/privacy-and-security.md): Understand how KoinX uses read-only access, encryption and strict key permissions to keep your exchange and wallet data safe while generating accurate crypto tax reports.
- [Verifying your Integration Data](https://guides.koinx.com/guides/integrations/verifying-your-integration-data.md): Follow these checks to confirm your KoinX integrations are complete and accurate so your crypto tax reports don’t miss transactions or show inflated gains by mistake.
- [Choosing the Right ITR Filing Plan](https://guides.koinx.com/guides/itr-filing/choosing-the-right-plan.md): Confused between Crypto, Salary, and Comprehensive plans? Here's how to pick the right one based on your income sources.
- [ITR Filing with KoinX: A Complete Step-by-Step Guide](https://guides.koinx.com/guides/itr-filing/step-by-step-itr-filing-with-koinx.md): Crypto trades, staking rewards, multiple exchanges — KoinX pairs your tax report with an expert who files your ITR for you, end to end.
- [Average Cost & Invested Amount](https://guides.koinx.com/guides/portfolio-tracker/average-cost-and-invested-amount.md): Learn how KoinX calculates amount invested and average cost for each asset so your portfolio view and crypto tax cost basis stay aligned across exchanges and wallets.
- [Why Your Portfolio Value Looks Wrong (And How to Fix It)](https://guides.koinx.com/guides/portfolio-tracker/fixing-portfolio-value-issues.md): Find the most common reasons KoinX portfolio values look wrong—missing history, spam tokens and mapping issues—and how to fix them before relying on crypto tax reports.
- [General Portfolio FAQs](https://guides.koinx.com/guides/portfolio-tracker/investment-advice-disclaimer.md): Get answers to common KoinX portfolio questions—what data is shown, what it means for crypto tax, and why it isn’t investment or trading advice.
- [Understanding Unrealised Gains & Portfolio Numbers](https://guides.koinx.com/guides/portfolio-tracker/overview.md): Learn what unrealised gains and other portfolio numbers in KoinX mean, and how they relate to the realised gains that appear in your crypto tax reports.
- [Portfolio Holding Reports, Downloads & Financial Year Access](https://guides.koinx.com/guides/portfolio-tracker/portfolio-holding-reports-and-downloads.md): Understand how KoinX portfolio holding reports summarise balances, invested amounts and performance so you can reconcile positions alongside crypto tax reports.
- [Spam Tokens and Incorrect Portfolio Values](https://guides.koinx.com/guides/portfolio-tracker/spam-tokens-and-incorrect-portfolio-values.md): Diagnose spam tokens and incorrect portfolio values in KoinX so junk airdrops or bad price data don’t mislead you or distort your crypto tax and reporting decisions.
- [What Are Unrealised Gains in Crypto?](https://guides.koinx.com/guides/portfolio-tracker/understanding-unrealised-gains.md): Understand unrealised gains in your KoinX portfolio—how they’re calculated, when they matter for crypto tax, and how they differ from realised gains in your reports.
- [Managing Crypto Tax Clients with KoinX for Tax Professionals](https://guides.koinx.com/guides/tax-professionals/manage-clients-reports.md): Manage multiple crypto clients, collect the right data, activate plans, and generate filing-ready reports from one dashboard.
- [Beginning of Year Balance Report](https://guides.koinx.com/guides/tax-reports/beginning-of-year-balance-report.md): Use the Beginning of Year Balance Report to see opening crypto quantities, cost and value, giving a clean starting point for accurate portfolio and crypto tax reporting.
- [Buy-Sell Report](https://guides.koinx.com/guides/tax-reports/buy-sell-report.md): Review every buy, sell and swap in one place with the Buy-Sell Report so you can verify trading activity and spot issues before generating final crypto tax reports.
- [United Kingdom - Complete Tax Report](https://guides.koinx.com/guides/tax-reports/complete-tax-report-UK.md): See how the UK Complete Tax Report applies HMRC rules to your crypto tax data, including Section 104 pooling, allowances and detailed gains, income and balances.
- [USA - Complete Tax Report](https://guides.koinx.com/guides/tax-reports/complete-tax-report-USA.md): Learn how the USA Complete Tax Report organises your crypto tax data, separating short- and long-term gains, income and derivatives for accurate, IRS-ready filing.
- [Australia - Complete Tax Report](https://guides.koinx.com/guides/tax-reports/complete-tax-report-australia.md): Understand how the Australia Complete Tax Report applies ATO rules to your crypto tax data, including CGT discounts, income, derivatives and detailed portfolio balances.
- [Canada - Complete Tax Report](https://guides.koinx.com/guides/tax-reports/complete-tax-report-canada.md): See how the Canada Complete Tax Report uses Adjusted Cost Base to calculate crypto tax, summarising gains, income, derivatives and balances for CRA-compliant reporting.
- [Default - Complete Tax Report](https://guides.koinx.com/guides/tax-reports/complete-tax-report-default-country.md): Use the Default Complete Tax Report when your country has no local template; it applies standard crypto tax calculations your accountant can interpret for local rules.
- [Germany - Complete Tax Report](https://guides.koinx.com/guides/tax-reports/complete-tax-report-germany.md): Learn how the Germany Complete Tax Report applies one-year exemptions and local rules to your crypto tax data, separating taxable and tax-free gains, income and balances.
- [India - Complete Tax Report](https://guides.koinx.com/guides/tax-reports/complete-tax-report-india.md): Understand how the India Complete Tax Report structures your crypto tax data, including gains, income, TDS and balances, so you can file accurate, audit-ready returns.
- [Japan - Complete Tax Report](https://guides.koinx.com/guides/tax-reports/complete-tax-report-japan.md): Understand how the Japan Complete Tax Report applies NTA guidance and local income rules to your crypto tax data, covering gains, derivatives, DeFi income and balances.
- [Understanding Monthly Gains, Losses & TDS Breakdown](https://guides.koinx.com/guides/tax-reports/crypto-tax-insights.md): Decode your crypto tax picture month by month — gains, losses, TDS, and category splits — all from the KoinX Insights page.
- [Downloading, Accessing & Managing Reports](https://guides.koinx.com/guides/tax-reports/downloading-accessing-managing-reports.md): Learn how to generate, download and re-download your KoinX crypto tax reports, access previously generated files, and fix common delivery or access issues.
- [Dual Taxation - Generating Reports for Multiple Countries](https://guides.koinx.com/guides/tax-reports/duel-taxation-generate-report.md): Understand how to handle dual taxation when generating crypto tax reports for multiple countries, and when to rely on tax treaties, foreign tax credits and professional advice.
- [End of Year Balance Report](https://guides.koinx.com/guides/tax-reports/end-of-year-balance-report.md): See how the End of Year Balance Report captures your closing crypto positions, values and acquisition cost so you and your accountant can reconcile data for crypto tax.
- [Form 8949 Report - USA](https://guides.koinx.com/guides/tax-reports/form-8949.md): See how the Form 8949 report organises your US crypto tax disposals into IRS-ready lots, splitting short- and long-term gains and flowing totals into Schedule D.
- [Income Summary Report](https://guides.koinx.com/guides/tax-reports/income-summary-report.md): The Income Summary Report consolidates capital gains, derivatives, income and expenses so you can see the big picture behind your crypto tax position for a financial year.
- [Customising Your Reports](https://guides.koinx.com/guides/tax-reports/india-vda-income-classification.md): Customise KoinX crypto tax reports by changing accounting methods, transaction settings and financial years, and understand how each setting affects your calculations.
- [Payments & Plan Upgrade](https://guides.koinx.com/guides/tax-reports/payments-and-plan-upgrade.md): Understand how KoinX pricing and plan upgrades work for crypto tax reports, including transaction-based tiers, regeneration, and access across financial years.
- [Reduce Taxable Gains (Insufficient Quantity)](https://guides.koinx.com/guides/tax-reports/reduce-taxable-gains.md): Why your gains look inflated, how Reduce Taxable Gains is calculated, and how to fix missing purchase history.
- [Report Errors & Troubleshooting](https://guides.koinx.com/guides/tax-reports/report-errors-and-troubleshooting.md): Troubleshoot blank or confusing crypto tax reports, fix data issues like missing cost basis, and learn when to regenerate reports for accurate global crypto tax filing.
- [Schedule VDA Derivatives Report - India](https://guides.koinx.com/guides/tax-reports/schedule-vda-derivatives-report.md): Understand how the Schedule VDA Derivatives Report summarises crypto futures and options P&L for India so your derivatives activity is reflected correctly in crypto tax filings.
- [Schedule VDA Report - India](https://guides.koinx.com/guides/tax-reports/schedule-vda-report.md): Learn how the Schedule VDA Report organises your India crypto tax disposals to match ITR portal fields so you can report every taxable virtual digital asset transaction correctly.
- [Tax Filing Data Report](https://guides.koinx.com/guides/tax-reports/tax-filing-data-report.md): The Tax Filing Data Report structures your crypto tax inputs for tools and accountants, with section-wise breakdowns of gains, income, expenses and asset-wise performance.
- [Transaction History Report](https://guides.koinx.com/guides/tax-reports/transaction-history-report.md): Use the Transaction History Report as a full ledger of trades, transfers, rewards and fees, giving you the raw data behind all of your calculated crypto tax reports.
- [TurboTax Gain-Loss Report - USA](https://guides.koinx.com/guides/tax-reports/turbo-tax-gain-loss-report-USA.md): Learn how the TurboTax Gain-Loss report formats your crypto tax disposals for direct CSV import into TurboTax, avoiding manual entry of every trade and capital gain.
- [Understanding Your Tax Reports](https://guides.koinx.com/guides/tax-reports/understanding-tax-reports.md): Learn how KoinX’s universal and country-specific reports work together so you can choose the right documents and share accurate crypto tax data with advisors or filing tools.
- [How To Access KoinX Crypto Tax Settings Guide?](https://guides.koinx.com/guides/tax-settings/access-koinx-crypto-tax-settings.md): Learn how to open and navigate KoinX tax settings so you can manage country, currency and crypto tax options in one place before generating reports.
- [Cost Basis & Accounting Methods for Crypto Tax](https://guides.koinx.com/guides/tax-settings/cost-basis-accounting-methods.md): Understand FIFO, LIFO, HIFO, and Average Cost for crypto tax. Learn how your accounting method affects capital gains calculations across all jurisdictions
- [Tax Settings: Country, Currency & Timezone](https://guides.koinx.com/guides/tax-settings/managing-country-currency-and-time-zone-settings.md): Configure your KoinX tax settings — set your country, base currency, timezone, and accounting method to generate accurate local crypto tax reports.
- [Tax Settings FAQ](https://guides.koinx.com/guides/tax-settings/tax-settings-faqs.md): Quick answers to common KoinX tax settings questions — income classification, accounting methods, reward treatment, and more.
- [Understanding Transaction Settings & Income Classification](https://guides.koinx.com/guides/tax-settings/transaction-settings-income-classification.md): Control how staking rewards, crypto swaps, and wallet transfers are classified in your KoinX tax report — as income, capital gains, or non-taxable transfers.
- [Editing Transactions](https://guides.koinx.com/guides/transactions/Editing-Transcations.md): Understand how editing, splitting, migrating and deleting transactions in KoinX affects your balances so you can safely correct data before finalising crypto tax reports.
- [Categorising Transactions](https://guides.koinx.com/guides/transactions/categorising-transactions.md): See how KoinX categorises buys, sells, transfers, income and expenses so your crypto tax reports treat each transaction correctly for gains, income and reporting.
- [Fixing Transaction Issues](https://guides.koinx.com/guides/transactions/fixing-transaction-issues.md): Troubleshoot common KoinX transaction problems—₹0 cost basis, duplicates and missing history—so your portfolio and crypto tax reports reflect the right gains and losses.
- [Manually Adding Transactions](https://guides.koinx.com/guides/transactions/manually-adding-transactions.md): Learn when and how to manually add missing trades, P2P deals and income into KoinX so your transaction history and crypto tax reports stay complete and accurate.
- [Spam Tokens & Token Mapping](https://guides.koinx.com/guides/transactions/spam-tokens-and-token-mapping.md): Learn how to handle spam tokens and wrong price feeds in KoinX so junk airdrops and token mapping errors don’t distort your portfolio or crypto tax calculations.
- [Transaction Warnings & Errors](https://guides.koinx.com/guides/transactions/transactions-warnings-and-errors.md): Understand and resolve KoinX transaction warnings—missing cost basis, unmatched transfers and price errors—before they inflate gains or distort your crypto tax reports.
- [Viewing & Understanding Your Crypto Transactions](https://guides.koinx.com/guides/transactions/understanding-your-transactions-1.md): Learn how to read your KoinX Transactions page—labels, cost basis, realised gains and filters—so you can trust the data feeding into your crypto tax reports.