End of Financial Year Reports


The BTCMarkets report can be generated by following the instructions instructions here...

  1. Once you are signed in, from the home page click "Account" (top left side of the menu bar)
  2. Select "Tax Report" (under the very top menu bar, last option on the right)
  3. Select 2021-2022 financial year, click "Next"
  4. Click "Next" again
  5. Approve disclaimer and click "Generate report"
  6. Click “Download Summary”
  7. Upload summary PDF to the portal


The CoinSpot report can be generated by following the instructions in this video or the written instructions below...

  1. Once you are signed in, from the home page click "Account" (top right)
  2. Select "Order History"
  3. On the top right hand side you will see a button labeled “EOFY Statements”
  4. Click 2022
  5. Click "Print" on top right
  6. Click “Open PDF in preview”
  7. Save "EOFY Balances” and upload PDF to the online portal.

If you used Digital Surge during the last financial year, from the home page follow these instructions.

1. Click the drop-down menu and select Transaction History (third item down).

2. Select Account Statement.

3. Select a financial year or custom date.

4. Select print, save your statement as a PDF and upload to the portal.

Independent Reserve

The Independent Reserve report can be generated by following the instructions instructions here...

  1. Once you are signed in, go to this page: https://www.independentreserve.com/accounts#TaxReports
  2. The cost of the report is $49.95
  3. Order a copy of the Tax Report (you will need AUD available in the account)
  4. Upload the tax report and the purchase receipt


The Swyftx report can be generated by following the instructions here...

  1. Login to Swyftx SMSF account - (switch account by clicking on the initials top right if required)
  2. Click the initials top right and click on "Profile" from the drop down menu
  3. Select "Transactions Report" from the left hand menu
  4. Download a transaction report section will appear.  Use the custom field using the date 01/07/2021-30/06/2022
  5. Click on "Download pdf"
  6. Save the pdf and upload to your portal.


If you do have a BlockFi account, please upload each monthly report and the CSV File for the 2022 Financial Year (July 1 2021 - June 30 2022).

How to Download your BlockFi Statements

  1. Log into your SMSF BlockFi Account
  2. Top Right Click on your initials, this should drop down a menu
  3. Click on "Reports"
  4. Select Year 2021 and hit the pdf button on right hand side to download each month, saving each month file as the month downloaded eg "BlockFi July 2021"
  5. Once all Months are downloaded for 2021 (July - December), select 2022 from the Year dropdown menu
  6. Go through the same process with the Monthly statements (January to June 2022)
  7. Upload all statements to this request

How to Download Blockfi CSV File

  1. Scroll down the same page to "Transaction History"
  2. Click "Date Range"
  3. Select Date Range July 1 2021 - June 30 2022
  4. Once selected it will say underneath: Report from Jul 1 2021 to Jun 30 2022
  5. Click .CSV button on the right to download file
  6. Save File as Blockfi CSV
  7. Upload file to portal

Celsius are no longer providing EOFY reports.
We ask that you please provide a transaction history in CSV format.
Here are the steps to complete this:
1. Log into the mobile app
2. Click on the earn account balance on the initial portfolio page
3. This will lead you to your portfolio balance, where you can scroll down a click a button "send CSV to Email"
4. the transaction history will be exported to your mail.
5. Save file as Celsius Transaction History and upload to the portal


If you have a Binance account, please provide the following information:

  1. Your Binance User ID number. This can be found in the dashboard section of your Binance account next to your listed email address.
  2. A specific Binance report. Please click the link below and follow the instructions to upload the file required. https://www.binance.com/en-AU/support/faq/990afa0a0a9341f78e7a9298a9575163

Please run the reports for the following date ranges as Binance only allow reports to be run for three months at a time.

  1. 01/07/2021 - 30/09/2021
  2. 01/10/2021 - 31/12/2021
  3. 01/01/2022 - 31/03/2022
  4. 01/04/2022 - 30/06/2022

Please then, upload all reports to the portal