The transaction report provides a detailed breakdown of your order history, trade values, deposits and withdrawals, including the Australian dollar equivalent values of the trades made on the platform.
There is a limit to the number of download attempts per person per day. If you reach this limit, you'll be notified that you've "tried too many times" and must wait 24 hours to try again.
How to download a transaction report
App
Select the three lines
in the top left corner to expand the side menu.Select
Profile, then select
Transaction reports.Choose your date ranges.
Select Download .pdf or Download .csv to download your reports in your preferred format.
Web
Dismiss any banners along the top of the screen and minimise the live chat window if it's open to ensure the icons in these steps are visible.
Select your circled initial in the top right corner of the dashboard and select
Account settings.
Alternatively, navigate to Transactions and select the Transaction Reports button in the top right corner.Go to Transaction Reports and choose your date ranges.
Select Download CSV or Download PDF to download your reports in your preferred format.
Helpful information and links
If you need information about an individual transaction, navigate to Transactions on the app or web platform, then select the individual transaction. You can also download a recipient-created tax invoice (RCTI).
You will have to download a transaction report if you need any information not displayed in Transactions on the app or web platform. For example, figures to calculate profit and loss totals.
Additionally, Koinly, one of our tax time partners, is a platform where you can input your Swyftx transaction report and generate profit and loss statements for the financial year or your chosen date range. For more information, visit Connect your Swyftx account with Koinly.
For general information about crypto and tax, visit our Crypto Tax Australia Guide blog post.
Difference between transaction reports and tax reports
While we don't offer specific 'tax' or 'profit and loss' reports, we do provide detailed transaction reports.
Tax reports, or profit and loss reports, do not clearly describe the data shown because many customers withdraw funds to other exchanges or investment projects. These transactions can affect tax calculation, so we cannot complete these on behalf of our customers.
We cannot know how much profit or loss is made once funds leave Swyftx, which is why we provide a Swyftx-specific transaction report instead.
