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Connect your Swyftx account with Summ

Swyftx doesn't offer profit and loss statements or tax reports directly. However, we’ve partnered with Summ (formally Crypto Tax Calculator) to quickly link your Swyftx account with Summ to generate a comprehensive tax report.

From your profile on our web platform, you can automatically create an account with Summ, connect your Swyftx account, and import your transaction history using an automatically generated read-only API key.

New Summ customers in Austalia and New Zealand can sign up using the link summ.com/swyftx, which will automatically apply the promo code SWYFTX30 for 30% off your first year.


How to connect your Swyftx account with Summ

If you already have a Summ account with a Swyftx wallet, you only have to follow steps 1 to 5.

Web

  1. Log in to your Swyftx account on the web platform.

  2. Select your circled initial in the top right corner of the dashboard and select Account settings. If you can't find your circled initial, dismiss any banners from the top of your screen.

  3. Go to Transaction reports in the profile menu. If you’re using a smaller screen, you may need to scroll to find this.

  4. Under Our reporting partners, select Connect account next to Connect to Summ.

  5. Follow the prompts to provide your account details and select Continue.

  6. If you don't already have a Summ account with a Swyftx wallet, you'll be prompted to enter your password to permit the creation of the read-only API key.

  7. Once you see Your key has been created, select Continue to Summ to complete the process.

Once your Summ account has been created, the account syncing process may take a couple of minutes.


Helpful resources for tax time

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