Getting Started with Koinly — Help Center Walkthrough

If you are new to cryptocurrency taxes, Koinly makes it simple to get started. This guide walks you through account setup, connecting wallets and exchanges, and generating your first tax report.

Step 1: Sign Up for Koinly

• Go to the official website: koinly.io
• Click on Sign Up
• Enter your email, choose a secure password, and verify your email

Step 2: Log Into Your Account

• Visit Koinly Login
• Enter your registered email and password
• Complete Two-Factor Authentication (2FA) if enabled

Step 3: Connect Your Wallets and Exchanges

• Go to Wallets in the dashboard
• Select Add Wallet/Exchange
• Choose the exchange or wallet you want to connect
• Use API keys or CSV import to sync transactions

Step 4: Import Transactions

After connecting wallets and exchanges, Koinly automatically imports all your transactions. You can also manually upload CSV files if your platform is not supported.

Step 5: Review Your Portfolio

• Check your dashboard for portfolio value, gains, and losses
• Review taxable events and income
• Make any necessary adjustments or corrections

Step 6: Generate Tax Reports

• Navigate to Tax Reports in your dashboard
• Select your country for tax compliance
• Download reports in PDF, CSV, or other supported formats
• Paid plans are required for official tax report downloads

Helpful Tips for Beginners

• Enable Two-Factor Authentication (2FA) for account security
• Double-check all imported transactions for accuracy
• Start with the free plan to track your portfolio before generating tax reports
• Refer to the Koinly Help Center for step-by-step video tutorials and guides

Frequently Asked Questions (FAQs)

1. Can I use Koinly for free?

Yes, the free plan allows you to track your portfolio and preview taxes. Paid plans are required to download official tax reports.

2. Which wallets and exchanges are supported?

Koinly supports 900+ exchanges, 150+ blockchains, and multiple wallets, including Binance, Coinbase, Kraken, MetaMask, and more.

3. How do I ensure my imported transactions are correct?

Review your transactions in the dashboard and correct any missing or inaccurate entries before generating tax reports.

4. Is my data safe with Koinly?

Yes, Koinly uses secure login and supports Two-Factor Authentication (2FA) to protect your account and data.

Conclusion

Getting started with Koinly is straightforward. By following this walkthrough, beginners can easily set up their accounts, import transactions, track their portfolio, and generate tax reports in compliance with local regulations. Always start with the free plan, review your data, and upgrade to paid plans when ready for official tax filing.