Summ, formerly Crypto Tax Calculator, imports crypto records from supported wallets, exchanges and files for portfolio tracking, transaction reconciliation and country-specific tax reports. The web app is available without installation, with companion portfolio apps for iOS and Android. Connections use read-only data access; Summ does not execute trades or move the imported assets.
Importing and reviewing activity
Depending on the source, add a public wallet address, read-only exchange API connection, OAuth connection or a supported file. Imports cover supported trades, transfers, DeFi interactions, NFTs and staking activity. Bitcoin, Ethereum, Solana, Base and Arbitrum are examples of supported data sources, not networks on which Summ submits transactions.
The portfolio view brings holdings, cost basis and gains or losses together. Review missing prices, purchase history, unsupported transactions and unmatched transfers before using the calculations. Import the full relevant history, including earlier years needed to establish cost basis. For unsupported sources, use the custom CSV template and keep a separate file for each exchange or wallet.
Summ also documents stock and ETF imports for Australian accounts through its updated CSV format. This should not be assumed to apply to every country just because a pricing page mentions stock coverage.
Free features and paid reporting
A free account can import data, review and edit individual transactions, and track the portfolio. The dedicated Review page and selected advanced features require the relevant paid plan. Downloading full tax reports requires an active subscription; report formats, inventory methods and feature access depend on the country and tier.
A Summ account is required. A connected wallet is not required simply to use the service. Public-address imports do not need a private key or wallet signature; exchange connections should not grant trading or withdrawal permissions. Use the web or mobile interface appropriate to the task rather than assuming every desktop workflow is identical on mobile.
Annual pricing and transaction counts
The U.S. personal pricing page lists annual plans at USD 49, 99, 249 and 499 for 100, 1,000, 10,000 and 100,000 transactions respectively. The Canadian page lists the corresponding prices in CAD. Pricing is regional; select the intended country before subscribing.
The annual subscription is paid upfront and renews yearly unless canceled. While active, it covers reports for multiple financial years rather than charging separately for each tax year. The plan’s transaction allowance applies across all financial years, not just the report year. Ignored and spam transactions are excluded from billed volume. Larger transaction tiers or customized high-volume arrangements require checking the in-app options or contacting support.
Reports and collaboration
Choose the financial year or supported custom date range, review the tax settings, then generate the reports available for that jurisdiction and plan. Summ can provide accountant-friendly exports and supports inviting an accountant to review records. Imported classifications still need verification; generating a report is not the same as automatically filing a return in every country.
History-count example: 100 records this year plus 900 older records can represent 1,000 imported records to consider against the applicable historical allowance. Check Summ’s actual billable count and plan rules rather than choosing only from this year’s activity.
