Allow the option to "freeze" or lock transactions by tax year.
beta
Users Feature Request:
- Users should be given a notice that a change they are making will affect tax calculations from a previous year.
- We should be able to lock in past tax year data/transactions if a user wants to
- Note: At the moment, changes made to a CoinTracker account (for example, editing transactions or changing cost basis methods) can affect past tax calculations.
- Related:Ultra users can set their cost basis method by year.
As a user, what can I do?
You can 🔼 upvote this feedback post to indicate you would like this feature added! The post status will be changed to
Complete
should we pursue this feature. Up-voters will be notified of the status change.I need additional assistance, who can I contact?
For further assistance, please contact our
support team directly
.Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience!
Keywords: tax lots, transactions, lock, freeze, historical transactions
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Emma - CoinTracker
This feature is continuing to roll out to users. Reach out to Support if you'd like to opt in to this feature.
a
adam
I haven't reached out to support to enable the beta yet because I have a few questions. I'm excited about this because of all of the work I've done with CoinTracker to make the data accurate.
Can transactions txs be unlocked?
- E.g. I discover an account with activity starting Jan 1, 2020 and want to unlock txs >Jan 1, 2020 after adding the newly found account
Will syncing accounts interact similar as re-imports do now where re-imports do not update manual txs?
- I.e. Syncing accounts will not update all txs that are locked?
Sarah T. - CoinTracker
beta
This feature is continuing to roll out to users.
Reach out to Support if you'd like to opt in to this feature.
Emma - CoinTracker
This feature is continuing to roll out to users. Reach out to Support if you'd like to opt in to this feature.
Emma - CoinTracker
being verified
This feature is rolling out to users. You should see this feature live in your account over the next few weeks.
Sarah T. - CoinTracker
submitted
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CT-gQ8Dl2EQ
Shehan, head of tax strategy at CoinTracker has indicated the team is working on this feature.
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CT-gQ8Dl2EQ
This could work by locking the specified tax year's transactions (txns) from being updated when the connected sources pull in new txn data. This is important to avoid previously fixed txn issues from being unintentionally changed.