Allow the option to "freeze" or lock transactions by tax year.
submitted
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?
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Keywords: tax lots, transactions, lock, freeze, historical transactions
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Sarah T. - CoinTracker
submitted
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Shehan, head of tax strategy at CoinTracker has indicated the team is working on this feature.
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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.