What Is Koinly?
Koinly is a crypto tax platform. You import your transaction history, and Koinly calculates your gains, losses and income, then prepares a tax report in the format your country expects. It covers more than 100 countries and supports the main cost-basis methods, such as FIFO and LIFO (the order in which your purchases are matched against your sales).
Our Partnership with Koinly
Declaring crypto can be time-consuming, so we've partnered with Koinly to make it simpler. SwissBorg is supported directly in Koinly: you export your Account Statement from the app and upload it, and Koinly does the rest. As part of the partnership, every SwissBorg member gets a discount on a Koinly plan, and members with a higher Loyalty Rank get a better offer.
Get 20% Off Koinly
Every member can get 20% off their first Koinly plan with this link: Get 20% off Koinly
The link works all year round. Create your Koinly account using this link, and the discount applies when you buy your first plan.
Offers by Loyalty Rank
Depending on your Loyalty Rank, you may be eligible for a better offer:
- Loyalty Ranks below Elite: up to 30% off with a dedicated link. Contact our support team to get it.
- Elite and Pegasus: Koinly credits, with a personal promo code we send you by email once a year, around tax season. Your credits are valid for up to one year. Redeem them at koinly.io.
Missed your email, or want your 30% link? Go to the Profile tab in the app, open Support and ask the ChatBot to connect you to an agent. You can also email us at support@swissborg.com.
Who's Eligible
- Standard and Loyalty Ranks below Elite: offer is valid for new Koinly accounts/first subscriptions only.
- Elite and Pegasus: new and existing Koinly customers.
- You can use your offer for the current tax year or for previous ones.
- Offers can’t be combined.
How to Download Your Account Statement
Koinly needs your SwissBorg transaction history. To export it:
- In the app, go to the Profile tab.
- Tap Account Statement.
- Select the Time Period, for example the full tax year you're declaring.
- Select Excel File as the format.
- Tap Export to receive the file by email or save it to your device.
For more on statements, see Account Statement.
How to Use Your Account Statement in Koinly
- Sign in to your Koinly account.
- Go to Wallets and select Add Wallet.
- Search for SwissBorg.
- Choose the file import option and upload the Excel file you exported.
- Koinly sorts your transactions (trades, staking, rewards) automatically.
Koinly has its own step-by-step guide for SwissBorg: SwissBorg integration on Koinly.
Import your full history before choosing a plan. Koinly suggests a plan based on your total number of transactions. If you've only imported part of your history, it may suggest a lower plan, and upgrading later can cost extra. Promo codes are single-use, so finish the import first. If a lower plan was already selected, contact Koinly support and they'll upgrade it to match your code.
Stay Safe
- Only trust links and emails from official @swissborg.com addresses.
- Never share your recovery phrase or password with anyone, including support agents.
Not sure which of your crypto activities you need to declare? Read Is My Crypto Activity Taxable? How to Calculate My Crypto Taxes.