Tax reports you can file

Coinfig does not stop at a single headline number. The Tax Reports panel gives you eight export types — from a one-page SARS summary to a full audit pack with FIFO traceability and working-paper CSVs.

PDF reports

  • Tax Report — single PDF with cover, disclaimer, totals and your capital gains schedule. The filing pack most individuals use.
  • Audit Report — Tax Report plus up to 14 audit sections: FIFO cost-basis calculations, disposal and acquisition schedules, income summary, classification rationale, fee schedule, data quality assessment, transfer reconciliation, balance sheet, and more.
  • Custom Report — pick exactly which audit sections you need. Tier-1 verification sections (FIFO trace, schedules, data quality) are on by default; tier-2 sections (full balance sheet, audit log) are opt-in.
  • Complete Tax Bundle — one ZIP with the full Audit Report PDF plus Transaction History, FIFO Calculations and Income CSVs. Hand this to your practitioner and they have everything.

CSV working papers

  • FIFO Calculations — per-disposal lot matching with proceeds, cost basis and gain/loss.
  • Capital gains — per-asset summary — one row per coin with proceeds, base cost and gain; foots to your ITR12 declaration line.
  • Income Report — staking, rewards and airdrops at rand value on receipt.
  • Transaction History — every transaction in scope with source, classification and base-currency value.

Reports are generated in the background with live progress updates. When a PDF is ready you can download it immediately or have it emailed to you.

What your plan covers

Nothing here is charged per document. The Tax Report comes with every plan, for every tax year, inside that plan’s limits. On Free that means the single account a trusted partner connects for you, up to 100 transactions, and the free plan exists only on that partner route. Starter (R190/year) covers up to 1,000 transactions across up to 5 sources on any import method, and adds raw transaction data exports. The Audit Report, Custom Report, Complete Tax Bundle and the working-paper CSVs come with Advanced (R2,500/year), which also removes the data limits. See pricing.

Built for audit defence

The Audit Report's data quality section pulls from your Data Completeness Score, so a reviewer sees both your totals and how complete the underlying history is. Pair with transaction review when you need to document manual corrections.

Frequently asked

What is the difference between the Tax Report and Audit Report?
The Tax Report is a concise filing summary. The Audit Report adds FIFO traceability, schedules, classification rationale, fee breakdown, data quality scores and optional balance-sheet and audit-log sections — everything a practitioner or SARS reviewer typically asks for.
What is in the Complete Tax Bundle?
A ZIP containing the full Audit Report PDF plus Transaction History, FIFO Calculations and Income CSVs. It is the single download most accountants request.
Do I need a paid plan to export the reports and CSVs?
The Tax Report PDF is on every plan, including Free, though the free plan itself is only available where a trusted partner brought you to Coinfig. Raw transaction data exports start at Starter. The Audit Report, Custom Report, Complete Tax Bundle and the working-paper CSVs (FIFO, per-asset, income) are on Advanced. This is general information, not tax advice.
Does Coinfig produce an IT3(c) export?
Yes. Your capital gains and income summaries map to SARS codes and include IT3(c)-ready figures alongside the detailed schedules in the Audit Report.

This page is general information, not tax advice. Confirm your position with a registered tax practitioner.