August was a month of meaningful upgrades—both big and small. We rolled out a couple of major features along with a series of UX improvements and fixes that collectively enhance the overall functionality of the platform. These changes make day-to-day crypto tax reporting and filing tasks smoother, more efficient, and more intuitive for our users. Here's everything that went live this month.

Smarter Transactions Classification

We have enhanced how transactions are displayed and managed. With better categorization, optimized swaps, smarter filters, and clearer protocol visibility, your records are now more accurate, easier to navigate, and cleaner than ever.

Expanded Transaction Categories

Transactions now include rewards claimed, staking, and unstaking, providing more detailed and accurate information.

Optimized Swap Classification

Swaps are now grouped properly, avoiding multiple fragmented entries such as fees or brokerage, making your transaction history easier to understand.

Protocol Name Display

Protocol names are now displayed in the platform wherever possible, making transactions clearer and easier to understand.

Enhanced Transaction Filters

You can now filter transactions using From/To addresses, transaction hash, and spam filters. This makes it much easier to quickly locate specific transactions, validate details, and clean up unwanted records.

Improved Spam Detection

We have enhanced our spam detection logic to identify and classify unwanted tokens more effectively. This ensures your transaction history stays accurate, clean, and free from irrelevant entries.

Add/Edit Transaction Improvements

Improved Coins Filter Search

We’ve improved the dropdown search in coin filters, allowing you to search by both symbol and contract address. Finding the coin you need is now faster and more intuitive.

Expanded Coin Selection

When adding or editing a transaction, you can now choose from all coins available on the platform. This gives you greater flexibility and ensures your records remain accurate and comprehensive.

Bulk Transaction Actions

Managing transactions is now faster and simpler. You can select all transactions on the current page or across your entire account based on active filters, and delete them in one go — saving time and keeping your transaction history organized.

Proactive User Guidance

We have introduced smarter in-app notifications to guide you at the right time, helping you avoid unnecessary steps and make more informed decisions.

• No Upgrade Needed: You’ll now see a popup if your current plan already supports the transaction limit, preventing unnecessary upgrades.

• Transactions Out of Sync: Before purchasing a plan, you’ll be prompted to sync your integrations, reducing the chances of accidental upgrades later.

Tax Reports & Report Generation Flow Improvements

We’ve enhanced our tax reporting features to make them more comprehensive and user-friendly:

• BOY & EOY Balance Reports: Previously limited to business income traders and non-Indian users, now accessible to all users as separate downloadable reports.
• Tax Filing Data Report: PDF support has been added alongside XLSX for easier sharing and access.
• Source Column Added: The capital gains transactions section now shows the source for clearer reporting.
• Derivatives Section Update: For Indian tax reports, funding fees and interest are now displayed directly in the main table for better clarity.