The Transaction History Report is a comprehensive ledger of all crypto-related activity for your client's Coinstash SMSF account. This article explains what it contains, what it's used for and where to find it.
The report tracks all movements involving crypto assets, from buys and sells to staking rewards and internal transfers, with full audit and tax detail.
What's included?
Date & time of each transaction
Type of event (buy, sell, swap, reward, bonuses, transfers)
Asset involved (e.g. BTC, ETH)
Amount (in crypto and the AUD equivalent at the time of the event)
Fees (if applicable)
Wallet movement details (where relevant)
Available as CSV and PDF
Use cases
Calculating capital gains or losses (CGT)
Identifying income events (rewards, bonuses)
Reconciling audit documents for the financial year
Feeding data into tax tools (CTC, Koinly, Syla)
Where to find it
Log in to the Adviser Portal.
Select a client.
Download the Transaction History Report (CSV or PDF).
New to the portal? See What Is the Adviser Portal and How Does It Work? For a deeper SMSF-focused guide, see SMSF Transaction History: A Guide for Advisers.
Customers: you can export your own transaction history as a CSV from the desktop website — see How do I Export My Transaction History as a CSV File?
Notes
Includes all crypto-related transactions.
Use the Cash Statement to cross-reference any AUD inflows and outflows.
Available to advisers with linked, view-only access to clients.
Coinstash doesn't provide tax advice. How each event is treated for tax is a matter for the client's registered tax agent.
FAQ
CSV or PDF — which should I use? CSV is best for importing into tax software. PDF is easier to read, file and share.
Why don't AUD deposits show here? This report focuses on crypto activity. AUD movements are recorded in the Cash Statement.
Need a hand? Our Brisbane-based support team is here to help — tap the chat icon in the app or on the website to get in touch.