The Adviser Portal provides a suite of EOFY (End of Financial Year) reports designed to help accountants and auditors efficiently prepare financial statements for their clients. This article lists each report, what it contains and what it's best used for.
These reports are downloadable and compatible with platforms like BGL, Crypto Tax Calculator, Koinly and Syla.
Before you start
Adviser access: You'll need an Adviser Portal login and a client who has linked you to their account. See What Is the Adviser Portal and How Does It Work? and How to Register for the Adviser Portal.
Customers: If you're a Coinstash customer, you can invite your accountant using How do I invite my accountant or financial advisor?
Reports available through the Adviser Portal
1. 30 June Account Statement (Audited)
Snapshot of all crypto assets held by the client at 30 June at 11:59:59 PM
Includes asset type, quantity and AUD value based on market pricing
Prepared in line with audit expectations — see Understanding the Audited 30 June Account Statement
✅ Use the 30 June Account Statement to verify balances at year-end and for the statement of financial position.
2. Transaction History Report
Full list of transactions over the financial year or a specified period
Includes trades, deposits, withdrawals, bonuses and rewards, commissions and swaps
Timestamped with the AUD value of each event
Available in PDF and CSV
✅ Use the Transaction History report for CGT, income calculations and record-keeping. See Understanding the Transactions Report.
3. Cash Report (Cash Statement)
Records all fiat (AUD) deposits and withdrawals, buys and sells
Includes transaction dates, bank references and net flows
✅ Use the Cash Statement to reconcile cash movements and satisfy audit traceability. See Understanding the Cash Statement.
4. BGL Integration File
A pre-formatted .XML file export compatible with BGL Simple Fund 360
Can be uploaded directly into BGL to populate the fund's ledger
✅ Saves hours of manual entry and reduces the risk of reporting errors. See Using the BGL Integration: Step-by-Step. Using Class instead? See Class Integration.
5. Middleware-compatible exports
We have CSV and API integrations structured for easy ingestion into tax tools and calculators.
CSV export compatible with:
In addition to the CSV export, we have API integration with:
Crypto Tax Calculator
Syla — see How to Connect Coinstash to Syla
Summ can also sync with Coinstash using a read-only API key — see How to Connect Coinstash to Summ.
✅ Ideal for advisers using third-party crypto tax solutions.
FAQ
Can I see a client's reports without their permission? No. Advisers only have view-only access to clients who have linked them. See Adviser Portal — View-Only Access Explained.
Which report should I use for CGT? The Transaction History Report. Use the Cash Statement to cross-reference AUD flows.
Does Coinstash give tax advice? No. These reports are records of activity only. Customers should speak to a registered tax agent about their own situation.
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.