Which plan to choose for multiple years, many transactions

Describe the problem:

Hi - I have a large amount of transactions >20k, in each of three different UK tax years - do I need to buy a Pro plan for each year and add >10k additional transactions, or can I buy one Pro plan and add >50k transactions to that one plan? The options and explanations of what’s included aren’t particularly clear at the moment.

Which exchange/wallet is this regarding?

How did you import data into this wallet?

What have you tried to fix this so far?

1 Like

Hi there!

It depends on your needs in regards to reports. If you need reports for each of the 3 tax years, then you would need a pro plan for each year along with an addon for each pro plan to allow you to store and report on all ~60k transactions from the past 3 years.

However, if you only need reports for the latest year (but still need to maintain the other ~40k transactions in your records) then you can buy a Pro Plan for this year only and add 50k additional transactions to it.

Hope this helps, let us know if you need anything else!

1 Like

This topic was automatically closed 60 days after the last reply. New replies are no longer allowed.