Tax Hub FAQs
Getting started with Tax Hub
Is Summ the same as Crypto Tax Calculator?
Yes! Crypto Tax Calculator rebranded to Summ, but the product and offerings remain the same.
Will MetaMask generate my crypto tax report automatically?
MetaMask shows your wallet activity, but it doesn't calculate your tax position. That's a different job entirely, and it's exactly what Tax Hub is built for.
The MetaMask Tax Hub is a direct integration between MetaMask and Summ. To generate a tax report, you will need to sign up for a Summ account and import your MetaMask transactions to Tax Hub. This can be done automatically, no manual exports or CSV uploading required. From there, the Tax Hub's reconciliation engine handles the calculations and produces the reports you need at tax time.
Does MetaMask provide tax statements or do I need a third-party company?
MetaMask doesn't generate tax statements directly. Instead, MetaMask has partnered with Summ to provide the Tax Hub to help with your tax reporting.
Where do I find MetaMask Tax Hub, and how do I connect to Summ?
You can find the Tax Hub within MetaMask Portfolio. To connect to Summ, follow these steps:
- Open MetaMask Portfolio and navigate to the dashboard.
- From the dashboard, click 'Tax Hub' in the left-hand menu.
- This will take you to the Tax Hub login window.
- From here, you can either connect with MetaMask or sign up with an email and password.
- If you sign up with an email and password, you'll be taken through a few onboarding questions before landing inside your Tax Hub account.
Is Summ an app?
Summ is a web based app that can be accessed from any browser. There is also a mobile app that can be accessed from the app store.
What is the cost of a submission-ready tax report?
The Tax Hub is free to sign up and use. You can import all your transactions, preview your portfolio, and see a sample report at no cost. To download a report you can actually file, you'll need a paid plan. The plans are as follows:
| Plan | Transactions | Price (USD/year) |
|---|---|---|
| Hobbyist | Up to 1,000 | $99 |
| Investor | Up to 10,000 | $249 |
| Trader | Up to 100,000 | $499 |
| Trader | Up to 200,000 | $999 |
| Custom | 200,000+ | Contact support |
One subscription covers all financial years. Pay once and you can download reports going all the way back to 2013, for as many years as you need, for as long as you're subscribed.
MetaMask users get 30% off all plans through the Tax Hub. The MetaMask discount is applied automatically at checkout. No code needed.
How do I get the MetaMask discount for Tax Hub
The MetaMask discount is applied automatically at subscription checkout. No code needed.
Using Tax Hub
Can you send me my account statement or my full transaction history?
Tax Hub, powered by Summ, has an option to email your reports to you when they are generated. This includes a Transaction report that gives the complete record of your transactions, and an Audit report that shows your transactions and changes that have been made to them.
To send reports to your email, head to the Tax Hub settings.
How do I obtain a fiscal/tax certificate?
Tax Hub reports are formatted to be compliant with tax reporting obligations in your jurisdiction. Simply download the report you need and present it to your accountant or tax authority.
If you are unsure which reports you need, you can download the full report stack at no extra charge with an active subscription. There is also a subscription option to have pre-made packs with common reports needed for reporting.
How do I obtain an API key for tax reporting?
Many exchanges and wallets offer API options for importing the transactional data into Tax Hub. To obtain the API keys needed, head to the 'Accounts' page of Tax Hub and search for your wallet or exchange. If your wallet or exchange is supported, you will be provided with instructions on how to obtain the keys necessary.
How do I sync MetaMask transactions with my accounting program?
To sync your MetaMask transactions in Tax Hub, go to the 'Accounts' page from the menu on the left within Tax Hub.
If you are adding your MetaMask wallet for the first time, add a new integration and search for MetaMask. You will be provided with instructions to import your data, which involves adding in your public wallet address (no API key needed). Tax Hub will then start syncing all your data up till present day.
If you have already imported MetaMask, click the 'Sync' button next to MetaMask to bring in new data since the last import.
Can I generate a CSV report without signing up for Summ in Tax Hub?
No, a subscription is required to access the reports. You can view sample reports to see the format and structure of reports.
Do I need to provide statements to my accountant, and where can I find them?
You can use Tax Hub reports to file without requiring an accountant. If you are using an accountant, you can generate an 'Accountant Report' pack from the 'Reports' page. This will have all the reports an accountant will need to be able to file on your behalf. You can also collaborate with your accountant within the app if you require their assistance in importing and reconciling your data.
Where in Tax Hub can I find CSV files for taxes?
All the files you need for reporting your taxes are found in our 'Reports' page. As long as you have a paid subscription you can come into this page and download as many reports as you need for any tax year. Most reports have a CSV offering and a PDF.
How do I get my tax statement?
- Open MetaMask Portfolio and navigate to the Tax Hub.
- Connect your wallet. Tax Hub, powered by Summ, will automatically import and categorize your transactions.
- Review your transactions to make sure everything looks accurate.
- Head to the 'Reports' page and download your tax report in PDF or CSV format, ready to file or hand to your accountant.
Where can I download my full transaction history?
You can export your full transaction history from the 'Transactions' page in the Tax Hub. Note: This feature is only available on paid plans.
For a complete ledger-style record, set your date range to cover all activity before exporting. The file will include every transaction within your selected filters:
- Open the 'Transactions' page and apply any filters you need, such as date range, asset, or account.
- Click the download icon in the filter bar, or find 'Export Transactions' in the actions menu.
- Choose to export the current page or all filtered transactions, then download as a CSV.
Profit and loss reporting
How can I extract gains/losses?
To extract your gains and losses, head to the 'Reports' section of Tax Hub and download your 'Capital Gains Report'. This will show all your realized gains and losses for the selected tax year, and can be exported as a PDF or CSV.
How much % profit have I made?
You can find this on your 'Portfolio' page in Tax Hub. This page gives you an overview of your overall performance, including how much profit you've made across your crypto activity.
How do I pay profit tax?
Tax Hub calculates your crypto tax liability and generates the reports you need, but the actual payment of tax is done directly through your local tax authority. Summ recommends sharing your 'Capital Gains Report' with your accountant, or lodging it through your country's tax portal (e.g., ATO for Australia, IRS for the USA). If you're unsure how much you owe, your reports in Tax Hub will have that breakdown.
How do I get a profit & loss statement?
A report called the 'Capital Gains report' will provide a detailed breakdown of all your capital gains events and their tax consequences. Tax Hub also has a 'Derivative Trading Report' that will show this activity if you have it. These can all be accessed from the 'Reports' page with a paid subscription.