Summ
Crypto tax software, formerly Crypto Tax Calculator, that categorizes transactions and generates tax reports.
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Summ key facts
| Category | Crypto tax software |
|---|---|
| Platforms | Web |
| Pricing | Rookie $49/yr (100 tx), Hobbyist $99 (1,000), Investor $249 (10,000), Trader $499 (100,000) |
| Free plan | Free to import and categorize transactions and track portfolio; reports need a paid plan |
| US availability | Exports reports for TurboTax and H&R Block; Summ does not file returns |
| Company | Summ Ledger Pty Ltd |
What is Summ?
Summ, formerly Crypto Tax Calculator, is crypto tax software that imports transaction history, categorizes it and calculates gains and income. US plans cost $49 to $499 per year for 100 to 100,000 transactions. An annual subscription covers all previous tax years, back to 2013, and files with TurboTax and H&R Block.
How Summ works
Summ imports from exchanges such as Coinbase and Binance, hot wallets such as MetaMask, and hardware wallets such as Ledger and Trezor.
The more sources you add, the better it can auto-categorize transfers, trades and income. A Review page, a paid feature, walks you through items that need attention before you generate reports. Before downloading, you check the report period, inventory method and tax settings on the Reports page.
For US filers, Summ reads uploaded Forms 1099-DA, the broker form introduced for the 2025 tax year, and compares them with your full history. It flags differences, since a 1099-DA covers only one exchange and misses cost basis for assets moved in from elsewhere. Summ does not file your return. You download CSV or PDF reports and file yourself, give them to an accountant, or upload them to TurboTax or TaxAct.
How to start with Summ
- Sign up free and select your country when comparing plans so the right features and prices show.
- On the free plan you can import and sync accounts, review and edit transactions and preview sample reports with values hidden.
- Check your total transaction count on the Transactions page, then pick the plan that covers it.
- If your exchange history has gaps or corrupt data, you must add the missing trades, such as OTC deals, by hand or the cost basis will be wrong.
Summ fees and limits
Plans are annual and paid upfront. One subscription covers every financial year back to 2013, but the transaction limit counts across all years combined, not one year. Smart contract transactions need the Hobbyist plan or higher, and tax loss harvesting and advanced inventory methods need Investor or Trader. You can upgrade in the app to plans covering up to 200,000 transactions; above that you contact support. Report access lasts only while you stay subscribed.
Risks to know before using Summ
- Subscriptions renew automatically each year.
- If you cancel, you keep paid features until the billing period ends, then lose report access.
- If you cancel after a renewal has started and its payment failed, the billing system keeps trying to collect for that period unless support ends it.
- The cancellation policy names Summ Ledger Pty Ltd as the contracting company.
- Accuracy depends on complete data: the getting-started guide warns that some exchanges supply missing or corrupt records, which you must fix yourself before the numbers can be trusted.
Summ alternatives
Other projects people compare with Summ.
Crypto tax software and accounting firm that generates IRS Form 8949 and can file returns through in-house CPAs.
Crypto tax software with DIY plans and tax-professional prepared returns for US filers.
Crypto tax software that imports exchange, wallet and blockchain data and generates IRS Form 8949.
Crypto tax and portfolio tracking app that builds cost basis across exchanges and wallets and outputs tax forms.
Crypto tax software that imports exchange and wallet history and generates tax reports such as IRS Form 8949.
Where Summ ranks on DappAtlas
Summ pros and cons
- One annual subscription covers every past tax year back to 2013
- Trader plan handles up to 100,000 transactions
- Exports reports for TurboTax and H&R Block; you file the return yourself
- Tax reports require a paid plan; the free tier only imports and categorizes
- Rookie plan covers only 100 transactions
- Priority support only on the $499 Trader plan
Summ FAQ
What is Summ?
Summ, formerly Crypto Tax Calculator, is crypto tax software that imports transaction history, categorizes it and calculates gains and income. US plans cost $49 to $499 per year for 100 to 100,000 transactions. An annual subscription covers all previous tax years, back to 2013, and files with TurboTax and H&R Block.
How much does Summ cost?
Rookie $49/yr (100 tx), Hobbyist $99 (1,000), Investor $249 (10,000), Trader $499 (100,000), according to Summ’s own page (checked Sep 26, 2026). Free plan: Free to import and categorize transactions and track portfolio; reports need a paid plan.
Is Summ available in the US?
Exports reports for TurboTax and H&R Block; Summ does not file returns, according to Summ’s own page (checked Sep 26, 2026).
Sources
How this page works
Sources: Summ: official site, Summ: Pricing, Summ: Cancellation policy. Data as of Sep 26, 2026.
Not affiliated with any project listed. Educational content, not financial advice.