These pages were written for PrivateACB 2.12.0 — from 2.15.0, the
full up-to-date manual is built into the app: Help → PrivateACB Handbook.
Documentation
Privacy-first cryptocurrency tax calculation for Canadian, US, Australian, and UK taxpayers. Find guides for every step of your workflow — from importing transactions to generating tax reports.
Quick Start
Section titled “Quick Start” Getting Started Set up your first database and learn the Import, Calculate, Report workflow
Dashboard Guide Your tax calculation command center — charts, insights, and pipeline status
Import Flow Guide Import transactions from exchanges via CSV or API connection
Trial System Try every feature for 30 days — exports unlock when you activate a license
By Jurisdiction
Section titled “By Jurisdiction” Canadian ACB Calculation Average cost basis method with automatic superficial loss detection
Superficial Loss Rules 30-day repurchase rule — automatic detection and ACB adjustment
Canadian ACB Formulas Technical formula reference for ACB calculations
Canadian Tax Reports Schedule 3, T1135, ACB Summary, Income, Audit Provenance
US Tax Calculation FIFO, LIFO, HIFO lot selection with optional wash sale detection
Wash Sale Rules 30-day wash sale detection — denied losses and basis adjustments
US Tax Formulas Technical formula reference for lot-based calculations
US Tax Reports Form 8949, Schedule D, Lot Tracking, Income, Audit Provenance
1099-DA & Account-by-Account T.D. 10000 compliance for 2025+ per-account lot tracking
Australian CGT Calculation FIFO, LIFO, HIFO lot methods with 50% CGT discount detection
CGT Discount Rules 50% discount for individual assets held more than 12 calendar months
Australian CGT Formulas Technical formula reference including the Q18 netting algorithm
Australian Tax Reports CGT Summary, CGT Worksheet, Lot Tracking, Income, Audit Provenance
UK Capital Gains Calculation Section 104 pooling with same-day and 30-day matching rules
UK Matching Rules Same-day, 30-day bed & breakfasting, and Section 104 pool
UK Capital Gains Formulas Technical formula reference for Section 104 pooling
UK Tax Reports SA108 Summary, Capital Gains Detail, Pool History, Income, Audit Provenance
Data & Tools
Section titled “Data & Tools” Market Data Exchange rates and crypto prices from Bank of Canada, Federal Reserve, and CoinGecko
Crypto Price Fetching Automatic price lookups for all major cryptocurrencies
Database Management AES-256 encryption, backups, password management, and multi-database support
Data Viewer Browse, search, edit, and export your transaction data and database tables
Export Database Create an optimized backup copy of your database file
Deletion Guide Safely remove transactions, market data, and calculations
Importing Data
Section titled “Importing Data” Import Flow Guide Supported exchange formats, column mapping, and troubleshooting
Classification Review Review and correct transaction type classifications before import
Transaction Types Reference for all 30+ supported transaction types and their tax treatment
Solana Staking Export Export staking rewards from Solana validators
Advanced
Section titled “Advanced” Settings License activation, API connections, database security, and logging
Licensing Guide Purchase, activate, and manage your PrivateACB license
Performance Metrics Understanding calculation speed grades and optimization
System Messages & Logs Real-time feedback, session history, and permanent event logging
Error Reporting Built-in diagnostics and how to report issues
Resolution Guide What each Preflight Report finding means and what each channel records — generated from the app itself, with worked walkthroughs
Preflight Errors Resolve calculation-blocking issues — including unmatched transfer-ins, missing prices, and Account-by-Account lot gaps
Transfer Assertions Confirm your own transfers, mark dust, and match withdrawal legs — recorded as your decision, and never by editing your data