Caleb & Brown does not provide tax statements or tax forms (including 1099 forms for US residents). Our platform is designed to facilitate cryptocurrency trading, and we do not engage in tax reporting on behalf of our clients.
How do I access my Caleb & Brown account statements and transaction summaries?
While we don't offer specific tax forms, you can easily access your account statements and transaction summaries through your Caleb & Brown account. These documents can be helpful when organising your financial records for tax purposes. To access them, follow these steps:
Login to the Portal at app.calebandbrown.com
Navigate to the Transactions page (left hand side menu)
To the top-right of the Transaction table, is the Export Summary button
Select the desired timeframe or specific transactions you want to review.
Download or save the statements for your records.
Remember that these account statements and transaction summaries are for informational purposes and may assist you in fulfilling your tax obligations. It is your responsibility to report your cryptocurrency transactions and comply with tax obligations in accordance with the laws of your jurisdiction.
If you require a statement that dates 1st August 2020, please request this directly with your broker.
See our help article on how to download reports here.
Does Caleb & Brown report to the tax authorities?
Caleb & Brown has standard reporting obligations to regulators such as the Australian Tax Office (ATO) and AUSTRAC. To reiterate, it is the responsibility of each client to report their cryptocurrency transactions, gains, and losses as required by their local tax laws and regulations. We strongly recommend consulting with a tax professional to understand your reporting obligations.
Can Caleb & Brown assist me with tax advice?
Please note that Caleb & Brown cannot provide any tax advice. We are not qualified tax professionals, and the information provided on our platform or in this article should not be considered as such. Tax laws and regulations vary by jurisdiction, and it is crucial to consult with a qualified tax advisor who can guide you based on your specific circumstances and assist in understanding your reporting obligations.
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If you have any questions, or you need assistance completing the registration form, you can ask our Product Specialist team through the Chat button in the bottom right corner of the webpage.
You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website.