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Changelog

Source: NEWS.md

cryptoTax 0.0.7

From the crypto2 package update: > fiat_list() has been modified and no longer delivers all available currencies and precious metals (therefore only USD and Bitcoin are available any more).

Therefore, the USD2CAD() function now relies on the rates from the Bank of Canada, which only provides data for business days. On days which data is not available, the last known value is used instead. The prepare_list_prices() function has also been updated accordingly.

Also, because of too many duplicated symbols, prepare_list_prices() now requires using the unique “slug” name of the coin. You can obtain the correct slug using crypto2::crypto_list(only_active = TRUE) and then filtering for your symbol.

Updated functions due to changes in exchanges transaction history files: - format_CDC_exchange_trades() - format_shakepay()

cryptoTax 0.0.6

Breaking changes:

  • USD2CAD() now uses a different system to convert USD rates to CAD. USD2CAD() used to rely on the priceR, which depends on exchangerate.host which now requires an API key with very few limited free API calls. The old priceR function is still available, if you have an API key, with USD2CAD_priceR(). One alternative is to take the USDC to CAD rate, since USDC is usually pretty closely pegged to the USD. For instance, from 2021 to 2024, the average difference between USD and and USDC is only 0.00003 CAD. Nonetheless, to get an exact rate, the new system compares USD and CAD rates for USDC and calculates the adjusted CAD rate based on this.

New Features:

Improvements:

  • Various improvements to format_ functions (ACB, CDC_wallet, blockfi, presearch) and prepare_report

cryptoTax 0.0.5

CRAN release: 2023-03-12

  • Added CRAN requirements

cryptoTax 0.0.4

CRAN release: 2023-03-08

  • Added CRAN requirements

cryptoTax 0.0.3

CRAN release: 2023-03-07

  • Added CRAN requirements

cryptoTax 0.0.2

CRAN release: 2023-02-20

Breaking changes:

New Features:

  • New pkgdown website with three vignettes: (1) calculating ACB, (2) full tax report, and (3) tax treatments and decisions.
  • Informative progress bars with format_ACB() and format_suploss() since these functions are extremely slow with thousands of transactions.
  • Added example data sets (ACB, cryptotaxcalculator, coinpanda, koinly, shakepay, CDC, CDC exchange rewards, CDC exchange trades, CDC wallet, adalite, binance, binance withdrawals, blockfi, celsius, coinsmart, exodus, newton, presearch, pooltool, gemini, uphold)
  • Now detects new transaction types not accounted for
  • New functions:
    • prepare_report() to get all the required information for print_report() in one go.
    • get_sup_losses was it was the last missing piece to get all the info needed for prepare_report().
    • format_detect(), to automatically detect the right exchange and process it with the corresponding function (also supports lists of exchanges).
    • format_generic(), to process most transaction history files not supported by existing functions.
    • format_binance(), a general version that works with the general transaction report and includes rewards (but not withdrawal fees). We thus get rid of format_binance_trades() since the former is superior (as it includes more transaction types).
    • get_latest_transactions(): get latest transaction date by exchange
    • check_missing_transactions(): show you rows with negative total balances to help identify missing transactions.
    • format_dollars(): to format numeric values with comma for thousands separator.

Improvements:

  • format_blockfi() and format_CDC_exchange_trades() now correctly match prices for purchases and sales for trades (instead of relying on their corresponding daily spot rates).
  • Consistently use plural for reward types.
  • Massive improvements in speed by using joins for price lookups (instead of making a new API request for each row) for both prices of coins and USD to CAD conversions.
  • When prices are fetched through priceR (for USD to CAD conversions), now indicates the source of the price accordingly (rate.source = "exchange (USD conversion)")
  • All format_* functions: now reorder columns in a consistent fashion + tests for all (and ACB()).
  • ACB_suploss(): integrates the primary ACB() function, which accordingly gains a new logical argument, suploss.
  • format_suploss(): integrates ACB() when suploss = TRUE, and gains a greatly improved code base.
  • add_quantities(): switches from a for-loop to dplyr code.
  • ACB():
    • new warning messages:
      • when not providing first buy transactions (so no ACB…)
      • when more than one currency are provided at a time
      • when insufficient columns are provided to calculate ‘total.price’
  • report_revenues() and crypto_pie(): Now support forks and mining.
  • format_newton(): updated to the new format
  • format_CDC():
    • new warning message when withdrawal fees could not be detected automatically.
    • new transaction types supported: forks (“admin_wallet_credited”), sales (“crypto_viban_exchange”, “card_top_up”, “crypto_wallet_swap_debited”), and supercharger rewards (“supercharger_reward_to_app_credited”)
    • On coinmarketcap, after 2022-05-28, LUNA gets renamed to LUNC, and the LUNA2 fork gets renamed to LUNA. This is confusing because on CDC, they use the terms LUNA and LUNC (which are the same), and LUNA2, which is the new LUNA fork. Therefore, we now rename “LUNA” transactions (on CDC) to “LUNC”, and “LUNA2” to “LUNA”.

Bug Fixes:

  • format_shakepay(): now correctly detects CAD referral rewards
  • format_binance(): now correctly detects interest rewards
  • format_ACB():
    • fixed a bug whereas a superficial loss of quantity = 0 would prevent the computation of the ACB.
    • corrected “Total time elapsed:” time unit to always be minutes
  • ACB(): now correctly accept alternative column names
  • Fixed a bug for NANO/XNO
  • Fixed various R CMD check errors, warnings, and notes.

cryptoTax 0.0.1

New package