Summ

What Summ is

Summ is a web app for identifying, tracking, and organising crypto activity and generating tax reports. It brings portfolio, profit and loss, and tax liability tracking together, and can produce summary, capital gains, income, expense, audit, and nine other detailed reports. Customisable tax settings let users adapt reports to local tax rules. Summ describes a Least Tax First Out algorithm that selects the asset lot with the highest cost basis when a disposal occurs. More than 3,500 integrations are listed across exchanges, DeFi, protocols, and wallets, with custom CSV uploads available when an integration is missing. The service supports DeFi and NFTs and lists tax formats including IRS Form 8949, consolidated Form 8949, Schedule D and Schedule 1 (Form 1040), SA100, SA108, and TurboTax export. Supported jurisdictions include the United States, Canada, Australia, the United Kingdom, and countries in Europe, Asia, Africa, and South America. New users can import transactions and use smart suggestions, auto-categorization, portfolio tracking, and DeFi and NFT support for free; reports and some tools and support require a paid plan. Summ was founded in 2018 and is headquartered in Sydney, Australia.