> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anchorage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting

> View statements, download balances and transaction reports, and manage tax documents and cost basis.

The **Reporting** section of the Anchorage Digital web dashboard is where you view monthly statements, download balances and transaction reports, and manage your organization's tax documents.

## Statements

Statements are issued monthly and break down your holdings by asset. Go to **Statements** to view and download your monthly account statements.

## Reports

Balances and transactions reports can be downloaded or scheduled for automatic delivery to recipients—for example, twice daily. Go to **Reports** to download daily balances and asset address reports. Whether statements and reports send automatically is configured per organization, so check your delivery settings if you expect them and aren't receiving them.

### Current limitations

Reports don't yet break down balances per wallet (available, staked, unclaimed, and total). If you need a per-wallet view, contact your client experience team for options in the meantime.

## Tax center

When you deposit assets into Anchorage Digital that you acquired elsewhere, we know the date they arrived but not what you originally paid for them or when you first acquired them. That original price and date — the **cost basis** — is what determines your gain or loss when you later sell or move the asset, and it's required for accurate tax reporting.

The Tax center lets you supply that missing information: download the deposits report, fill in the cost basis for each deposit locally, and upload the updated version. Anchorage Digital then uses it to produce accurate gain/loss and tax reporting on your activity.

<Note>
  Anchorage Digital does not provide financial, tax, or legal advice. Consult a qualified professional for guidance specific to your situation.
</Note>

### Viewing and managing tax documents

The Tax center lets you view, filter, and manage your organization's tax documents, such as 1099-MISC forms.

* **Filter** documents by document type or account.
* **Download** documents by selecting the ones you need and selecting **Download**, or use the bulk download option to download all available forms.
* **Share** tax documents by emailing them directly to recipients, and update delivery preferences to add recipients to a distribution list. Anyone on the list receives an email notification whenever a new tax form becomes available.
* Select **View expected tax document** issue dates to see when we expect specific document types to be available.

<Note>
  If an account isn't eligible to receive tax documents, forms won't appear in the Tax center. You can still manage distribution preferences for that account.
</Note>

### CSV columns

The deposits report CSV contains two types of columns:

**Pre-populated columns (do not modify):**

* **Account ID** — Account name associated with the deposit.
* **Deposit ID** — Unique identifier for the deposit transaction.
* **Deposit date & time** — Date and time in `YYYY-MM-DDThh:mm:ssZ` format.
* **Asset type** — Asset type on the deposit (e.g., BTC, ETH).
* **Deposit quantity** — Total quantity deposited.

**Columns you must fill in:**

* **Lot quantity** — The amount of the asset in the specific lot.
* **Lot cost basis** — The total cost of this tax lot in US dollars.
* **Lot acquisition date & time** — The date the asset was acquired in `YYYY-MM-DDThh:mm:ssZ` format.

### Handling multiple tax lots

A single deposit can have multiple tax lots if tokens were acquired on separate occasions.

* **Single tax lot:** Fill in the required fields on the existing row. The Lot quantity must equal the Deposit quantity.
* **Multiple tax lots:** Copy the row once for each additional lot, keep pre-populated fields identical across all rows, then fill in lot details. The sum of all Lot quantities must equal the Deposit quantity.

### Validation rules

| Rule           | Description                                                                                                          |
| -------------- | -------------------------------------------------------------------------------------------------------------------- |
| Quantity match | Total Lot quantity for a Deposit ID must equal the original deposit quantity. Partial allocations are not supported. |
| Date accuracy  | Acquisition date and time must be on or before the Deposit date and time.                                            |
| Lot limit      | Maximum of 100 tax lots per deposit. Contact support if you exceed this limit.                                       |
| File size      | Maximum of 10 MB or 5,000 deposits per upload. Split larger files and upload them separately.                        |

## Related topics

* [View operations](/knowledge-base/platform/users/web-dashboard/operations) — Review pending and past account operations
* [Configure document delivery](/knowledge-base/platform/users/web-dashboard/settings#document-delivery) — Manage distribution lists for statements and tax documents
* [Deposit attributions](/knowledge-base/platform/users/web-dashboard/deposit-attributions) — Identify pending deposit sources