Gold Silver Ledger

How the Annual Report works on Premium: pick a year, and Gold Silver Ledger pulls that year's sales, calculates cost basis and short- vs. long-term gain/loss for each item, and…

Generating your Annual Report

Why the Annual Report has no form to fill in: it pulls every number from the buy and sell transactions you've already recorded. A column-by-column tour of where each value…

How the Annual Report autofills your data

Why the Annual Report splits gains into Short-term and Long-term buckets, how the app decides which one each sold item falls into, and what the two terms generally mean for…

Short-term vs. long-term gains explained

How Gold Silver Ledger determines cost basis when you record a sale: Specific Identification, applied automatically because every coin and bar is tracked individually. Includes a worked example of why…

How cost basis is determined (Specific Identification)

How to export your Annual Report as a PDF for tax filing, advisor handoff, or year-end archive. What appears in the generated file, how it differs from the on-screen view,…

Exporting your Annual Report as PDF

How to export your Annual Report as a CSV for spreadsheets, tax software, or accountant handoff. What columns the file contains, how the data is formatted, and when CSV is…

Exporting your Annual Report as CSV

What the 28% collectibles tax rate is, why it applies to long-term gains on physical bullion in the US, and why the Annual Report surfaces it without computing your final…

A note on the collectibles tax rate (28%)

The Annual Report stops at gain or loss, not at tax owed. What the report does and doesn't see, what a tax advisor adds on top, and when the gap…

Why you should still consult a tax advisor

The Annual Report currently uses US tax rules. What non-US users can do with the data today, what's coming for UK and Canada, and the roadmap for expanding both international…

Annual Reports for non-US users

How to generate your annual report for sold items.

Annual Report

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