When using your Wirex account for daily transactions and operations, having a comprehensive tool to prepare your financial statements is essential for effective management and tax reporting. Our statement generation feature allows you to easily obtain reports for all your accounts, including both stable and crypto assets. These generated reports can be seamlessly used to create your tax reports with the help of our trusted tax report providers, making the process efficient and affordable.
How to generate your Financial Statement report
Step 1: Initiate financial statement flow
Click on the Financial Statements tab in the left menu
Step 2: Select time period for the statement
Either select the prefilled option or pick your own time period
Click apply to save the time period option
Step 3: Select an asset to generate report
Choose the asset for which you want to generate a report. You can select a single asset, an entire group, or even generate reports for both stable and crypto assets.
Step 4: Select the exporting parameter
Select the export format for your report generation. Please note that to facilitate collaboration with our partners, it's recommended to export the report in CSV format.
Step 5: Generate the report
Click the Generate button to start the generation.
Please note - the reports are available in Statement History tab
Step 6: Download the report
To download your report, please navigate to the Statement History tab.
The report generation process has two states: "In Progress" and "Generated." Once the report status shows as "Generated," you'll be able to download it.