Documentation
Two shelves. The guides here explain the tax methods and how to get set up; the Handbook, which walks every screen and every check, is inside the program.
The guides
Most of these were written for PrivateACB 2.12.0 and are being checked against the current program one at a time; each carries a note saying so.
Canada
- Canadian ACB Calculation — Calculate Adjusted Cost Base for cryptocurrency under CRA rules.
- Canadian ACB Formulas — Technical formulas and calculation process for Canadian Adjusted Cost Base.
- Superficial Loss Rules — Understanding CRA superficial loss rules for cryptocurrency under the Income Tax Act.
United States
- US Tax Calculation — Calculate cost basis using FIFO, LIFO, or HIFO under IRS rules.
- US Tax Formulas — Technical formulas for FIFO, LIFO, and HIFO lot selection methods.
- Wash Sale Rules — Understanding IRS wash sale rules (Section 1091) for digital assets.
- 1099-DA & Account-by-Account Basis — Per-account cost basis tracking under T.D. 10000 and 1099-DA box categorization.
Australia
- Australian CGT Formulas — Technical reference for Australian capital gains tax formulas used by PrivateACB, including lot-based cost base, disposal calculations, CGT discount eligibility, and the Q18 netting algorithm.
- Australian CGT Calculation — How PrivateACB calculates capital gains tax for Australian cryptocurrency investors using FIFO, LIFO, and HIFO lot tracking methods.
- CGT Discount Rules — Complete guide to the Australian 50% CGT discount for cryptocurrency — eligibility rules, the 12 calendar month check, Q18 netting, and how PrivateACB applies it automatically.
United Kingdom
- UK Capital Gains Formulas — Technical formulas for UK Section 104 pooling, same-day and 30-day matching cost allocation, and gain/loss calculation.
- UK Capital Gains Calculation — How PrivateACB calculates UK Capital Gains Tax using Section 104 pooling, same-day and 30-day matching rules.
- UK Matching Rules (S104/S105/S106A) — How HMRC's same-day rule, 30-day bed & breakfasting rule, and Section 104 pool work together for UK crypto capital gains.
Trial and licensing
- Trial and licensing — how the trial works; buying, activating and managing a license.
Data and tools
- Solana Staking Rewards Export — Retrieve your SOL staking rewards from Figment and Ledger for tax reporting.
- Data Viewer Guide — Browse, search, edit, and export your transaction data and database tables.
In the program: the Handbook
Everything about using the program — the first launch, importing files, prices, running a calculation, the checks and how to fix what they find, the Review tab, each report, the Dashboard — is in the Handbook inside the program: Help → PrivateACB Handbook. It is partly generated from the program's own registries, so it always matches the version you are running, and every issue the checks raise links to its own page there.
- Features — what PrivateACB does
the front door: what the program does and does not do
- Getting started — first launch and Settings
the first database, the password, every Settings panel, copies and logging
- Importing your files
the Import window: reading a file, naming its layout, the types, what is saved
- Prices and Market Data
exchange rates and coin prices, the sources, filling gaps, manual entry
- Calculating — the ACB Calculator
running a calculation, the methods, what the queue does
- The Review tab
the checks, every issue they raise, and the fixes for each
- Reports
every report for your country: opening, reading, exporting
- The Dashboard
what the Dashboard shows for the selected year
- The year is a lens
why a tax year is a view over the whole history, not a separate file
- One-way doors
the changes the program cannot undo, and how to prepare for them
- Transaction types
generated from the program: every type, its class and its treatment
- Supported exchange formats
generated from the program: the built-in layouts and how each is read
- The four jurisdictions side by side
generated from the program: methods, rules, tax years, reports
- Troubleshooting
symptoms to causes, and what to send support
Stuck on something the Handbook does not answer? What to send support.