Automated Swyftx Tax Report Archive
Every Monday, WebRun opens Swyftx, reviews the transaction history for the past week, saves a dated export snapshot to Google Drive so a running tax archive builds up, and posts a short status update to Slack.
How do I keep an automatic archive of my Swyftx transactions for tax purposes?
WebRun reviews your Swyftx transaction history every Monday, capturing every buy, sell, and transfer from the past week with its AUD value and fees. It saves a dated export to Google Drive so a running tax archive builds up automatically, and posts a Slack confirmation of the week's transaction count, so tax season never starts from a blank export.
- Transactions are archived the same week they happen, not reconstructed later
- Tax season starts with a complete running archive instead of a rushed export
- A weekly Slack confirmation means the archive is never quietly behind
Built for Swyftx users · Australian crypto investors · crypto taxpayers · retail investors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
swyftx.comin a real browser with your saved login - no setup, no API keys. -
1
Swyftx - review transaction history
swyftx.com
WebRun opens Swyftx to review transaction history. - Open Swyftx and review the transaction history for the past week
- Capture each buy, sell, and transfer with amount, asset, and AUD value
- Note any fees charged on each transaction
Done when This week's transactions are captured with their full details.
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2
Google Drive - save the export snapshot
drive.google.com
WebRun opens Google Drive to save the export snapshot. - Save a dated file listing this week's transactions
- Add it to the running tax records folder for the year
- Keep file naming consistent so snapshots sort chronologically
Done when This week's snapshot is saved in the Drive tax records folder.
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3
Slack - post the status update
slack.com
WebRun opens Slack to post the status update. - Post a short update confirming this week's transactions were archived
- Note the transaction count and total turnover for the week
- Never place, cancel, or modify an order on Swyftx
Done when Slack has this week's confirmation that the tax archive is current.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will WebRun file my tax return using this archive?
No. WebRun only reads your transaction history and archives a copy for your own records. It never files a tax return or submits anything on your behalf, and it never places an order or moves funds on Swyftx.
Why archive weekly instead of once a year?
Building the archive week by week means it stays complete and current, so tax season starts with a ready file instead of a rushed export of the whole year at once.
What if a transaction is corrected later?
The following week's read reflects your live Swyftx history, so any correction Swyftx applies is picked up in the next snapshot automatically.
Related templates
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