Premium
Your record is free. TaxStack turns it into draft tax worksheets.
Add each purchase with what you paid, and TaxStack keeps the tax record: a preview of the tax on a sale before you make it, and Form 8949 (US) or Schedule 3 (Canada) worksheets at tax time. It also protects the record, with an insurance schedule, photos and documents, and a legacy file. The calculators, charts, education and the record itself stay free. Software, not tax advice.
Pricing questions, answered
- Is there a free trial?
- Yes. Premium starts with a 7-day free trial so you can try the tax and reporting tools before you pay anything. You enter a card to start it. You can cancel during the trial and you will not be charged.
- What happens after the trial ends?
- If you do nothing, when the 7 days end your Premium plan continues on the plan you selected, monthly or annual, and renews at the then-current price until you cancel; a price change applies from your next billing period. You keep every Premium feature. If you cancel before the trial ends, it simply stops and you are never billed.
- Can I cancel anytime?
- Yes. Open your account settings and choose Manage subscription: that opens Stripe’s billing portal, where you cancel. There is no lock-in and no cancellation fee. When you cancel you keep Premium access through the end of the period you already paid for.
- What is free without Premium?
- Your record is free: log each purchase and sale with what you paid and see it valued at live spot, with no account required. A free account keeps the record on every device. Every calculator, chart, coin guide and dealer comparison, and the ratio tool, is free too. One thing has moved: My Stack used to show an estimate of the tax on each holding. Since 23 September 2026 that estimate is part of Premium, in TaxStack’s “If you sold today” preview. The free tax calculator is unchanged. Premium adds TaxStack, the tax and reporting side of your record, to everything that stays free.
- How is billing handled, and is my card safe?
- Checkout and billing are handled entirely by Stripe. Your card details go straight to Stripe over an encrypted connection — we never see or store them. You are charged for the plan you selected at checkout, at its then-current price.
- What if I have a problem with a charge?
- You can cancel anytime and keep access through the period you already paid for. If something looks wrong with a charge, get in touch through our contact page and we will help sort it out.