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Core concepts

Debt security treatment

In most jurisdictions these instruments are not taxed like crypto. Getting the classification wrong changes every figure downstream.

A tokenized stock is usually a claim on a share issued by a company, not the share itself. Many tax codes treat that claim as a debt security or a structured product, with its own rules for income, gains, and timing — rules that differ from both equities and crypto assets.

This is a classification, not advice

Accuren applies the rule set you choose and shows its reasoning on every line. Which classification is right where you file is a question for an adviser, and it is worth asking before your first disposal, not after.

#What changes when it applies

Treated as cryptoTreated as a debt security
Multiplier accrualOften invisible entirelyIncome when it accrues
Holding period reliefSometimes availableOften unavailable
Loss offsetAgainst crypto gainsAgainst other investment income
Reporting formCrypto scheduleInvestment income schedule

#Setting it

settings
{
  "jurisdiction": "ID",
  "classify": "debt_security",
  "lotMatching": "fifo"
}

classify accepts debt_security, equity, or crypto_asset. Changing it re-runs the replay and produces a diff against your last export rather than silently restating it.

#Cashing out

Redemption is usually the largest single event in the life of the position: the whole gain crystallises at once, in a currency that has moved since you bought. Accuren models it before you do it — see Sell now versus sell later in the export tools.

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