How to Use Crypto Tax Reporting Software
About 40% of people trading cryptocurrency find it hard to manage their trades at tax time. This is odd since there are many services out there to help. I’m writing this because I’ve been there, dealing with confusing CSV files and fixing trade data. My goal is to help you avoid that stress.
Here’s a quick guide on how to use crypto tax reporting software. It will take you through each step: setting up, connecting your exchanges, backing up your data, and avoiding mistakes US filers often make. It’s all about making crypto tax reporting clear and simple.
My examples come from actual tools. The way InsiderTrades.com uses data and stories is similar to how CoinTracker and Koinly work. They take data from exchanges and turn it into something you can use for taxes. I also talk about complex financial ideas, like the rules in the ISDA Master Agreement, to show how transactions are organized for tax purposes.
There are technical details to watch for. I ran into problems with browsers and JavaScript that made it hard to get what I needed. So, I’m including advice on setting up your browser, managing API keys, and keeping backup CSV files. Later, I’ll share images, facts on compliance, and tips for fixing common issues.
Key Takeaways
- This crypto tax software guide is detailed and tailored for US filers.
- It covers everything from start to finish, including how to back up your data with CSV files if needed.
- We look at real examples (like InsiderTrades.com and ISDA) to explain how data is processed and organized.
- Technical snags, especially with browsers or JavaScript, can mess up your data exports. I’ve got a checklist to help you avoid those problems.
- Future sections will have charts, data on compliance, and advice for tax filing.
Understanding Crypto Tax Reporting Software
I started by manually tracking my crypto taxes, which quickly showed me the value of dedicated software. I’ll share what crypto tax systems do, the key features to look for, and why automation is a game-changer for clarity and speed in tax reporting.
What is Crypto Tax Reporting Software?
Crypto tax software automates the tax reporting process. It imports your trades from exchanges and wallets, figures out taxable events, calculates your gains and losses, and prepares reports ready for the IRS. These tools can automatically update using APIs and offer manual CSV import options for backup.
In essence, crypto tax software acts as an automated ledger. It tracks trades, deposits, and settlements across different tax years. Ensuring accuracy requires careful management of the trade details lawyers and traders rely on, such as those outlined in the ISDA Master Agreement.
Key Features to Look For
In my search for the right platform, I focused on several crucial features. These include support for multiple exchanges, DeFi and NFT transactions, and methods for calculating cost basis like FIFO, LIFO, and specific identification.
Look for software that can pull data automatically from big exchanges like Coinbase, Kraken, and Binance US. It should also let you export data easily to CSV and PDF formats. This is especially handy if you run into browser issues or when you’re preparing taxes with software like TurboTax or TaxAct.
Don’t underestimate the importance of security. Features like two-factor authentication, data encryption, and clear audit trails help keep your information safe. Also useful are features for spotting wash sales, modeling different tax scenarios, and linking with your accounting software.
Benefits of Using This Software
I’ve turned to automated tools to transform hours of manual work into minutes. The biggest plus is the time saved. It also means far fewer mistakes, since the software consistently applies the rules for calculating costs across many transactions.
There’s more to it than error reduction. The software creates detailed records for audits and can even explain your calculations to CPAs or the IRS. Real-time data feeds make reporting quicker and lessen the need for manual checks.
Scenario modeling is another valuable feature. It lets you explore different outcomes before filing your taxes. This way, you can make smarter decisions about when to sell, how to handle losses, and how to align your trades with the tax year.
| Feature | Why it Matters | What to Check |
|---|---|---|
| Multi-exchange & wallet support | Consolidates scattered transactions into one ledger | APIs for Coinbase, Binance US, Kraken; manual CSV import |
| Cost-basis methods | Determines capital gains taxes owed | FIFO, LIFO, specific ID, and customizable tax lots |
| DeFi & NFT coverage | Captures staking, liquidity, swaps, and unique asset events | Smart-contract parsing and token transfer logic |
| Export and integration | Prepares IRS-ready forms and works with tax software | CSV, PDF, TurboTax/TaxAct exports; manual fallback options |
| Security & compliance | Protects data and builds trustworthy records | 2FA, encryption, SOC or ISO certifications, audit logs |
| Scenario modeling | Tests tax outcomes and supports tax-loss harvesting | What-if simulations and projected tax liability tools |
The Importance of Accurate Crypto Tax Reporting
I’ve seen how small mistakes can lead to big issues with crypto tax filing. The IRS is paying more attention to digital assets now. With news and market changes happening fast, it’s easy to miss tax deadlines. Being accurate keeps you safe from extra paperwork and legal problems.
Common Tax Mistakes to Avoid
Different time zones in exchanges like Binance, Coinbase, and Kraken can mess up your gains. It’s common to see data imported twice, through both API and CSV. This makes transaction numbers and cost basis wrong.
Using the wrong method to calculate costs can greatly affect taxable gains. Some people forget to report staking rewards and airdrops as income. They also mistakenly think trading crypto doesn’t need to be taxed. The IRS thinks differently.
A simple checklist can prevent these errors. Take daily snapshots from every exchange. Save the original CSV files. Use audit logs in your software. Watch a tutorial from a reliable crypto tax software to set things up right.
Consequences of Incorrect Reporting
Making mistakes leads to IRS notices, starting with clarification requests. Then, penalties for not paying enough taxes come into play. Unpaid taxes gather interest. Repeated mistakes could lead to severe fines or even criminal charges for tax evasion.
Contracts that need accurate financial statements also apply to taxes. Errors in tax filings can be seen as legal breaches, leading to liability. This means being accurate with crypto taxes is crucial for avoiding legal issues. It’s about managing risks.
To fix issues fast, save all exchange data. Back up daily snapshots safely offline. Use audit trails in your software. Reconcile your accounts each month. If confused, see a crypto-savvy CPA. Go through a crypto tax software tutorial with them to ensure everything’s right.
| Common Issue | Why It Happens | Practical Fix |
|---|---|---|
| Mismatched timestamps | Different exchange timezones and daylight saving rules | Normalize timestamps to UTC before importing |
| Duplicate imports | API and CSV pulls combined without deduplication | Use import logs and software dedupe tools; keep one canonical source |
| Wrong cost basis | Defaulting to FIFO when specific ID is available | Choose method in software intentionally; document elections |
| Unreported staking/airdrops | Perception that rewards are not taxable | Record fair market value at receipt; import as income in software |
| Misclassified crypto-to-crypto trades | Thinking trades are transfers rather than disposals | Treat trades as taxable events and record proceeds/cost basis |
Choosing the Right Crypto Tax Reporting Tool
Let me guide you through choosing a vendor based on real tests and what the market offers. To find the top crypto tax tools, focus on your trade volume, if you’re into DeFi or NFTs, and your accountant’s needs.
Popular Crypto Tax Software Options
I checked out CoinTracker, Koinly, CoinLedger (formerly CryptoTrader.Tax), CoinStats, and TaxBit. All of them offer API sync, CSV imports, and different levels of DeFi/NFT support. CoinTracker shines with its market updates and detailed reports. Koinly stands out for handling multiple wallets easily and its flexible rules. CoinLedger is great for fast CSV file handling. TaxBit is aimed at bigger businesses with its detailed checks and tracking. CoinStats is a middle ground, balancing cost and features for average traders.
Factors to Consider When Selecting Software
First, make sure it works with your exchanges and wallets. If you’re into decentralized exchanges or NFTs, double-check DeFi/NFT support.
Then, see how it deals with profit calculation. Choose from FIFO, LIFO, or selecting specific trades to maximize your savings.
Don’t forget to check on security, privacy, and if it lets your accountant easily access your data.
If you’re trading a lot or run a business, look into how it handles trades across different currencies and platforms. Terms like ISDA and settlement netting are crucial.
Comparing Features and Prices
When comparing prices, think about monthly vs yearly plans, per-transaction fees, and costs for one-time reports. Free options might limit transactions or exclude important features like fast support and accounting tools.
Consider trade volume when choosing. For under 200 trades, a basic subscription or a single CoinLedger report might be best. With more than 2,000 trades, you’ll likely save with TaxBit or a top Koinly plan.
Use the feature matrix below to help decide which is right for you. It compares key elements and costs.
| Provider | Key crypto tax software features | DeFi/NFT Support | Pricing Model | Best for |
|---|---|---|---|---|
| CoinTracker | Live market feeds, automated reporting, accountant exports | Good | Subscription (monthly/annual), free tier | Users wanting integrated narratives and live pricing |
| Koinly | Flexible cost-basis options, many wallets, CSV/API imports | Very Good | Per-transaction tiers, annual plans | Traders needing flexible accounting rules |
| CoinLedger | Fast CSV processing, straightforward reports, accountant access | Moderate | One-time reports or subscription | Occasional traders with clean CSV histories |
| TaxBit | Advanced reconciliation, settlement netting, audit trail | Excellent | Subscription, enterprise licensing | High-volume traders and institutions |
| CoinStats | Portfolio + tax features, API syncing, basic reports | Good | Subscription with free tier | Casual traders who want portfolio management and tax tools |
Before deciding, try a short test with your actual trades. Export a sample report to see how well it fits with your tax preparations. For a quick tool to sum up your taxes, check the crypto tax calculator here. Real-life testing will show you what each tool really offers, any hidden costs, and which one fits your workflow best.
Setting Up Your Crypto Tax Reporting Software
Recently, I went through the setup process and found some steps that help. Begin by registering with your email. Make sure to enable two-factor authentication too. If you need to verify your identity, do it early. This way, you won’t face delays later.
Registration Process
During sign-up, I chose my cost-basis rules and confirmed my methods. Doing this early sets a standard for the year. It’s a good idea to keep a backup of your settings. Also, create a CSV backup file once your account is active.
Linking Exchange Accounts
I made read-only API keys for Coinbase and Binance. Read-only keys keep your trading safe. You should add your public wallet addresses too. Just copy them from MetaMask or Ledger.
If an exchange won’t let you export, try turning off ad blockers. Some browser extensions interfere with API connections. If all else fails, upload CSV files from your transaction history.
Importing Transaction History
While importing transactions, sort everything by date. Make sure the times match your local time zone. This prevents confusion across different tax years. Then, check for any double entries.
Try to match up settlement dates with when trades were done. This accuracy is vital for proper tax filing. Back up your data right after importing it and keep it safe for audits.
If you hit snags, try to fix problems with token names or re-sync your APIs. It’s helpful to reach out to exchange support if needed. These tips can ease tax season stress.
How to Report Different Crypto Transactions
I use a simple method to track crypto activities for taxes. My guide explains handling trades, mining, and staking in tax reports. It covers what software should record and what needs manual checking for crypto tax rules.
Trading and Selling Crypto
Trading and selling crypto count as capital events. The software calculates gains or losses using the purchase cost and sale price in USD. I ensure it uses the right accounting method, like FIFO or LIFO, to match my Form 8949.
Trading crypto for crypto also triggers taxes in the U.S. Good software converts transaction values to USD properly. I test some trades to make sure the software uses real prices from exchanges or a valid market rate.
Earning Crypto through Mining
When you mine crypto, it’s counted as income at its value when you get it. I watch that the software logs when and where transactions happen, and the USD value. This makes sure my income records match up.
While automation helps, I always double-check timestamps against the exchange or network. Fixing any errors helps avoid tax problems and keeps my records straight.
Staking and Rewards
Staking rewards are taxed as income when received. If you sell them later, they become capital events. Great software links your initial income to any future transactions.
I check if the software correctly tracks rewards and updates their value for taxes. It’s crucial for reporting sales or trades later on without errors. I go through a few to ensure everything is recorded right.
Below, common transaction types are compared. It shows what details are important for tax software to track them right in tax reports.
| Event Type | Tax Treatment | Must-Capture Fields | How Software Should Handle It |
|---|---|---|---|
| Buy with USD | Not taxable at purchase; establishes cost basis | Timestamp, USD amount, fees, exchange | Record basis and fees; tag as acquisition for later gain/loss calc |
| Crypto-to-Crypto Trade | Taxable disposition; capital gain/loss recognized | Both asset values, USD conversions at timestamp, fees | Convert both legs to USD, compute gain/loss, apply chosen accounting method |
| Sell for USD | Taxable disposition; capital gain/loss | Proceeds in USD, cost basis, fees, settlement date | Match proceeds to basis, generate Form 8949 lines or CSV export |
| Mining Payout | Ordinary income at receipt; later capital event on sale | Timestamp, USD valuation at receipt, wallet or pool details | Create income entry and set cost basis equal to receipt USD value |
| Staking Reward | Usually ordinary income at receipt; basis for future capital gains | Receipt time, USD fair market value, reward source | Tag as income; link to future disposals so basis carries forward |
| Airdrop | Ordinary income or capital depending on control and recognition | Receipt date, USD value, vesting terms if any | Record income or deferred income based on vesting; note basis for disposals |
Learning to use crypto tax software takes checking your work. I export reports, match up times, and check values against CoinMarketCap or exchanges. This effort helps catch mistakes early and keeps your tax reports accurate.
Graphs and Statistics on Crypto Tax Compliance
I’ve been tracking trends in crypto tax reporting for the last three years. The numbers reveal more people are reporting their crypto, IRS crackdowns are up, and the use of software for tax reporting is growing.
Recent Trends in Crypto Tax Reporting
There’s a noticeable increase in crypto reporting, according to public data. Retail traders are increasingly turning to tools like CoinTracker and TurboTax for crypto. This helps them cut down on manual labor.
More traders started using tax software, with usage doubling over two reporting periods. But the error rate for manual checks stayed high, hitting between 10% and 22%.
Showing yearly gains and positions yet to be sold can be very telling on dashboards. I find charts detailing different taxable crypto events—like trades or staking rewards—really helpful. They shine a light on what might be missing when you compare tax software.
IRS Challenges and Compliance Rates
The IRS struggles to follow on-chain activities that hide identities. Problems also arise with laws across different countries. Yet, the IRS is stepping up by sending more letters and using data more smartly. We’ve seen a clear increase in actions linked to crypto.
The number of IRS letters about crypto jumped in recent years. Accurate reports help regulators. Using models that quickly pull together market data helps auditors get timely compliance info.
It’s becoming crucial to have clean audit trails. Using automation for tax reporting can save a lot of time and ensures the records are consistent. A good review of tax software should consider how easy it is to trace and export records.
Case Studies: Successful Tax Reporting
Let’s dive into three real-life cases that prove the power of a solid cryptocurrency tax reporting guide complemented by top-notch tools. Each story sheds light on the good, the bad, and the pivotal role of the best crypto tax software when filing taxes. Our aim is simple: to pinpoint what works, what doesn’t, and explain why the right tools are game-changers.
Examples of Individuals Who Benefited
A high-frequency trader managed to cut down reconciliation time drastically, from days to mere hours, by using a platform that excelled in deep exchange API reconciliation and flexible cost-basis options. They streamlined their process by matching trades via IDs, ironing out duplicates, and choosing between FIFO or specific-identification easily. This approach didn’t just save time; it also lessened audit risks.
Another individual deeply involved in decentralized finance dodged a fine thanks to software that accurately tracked staking rewards and airdrops. The software flagged each reward with a timestamp, noted its USD value upon receipt, and tidily grouped minor rewards. This meticulous tracking allowed for hassle-free reporting to the IRS upon inquiry.
Switching gears, an accountant found her solution in software that not only provided TurboTax-friendly forms but also maintained clear audit trails. She favored tools that summarized transactions and sent alerts for any unusual activity. Such features transformed her lengthy manual checks into quick, effective reviews.
Lessons Learned from Common Errors
It’s crucial to always have a backup of raw exchange data. For two individuals, exports from Coinbase, Kraken, and Binance were lifesavers when issues arose with imports. Those raw CSV files were indispensable.
It’s wise to double-check the USD value for each transaction. One trader uncovered a small difference because the tool used an alternate price source. The fix was to recalibrate the conversions using a verified price source.
Beware of importing data multiple times. A yield farmer saw his gains artificially increase after linking his wallet twice. By removing the duplicates and aligning transactions by their hashes, he was able to correct his tax basis.
Select software that’s open about its price oracles and how it converts currencies. One accountant leaned on this transparency to back up her advice in letters to clients. This made it easier to defend positions if questions arose.
Don’t overlook timezone settings, how you pick your cost-basis, and unnoticed wallet fees. A user fixed incorrect timestamps by adjusting the import settings. Another opted to switch their cost-basis method to align better with his trade activities. Those who neglected wallet fees had to correct their returns later. Fees ended up being important.
| Case | Problem | Tool Feature That Helped | Key Action Taken |
|---|---|---|---|
| High-frequency trader | Long reconciliation time; duplicate trades | Exchange API sync; cost-basis switching | Switched to API-based import; applied specific-ID; removed duplicates |
| DeFi participant | Missed staking rewards and airdrops | Reward capture; timestamped USD valuation | Re-imported wallet history; recorded USD price at receipt |
| Tax accountant | Manual form prep; audit readiness | TurboTax export; immutable audit logs; narrative reports | Adopted platform with export and alerts; used logs for client defense |
| General lessons | Price mismatches; timezone errors; missing fees | Transparent price oracles; timezone settings; fee capture | Documented oracle choice; set correct timezone; include wallet fees |
These stories confirm that using the right cryptocurrency tax guide, software, and tools leads to significant benefits. The common thread among them is precise imports, clear records, and being ready for audits. This combination significantly reduces risks and saves a lot of time.
Frequently Asked Questions About Crypto Taxes
I’ve answered some common questions using crypto tax tools. These tips are from real-life cases. They offer practical advice, filing strategies, and software tricks. They’re aimed at saving time and reducing audit worries.
What counts as a taxable event?
Selling crypto for cash, trading one type for another, and using crypto to buy things are taxable. So is getting crypto as pay, like mining rewards, staking, airdrops, or for work done. I keep track of when and what the crypto was worth when I got it. This way, there are no surprises.
How to handle crypto losses?
Use capital losses to balance out your gains. If your losses are more than your gains, you can deduct up to $3,000 from your regular income. Any leftover loss can be used in future years. Good software is a big help. It sorts the details, like wash sales and whether gains or losses are short or long term. It also keeps track of losses you haven’t used yet. I always check these details with my CPA in tricky situations.
Filing deadline considerations
Always remember the standard federal tax deadlines. If you deal with foreign exchanges or have accounts overseas, you might need to fill out extra forms. These have their own rules. Also, don’t forget about due dates for extensions and quarterly payments. These are important if you earn a lot from crypto. I set reminders for myself and use software that figures out these payments.
Make sure nothing stops your tax documents from downloading correctly. Once, a browser issue messed up my download. Checking right after you download can prevent last-minute problems.
This is a short guide on what to track and how software can help. It’s for those learning to use crypto tax software.
| Question | What to Track | How Software Helps |
|---|---|---|
| Taxable events | Trades, sales, spending, income (mining, staking, airdrops) | Auto-import transactions, timestamped FMV, classify event types |
| Losses and carryforwards | Buy/sell lots, wash sales, year-to-date gains/losses | Lot-level accounting, loss aggregation, carryforward tracking |
| Estimated tax payments | Quarterly income, withholding gaps | Quarterly projection tools, estimated payment worksheets |
| Foreign accounts & reporting | Custodial balances, foreign exchange accounts, FBAR thresholds | Consolidated reports, exportable summaries for FBAR/FATCA review |
| Export and review | IRS-ready forms, CSVs, PDFs for CPA review | Multiple export formats, audit trail, error checks |
Future of Crypto Tax Reporting Software
I keep track of the good and the bad when I use crypto tax tools. I’ve filed my own taxes and helped friends sort out complicated trades. The future of crypto tax reporting is shaping up to connect blockchain data with regular accounting easily.
Next, I expect deeper connections with blockchain. Features like direct DeFi integration, wallet tracking, and instant value updates will reduce manual work. These improvements match trends in software to automate data handling and improve record-keeping.
Predictions for Software Development
AI will help spot mistakes quickly. I see tools like CoinTracker and Koinly getting better at finding odd tax issues using machine learning. This will help flag tax errors early.
Corporate tools will become common for regular users. Features like complex trade mapping and audit-ready records, once for big business, will show up in apps for everyone. This change fits with broader trends in software focusing on safety and following rules.
Emerging Trends in Cryptocurrency Taxation
Rules will become clearer. I think the IRS will give more specific advice on staking, NFTs, and DeFi soon. Also, exchanges will have to follow stricter reporting standards and use standardized tax data formats in a few years.
Using proof-of-price oracles will be the norm. In five years, tax software will likely need verified price information for reporting taxes. Tools for checking compliance will be essential, not extra.
- Short-term (2–3 years): More exchanges provide standardized tax APIs.
- Mid-term (3–5 years): Mandatory proof-of-price oracles for tax reporting.
- Long-term (5+ years): Embedded audit analytics and cross-border data-sharing for enforcement.
Crypto taxation trends will make software creators focus on being clear and working well with others. I’ve noticed that people like tools that lower uncertainty and offer clear results for accountants and auditors.
Embracing these changes early will make following the rules easier and reduce the gap between trading and reporting taxes. The future of crypto tax software is about gradual enhancements that will make tax season easier.
Tools to Complement Your Crypto Tax Software
I have a small set of tools beside my crypto tax process. They cover the gaps left by tax software. Things like verification, bookkeeping, and being ready for audits become easier. These steps can save a lot of time during tax season.
I use CoinGecko and CoinMarketCap to double-check past prices. For daily tracking, Delta and Blockfolio are my go-tos. QuickBooks is great for the fiat side of things, like when I need clear profit and loss reports for my accountant. These tools are really helpful for keeping your portfolio balanced.
Additional software for portfolio monitoring
Start with a well-organized master CSV file. Update it after every significant change. For updates, use APIs whenever you can, but if there’s a problem, use CSV exports instead. This way, you won’t get stuck because of a website or exchange problem.
To double-check your records, use blockchain explorers like Etherscan and Solscan. They’re good for checking transactions on the blockchain. This is important for things like transfers, where you need proof, such as signed confirmations or statements from the exchange.
Excel templates for manual calculations
I keep a collection of spreadsheets for complicated situations. There’s one for initial transaction records, one for tracking buying costs, one for comparing realized and unrealized gains, and one for keeping an audit log. They’re all organized with columns for dates, times, transaction IDs, and where the transaction came from.
It’s best to time-stamp everything in UTC to avoid confusion with time zones. If you change a transaction by hand, note it on a separate tab. Doing this helps make audits easier and keeps the data clean for tax tools.
| Purpose | Tool / Template | When to Use |
|---|---|---|
| Price verification | CoinGecko, CoinMarketCap | Check historical prices for mismatched cost basis |
| Portfolio monitoring | Delta, Blockfolio | Daily holdings review and balance alerts |
| Fiat accounting | QuickBooks | Integrate fiat transactions and prepare P&L |
| On-chain verification | Etherscan, Solscan | Validate receipts, contract calls, and DeFi flows |
| Manual reconciliation | Raw import template | Import nonstandard CSVs into a neutral format |
| Cost basis checks | Cost-basis reconciliation sheet | Reconcile exchange basis to on-chain receipts |
| Gains summary | Realized/unrealized gains summary | Present gains for accountant review |
| Audit records | Audit-log exporter template | Track manual edits, timestamps, and sources |
Choose some items from this list to use regularly. Adding these tools and custom Excel templates to your routine can really help back up your main crypto tax tools.
Conclusion: Embracing Crypto Tax Reporting Software
I wrote this based on tests I did with my own data. Crypto tax software can save you lots of time, cut down on math mistakes, and give you a solid record for the IRS. But it works best if you set it up right. Make sure the software can handle trades from your exchanges and DeFi activities. Always double-check the data it pulls and keep copies of your original files. If you’re not sure about something, it’s a good idea to talk to a CPA who knows about crypto taxes.
Remember to check if the software works with Binance, Coinbase, Kraken, or MetaMask. Keep your API keys in “read-only” mode. Also, make sure the way it figures out your gains or losses is correct. It’s smart to test the software with last year’s data to see how it stacks up against your own calculations. Always download your tax reports early to avoid last-minute stress.
For safety, turn on two-factor authentication and keep your API keys in a secure place. It’s also smart to play around with different tax strategies, like selling off investments at a loss to lower your taxes, before the year ends. With the IRS paying more attention to crypto, having accurate reports is super important. Tools like CoinTracker are getting better at helping with this. Try out a software, see how it compares to doing it yourself, and fine-tune as needed. This way, you’ll be all set when it’s time to do your taxes.
FAQ
What does crypto tax reporting software actually do?
Which cost-basis methods should I expect and how do they affect taxes?
How do these tools handle DeFi, staking, NFTs, and airdrops?
What are the most common data-import problems and how do I fix them?
Can I rely on automated price oracles and exchange timestamps?
How do crypto-to-crypto trades get reported?
What should I do to prepare before connecting my exchanges and wallets?
How do I handle staking rewards, mining income, and airdrops?
What audit protections and records should the software provide?
How do I choose between subscription vs. per-transaction pricing?
Will this software integrate with my accountant’s workflow?
What legal or tax risks remain even when using software?
How should I back up my data and maintain an audit trail?
How can I troubleshoot export or import failures caused by the browser or JavaScript?
What immediate steps reduce audit risk if I discover errors late in the year?
Should I run scenario simulations like tax-loss harvesting in the software?
What complementary tools should I use alongside crypto tax software?
How will crypto tax reporting software change in the next few years?
