Crypto Tax · Digital Assets

Crypto Tax & Digital Asset Reporting

If digital assets appear on your tax return, they must be reported accurately — or they can create outsized problems later.

All Digital Tax provides crypto and digital asset reporting support for individuals and business owners who need wallet and
exchange activity translated into clean, defensible tax reporting.

This service focuses on documentation, reconciliation, and proper classification — not speculation, trading advice,
or portfolio strategy.


Start Crypto Tax Reporting

Who We Serve

Is Crypto Tax & Digital Asset Reporting Right for You?

This service is a fit if you bought, sold, exchanged, or earned crypto during the year and want your reporting handled correctly — without guesswork.

  • You used one or more exchanges or wallets.
  • Your tax software or prior preparer could not clearly reconcile activity.
  • You want reporting handled correctly the first time.
  • You need defensible numbers for accurate filing.

You do not need to be a high-volume trader. If crypto activity exists, it must be reported — even when volume is modest.

What’s Included

What Crypto Tax & Digital Asset Reporting Includes

This service is limited to crypto reporting support connected to a tax return — focused on clean documentation, reconciliation, and proper classification.

  • Wallet & platform identification.
    We confirm which exchanges, wallets, and platforms were used so the reporting scope is clear.
  • Data aggregation.
    Available transaction data (CSVs, API exports, and platform reports) is compiled into usable records.
  • Classification for tax reporting.
    Trades, disposals, and crypto-related income are categorized for accurate reporting.
  • Tax return integration.
    Final figures are prepared for inclusion in your tax return and explained clearly.

Not included

  • Trading or investment advice
  • Portfolio optimization
  • Future transaction planning
  • Ongoing monitoring outside the filing year

No work begins without a defined scope and a clear fee range.

Process

How the Process Works

  1. Scope review.
    We confirm platforms used and the type of activity involved.
  2. Data collection.
    You receive a clear checklist for submitting available reports.
  3. Reconciliation.
    Transactions are reviewed, categorized, and normalized for reporting.
  4. Tax return integration.
    Final numbers are prepared for accurate filing and explained clearly.

Pricing

Crypto Tax & Digital Asset Reporting Pricing

Crypto reporting fees are based on the number of platforms and wallets, transaction volume, and reporting complexity.

During your consultation, you’ll receive a clear scope determination, a defined fee range, and next steps if you choose to proceed.
No work begins without agreement.

Common Questions

Frequently Asked Questions

Do I have to report every trade?

In most cases, yes. Each taxable event must be captured to accurately report gains and losses. We focus on practical aggregation
using available tools and exports within the defined scope.

What if I have missing data or lost access to an exchange?

This is common. We’ll identify what can still be retrieved from available sources and clarify what documentation is needed
to support the reporting approach.

Can you work with my existing crypto tax software?

Yes. We can often start with existing exports, then review and adjust before integrating the results into your return.

Next Step

Crypto reporting doesn’t need to be stressful — it needs to be accurate.

If digital assets affected your tax year and you want them handled correctly, the next step is a short scoping call.


Start Crypto Tax Reporting