Looking for crypto tax reporting?
-
Feeling overwhelmed by your crypto taxes?
-
Whether you're starting from scratch or struggling to finalize your reports, HandyTax is here to guide you.
-
We take you from messy CSV files and blockchain exports to clean, reconciled data and error-free, country-specific reports.
-
For most clients, that means ready-to-file crypto tax reports you can use with your CPA or tax office.
-
For UK residents, we can also coordinate full filing of your return through our trusted UK accountant partner, using the crypto data we prepare.
How HandyTax Can Help: steps
1. Building Your Portfolio from
Scratch
2. Setting Up Your Crypto Tax
Platform Accounts
Starting from zero can feel daunting – especially if your data is spread across exchanges, wallets, and DeFi.
That’s why we:
-
Collect API keys, CSV files, and explorer data to consolidate your full transaction history;
-
Create a comprehensive dashboard of your crypto activity;
-
Organize everything in one place for clear, easy tracking and future reporting.
This becomes the foundation for your tax reports – and, for UK clients, for the return our accountant partner files with HMRC.
We help you integrate and configure your accounts across one or more crypto tax platforms, so your data is automatically tracked in one centralized location, using the tax software you prefer.
-
Connect CEX, DEX, wallets, and DeFi platforms
-
Choose tools like Koinly, CoinTracker; CoinTracking, CoinLedger, and others;
-
Set up your system so it’s ready to produce accurate, country-specific tax reports.
For UK residents, these reconciled accounts and reports are what our UK accountant partner uses to complete and file your Self Assessment.
3. Expertise Across All Major
Crypto Tax Software
HandyTax works with the leading crypto tax software, including:
-
Koinly;
-
CoinTracker;
-
CoinTracking;
-
CoinLedger;
-
TokenTax;
-
ZenLedger;
-
CryptoTrader.Tax, and more.
Our knowledge of these platforms means your portfolio is:
-
Set up correctly from day one;
-
Able to generate accurate, compliant, country-specific reports;
-
Flexible enough for you, your CPA, or (for UK clients) our partner accountant to work with.
4. Fixing Errors and Ensuring
Accuracy
Fix Balance Mismatches
-
Reconcile wallet and exchange balances to ensure everything matches reality.
Add Missing Records and Values
-
Locate and input missing transactions, prices, and values so your data is complete.
Transaction Checks
We correctly handle complex crypto activities,
including:
-
Staking and liquidity;
-
NFTs;
-
Loans and repayments;
-
Collateral and ICO projects;
-
Rewards and airdrops, and more.
This level of detail is what makes your crypto reports reliable – and for UK clients, what allows our accountant partner to file your Self Assessment accurately.
5. Handling the Complexity of
Crypto Taxes
Crypto is constantly evolving, with new protocols, tokens, and transaction types appearing all the time.
Our team:
-
Interprets your blockchain records;
-
Maps them to tax-relevant categories (capital gains, income, etc.)
-
Ensures the final treatment aligns with the tax regulations in your country.
Where necessary, we work in harmony with your CPA or, for UK clients, our UK accountant partner to keep both the technical and tax sides aligned.
6. Clean and Ready-to-Use Data
Once we’ve addressed all discrepancies, your portfolio will be:
-
Accurate, reconciled, and easy to track;
-
Ready to generate reliable crypto tax reports;
-
Simple for your CPA, accountant, or tax office to understand.
For UK residents, this reconciled, report-ready data is exactly what our partner accountant uses to prepare and file your tax return with HMRC.
We offer country-specific reports for:
IRS Form 8949
-
A detailed report listing all capital gains and losses from cryptocurrency transactions for tax purposes.
Schedule D (Form 1040)
-
Summarizes the capital gains and losses for the tax year, derived from Form 8949.
Income Summary
-
Calculates and lists taxable crypto income, including staking, mining, and airdrops, to be reported on the income section of Form 1040.
HMRC Capital Gains Report
-
Provides a breakdown of capital gains and losses on cryptocurrency transactions to comply with HMRC’s CGT rules.
Income Summary
-
Lists taxable income from crypto activities like staking and mining, to be reported under “Other Income” for HMRC.
Transaction Report
-
Includes all transactions and their tax treatment for full transparency with HMRC.
ATO Capital Gains Report
-
Summarizes capital gains and losses from crypto transactions to be reported to the ATO.
Income Summary
-
Details crypto-related income (e.g., staking rewards) for inclusion under assessable income in tax returns.
Transaction Report
-
Provides a full log of crypto transactions with proper categorization as per ATO guidelines.
CRA Capital Gains Report
-
Summarizes crypto gains and losses to comply with the Canada Revenue Agency’s requirements.
Income Summary
-
Breaks down taxable income from crypto activities like staking or mining, to be reported as business or other income.
Transaction Log
-
Provides a complete list of transactions, categorized to meet CRA's audit and record-keeping requirements.
DGFiP Capital Gains Report
-
Calculates capital gains and losses on crypto transactions using the average cost basis method, as required by French tax laws.
Income Report
-
Summarizes crypto-related income for reporting as professional or occasional income, depending on your trading classification.
Transaction Report
-
Full transaction history to meet French record-keeping and reporting standards.
Capital Gains Report
-
Detailed report of crypto gains and losses, highlighting tax-free gains for assets held longer than a year.
Income Report
-
Breaks down taxable income from staking, mining, or airdrops for inclusion in the income tax declaration.
Transaction History
-
Full transaction record to comply with Germany’s strict record-keeping rules.
Didn’t find your country in the list? No worries! We can prepare both standard and country-specific reports tailored to your needs. Simply contact us, and we’ll provide you with a list of reports available for your country.
Why Choose HandyTax?
-
Specialised Expertise – We focus entirely on crypto tax reconciliation and report preparation.
-
End-to-End Data Support – From data collection and wallet connections to error fixing and report generation.
-
Software Flexibility – We work with all major crypto tax platforms, so you can keep using the tools you like.
-
Country-Specific Compliance – We prepare reports designed to meet your local tax legislation and reporting formats.
-
UK Filing via Partner Accountant – For UK residents, we can coordinate with a vetted UK accountant to handle the final filing step with HMRC.
-
Ongoing Support – We’re available to answer questions, resolve issues, and support you until your reports are ready.
