Report bundle
Export the tax report together with transaction CSV, source summaries, exception list and calculation metadata.
Audit pack export
Create an audit pack for crypto tax reports
Bundle the final report with source files, reconciliation notes, quality checks and calculation evidence so investors and advisors can answer follow-up questions faster.
Bundle
PDF + CSV + evidence
Use case
Advisor / audit review
Goal
Defensible reports
CoinTaxReporting provides technical reporting, data quality and reconciliation workflows. Tax law decisions remain with the taxpayer and their professional advisor.
Data preparation
Steps to prepare your data for review
Calculation evidence
Include valuation source, lot method, classification, asset mapping and comments for transactions that required manual review.
Secure handover
Prepare advisor-ready files with clear structure, minimal friction and privacy-conscious data handling.
Quality gates
Checks before export
Before sharing a report, check the source data, compare balances and document unresolved questions. These records help your advisor understand the figures and follow up on missing information.
Bundle final PDF, transaction CSV, gains/losses CSV and open exception list.
Add reconciliation summary for balances, broker statements and source files.
Include a change log for manual corrections and advisor comments.
Keep exports structured by client, tax year and jurisdiction.
Evidence model
Make every report easier to defend
Final report
PDF and CSV outputs with tax year and jurisdiction context
Included
Evidence
Source files, import history, quality checks and reconciliation notes
Attached
Review log
Manual changes, comments and unresolved items
Documented
Advisor note
This page describes product workflows and data preparation. Local tax treatment must be reviewed by a qualified advisor.
This is especially useful for complex portfolios with DeFi, multiple exchanges and broker reports.
A structured audit pack helps your advisor find the report, supporting records and review notes.
Exports should remain easy to inspect without requiring a login.
Next step
Prepare your records for the next review
Import data, run quality checks, reconcile open items and export a report package that an advisor can actually review.