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.
Product workflow
What CoinTaxReporting should make easy
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
The best competitive angle is not only calculating taxes. It is proving that the input data, reconciliation and open issues were reviewed before a report was handed over.
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.
An audit pack turns the product into a professional handover workflow.
Exports should remain easy to inspect without requiring a login.
Next step
Turn regulatory pressure into a better product workflow
Import data, run quality checks, reconcile open items and export a report package that an advisor can actually review.