Source mapping
Keep exchanges, wallets, chains and imported files separated, labeled and traceable so reported activity can be explained later.
CARF / DAC8 readiness
Prepare crypto tax data for cross-border reporting pressure
Crypto tax reporting is moving toward structured, cross-border data exchange. CoinTaxReporting helps organize identities, wallets, brokers, assets and evidence before questions arrive.
Focus
CARF / DAC8
Need
Clean source data
Output
Explainable records
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
Owner and account context
Structure data around accounts, active clients, tax years and jurisdictions without mixing unrelated portfolios.
Defensible exports
Create reports that show how taxable events, valuations and classifications were derived from the imported data.
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.
Identify exchanges, wallets and cross-border account sources.
Keep a clean record of transfers between self-custody and custodial platforms.
Document classification for sales, swaps, staking, rewards and DeFi activity.
Prepare advisor review notes for unclear data before filing deadlines.
Evidence model
Make every report easier to defend
Data lineage
Every report value remains connected to import source and transaction ID
Traceable
Jurisdiction context
Country, tax year and client context stay explicit
Structured
Review exceptions
Gaps, duplicate rows and balance issues are separated early
Visible
Advisor note
This page describes product workflows and data preparation. Local tax treatment must be reviewed by a qualified advisor.
CARF and DAC8 increase the value of clean, consistent crypto records.
Keep source files and explanations alongside a list of questions to review with your advisor.
Rules differ by country; CoinTaxReporting provides reporting support, not legal advice.
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.