Closed rule checks
Use deterministic checks for duplicates, missing trade legs, missing prices, negative holdings and suspicious fee or amount patterns.
Tax data quality score
Score crypto tax data before the report is exported
Turn messy imports into a visible quality workflow. Detect missing prices, duplicate transactions, negative balances, unmatched transfers and broker mismatches before the final report.
Checks
Gaps / prices / balances
Audience
Investors + advisors
Result
Fix list before export
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
Balance reconciliation
Compare calculated holdings with imported exchange and wallet balances to reveal incomplete histories before tax numbers are trusted.
Prioritized fix queue
Group exceptions by report impact so users and advisors can fix the items that matter most first.
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.
Score completeness, consistency, valuation coverage and balance integrity.
Separate critical blockers from warnings and optional improvements.
Show affected transactions with plain-language explanations.
Recalculate the score after each fix so progress is visible.
Evidence model
Make every report easier to defend
Completeness
Missing imports, prices and acquisition data
Scored
Consistency
Duplicates, impossible balances and event conflicts
Checked
Report readiness
Open blockers before PDF/CSV export
Actionable
Advisor note
This page describes product workflows and data preparation. Local tax treatment must be reviewed by a qualified advisor.
Review missing data and inconsistencies before relying on the calculated totals.
A visible score makes progress understandable for clients and advisors.
The score should support review decisions, not replace professional judgment.
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.