CoinTracker is simplifying tax preparation by providing a checklist in your account, helping you stay organized while saving time and money on your taxes.
Important: This feature is rolling out gradually. If you don’t have access yet, check back within the next few weeks.
Using the tax prep panel
To make sure you have everything you need to file your taxes, complete the four steps to gather all the necessary information. The progress status will update as you complete each step:
- Gather all your crypto: Add all your wallets and make sure your CSVs are up to date.
- Get in sync: Re-authenticate your wallets to make sure the latest data for your transactions is added.
- Optimize tax savings: Review and update any flagged transactions to make sure your transactions are accurate.
- Generate forms: Review your calculated tax estimate and generate tax forms when you’re ready.
If you’re certain you don’t need to take any action to complete a step, click the check box and select Mark as done.
Can’t download forms after completing steps
If you’ve completed all the steps and you’re forms are ready for download but you can’t access them, you may need to:
- Upgrade your plan because your transaction count has changed since your initial purchase. Learn more about how transaction counts impact your plan and what changes cause the necessary upgrade.
- Renew your plan if early subscription renewal is required to access new tax forms before an auto-renewal date has passed. For more details about how renewals work, check out this article.
What happens if you skip the tax prep checklist
This checklist is an optional tool to help streamline your tax filing, so you’re not required to complete it.
Disclaimer: None of the above is or should be construed as legal, tax, audit, accounting, or brokerage advice. All information is provided for informational purposes only. See our full disclaimer.