Guides

Documentation for investors and practitioners

These guides explain how the workflow fits together before you dive into the product. They are meant to reduce first-use friction during soft launch and early onboarding.

Crypto investors

Guide for South African crypto investors

Understand what to prepare, how the workflow works, and what CryptoTax SA can and cannot do for you before filing.

  • What to prepare before you start

    Bring exchange exports, wallet movement evidence, and any prior-period context that affects cost basis or transfer matching.

  • What the workflow looks like

    The product is designed around a simple sequence: import activity, clear flagged items, then generate a tax-year snapshot and export pack.

  • What still needs human judgment

    Complex revenue-versus-capital treatment, unusual token events, and incomplete transfer histories may still require practitioner review.

Open guide
Tax practitioners

Guide for chartered accountants and tax practitioners

See how to onboard a taxpayer, validate exchange evidence, review edge cases, and move toward a client-ready report package.

  • Recommended operating sequence

    Start with source registration and evidence capture before allowing imports to become normalized ledger entries.

  • How validation is structured

    The app now includes a CA validation sprint with a 20-scenario pack covering disposals, revenue income, transfers, and filing-readiness checks.

  • Operational controls to keep an eye on

    Watch scheduled source health, privacy-request follow-through, and report handoff completeness from the operations and settings surfaces.

Open guide