Understand what to prepare, how the workflow works, and what CryptoTax SA can and cannot do for you before filing.
Bring exchange exports, wallet movement evidence, and any prior-period context that affects cost basis or transfer matching.
The cleaner your source evidence is, the less time you will spend in the review queue fixing valuations, transfer links, or missing transaction types.
The product is designed around a simple sequence: import activity, clear flagged items, then generate a tax-year snapshot and export pack.
That snapshot becomes the source of truth for your taxpayer PDF, practitioner CSV, and stored JSON evidence.
Complex revenue-versus-capital treatment, unusual token events, and incomplete transfer histories may still require practitioner review.
The platform is a compliance workflow tool, not a substitute for professional tax advice.