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Use this for access help, next-step guidance, exchange setup basics, and simple tax-flow questions.
Browse the most useful answers by topic, or ask a question in plain language.
Follow the main flow in order: choose where the crypto activity is held, add a read-only API connection or upload CSV files, import the activity, review anything flagged, generate a reviewable draft report, then download the package for your records or practitioner.
Use Connect accounts to save the exchange or source first. For custodial exchanges, the normal path is read-only API access or CSV upload. You can save the source now and finish the setup later if needed.
Yes. The access flow supports both Google sign-in and standard email plus password access, so users can choose the simplest path for them.
Use the forgot password flow from the sign-in page. Enter your email, open the secure reset link, and choose a new password before signing back in.
Open the invitation link you received, sign in or create your account if needed, then accept the workspace invitation to land inside the correct organization.
Use Import activity to upload raw CSV files or import from a saved read-only exchange connection. CSV is usually the quickest first step, while API-ready sources are better for ongoing updates.
Use Review Center to work through review-required items with the supported action shown on each task, such as Save valuation, Save cost basis, Update type, Confirm purpose, Confirm settlement, Save adjustment evidence, Save financing evidence, Save DeFi swap evidence, Save source review, Save row correction, Save treatment review, Save advanced evidence, Save source-context note, Save transaction review note, Save advanced review, Save handoff note. Ask CT can point you to the right task, but evidence saves and handoff decisions stay inside the Review Center controls.
Use the deterministic readiness state on Dashboard, Imports, Review, and Reports. It groups evidence gaps, source completeness, and practitioner readiness into next-step product controls. Ask CT can explain the state, but Review Center and the tax engine handle evidence, calculations, valuations, and report totals.
Tax Profile context captures crypto-specific assumptions such as opening holdings, the source checklist, prior loss evidence, and Practitioner notes. These fields help the app explain evidence gaps, report assumptions, and practitioner handoff questions; they do not change deterministic tax calculations or let Ask CT decide tax treatment.
Use Reports once imports and review tasks are in a good state. From there you can create the tax-year snapshot, generate a reviewable draft report PDF, and download the files you need.
No. CryptoTax SA prepares reviewable draft outputs and supporting files only. Any tax return workflow happens outside the app and should be checked against your facts and practitioner guidance.
Use CSV upload when you want the fastest first estimate or you already have export files ready. Use read-only API access when a supported exchange should keep pulling activity over time. Self-custody wallet imports are a separate path and are not the same as exchange account setup.
Exchange imports are for custodial platforms like Binance, Luno, VALR, or Bybit, where activity comes in through read-only API access or CSV exports. Self-custody wallet imports can use EVM, Avalanche C-Chain, Solana, or Bitcoin public addresses, or wallet CSV, and must never include seed phrases, private keys, or wallet passwords.
The product currently supports Luno, VALR, Binance, and Bybit with validated API or CSV paths, plus EVM, Avalanche C-Chain, Solana, and Bitcoin public wallet addresses, wallet CSV, Coinbase, Kraken, and a manual CSV fallback for lighter imports.
No. The source name is your own internal label so you can recognize the account later. Keep it simple and clear, like 'Russell Binance account' or '2025 Luno CSV'.
The app helps separate disposal gains from revenue-style income, but this is still a guidance layer rather than legal advice. If something looks unclear, review the treatment carefully or ask a practitioner before filing.
It can explain how the product works and answer basic tax-flow questions, but it should not replace practitioner advice or formal SARS guidance for complex filing decisions.