A clear checklist for your records
A dedicated point of contact
Scope and fees agreed before we start
FROM TRANSACTION HISTORY TO TAX REPORTING
Your crypto activity.
Brought into focus.
Clear tax support for individuals holding, exchanging or receiving cryptoassets. We’ll review what you have done and agree the work needed for your circumstances.
01 / REVIEW
Bring the activity together.
We review your exchange and wallet records, identify gaps and ask about transactions that need explanation.
02 / CALCULATE
Make sense of the figures.
We prepare the agreed calculations for relevant gains, losses and income, using the records and information you provide.
03 / REPORT
Understand what comes next.
We explain the tax position, prepare the agreed return for your approval and submit it once authorised.
Know what’s included.
We’ll confirm whether the service includes transaction reconciliation, calculations and your tax return. Complex arrangements, earlier years and company-held assets need their own agreed scope. This service covers tax reporting, not investment advice.
Exchange and wallet histories
Transaction exports from the platforms and wallets used, covering the relevant activity and earlier purchases where needed.
Transaction detail and evidence
Dates, assets, quantities, fees and available sterling values, plus supporting information for transfers and unusual transactions.
Rewards and other crypto activity
Details of staking, mining, airdrops, NFTs, payments or DeFi arrangements, including information about how they worked.
Your wider tax information
Previous calculations and returns, your UTR if you have one, other income and gains, and any HMRC correspondence. We’ll tailor the checklist to you.
GETTING STARTED
Four steps.
From activity to clarity.
Know what data to provide, what we’ll calculate and how your reporting will be completed.
Tell us about the activity.
Let us know the tax years, platforms and types of transactions involved. We’ll review your requirements and confirm the scope and fee.
Share the records securely.
We’ll explain how to provide your transaction exports and supporting information, then work through any gaps or unclear items.
Review the calculations.
We prepare the agreed figures and explain the tax position, giving you time to check the information and ask questions.
Approve and complete the reporting.
Where return preparation is included, we submit it once you approve and authorise it. We’ll explain the payment information and any further actions.
KEEP THE WORK CONNECTED
Keep the wider
tax picture connected.
Crypto may be one part of your finances. We’ll agree how the relevant services fit together and what information is needed for each.