Workflow Guide
C
Workflow Guide
Tax Reporting
How to Connect Crypto.com for Tax Reporting
Generate cost basis reports, capital gains summaries, and transaction exports for tax filing workflows.
Implementation steps
- 1
Confirm all relevant accounts are connected and synced through the current tax year.
- 2
Review cost basis calculations (FIFO) and flag wash sale adjustments where applicable.
- 3
Export transaction summaries and gain/loss reports for tax filing or advisor handoff.
Required evidence
- Cost basis calculation (FIFO)
- Capital gains and loss summaries
- Transaction export for tax filing
Crypto.com-specific considerations
- Track Crypto.com balances in one workspace.
- Compare Crypto.com activity with brokerages and banks.
- See Crypto.com exposure inside your full financial picture.