Workflow Guide
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Workflow Guide
Crypto Tax
How to Connect Story for Crypto Tax
Calculate crypto capital gains using FIFO lot matching with wash sale detection across exchanges and wallets.
Implementation steps
- 1
Connect all exchanges and wallets where crypto was bought, sold, or transferred.
- 2
Review FIFO tax lot assignments and wash sale flags across the full transaction set.
- 3
Export crypto gain/loss summaries for tax filing or import into tax preparation software.
Required evidence
- FIFO tax lot matching