Guides

Guides for crypto tax practitioners

Field notes on classifying on-chain transactions, cleaning up unknown DeFi activity, and reading a crypto tax report the way an accountant would. Written for CPA firms and the taxpayers they work with.

Methodology

How CryptoTaxEdge grades a Koinly report

The three legs behind the free second-look review — coverage, tag accuracy, and open decisions — and why uncertainty is flagged for a human instead of guessed.

Read the methodology →

More guides in progress. Practitioner references on specific DeFi tax treatments, 1099-DA reconciliation, and cleaning up unknown transactions are in review before publishing. In the meantime, see the classification taxonomy or run the free Koinly report review.