Cryptocurrency Tax Form Validation Checklist
Complete this checklist to validate your cryptocurrency tax filing package. All fields are required for accurate review. Title used: Cryptocurrency Tax Form Validation Checklist.
Filer Name
*
First Name
Last Name
Filer Email Address
*
example@example.com
Tax Year Being Filed
*
Please Select
2025
2024
2023
2022
Filing Jurisdiction
*
Please Select
United States
Canada
United Kingdom
Australia
Other
Types of Cryptocurrency Activity Included
*
Trading (buy/sell/exchange)
Mining
Staking
Airdrops/Forks
NFT Transactions
Other
Exchange and Wallet Platforms Used
*
Coinbase
Binance
Kraken
Gemini
MetaMask
Other
Are all transaction source documents included (trading history, wallet statements, CSV exports, etc.)?
*
Yes, all required documents are included
No, some documents are missing
Capital Gains and Losses Summary Provided
*
Yes, summary is attached
No, summary is missing
Income and Reporting Categories Included
*
Wages/Salary in Crypto
Interest/Rewards
Gifts/Donations
Airdrops
Other
Checklist of Reviewed Items
*
All transaction records reconciled
Supporting documents verified
Calculations double-checked
Income categories confirmed
Reviewer Notes / Status
Submit Checklist
Should be Empty: