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Crypto Tax Reporting

Comprehensive crypto tax reporting including transactions, income, staking rewards, and DeFi activity.

Complexity: Complex | Duration: 30m+ | Category: Finance/Investment

Tags: crypto-taxes capital-gains form-8949 tax-reporting defi

Workflow Diagram​

Steps​

Step 1: Transaction Export​

Agent: blockchain

analyst - Export all transactions from all wallets

Step 2: Exchange Data​

Agent: blockchain

analyst - Export trades from CEX (Coinbase, Binance, etc.)

Step 3: Cost Basis Calculation​

Agent: tax

specialist - Calculate cost basis using FIFO, LIFO, or HIFO

Step 4: Capital Gains​

Agent: tax

specialist - Calculate short-term and long-term capital gains

Step 5: Income Classification​

Agent: tax

specialist - Classify staking, airdrops, mining as income

Step 6: DeFi Activity​

Agent: defi

specialist - Categorize swaps, liquidity pool transactions

Step 7: NFT Sales​

Agent: nft

analyst - Track NFT sales and collectible gains/losses

Step 8: Form Generation​

Agent: accounting

specialist - Generate Form 8949, Schedule D

Step 9: Loss Harvesting​

Agent: tax

specialist - Identify tax-loss harvesting opportunities

Step 10: Report Export​

Agent: documentation

writer - Export for TurboTax/TaxAct integration

Step 11: Review​

Agent: code

reviewer - CPA review before filing

Usage​

To execute this workflow:

/workflow finance/investment/crypto-tax-reporting.workflow

See other workflows in this category for related automation patterns.