Sat Tax offers crypto tax services in the UK for individuals who need support with cryptoasset tax and compliance.
The sections below provide an overview of our crypto tax services. You may need to open the drop-down sections to view the full detail.
If you are unsure which service may be appropriate, or if you have any questions, please get in contact.
Compliance Service
From £850 per tax year
The Compliance Service covers the preparation and submission of a Crypto Self Assessment tax return for a single tax year based on the information provided.
This includes:
- Structured support setting up and connecting Koinly
- Review of Koinly tax reports generated from your data
- A high-level review of outputs to identify obvious anomalies apparent from the face of the reports
- Preparation of your Self Assessment tax return
- Submission to HMRC following your written approval
- A written summary explaining your tax position, payment deadlines and next steps
This service is based on the completeness and accuracy of the data provided.
This service does not include:
- Full reconciliation or reconstruction of transaction histories
- Identification or correction of missing tags, classifications or transaction types beyond obvious issues
- Detailed analysis of staking, airdrops, liquidity provision or other complex cryptoasset activity except where issues are apparent from the data reviewed
- Transaction-by-transaction verification
- Correction of data on your behalf unless separately agreed
Where transaction histories contain gaps, inconsistencies or require deeper review before a supportable filing position can be prepared, the Reconciliation Service may be required before compliance work can proceed.
Fees may vary depending on the complexity and condition of the underlying records. Any variation will be agreed in writing before work begins.
Reconciliation Service
From £500 per tax year
The Reconciliation Service is a structured crypto transaction reconciliation review of a single tax year’s transaction data to identify gaps and inconsistencies.
This includes:
- Review of crypto transaction data across exchanges, wallets and platforms
- Identification of missing wallets, exchanges, transfers or balances
- Identification of incomplete imports, missing tags and classification issues
- Identification of inconsistencies such as negative balances, duplicate entries or anomalies
- Identification of staking, rewards, airdrops, liquidity provision, ICO activity or similar where visible from the available data
- A written summary of findings and required actions
This service is designed to identify issues, not to automatically correct them.
You remain responsible for correcting and completing the data unless separate authority is given for adjustments to be made.
Where we agree to make corrections on your behalf, this will be treated as Additional Work unless otherwise agreed.
The specific tax year or tax years to be reviewed must be agreed in advance.
Fees may vary depending on the complexity and condition of the underlying records. Any variation will be agreed in writing before work begins.
Disclosure Service
£500 for the first tax year included in the disclosure
£250 for each additional tax year
The Disclosure Service supports the correction of previously undeclared or incorrectly reported crypto income and gains.
This includes:
- Preparation of corrected calculations based on reconciled or otherwise supportable crypto data
- Preparation of a disclosure to HMRC using the appropriate disclosure route
- Draft disclosure provided for your review and approval before submission
A disclosure will only proceed where a complete and supportable position can be established.
You are responsible for explaining the reasons for the inaccuracy so that the appropriate penalty position can be considered.
Payment to HMRC must be made in line with the disclosure. Where payment is delayed, interest may need to be recalculated, and additional work may be required.
Retention Service
£250 per year
The Retention Service supports ongoing record continuity and access to software for future crypto tax compliance needs.
This includes:
- Continued access to crypto tax software under our licence, subject to availability
- Retention of client crypto transaction records
- Maintenance of an active client relationship for continuity purposes
This service does not include:
- Preparation or submission of a crypto tax return
- Review of transaction data for filing purposes
- Tax advice or analysis
If a tax return is required, the Compliance Service will apply, and the relevant fee will be charged.
Where Sat Tax Limited maintains a practice-level fee protection policy, any ability of the firm to rely on that policy in relation to qualifying HMRC enquiries will depend on the client remaining actively engaged and on all insurer terms, conditions, exclusions and eligibility requirements being satisfied.
Additional Work
£125 per hour
Additional Work is any work outside the agreed service scope.
This may include:
- Data corrections undertaken on your behalf
- Review of additional tax years
- Further technical analysis
- Additional meetings or calls outside the standard process
- HMRC correspondence outside agreed services
- Recalculations arising from late or revised information
Additional Work will only be undertaken where agreed in writing.
Timing and Capacity
Work is undertaken within a structured annual cycle.
Complete information should normally be provided between 6 April and 31 October following the end of the tax year.
Work may take up to 12 weeks from receipt of complete information and payment.
Submission before statutory deadlines cannot be guaranteed where information is provided late.
From 1 December, work may be declined depending on completeness, complexity and capacity.
Sat Tax Limited operates within a defined client capacity to maintain service quality.
Scope and Responsibility
Only the services agreed in writing form part of the engagement.
All work is based on the completeness and accuracy of the information provided.
You remain responsible for:
- providing complete transaction data
- ensuring all wallets, exchanges and activity are included
- reviewing and approving all returns before submission
- meeting your tax obligations and deadlines
Additional work must be agreed separately in writing before it is undertaken.
Important Information
Each service has a defined scope and is agreed in writing before work begins.
The service selected determines the work that will be undertaken. If the information provided indicates that a different service is required, or that additional work is needed before a supportable position can be prepared, this will be addressed separately and agreed in writing before further work proceeds.
Sat Tax may maintain a practice-level fee protection policy as part of its own risk management arrangements. It is not offered, sold or arranged as a separate insurance product for clients. Any reliance on that policy in relation to a qualifying HMRC enquiry is subject to insurer terms, conditions, exclusions and eligibility requirements.
Common Questions
Can you help with my crypto tax return?
Yes. Sat Tax can assist where you need support with cryptoasset tax compliance in the UK and a supportable position can be prepared from the information available.
What if my records are incomplete?
Where records are incomplete, inconsistent or require deeper review before a supportable position can be prepared, Reconciliation or Additional Work may be required before the engagement can proceed properly.
How do I know if I need Reconciliation first?
If your records are incomplete, inconsistent, contain missing wallets, missing transfers, classification issues or other problems that prevent reliable reporting, Reconciliation may be required before Compliance or Disclosure work can proceed.
What is included in the service?
Each service has a defined scope. The sections above explain what each service is designed to cover. Only the service or services agreed in writing form part of the engagement.
Do I need to use crypto tax software?
Yes. Sat Tax uses crypto tax software, including Koinly, as part of its structured working method. This supports the review of transaction data, but it does not remove the need for complete and accurate records.
Can you help if I am already under HMRC enquiry?
Yes, Sat Tax may be able to assist if HMRC opens an enquiry. If you are already under enquiry, or if fee protection does not apply, support may still be available as Additional Work at the standard hourly rate, subject to capacity and agreement on scope.
