This page explains the crypto tax records and wider tax information needed to prepare your tax return properly.
The quality of the final position depends on the completeness and accuracy of the information provided. Where records are incomplete, additional work or a separate service may be required before preparation can proceed.
Although cryptoasset activity is often the most complex area, your full tax position must still be provided. A tax return includes all relevant income, gains and reliefs, not just cryptoassets. The list below is not exhaustive, and you should always consider whether any other income or gains may be relevant, particularly where their treatment is unclear.
Checklist
Tax Timeline
· 5 April – End of the tax year
· 6 April to 31 October – Recommended period to provide your records
· 31 January – Filing deadline and payment due
Work is undertaken within defined timeframes. Late or incomplete information may result in delays, and submission cannot be guaranteed close to deadlines.
Crypto Tax Records
Cryptoasset activity forms the central part of your return.
You must provide complete transaction records across all platforms used, including:
· centralised exchanges
· personal wallets
· DeFi platforms
· NFT platforms
How to provide this
We use crypto tax software to process your transaction data.
You will be asked to:
· connect exchanges via API where available
· upload transaction files where required
· include all wallets and platforms used
Important
· all wallets and exchanges must be included
· transfers between your own wallets must be captured
· missing data will result in incorrect calculations
· where records are incomplete, the Reconciliation Service may be required before compliance work can proceed
Common issues
· missing wallets or exchanges
· incomplete transaction history
· assets transferred without records
· historic data no longer available
If you are aware of gaps, these should be identified early.
Employment Income
For each employment, provide:
· P60 issued at the end of the tax year
· P45 if you left during the year
· P11D for taxable benefits not included in payroll
These documents confirm income, tax deducted and any benefits received.
Self-Employment Income
If you operate a business, provide:
· complete records for the tax year
· accounting software access or spreadsheets
Records must be complete before submission for review.
Property Income
If you receive rental income, provide:
· total rental income received
· breakdown of expenses (repairs, insurance, service charges, etc.)
· mortgage interest statements
· details of any property purchases or sales
If a property was sold, provide:
· date of sale
· sale proceeds
· purchase cost
· associated costs
Bank Interest
Provide annual interest summaries for each account.
Interest from ISAs and other tax-free products is not required.
Dividends
Provide dividend vouchers or annual summaries for investments held outside of ISAs.
Pension Income
Provide:
· State Pension details (HMRC letter or bank statement)
· private pension P60s
Other Income and Gains
Provide details of any other income or disposals, including:
· share disposals
· property disposals
· foreign income
· any additional income not listed above
For each disposal, provide:
· date
· proceeds
· cost
· associated fees
Crypto disposals are included within your cryptoasset records.
Reliefs
Pension Contributions
Provide:
· provider details
· contribution amounts and dates
· annual statements
SEIS / EIS
Provide HMRC certificates (SEIS3 / EIS3).
Gift Aid
Provide:
· charity name
· donation amount
· confirmation of Gift Aid
Job Expenses
Examples include:
· mileage
· uniform or clothing allowances
· professional subscriptions
Provide supporting evidence where available.
Other Information
Provide HMRC coding notices if available.
If received and income exceeds thresholds, provide:
· total amount received
· number of children
Marriage Allowance
Provide partner details if applicable.
Changes in Circumstances
Notify us of any changes during the tax year, including:
· address changes
· marital status changes
· changes in dependents
Data Quality and Responsibility
All information must be complete and accurate.
We rely on the information you provide. Missing or incorrect data will affect the outcome of your tax return.
Where information is incomplete:
· additional work may be required
· the Reconciliation Service may be needed
· delays should be expected
We will not submit a tax return where a reliable position cannot be established.
Final Point
Your tax return reflects your full financial position, not just your cryptoactivity.
Providing complete information at the outset ensures:
· accurate reporting
· a smoother process
· reduced need for additional work
If you are unsure what information is likely to be relevant, please get in contact before submitting your records.
Common Questions
What records do I need to provide?
You should provide crypto tax records together with the rest of your relevant tax information. This may include exchange and wallet data, employment income, self-employment income, property income, bank interest, dividends and any other relevant income, gains or reliefs.
Do you only need my crypto tax records?
No. Although cryptoasset activity is often the most complex area, your full tax position must still be considered. A tax return includes all relevant income, gains and reliefs, not just cryptoassets.
What if I no longer have complete historic records?
Historic records can still matter because earlier acquisitions may affect later calculations. Where important records are missing, the position may need further review before reliable reporting can proceed.
What happens if some of my information is missing?
If records are incomplete, inconsistent or unclear, additional work or a separate service may be required before preparation can proceed. In some cases, the engagement may not be able to continue until enough information is available.
What if I am not sure whether something is relevant?
If you are unsure whether a particular source of income, gain or document is relevant, it is better to raise it than leave it out. The list on this page is not exhaustive.
