Specialized Tax Software
CSL Crypto
Turn crypto transactions into structured tax workpapers.
CSL Crypto helps professionals import, normalize and review digital-asset transactions to prepare tax calculations, workpapers and the supporting elements required for a structured client file.
The starting point
Crypto data rarely arrives ready for tax work.
Histories exported from exchanges, wallets and tracking tools can use different formats, contain complex transactions or require review before they can be used in a tax file.
Multiple sources and formats
Every platform exports its history in its own shape.
Transactions requiring normalization
Fields have to be brought to a common structure before any calculation.
Anomalies and inconsistencies requiring review
Some rows need to be looked at before they can be processed.
Traceability from source data to tax output
A result has to be traceable back to the data it came from.
Workflow
From transaction data to tax workpapers.
The workflow is designed to keep a legible processing chain between the source data and the results prepared for the professional.
- Import
- Normalize
- Review
- Classify
- Build lots
- Calculate
- Produce workpapers
- Export the file
Data processing
Import transaction data from multiple sources.
CSL Crypto supports file formats exported by several market tools. This is import-format compatibility, not an integration or a partnership with those services.
- Crypto.com format
- Coinbase format
- Koinly format
- CoinTracking format
Normalize different formats into a usable structure.
CSL Crypto normalizes imported data so it can be processed in a consistent tax workflow. Normalization prepares the data; it does not by itself correct incorrect source data.
- Transaction normalization
- Field harmonization
- Classification
- Preparation for tax processing
Surface transactions requiring review.
Some transactions or sequences need review before the tax processing can be considered usable. CSL Crypto identifies and flags them; how they are treated remains a professional decision. Transactions with multiple legs can be structured into disposal and acquisition legs when the source format provides the required information.
- Anomaly detection
- Transactions to review
- Data inconsistencies
- Multi-leg swap and trade handling
- Processing checks
Calculation and work file
Structure tax-lot calculations.
Lots can be built and tracked using several processing methods. Choosing and applying a method remains dependent on the applicable tax context and on professional review.
- Opening lots
- Lot tracking
- FIFO
- LIFO
- HIFO
Workpapers
Build a usable professional work file.
CSL Crypto organizes the results of the processing so the professional can see the data used, the checks performed and the results prepared.
- Structured tax results
- Workpapers
- Client file
- Processing traceability
Prepare supported US tax outputs.
Where a matter falls under US taxation, CSL Crypto can prepare the elements associated with the supported processing, including Form 8949 where relevant. Producing and submitting the return stays outside the software.
- Form 8949
Keep the work file review-ready.
A work file organized to support review and to retain the elements of the processing behind it. The work file can group source material, exports and traceability information used during professional review. “Audit-ready” here refers to that organization and traceability, not to certification, a statutory audit or external approval.
- Professional PDF report
- Structured ZIP work file
- Exports
- Audit log
- Processing checks
Professional control
The professional remains responsible for tax validation.
CSL Crypto structures the data, the checks and the results of the processing in order to support tax work. Method choices, the treatment of anomalies and the conclusions remain to be validated according to the context of the matter.
Use cases
Designed for crypto tax matters requiring structured processing.
- Clients with multiple transaction histories
- Matters requiring tax-lot reconstruction
- Transactions coming from several platforms
- Files with anomalies or data requiring review
- Preparation of crypto tax workpapers
- US tax matters requiring a Form 8949 where applicable
Interfaces
An environment built around the tax file.
See CSL Crypto in a real tax workflow.
Discover how CSL Crypto can help transform complex transaction data into structured tax workpapers.