How Crypto Tax Services Work

Kick things off with a free, no-obligation 15-minute tax consultation call. We’ll: 

- Clarify your crypto holdings, trading history, and advisory needs related to ATO compliance. 

- Answer any immediate tax questions or compliance concerns regarding capital gains. 

- Recommend the right package level for your transaction volume to streamline your crypto accounting. 

- Agree on next steps and timeline for tax lodgement and preparation. 

You walk away knowing exactly what to expect, which data we need for your tax return, and how we’ll save you time (and tax).

We seamlessly pull together your records to ensure ATO compliance, so you don’t have to worry: 

Connect your exchanges and wallets through secure API or CSV upload for easy integration and preparation. 

Import your on-chain transactions, including trades, staking, DeFi activities, and NFT sales, directly into our crypto accounting tax engine. 

Categorize each event accurately, distinguishing between capital gains and income, as well as tracking your cost base and fees. 

We will pre-audit your data for consistency and flag any missing information to ensure a smooth tax return process. 

You walk away with a perfectly reconciled transaction ledger reflecting your trading history—no spreadsheets, no guesswork needed for your tax lodgement.

With your numbers locked in, we handle the heavy lifting for your tax return: 

Generate your complete tax return, including capital gains schedules and details of your crypto holdings. 

Apply every eligible deduction, such as staking losses, gas fees, and tooling subscriptions, while ensuring ATO compliance throughout the process. 

Review and certify your return to guarantee accuracy and full compliance with ATO regulations. 

We’ll electronically lodge your tax return with the ATO and provide you with confirmation of the lodgement. 

All this is done through our Registered Tax Agent, Southside Tax Services Pty Ltd, with Tax Agent Registration 2467 6418. 

You walk away stress-free, knowing your tax lodgement is on time—and on point—thanks to our thorough tax consultation and integration and preparation of your trading history.

Stay ahead of changes and maximize your position year-round with our comprehensive services: 

- Quarterly or monthly performance and liability reports tailored to ensure ATO compliance, depending on your plan. 

- Strategy calls focused on optimizing your crypto accounting for new ATO guidance, DeFi launches, NFT drops, and staking rules. 

- Email and chat support available for your day-to-day questions regarding your crypto holdings and capital gains. 

- Proactive audit assistance and ATO correspondence, ensuring seamless integration and preparation for your tax return and tax lodgement. 

You will walk away with peace of mind knowing that your crypto affairs and trading history are under control—today, tomorrow, and beyond.