Skip to main content
🇺🇸 For US CPAs · Use From Anywhere

Crypto Statements
Your CPA Can Reconcile

Give your CPA a reconcilable PDF and CSV from a supported BTC or ETH wallet for Form 1099-DA reconciliation, Form 8949 record preparation, Schedule D support, and dated USD estimates.

✔ Designed to support accountant workflows using tools such as Drake, Lacerte and UltraTax  ·  ✔ Designed for review workflows

Generate a Reconcilable Statement

$3.99 per wallet · No subscription · Instant download

CSV in USD; you pay in your home currency.

Designed Around Your Existing CPA Workflow

Designed around how US CPAs actually file crypto engagements — not as a replacement for your tax software, but as the cleanest possible source document.

Pro tax software

Provides transaction and statement records that accountants can use alongside tax preparation software such as Drake, Lacerte and UltraTax.

Crypto-tax aggregators

Accountants can use the wallet-level CSV alongside aggregators such as CoinTracker, Koinly, TokenTax, ZenLedger and CoinLedger.

Review evidence packs

PDF + verification URL gives a reviewer source they can independently check against the public ledger. This is not an audit certification.

Stable CSV Schema

One row per on-chain transaction. Stable headers across exports so you can script imports once and forget about it.

timestamp_utc, block_height, tx_hash, direction, counterparty, asset,
amount, fee_native, price_usd_at_tx, amount_usd, fee_usd,
running_balance_native, running_balance_usd

Timestamps in ISO 8601 UTC. USD figures use historical closing prices for the applicable UTC valuation date, as documented in methodology.

Form 1099-DA Reconciliation

The mechanical workflow for matching a broker-issued 1099-DA against a self-custody wallet.

1

Pull the broker 1099-DA disposals

Coinbase, Kraken, Gemini, etc. will issue 1099-DA for 2025+ tax years showing gross proceeds (cost-basis phases in for 2026+).

2

Pull the matching wallet statement

For the same period, generate a CryptoBankStatement covering the self-custody wallet that received transfers out of the exchange.

3

Match by transfer hash

Every "transfer out" on the exchange should appear as a "transfer in" on the wallet. Match by transaction hash to confirm.

4

Identify post-transfer disposals

Any disposal that happened in the wallet after a transfer-in is invisible to the broker — it needs to appear separately on Form 8949.

5

Roll into Schedule D

Accountants can use the wallet CSV alongside an aggregator when preparing Form 8949 lines for the self-custody portion.

Common Questions

Does this replace CoinTracker / Koinly / TokenTax / ZenLedger?

No — it complements them. Crypto-tax aggregators pull from many sources and produce gain/loss reports. CryptoBankStatement focuses on producing a reconciled wallet statement (PDF + CSV) for a specific address and period. CPAs typically use both: the aggregator for whole-portfolio reporting, the wallet statement for source documentation per address.

What format is the CSV in?

A flat CSV with one row per transaction: timestamp (ISO 8601, UTC), block height, transaction hash, direction (in/out), counterparty address, asset, amount, fee, USD price at time of transaction, USD amount, USD fee, running balance (asset and USD). Headers are stable across exports so import scripts can be written once.

Can I generate statements for client wallets at scale?

Yes. Each statement is independent — $3.99 per wallet, per period, no subscription. For multi-wallet engagements, generate one statement per address. The same wallet across two tax years counts as two statements. Volume discounts on bulk are not currently offered.

Does the statement include a basis methodology disclosure?

Yes. The statement methodology documents native-unit accounting, historical closing prices by UTC valuation date, and fee treatment. The CSV does not pick a cost-basis method for you — your aggregator or your CPA applies FIFO, LIFO, HIFO, or specific identification per the engagement.

What about reconciling against a Form 1099-DA?

Brokers issue 1099-DA for activity on their platform. To reconcile, you typically (a) take the broker’s reported disposals, (b) match each to a transfer-out and disposal in the wallet statement, (c) investigate any mismatch (timing differences, missed transactions, wash-sale rules). The wallet statement’s dated USD-equivalent rows make step (b) mechanical.

Is this useful for IRS audit defence?

It can help organise records. The statement is generated from public blockchain data and carries a verification URL so a reviewer can check transaction references against the public ledger. It is not an audit certification, and it does not guarantee IRS or institutional acceptance.

Generate a Statement for CPA Review

Takes less than 60 seconds. One flat fee per wallet — in your home currency.

Create Statement — $3.99