Finalization
You receive a draft report for review, revisions if needed, and a final audit-ready report for your CPA, accountant, or tax authority.
What is included in the step:
- Draft report issued for client review and approval.
- Revision phase if corrections or clarifications are needed.
- Final report delivered in audit-ready format for accountants, CPAs, or direct tax authority submission.
Our Capabilities:
- Delivery of jurisdiction-specific outputs: IRS 8949/Schedule D, CRA capital gains schedules, HMRC CGT calculations, ATO CGT reports.
- Secure report delivery methods compliant with GDPR, PIPEDA (Canada), and other frameworks.
- Responsiveness to client or advisor queries during the filing process.
Benefits:
- Audit-ready reports designed to withstand scrutiny.
- Smooth handover to your accountant, CPA, or tax authority.
- Confidence that your crypto tax obligations are fully met... on time and in full.
