Crypto Records & Tax Organisation Pack
7 prompts and 1 skill for crypto records & tax organisation (not advice) — each one a real job from the week, with the steps, rules and output an expert would ask for. Fill in the blanks and paste them into ChatGPT, Claude or Gemini, or tailor any of them to your brand in the Studio.
What’s in the pack
- Wallet and Exchange Account Inventory Before Seeing an AccountantBuilds a complete inventory of every exchange account, wallet, chain and platform someone has used — with dates, purpose and where records come from — so an accountant can see the whole picture and nothing is forgotten.Plan
- Transaction Export Checklist Across Exchanges, Wallets and ChainsWalks through exporting a complete crypto transaction history — exchange reports, wallet histories, on-chain data, fees, deposits and withdrawals — with file naming and a completeness check before anything goes to an accountant or tracking tool.Plan
- Cost-Basis Notes for an Accountant — Organised Facts, Not AdviceOrganises the facts an accountant needs to work out cost basis for crypto — acquisition dates, amounts paid, fees, how each asset arrived, disposals — and lists open questions about methods, without giving tax conclusions.Plan
- Label a Crypto Transaction History — Transfers, Trades, Income, FeesHelps label every line of a messy crypto transaction history — own-wallet transfers, purchases, sales, swaps, rewards, payments, fees, spam tokens — consistently, with rules and a list of lines to check with an accountant.Plan
- Rebuild Missing Records for Old Crypto ActivityPlans how to reconstruct crypto records from years ago — closed exchanges, lost exports, old wallets — using emails, bank statements, block explorers and memory, with each rebuilt figure marked by evidence strength for the accountant.Plan
- Record Sheet for Staking Rewards, Airdrops and Other Crypto IncomeSets up a record sheet for crypto that arrives as rewards — staking, airdrops, liquidity rewards, referral bonuses, payments for work — with dates, amounts, value at receipt, source and notes for the accountant.Plan
- Questions to Ask Before Hiring an Accountant for CryptoPrepares the questions to ask an accountant or tax adviser before hiring them for crypto work — experience, tools, fees, what they need from you, how they handle gaps and DeFi — and a way to compare answers.Plan
- Crypto Records OrganiserA standing records assistant for someone with crypto activity that keeps the account inventory, export checklist, labels, cost-basis facts and reward records complete and consistent, and prepares clean handovers to an accountant.Plan
Titles and descriptions are public. The full texts, the .zip download and Agent Skill exports are on the Library and Pro plans. See the plans. More for saving money & personal finance · finance & accounting · investing.
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