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- List all exchanges, brokers and wallets used in 2026, including closed accounts.
- Check the accuracy of your tax residence and self-certification with the provider.
- Export complete trading, deposit, withdrawal and fee histories.
- Record each export's date range, time zone, currency and creation date alongside the file.
- Match transfers between your own accounts using the network, amount, date and transaction ID.
- Record rewards, staking and other activities separately; mark missing information as unresolved.
- Keep exported raw files unchanged and store working copies separately.
- Compile gaps and unclear transactions for your own review or tax adviser.