Field Notes on Crypto Tax Estimates

Field Notes

Practical notes from estimate sessions — file hygiene, transfer labels, and filing-season timing.

Read before you export, or after a session when a detail still feels unclear.

When a Filing Season Review is enough — and when it is not

A second pass helps only when the draft ledger already exists. Here is how to tell which desk session you actually need.

Unlabeled self-transfers are the most common reason disposal counts look too high in a first-pass estimate.

Your estimate needs a consistent story for converting disposal proceeds — here is how we document that story on the worksheet.

A concrete export list so your desktop folder is ready before Transaction Summary Planning or an estimate session.