Swimvestor – The Crypto Tax Organizer

A practical, step-by-step guide with simple templates and workflows that help casual crypto investors collect, categorize, reconcile, and document transactions from exchanges and wallets (including DeFi and NFTs). It teaches how to consolidate data, apply plain-English tax rules for gains and income, fix common errors, and produce clean, audit-ready reports to file yourself or hand off to a tax professional.

What You’ll Learn In The Crypto Tax Organizer

• Consolidation & Field Mapping Cheatsheet (common CSV fields and standardization)
• Categorization Quick-Reference (capital gains vs. income events)
• Cost Basis & Lots Cheatsheet (step-by-step basis tracking)
• Reconciliation Checklist (duplicates, missing transfers, fees alignment)
• DeFi/NFT Edge Case Guide (swaps, LP tokens, bridges, mints, royalties)

More courses from the same author: Swimvestor

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