Verify Before You File™: Essentials Workbook
Your crypto tax report looks done. Is it actually right?
To help you find the answer, we created a step-by-step workbook that helps you review your crypto tax report for the errors software can't catch — before you file it or hand it to your tax return preparer.
Our Different Approach
Most crypto tax tools focus on generating your report. This workbook focuses on what happens after — verifying it before you file. It's a first-of-its-kind approach to reviewing a completed crypto tax report, built from 8 years of professional experience in catching the errors software generates but doesn't flag.
The Problem
You ran your transactions through crypto tax software. It generated a report. The numbers look reasonable.
But "I got my crypto tax report" isn't the same as "the report is right."
After more than 8 years of reviewing crypto tax reports as a CPA, I've seen the same issues show up again and again — a missing wallet, transfers between your own accounts counted as taxable sales, cost basis that's wrong or missing entirely. The software wasn't broken. It just didn't have complete information, and it can't tell you what it doesn't know.
That gap — between "a report was generated" and "you can actually rely on it" — is what I call the Verification Gap™.
What’s Inside the Workbook
Seven Guided Reviews
1. Is This Really Your Tax Report? — confirm the taxpayer, tax year, and cost-basis method
2. Is the Historical Foundation Reliable? — prior-year reconciliation and the 2025 wallet-by-wallet transition
3. Are All Applicable Accounts Included? — build a complete account inventory, including closed or inaccessible accounts
4. Do the Coin Balances Match? — account-by-account balance reconciliation
5. Are Prices, Cost Basis, and Classifications Reasonable? — pricing, transfers, gifts, income, and NFT warning signs
6. Do Your Forms 1099-DA Agree With the Report? — broker reconciliation
7. Is the Final Report Ready to Use? — version control and a final handoff checklist
Plus an Advanced Activity Scope Check, so you know clearly whether you have DeFi, lending, or other activity this workbook doesn't cover, instead of assuming you're done when you're not.
3 Built-In Worksheets
Account Inventory Worksheet
Coin-Balance Reconciliation Worksheet
Form 1099-DA Reconciliation Worksheet
A Clear Decision Framework
Every section ends in one of three results: No issue identified, Needs attention, or Professional help recommended. You're never left with a pile of maybe-problems — the workbook tells you what to do next.
40 pages · Fillable PDF · Instant download
A single overlooked wallet, misclassified transfer, or missing basis entry can cost far more to fix after filing — through an amended return, IRS notice, or professional cleanup — than the cost of catching it now.
Founding Cohort — Why Buy Now
This is the first release of the Essentials Workbook. I am opening it to a limited Founding Cohort at a reduced price, in exchange for two things:
You use it on a real report
You send me brief, honest feedback — what was helpful, what was confusing, what was missing
Your feedback shapes the version everyone else buys later. In return, you get founding pricing that won't be offered again.
Founding Cohort
Price $67
Availability First 50 buyers
Includes Workbook + feedback request
Regular
Price $147
Availability Ongoing
Includes Workbook
What the Workbook Does
The Essentials Workbook walks you through a structured review of your own report, step by step, so you don't have to guess what to check or hope your preparer catches everything.
Spot the most common errors crypto tax software misses — missing wallets, mishandled transfers, cost basis problems, classification mistakes, and more
Know exactly what to check, in what order — no more staring at a report wondering where to even start
Get a clear outcome: Ready to File, Fix Before Filing, or Professional Help Recommended — so you know your next step, not just a list of maybe-problems
This isn't crypto tax software. It doesn't import transactions or calculate anything. It's the review process I use to serve clients; put into a workbook you can follow to review your own report.
Who The Workbook is For
This workbook may be a good fit if:
You used crypto tax software to prepare your report
A service provider prepared the report, but you want to review the result
Your report is completed or substantially completed
You have access to your wallets, exchanges, and underlying records
You want a more thorough review than a short checklist provides
You want to recognize problems before sending the report to your tax preparer or using it to file
This workbook is not designed to:
Import or reconcile your crypto transactions
Calculate gains, losses, or income
Correct problems identified in your report
Determine the tax treatment of every advanced transaction
Replace individualized advice from a qualified tax professional
Guarantee that your report or tax return is accurate
Frequently Asked Questions
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Because catching an issue before you file is far less costly than fixing one after. A missing wallet, an incomplete prior-year reconciliation, or a misclassified transfer can turn into an amended return, an IRS notice, or an expensive cleanup down the line — all of which cost considerably more than the price of catching it now.
This workbook gives you a structured, first-of-its-kind way to check your own report: 7 guided reviews, 3 built-in worksheets, and a clear decision framework built from 8 years of reviewing crypto tax reports as a CPA. Instead of guessing whether your report is ready, you'll know, and if something needs attention, you'll know exactly what and why.
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No. It helps you identify what may need fixing and points you toward next steps, including when to bring in a professional.
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Since this is a digital product, we're not able to offer a cash refund once it's downloaded. If the workbook isn't the right fit, reach out within 7 days and we'll issue store credit toward another CTI resource instead. See our Refund Policy for full details.
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Yes. It's built for both crypto investors reviewing their own report and tax professionals evaluating a client-provided report which they weren't involved in preparing.
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The price increases to $79, and a revised version incorporating founding member feedback will replace this one.
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Yes, and this is actually one of the most common situations the workbook addresses. Many tax professionals rely on the same crypto tax software you would, and that software can only work with the information it's given. A service provider can still miss a missing wallet, an incomplete prior-year reconciliation, or a misclassified transfer if that information wasn't flagged to them in the first place.
The workbook isn't a substitute for your preparer's expertise — it's a way to make sure they're working from a complete and accurate report, and to give you a clear, organized way to raise questions before you file rather than after.
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The workbook is licensed for your personal or single-client use only and shouldn't be shared, resold, or redistributed. If you're a tax professional wanting to use it across multiple clients, or you know someone else who'd benefit from it, please have them purchase their own copy — or reach out to us at info@cryptocurrencytaxinstitute.com to ask about options for firms or teams.
Want to Understand the Framework First?
If you'd like more background on the Verification Gap™ and the review methodology before you buy, read the full Verify Before You File™ framework →