Is Your Crypto Tax Report Ready to File?
A completed crypto tax report can still contain missing accounts, unmatched transfers, unsupported cost basis, incorrect classifications, or balances that do not reconcile.
The Verify Before You File™: Essentials Workbook gives you a structured process for reviewing your report, identifying warning signs, and deciding what may need to happen before you rely on it for tax filing.
A digital PDF fillable workbook you can download and use at your convenience. Created by Sharon Yip, CPA
Why this workbook exists
A Completed Report Is Not Necessarily a Reliable Report
Crypto tax software calculates results from the information and classifications it receives. It generally cannot determine whether every account was included, transfers were properly matched, cost basis is supported, or the final balances agree with your actual holdings.
That creates a verification gap between generating a report and deciding whether it is ready to use.
The Essentials Workbook helps you perform that missing review without requiring you to recalculate your taxes or become a crypto tax expert.
What the Workbook Helps You Examine
Using your completed or substantially completed crypto tax report, the workbook guides you through reviewing:
Whether all wallets, exchanges, blockchains, and transaction histories were included
Whether transfers between your own accounts were matched correctly
Whether missing or unsupported cost basis may be affecting your results
Whether transactions appear to have been classified correctly
Whether the report’s coin balances reconcile with your actual holdings
Whether Form 1099-DA and prior-year information were properly considered
Whether DeFi, NFTs, wrapped assets, bridges, token awards, or other advanced activity requires closer review
You will document any warning signs you identify and determine whether the report appears ready to file, needs correction, or may require professional assistance.
Here’s What You’ll Get in the Workbook
- A complete 40+ page Essentials Workbook in fillable PDF format
- Explanations, guided questions, and worksheets
- Consequence notes explaining why particular warning signs matter
- An Advanced Activity Check
- A final summary for documenting unresolved issues and your overall conclusion
- Immediate access after purchase
Is the Essentials Workbook Right for You?
This workbook may be a good fit if:
You already have a completed or substantially completed crypto tax report
You used crypto tax software or hired someone to prepare the report
You have access to your wallets, exchanges, and supporting records
You want to identify potential problems before relying on the report for filing
It is not designed to import transactions, calculate gains and losses, correct the report, provide individualized tax advice, or guarantee that the report is accurate.
If you do not yet have a substantially completed crypto tax report, you are not ready to use this workbook.
Created From Real Crypto Tax Review Experience
I created Verify Before You File™ after reviewing over a thousand crypto tax reports that appeared complete but contained serious problems, including missing wallets, transfers reported as sales, unsupported cost basis, incorrect classifications, and incomplete transaction histories.
The Essentials Workbook gives crypto investors a practical process for asking the questions that software cannot answer on its own.
Sharon Yip, CPA, MBA, MST
Founder, Cryptocurrency Tax Institute
Crypto tax specialist since 2018 with more than 25 years of public accounting and corporate tax experience
Get the Verify Before You File™: Essentials Workbook Now!
The Verify Before You File™: Essentials Workbook is a 40+ page, self-guided resource that helps crypto investors review a completed or substantially completed crypto tax report before filing. Through practical explanations, guided questions, and worksheets, it helps you identify common warning signs, document unresolved issues, and determine whether your report appears ready to file, needs correction, or may require professional assistance. The workbook is delivered as a digital PDF for immediate access.
Frequently Asked Questions
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Do I need to understand cryptocurrency taxation to use the workbook?
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No. The workbook explains what to review and helps you recognize warning signs. However, you will need access to your crypto tax report, account records, and the wallets and exchanges included in the report.
When should I use the workbook?
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What if I have DeFi, NFTs, bridging, wrapped assets, or other advanced activity?
Can I use it to review another person’s report?
What if the workbook identifies serious problems?
Use it after your crypto tax report is completed or substantially completed, but before you rely on it for tax filing.
Will the workbook tell me whether my report is correct?
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It can help you identify common warning signs and reach a more informed conclusion, but it cannot guarantee that your report is accurate or complete.
Does the workbook correct the problems I find?
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Can I use the workbook with any crypto tax software?
What is the refund policy?
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The Essentials Workbook helps you identify and document potential problems. It does not perform transaction reconciliation, correct the report, or provide individualized tax advice.
The workbook includes an Advanced Activity Check to help you identify transactions that may require a more specialized review. If advanced activity applies, you may not be able to determine the readiness of your entire report using Essentials alone.
Yes. It is designed to review the output of a crypto tax software platform rather than operate inside one specific program.
The individual license permits you to use the workbook for your own crypto tax report. It does not permit tax professionals or service providers to reproduce it or use it as a client-service tool. Contact CTI about professional-use options.
Because this is an immediately accessible digital product, purchases are generally nonrefundable once access has been provided, except where required by law. Please review the product description carefully before purchasing.
You may need to obtain missing records, correct the report in your software, contact the person who prepared it, or seek assistance from a qualified crypto tax professional. CTI itself provides educational resources but not individualized tax services. If you need professional assistance regarding your crypto tax report, feel free to reach out to our sister company Chainwise CPA.