Your Crypto Tax Report Is Finished.
But Can You Trust It?
You imported the files, connected the wallets, and finally generated a report. Yet something still feels off: the gains look too high, a transfer appears taxable, or the balances do not match what you actually own.
That uncertainty is exactly why the Essentials Workbook exists.
Verify Before You File™: Essentials Workbook
A guided answer for $79. Review your report step by step, identify the areas that need attention, and reach a clear conclusion before you file, or hand the report to your tax preparer.
40+ pages • Fillable PDF • Instant download • Works with any crypto tax software
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? — reconcile broker-reported information with the crypto tax report
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
What You Will Find Out When You Finish
Instead of staring at totals and wondering where to begin, you will work through a defined review process and document what you find. At the end, your report will fall into one of three practical outcomes:
🟢 Ready to File
You did not identify warning signs that require additional action, and the report appears reasonable to use for tax filing.
🟡 Fix Before Filing
You identified one or more issues that should be investigated or corrected before relying on the report.
🔴 Professional Help Recommended
The report contains significant issues, complex activity, or unresolved questions that may require assistance from an experienced crypto tax professional.
Created by Sharon Yip, CPA, from over eight years of professional experience reviewing crypto tax reports and finding the issues software often does not flag.
Why Act Now
A single overlooked wallet, misclassified transfer, or missing basis entry can be far more expensive to fix after filing — through an amended return, IRS notice, or professional cleanup — than the cost of catching it now.
What You Need to Know About the Workbook
This Workbook Is Likely a Good Fit If…
Your report is completed or substantially completed in any crypto tax software.
You have access to your wallets, exchanges, and underlying records.
You want more confidence before filing or sending the report to your tax preparer.
You are comfortable following a guided process and investigating the items it flags.
What It Does and What It Does Not Do
The workbook helps you identify warning signs, organize your findings, and decide on the next step.
It does not import transactions, calculate gains or income, correct the report, replace individualized professional advice, or guarantee that every issue will be found.
If the Workbook Finds a Problem
You may be able to correct a straightforward issue yourself. Or you may discover that missing history, cost-basis problems, or multiple account discrepancies require professional reconciliation. Either way, you will have a clearer record of what needs attention.
Your $79 can follow you to the next step. Complete the workbook and engage Chainwise CPA to correct issues in your crypto tax software account by September 15, 2026. Your $79 purchase price will be credited toward that qualifying service, subject to the terms below.
Instant digital download after purchase
Credit Terms
To qualify, the purchaser must complete the workbook, sign a Chainwise CPA proposal for services correcting issues in that purchaser’s crypto tax software account, and pay the required deposit by September 15, 2026. The credit is nontransferable, has no cash value, cannot exceed the service fee, and cannot be combined with the $950 professional-review credit offered by Chainwise CPA for the same engagement. Engagement acceptance and scope require a separate agreement. The credit does not apply to tax-return preparation or other services unless stated in the proposal.
Educational Resource Disclaimer
Created by Sharon Yip, CPA, and published by Cryptocurrency Tax Institute, LLC, a sister company of Chainwise CPA. CTI provides educational resources only, not tax, legal, accounting, or investment advice. The workbook does not include Chainwise CPA review or a professional opinion on any report. Professional services require a separate Chainwise CPA engagement.
A Note from Sharon
“I created this workbook because I kept seeing the same scenario: a taxpayer had a completed crypto tax report, but neither the taxpayer nor the tax preparer knew whether the numbers could actually be relied upon. The goal is not to turn you into a crypto accountant. It is to give you a practical way to ask the right questions before you know with confidence that your crypto tax report can be trusted for filing your tax return.”
— Sharon Yip, CPA
Creator, Verify Before You File™
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, 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.
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Yes. The Essentials Workbook is software-neutral and can be used to review reports generated by any crypto tax software. However, the reports and terminology available may vary by platform, so you may need to locate equivalent information within your software.
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You may need to obtain missing records, correct the issues in your crypto tax software, or hire a qualified crypto account reconciliation specialist. If you would like professional help reviewing and correcting the issues, contact Chainwise CPA at info@chainwisecpa.com to discuss your situation and available service options. Separate engagement fees will apply.
Join Our Founding Cohort
This is the first release of the Essentials Workbook. We are opening a Founding Cohort and offering a reduced price through September 15, 2026, in exchange for two things:
You use it on your real crypto tax report
You complete a survey after using the workbook — what was helpful, what was confusing, what was missing
Your feedback will help us make the workbook even better. In return, you get founding pricing that won't be offered again.
Founding Cohort Price $47 (Use discount code “Cohort32” at checkout)
Includes Workbook + feedback request
Availability: through 9/15/2026
Not eligible for any credit.
Regular Price $79
Includes Workbook
Availability: Ongoing
Eligible for a $79 credit when signing up for crypto reconciliation service with Chainwise CPA by September 15, 2026.
Want to Understand the Framework First?
If you would like more background on the Verification Gap™ and the review methodology before you buy, read the full Verify Before You File™ framework →