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AI agent for tax analysts

Crypto Cost Basis Reconciliation Agent

Accurate crypto gains reports reconciled to exchange forms

ReportingData cleanupLegalFinance
See how it worksGet access
Crypto Cost Basis Reconciliation Agent: what goes in, what the agent does and what you get

What it does

Clients often hold crypto across several exchanges and private wallets, and moving coins between them breaks the cost basis each exchange reports. At period end, this agent imports every account's transactions and matches transfers out of one account with transfers into another, allowing a 2 hour and 1% window for fees. If transfers are unmatched, it searches for a missing wallet or asks the client. It then calculates gains with the elected cost basis method. A second check compares totals with the exchanges' tax forms; differences are traced to fees or timing and corrected. Staking rewards are income at fair value when received. The analyst approves the report. Edge case: a transfer to an address the client does not recognize is never treated as a sale until the client confirms.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Period ends 2 USES A TOOL Import exchange and wallet data 3 DOES Match transfers between accounts 4 CHECKS THE RESULT Are all transfers matched? If not: search for missing wallets or ask the client.Back to step 3. 5 USES A TOOL Calculate gains with the chosen method 6 CHECKS THE RESULT Do totals agree with exchange forms? If not: find the difference and correct. Back to step 5. 7 YOU APPROVE Analyst approves report 8 RESULT Gains report
Read the steps as a list
  1. Period ends
  2. Import exchange and wallet data
  3. Match transfers between accounts
  4. Are all transfers matched?If not: search for missing wallets or ask the client. Back to step 3.
  5. Calculate gains with the chosen method
  6. Do totals agree with exchange forms?If not: find the difference and correct. Back to step 5.
  7. Analyst approves reportThe agent waits here for your OK.
  8. Gains report

How it decides

Transfers are matched by amount, asset and time. Gains use the elected method.

  • Match within 2 hours and 1% of amount for fees
  • Use the elected cost basis method
  • Staking rewards are income at receipt

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Cost basis method
  • Matching tolerance
  • Price data source
  • Report format

What keeps you in control

It always asks you first

  • Analyst approves the report

Hard limits

  • Never files returns
  • Never moves assets

It stops when

  • Done: report approved
  • Stop: client data missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA client had 1,840 transactions on 3 exchanges, and 22 transfers had no match, so the first check failed. The agent asked and learned of a hardware wallet; after importing it, all matched. Gains came to $48,200, but one 1099 showed $51,900 in proceeds against $50,750 computed. The agent traced the gap to trading fees and documented it. The analyst approved the report.

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