Canadian cryptocurrency and digital-asset tax reporting for GTA investors, traders, miners and businesses.
Collect the complete transaction history
One exchange export rarely captures transfers, wallets and decentralized activity.
Gather CSV files, wallet addresses, statements and fiat banking records.
The engagement records the taxpayer, year, deadline, issue and deliverable before calculations begin. For people with exchange, wallet, staking, mining, NFT or decentralized-finance transactions, this is essential to a supportable cryptocurrency tax position.
Remove internal transfers
Moving an asset between wallets owned by the same taxpayer differs from disposing of it, although fees may matter.
Link sending and receiving entries with transaction hashes.
The working file connects source documents to schedules and separates verified facts from assumptions. For people with exchange, wallet, staking, mining, NFT or decentralized-finance transactions, this is essential to a supportable cryptocurrency tax position.
Classify capital or business treatment
Frequency, intention, expertise, time, financing and organization influence characterization.
Record the taxpayer’s conduct instead of selecting capital treatment from preference.
Toronto and GTA clients can meet remotely and receive secure document-exchange instructions. For people with exchange, wallet, staking, mining, NFT or decentralized-finance transactions, this is essential to a supportable cryptocurrency tax position.
Calculate Canadian-dollar values
Trades, purchases and rewards require fair values and exchange rates at transaction time.
Document pricing and currency sources consistently.
Assessments, balances and permanent schedules are updated so later returns begin correctly. For people with exchange, wallet, staking, mining, NFT or decentralized-finance transactions, this is essential to a supportable cryptocurrency tax position.
Track adjusted cost base
Identical assets are generally pooled for Canadian cost calculations rather than assigned arbitrary lots.
Maintain quantity, Canadian-dollar cost and transaction fees chronologically.
The engagement records the taxpayer, year, deadline, issue and deliverable before calculations begin. For people with exchange, wallet, staking, mining, NFT or decentralized-finance transactions, this is essential to a supportable cryptocurrency tax position.
Report income events
Mining, staking, referral rewards, airdrops and compensation can create income depending on facts.
Identify receipt, control, valuation and later disposition separately.
The working file connects source documents to schedules and separates verified facts from assumptions. For people with exchange, wallet, staking, mining, NFT or decentralized-finance transactions, this is essential to a supportable cryptocurrency tax position.
Address DeFi and NFTs
Swaps, liquidity positions, wrapping, lending and tokenized property require transaction-specific analysis.
Preserve smart-contract and platform evidence rather than relying only on labels.
Toronto and GTA clients can meet remotely and receive secure document-exchange instructions. For people with exchange, wallet, staking, mining, NFT or decentralized-finance transactions, this is essential to a supportable cryptocurrency tax position.
Reconcile holdings
Closing quantities by asset should agree with wallets and exchanges.
Investigate negative balances, duplicates and missing transfers before filing.
Assessments, balances and permanent schedules are updated so later returns begin correctly. For people with exchange, wallet, staking, mining, NFT or decentralized-finance transactions, this is essential to a supportable cryptocurrency tax position.
How the file is scoped — 1
The engagement records the taxpayer, year, deadline, issue and deliverable before calculations begin. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Evidence and judgement — 2
The working file connects source documents to schedules and separates verified facts from assumptions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
GTA virtual service — 3
Toronto and GTA clients can meet remotely and receive secure document-exchange instructions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Continuity after filing — 4
Assessments, balances and permanent schedules are updated so later returns begin correctly. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
How the file is scoped — 5
The engagement records the taxpayer, year, deadline, issue and deliverable before calculations begin. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Evidence and judgement — 6
The working file connects source documents to schedules and separates verified facts from assumptions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
GTA virtual service — 7
Toronto and GTA clients can meet remotely and receive secure document-exchange instructions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Continuity after filing — 8
Assessments, balances and permanent schedules are updated so later returns begin correctly. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
How the file is scoped — 9
The engagement records the taxpayer, year, deadline, issue and deliverable before calculations begin. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Evidence and judgement — 10
The working file connects source documents to schedules and separates verified facts from assumptions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
GTA virtual service — 11
Toronto and GTA clients can meet remotely and receive secure document-exchange instructions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Continuity after filing — 12
Assessments, balances and permanent schedules are updated so later returns begin correctly. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
How the file is scoped — 13
The engagement records the taxpayer, year, deadline, issue and deliverable before calculations begin. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Evidence and judgement — 14
The working file connects source documents to schedules and separates verified facts from assumptions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
GTA virtual service — 15
Toronto and GTA clients can meet remotely and receive secure document-exchange instructions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Continuity after filing — 16
Assessments, balances and permanent schedules are updated so later returns begin correctly. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
How the file is scoped — 17
The engagement records the taxpayer, year, deadline, issue and deliverable before calculations begin. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Evidence and judgement — 18
The working file connects source documents to schedules and separates verified facts from assumptions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
GTA virtual service — 19
Toronto and GTA clients can meet remotely and receive secure document-exchange instructions. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Continuity after filing — 20
Assessments, balances and permanent schedules are updated so later returns begin correctly. In this cryptocurrency tax engagement, records are organized by date, source, tax treatment and unresolved question.
undefined The calculation is reconciled, reviewed in plain language and carried into the permanent file with assigned follow-up.
Official guidance
Reviewed July 23, 2026. See the official CRA guidance and confirm time-sensitive rules for the relevant year.
Frequently asked questions
Who is this service designed for?
It is designed for people with exchange, wallet, staking, mining, NFT or decentralized-finance transactions. Scope is confirmed after the facts and records are reviewed.
Can the work be completed virtually?
Yes. GTA clients can use telephone or secure virtual appointments.
What should I provide first?
Provide relevant returns, notices, slips, statements, agreements and a dated summary.
Can a result be guaranteed?
No. Results depend on the facts, law, evidence and processing.
Is the public form suitable for tax documents?
No. Use it only for an initial message; secure instructions follow.
When should planning begin?
Begin before a move, sale, exercise, filing deadline or CRA response whenever possible.
Professional limitation
General Canadian tax information only. Residence, treaty, objection and cross-border matters may require legal or foreign-country advice.