Deliverable | Description |
Wallet & Exchange Sync Review | Ensure all connected wallets, exchanges, and CSVs are synced and complete |
Duplicate Removal | Identify and eliminate duplicate transactions caused by overlapping data sources |
Uncategorised Transaction Cleanup | Review and categorise unknown transactions (e.g. staking, LP, bot activity, NFT mints) |
Missing Cost Basis Resolution | Fix transactions missing purchase history to enable accurate gains/losses |
Manual Tagging of Complex Transactions | Tag and explain DeFi, bridge, NFT, staking, airdrop, and protocol-specific behaviour |
Needs Review Resolution | Clear or comment on all “Needs Review” warnings flagged by Koinly |
Data Consistency Check | Ensure tokens are priced, volumes are correct, and timezones align |
Final Review Summary | A plain-language summary of fixes and readiness for tax reporting |
Health Score Comparison | Simple before/after health score (0–10) showing cleanup improvement |
Optional Guidance Notes | Short comments or notes if anything still needs input from your accountant |
No tax filing included — this is a technical prep service to help you or your accountant generate accurate reports.