2026 Cryptocurrency Financial Statements & Tax Returns: Information Required

The 2026 financial year will wrap up on 31 March 2026, and we’re here to make preparing your financial statements as seamless as possible. Acting now will save you time, keep costs down, and avoid unnecessary headaches. Please take stock of all cryptocurrency tokens you own on 31 March 2026 in an Excel spreadsheet. This simple step can prevent extra work and tricky reconciliations later on.

We have a client checklist (see below) to streamline the accounting process and ensure that your information is complete and accurate. Even if nothing’s changed since last year, please take a moment to complete it. Can you please complete the checklist below and email it to us with a copy of your 2026 information?

Cryptocurrency Client Checklist

1. Please provide a list of the quantities of each token you owned on 31 March 2026? If not, please provide a list of quantities held today.

2. Please list all the exchanges that you have used, (including on ramps such as Easy Crypto,):

3. Please provide APIs and CSV files for every exchange used with reference to the instruction pack?
   Specific instructions for Kucoin, Binance, OKX, Bybit and other exchanges must be followed*

4. Are you unable to access or provide transaction history for any exchange or wallet? Yes or No? *Such as FTX or Cryptopia

5. Please email us CSV bank statements showing fiat deposits or withdrawals linked to crypto. A quick summary in Excel (sorted by payee) can speed things up, but we’ll still need the PDF copies as evidence.

6. Have you used decentralized exchanges (Uniswap, dYdX, 1inch…ect) if so, have you provided your wallet address and corresponding chains? (e.g. ETH, BSC, SOL…ect)

7.  Have you made trades/swaps on a crypto wallet (such as Exodus, Ledger, Trezor, Jupiter, Trust Wallet)

8.  Have you have used a collateral finance position or borrowed crypto (e.g. on Celsius, BlockFi) in any capacity? If so, have you provided details of this?

9.  Did you participate in any earning, staking, liquidity pools or interest-earning activity and if so, have you provided details of this?

10.  Did you participate in any Futures trading or margin trading (Cross margin/Isolated margin) and if so, have you provided details of this?

11.  Did you participate in any ICO’s, IDO’s, private sales or gifting of crypto? If so, we need to know specific information about each transaction (quantity of token purchased, quantity of token sold, date…ect)

12. Did you have locked crypto in any bankrupt exchange/platform (such as Celsius) and have you received a payout? If so, please send through documentation and details of the payout and the tokens that were locked up.

13. Have you ever traded crypto on behalf of another person/company/trust? Has another entity ever traded on behalf of you?

14. Do you have any other income (apart from PAYE and bank interest earnings) such as self-employed income, schedular/contracting income, rental income, foreign investment funds or any other income that needs to be included in your 2026 tax return?

15. Did you make any donations to registered charities in 2026? If so, please provide receipts for this.

16. Please provide an updated phone number

17.  Do you have any other information or comments that you think would make our job easier? If tokens are missing in your transaction history, or you have no records of the acquisition or disposal or tokens, this is likely to create time delays, issues in reconciling your portfolio, and potential for increased accounting fees.