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Demo

Fictional sample dossier, read-only

The client, the sources and every transaction are made up. You can click around, but nothing can be saved or changed. All amounts are an indicative calculation, not tax advice.

Demo dossier for accountants

This is what a client crypto dossier looks like in Cryptotax

One client, one tax year: income year 2026, the first year of the 10% capital gains tax. Review the calculation, the points still to check, your notes and the status up to filing, without creating an account.

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Client dossier · Lotte Voorbeeld Read-only demo
Client · Tax year

Assessment year 2027 (income 2026)

Lotte Voorbeeld · [email protected]
In progress Review workspace
Completeness confirmed on 06-10-2026
3 confirmed sources. The confirmation is included in the finalized report.
Indicative tax · income 2026
€646,81 Estimate · FIFO
Based on 13 indexed events.
Capital gains · 10%
€ 472,00
on € 4.720,00 above the exemption
Income · 30%
€ 174,81
on € 582,70 crypto income

Client overview

Email[email protected]
Wallets1
Transactions13
Report sourceReview workspace
Tax base
Capital gains
€ 14.720,00
Net, after offsetting losses
Crypto income
€ 582,70
Staking · rewards
Transactions
13
6 taxable

Capital gains and exemption 2026

Realized gains€ 16.120,00
Losses offset€ -1.400,00
Net capital gain€ 14.720,00
Annual exemption€ -10.000,00
Taxable above the exemption€ 4.720,00
Capital gains tax (10%)€ 472,00
€ 10.000,00 of € 10.000,00 used € 4.720,00 above the exemption

Crypto the client already held on 31 December 2025 starts at its value on that day (step-up). Losses realized in 2026 are offset against gains of 2026, before the exemption.

The client shares this exemption with other financial assets (e.g. ETFs). Cryptotax applies the full exemption. Indicative calculation.

Connected sources

Kraken
Last sync: 22-10-2026 07:42
API, read-only
Ethereum wallet
0x71C4...9e2B · Last sync: 22-10-2026 07:45
on-chain
Bitvavo
Uploaded: 03-10-2026
CSV import

Exchanges through a read-only API key or a CSV export, wallets through their public address.

All events

Link Date Type Asset Amount EUR value Description Actions
30-09-2026 Income ETH 0,0960 € 307,20 Staking reward · Kraken
26-09-2026 Unknown USDC 2.500,0000 € 2.150,00 Received in Ethereum wallet, sender unknown
15-08-2026 Transfer out BTC 0,1500 € 13.950,00 Withdrawal from Kraken to an unknown address
Has a note
03-08-2026 Unknown FREEDROP 5.000,0000 € 0,00 Token received in Ethereum wallet
09-07-2026 Sale BTC 0,6000 € 57.000,00 Sale on Kraken
Has an attachment
11-06-2026 Sale SOL 80,0000 € 7.080,00 Sale on Kraken
20-05-2026 Sale ETH 1,0000 € 3.100,00 Swap ETH to USDC · Ethereum wallet
20-05-2026 Buy USDC 3.500,0000 € 3.100,00 Swap ETH to USDC · Ethereum wallet
02-04-2026 Own transfer ETH 2,0000 € 6.100,00 Bitvavo, to Ethereum wallet
02-04-2026 Own transfer ETH 2,0000 € 6.100,00 Ethereum wallet, from Bitvavo
31-03-2026 Income ETH 0,0950 € 275,50 Staking reward · Kraken
18-03-2026 Sale BTC 0,5000 € 41.250,00 Sale on Kraken
14-01-2026 Buy ETH 2,0000 € 5.900,00 Purchase on Bitvavo

Notes and attachments

Note BTC · 15-08-2026 by your firm · 09-10-2026

The client confirmed by phone that this BTC went to her own hardware wallet. Wallet address requested to link the transfer.

Attachment BTC · 09-07-2026 by your firm · 08-10-2026
kraken-verkoop-09-07-2026.pdf

Kraken sale confirmation. Attachments are bundled into the dossier export.

Notes and attachments belong to a transaction: for example a bank statement, a purchase confirmation or a deed of gift (PDF, PNG or JPG).

Dossier history

  1. Submitted for review
    06-10-2026 14:12 · by the client
  2. Review started
    08-10-2026 09:30 · by your firm
  3. Report finalized
    Next step
  4. Filed with FPS Finance
    Not yet
Corrections (1)
ETH · 02-04-2026Changed by your firm · 09-10-2026 10:05
Treatment: Transfer out (unresolved) → Own transfer

Every status change and every correction is recorded in the audit trail with date and author.

Finalize the report

After the review you finalize the report: the figures are frozen and the client gets an email. If something still changes, you reopen the dossier. Once the return is filed, you mark the dossier as filed.

What the report (PDF) contains
  • Summary and totals: capital gain, exemption, income and the indicative tax
  • Methodology and assumptions: FIFO, Europe/Brussels time zone, price sources and rates
  • Tax-on-web mapping: which amount goes in which box of the return. For income year 2026 the capital gain is listed under "New regime" for now, until FPS Finance publishes the official code.
  • Annex A: every sale with its matched purchases (FIFO)
  • Annex B: income and costs
  • Annex D: notes and corrections
  • The client's completeness confirmation, once the client has confirmed
Exports

Exports are available with a paid dossier. They are switched off in this demo.

No individual tax advice. Amounts are estimates based on FIFO in line with Belgian guidance. Confirm the calculation with your client before filing.

Your own dossiers, with real figures

Start free with one client: connect wallets and exchanges or upload a CSV, and work through the dossier as in this demo. Prefer a walkthrough first? Book a call.

Start free with 1 client Book a call
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