What you get
A five-sheet Excel workbook built around tax-lot accounting, giving you a defensible cost-basis record for every crypto position you hold or have sold. Each sheet feeds the next, so your year-end tax figures always trace back to the original acquisition data.
Who it's for
Crypto holders who run multiple wallets or exchange accounts and need clean, verifiable records before handing anything to a CPA or preparing Schedule D themselves. This is the template you buy in Q4 when you realize a spreadsheet of raw transaction exports is not a tax return.
What's inside
- Portfolio Overview — a live summary of every asset you hold, with refreshable price inputs that calculate unrealized gains across all positions at a glance.
- Tax Lot Ledger — a row-by-row record of every open lot, preserving acquisition date, cost basis, originating exchange, and lot size for FIFO, LIFO, or HIFO accounting.
- Realized Gains Sheet — logs each disposal against its source lot, auto-classifies the holding period as short- or long-term, and computes net gain or loss per sale.
- Transaction Log — a full chronological audit trail sortable by exchange, date, or asset, covering every buy, sell, and transfer across wallets.
- Tax Summary — a Form 8949–ready snapshot of short-term and long-term net gains, estimated tax exposure by bracket, and total unrealized positions for the current tax year.
- Multi-exchange structure — columns throughout support tagging by exchange or wallet address, so mixed-source holdings stay traceable to their origin.
- Lot-matching formulas — built-in logic links disposals back to specific acquisition lots, removing the manual work of calculating which coins you sold and at what basis.
How to use it
Open the file in Microsoft Excel or upload it to Google Sheets. Begin with the Tax Lot Ledger by entering your acquisition history, then log transactions in the Transaction Log as they occur. The Portfolio Overview, Realized Gains sheet, and Tax Summary update from that source data, giving you a current picture at any point in the year and a clean export when tax season arrives.