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Crypto, shares and capital gains, with an accountant who handles the mess.
For people whose records are spread across exchanges, wallets and brokers.
One place to collect everything
Your accountant asks for what's missing as tasks, so nothing gets lost in email.
Why it's hard
Records that don't agree with each other.
Thousands of transactions, in files that don't agree with each other.
Missing purchase prices, fees in three currencies, and an export from an exchange that no longer exists.
Rules that treat a swap, a stake and a sale differently, and differ again between the UK and Australia.
Your crypto, two ways
Bring your finished report, or have it worked out.
One question decides which: whether you already have a finished crypto tax report for the year.
Reporting crypto from your own report
Your accountant works from the report your crypto tax software already produced. You upload it with a list of your exchanges and wallets.
Reconciling and reporting your crypto
Your accountant works through your transactions and reports the result. Expect to be asked for:
- your full transaction history from each exchange
- every wallet address you've used
- transfers between your own wallets
- bank statements
Records for staking, DeFi or NFTs are asked for only if you said you did those.
Not sure? You get reconciliation, so your records are worked through rather than taken as finished.
What Handy does
The right accountant, and the records in one place.
- Matches you with an accountant who works with crypto and investments, and covers every other part of your return too.
- One place to collect everything: exchange exports, wallet addresses, broker statements. Your accountant asks for what's missing as tasks, so nothing gets lost in email.
- The price up front. Complex records can cost more, and you see the full price before you pay. If your accountant finds more than your answers described, they propose a new price in Handy, and you decide.
Who does the work
Your accountant works out what you owe, prepares your return and files it. Handy matches you, gives you both the tools, and handles payment. Handy doesn't give tax advice.
Your records, with the right accountant.
Launching in the UK and Australia.