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Cryptocurrency Portfolio Tax Reporting Intake - Free Finance Template | ZenBuild | ZenBuild

Templates→Finance→Cryptocurrency Portfolio Tax Reporting Intake

Cryptocurrency Portfolio Tax Reporting Intake

Collects crypto trading history details for tax preparation services.

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CategoryFinance

Fields10

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Views1

cryptocurrencytaxbitcoincapital gainsreporting

Cryptocurrency Portfolio Tax Reporting Intake — Form Fields

This finance template includes 10 fields. Collects crypto trading history details for tax preparation services. Free to customize and use on ZenBuild.

Full Legal Name (text, required)
Email Address (email, required)
Tax Year (text, required)
Primary Exchange(s) Used (dropdown selection, required) — options: Coinbase, Binance, Kraken, Gemini, Multiple, Other
Estimated Total Transactions (number, required)
Asset Types Held (checkboxes, required) — options: Bitcoin, Ethereum, Altcoins, Stablecoins, NFTs, DeFi Tokens
Did you receive staking or mining income? (multiple choice, required) — options: Yes, No
Did you use crypto for purchases? (multiple choice, required) — options: Yes, No
Upload Transaction History CSV (file upload, optional)
Special Situations or Notes (long text, optional)