Cryptocurrency Portfolio Tax Basis Reporting Form

Cryptocurrency Portfolio Tax Basis Reporting Form — Form Fields

This finance template includes 9 fields. Document crypto transaction cost basis for annual capital gains and tax reporting. Free to customize and use on ZenBuild.

• Taxpayer Name (text, required)
• Email (email, required)
• Tax Year (text, required)
• Primary Exchanges Used (dropdown selection, required) — options: Coinbase, Binance, Kraken, Gemini, Crypto.com, Multiple, Other
• Transaction Types to Report (checkboxes, required) — options: Spot Purchases, Sales/Liquidations, Staking Rewards, Mining Income, DeFi/Yield, NFT Sales, Airdrops
• Cost Basis Method Preference (dropdown selection, required) — options: FIFO, LIFO, HIFO, Specific Identification
• Connected Wallets or Cold Storage? (multiple choice, required) — options: Yes, No
• Transaction History CSV Export (file upload, optional)
• Notes on Complex Transactions (long text, optional)