Cryptocurrency Tax Reporting Preparation Intake

Cryptocurrency Tax Reporting Preparation Intake — Form Fields

This finance template includes 11 fields. Intake form for individuals seeking professional help with cryptocurrency tax reporting. Free to customize and use on ZenBuild.

• Full Name (text, required)
• Email (email, required)
• Phone Number (text, required)
• Tax Year (dropdown selection, required) — options: 2025, 2024, 2023, Multiple Years
• Crypto Activities (checkboxes, required) — options: Buying/Selling, Trading, DeFi Yield, Staking, Mining, Airdrops, NFTs, Lending
• Approximate Number of Transactions (number, required)
• Exchanges Used (dropdown selection, optional) — options: Coinbase, Binance, Kraken, Gemini, Crypto.com, Multiple, DEX Only
• Exported Transaction History (multiple choice, required) — options: Yes, No, Partial
• Transaction History CSVs (file upload, optional)
• Filed Crypto Taxes Before (multiple choice, required) — options: Yes, No
• Special Situations or Questions (long text, optional)