Crypto Tax Toolkit - Individual Investors & Traders
1h 13m CPD time
Difficulty: Basic
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Check that you’ve got everything you need to service your crypto investor and trader type clients in this practical session that covers how to extract and process crypto for preparing income tax returns.
In this session, we cover:
Crypto Tax State of Play
Crypto Tax Toolkit Investor Personas
Investor Irene, Trader Tracy & Degen Dave
Tier list – Transaction types & Outcomes
Crypto Accounting Skill Set
Crypto Tax Software & Common Errors
Crypto Tax Workflow
Requesting information
In-software example workflow
Applying ATO guidance
Date recorded: 18 September 2024