Vol. 01 · Editorial Readiness
Tax Season 2025 · Canada

Are your crypto
records ready for
tax season?

An independent editorial readiness check that helps Canadian investors organize exchange history, wallet activity and transaction records — before speaking with a qualified tax professional.

No wallet connection
No seed phrase
No exchange login
No access to crypto
Readiness Dossier — Vol. I
Crypto Tax
Readiness Review
Before
Transaction History
Incomplete
Wallet Records
Incomplete
Exchange Exports
Incomplete
Tax Readiness
Incomplete
After
Transaction History
Organized
Wallet Records
Reviewed
Exchange Exports
Ready
Tax Readiness
Cleared
ChaosClarity
Fig. 01Scroll to reveal
BitcoinEthereumStakingDeFiNFTCost BasisCapital GainsWallet TransfersExchange ExportsT1 Schedule 3BitcoinEthereumStakingDeFiNFTCost BasisCapital GainsWallet TransfersExchange ExportsT1 Schedule 3
§ 01 · Status Quo

Crypto records become complicated fast.

Using multiple exchanges, wallets and services makes maintaining a single transaction history nearly impossible without a system.

Enforcement

The CRA is scaling
crypto enforcement.

Exchanges now share user data directly with the Revenue Agency. Unreported activity is no longer invisible.

Understand the exposure

Basis Distortion

Inaccurate cost-basis tracking commonly leads to overpaying tax — often meaningfully.

92%

Audit Exposure

High-volume traders are increasingly flagged for manual review.

BeforeComplexity · Fear · Chaos
AfterClarity · Strategy · Peace
§ 02 · Methodology

A six-step ledger from raw activity to audit-ready clarity.

Each stage is a checkpoint — never a black box.
01
Exchange Records
02
Wallet History
03
Transaction Categories
04
Record Review
05
Readiness Summary
06
Consultation
Raw activityOrganized ledger
§ 03 · Transformation

What changes after your consultation.

Before

Confusion and scattered records

  • Records spread across platforms
  • Missing or incomplete exports
  • Unclear wallet transfers
  • No central transaction timeline
  • Uncertainty before cashing out
  • No clear next-step plan
After

Clarity and organized documentation

  • Exchange records organized
  • Wallet activity reviewed
  • Transactions categorized
  • Key information prepared
  • Questions ready for a professional
  • Editorial next-step checklist

Educational preparation only · Not tax advice

§ 04 · Process

Four calm, guided chapters.

01
Ch.1
Complete Your Readiness Check

Answer a short editorial questionnaire about your activity.

02
Ch.2
Receive Your Summary

A concise dossier of areas that may deserve review.

03
Ch.3
Speak With a Professional

Discuss your situation with a qualified Canadian tax professional.

04
Ch.4
Organize Your Next Steps

Leave with a clear list of records and questions to prepare.

§ 05 · Review Areas

Six areas of your crypto records.

01

Exchange Records

Organized digital statements from every platform you use.

02

Wallet History

Transaction rings surrounding each of your custody sources.

03

Transaction Tracking

A single editorial timeline connecting your crypto activity.

04

Tax Readiness

A document dossier ready for a qualified Canadian professional.

05

Cash-Out Preparation

Bridging from crypto assets to a Canadian bank without friction.

06

Professional Consultation

A calm conversation surrounded by organized documents.

§ 06 · Security

Your crypto stays under your control.

Built around a strict privacy principle: we never touch your assets. The readiness check is based only on what you voluntarily tell us.

No Wallet Connection
No Seed Phrase
No Private Keys
No Exchange Password
No Transaction Signing
No Crypto Transfer
§ 07 · FAQ

Common questions.

§ 08 · Begin

From crypto chaos to clear, organized records.

Complete the free Canadian Crypto Tax Readiness Check and discover which areas of your transaction history may deserve attention.

Start Assessment →