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Crypto Tax Reconciliation Engine
Normalizes crypto exchange CSVs, matches cross-wallet transfers, and flags gaps for tax-ready reconciliation.
$39.99
Crypto Tax Reconciliation Engine
Example session with this skill installed
I have a Coinbase CSV and a Metamask export for 2023. Normalize them, find transfers between them, and flag any gaps or duplicates for a US-based FIFO filing.
- Read your context and instructions
- Compiled the crypto tax reconciliation
- Generated the data export
I have processed the Coinbase and Metamask exports. I mapped 452 rows from Coinbase and 128 rows from Metamask, covering Jan 1, 2023, to Dec 31, 2023.
Crypto Reconciliation Report
1. Source Inventory
| Source | Row Count | Start Date | End Date | Status |
|---|---|---|---|---|
| coinbase_2023.csv | 452 | 2023-01-02 | 2023-12-28 | Normalized |
| metamask_eth_0x...csv | 128 | 2023-01-05 | 2023-12-30 | Normalized |
2. Transfer Matches (Confidence > 90%)
| Date | Asset | Amount | From | To | Fee (Asset) | Match Note |
|---|---|---|---|---|---|---|
| 2023-03-12 | ETH | 1.5000 | Coinbase | Metamask | 0.0005 | Hash: 0x4f...2a |
| 2023-08-20 | USDC | 5000.0 | Metamask | Coinbase | 12.50 | Amount match minus gas |
3. Exception Log (Review Required)
| ID | Category | Severity | Asset | Reason | Recommended Action |
|---|---|---|---|---|---|
| ERR-001 | Missing Data | High | ETH | Balance jump at row 42 | Check for missing Feb trade |
| DUP-004 | Duplicate | Med | BTC | Identical timestamp/qty | Confirm if Buy order split |
| UNM-012 | Unmatched | High | LINK | No source for 50 LINK | Verify DEX swap source |
4. Cost-Basis Prep Summary
- Jurisdiction: USA
- Method: FIFO
- Currency: USD
- Total Disposal Rows: 84
- Ready for Review: 76
- Flagged for Investigation: 8
Next steps
- Review the UNM-012 transaction to identify the source of the 50 LINK tokens.
- Confirm if the DUP-004 BTC entry was a single order filled in two parts.
- Export the
normalized_ledger_v1.csvfor import into your tax software.
coinbase_2023.csv
CSV · data export
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
About this skill
Reconciling crypto transaction history across multiple exchanges and wallets is a manual nightmare for accountants and active traders. This skill automates the normalization, deduplication, and matching of CSV exports into a traceable, reviewable dataset.
What it does
- Source Normalization maps disparate exchange schemas into a unified format while maintaining row-level provenance.
- Duplicate Detection flags potential double-counts based on source IDs and multi-factor similarity across timestamps and quantities.
- Transfer Matching identifies movements between accounts by correlating hashes, addresses, and fee-adjusted amounts.
- Gap Analysis highlights missing periods or transaction sequences where data continuity is broken.
- Cost-Basis Prep organizes acquisition and disposal data according to specific jurisdictional reporting methods.
How it works
- Scope and Inventory defines the tax period, reporting currency, and source files to establish the audit trail.
- Schema Mapping identifies transaction IDs, asset types, fees, and fiat values across all provided exports.
- Cross-Account Matching runs reconciliation logic to link transfers and flag unmatched movements as potential taxable events.
- Validation and Export generates exception logs and a final audit summary for human review.
Frameworks & tools
Works with standard crypto exchange CSV exports, blockchain explorer wallet histories, and accounting software import templates.
Why this beats prompting it yourself
Generic prompts often hallucinate missing data or fail to account for gas fees during cross-wallet transfers. This skill enforces strict provenance rules, ensuring every normalized row is traceable back to a specific source file and line number.
Use cases
- Clean up messy CSV exports from multiple exchanges for annual tax filing.
- Audit a high-frequency trader's wallet history for missing acquisition data.
- Prepare a transfer-match report to prove non-taxable movements between cold storage and exchanges.
Known limitations
Does not automatically apply tax treatment without jurisdiction facts. Requires manual review of flagged duplicate candidates and high-uncertainty matches.
Does not provide tax advice or guaranteed authority acceptance. Requires human review of flagged duplicates and gap leads. Scoped to provided files only.
How to use
- 1
Connect your agent to the Agensi MCP
Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup
- 2
Sign in to Agensi
Your agent shows a sign-in link. Sign in and click Allow.
- 3
Ask for what you need
Your agent loads this skill and uses it on your task. It always asks before any payment.
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