The crypto tax workflow every CPA needs for Form 1099-DA
A standardized, repeatable workflow designed to turn crypto tax preparation from a chaotic headache into a profitable, scalable service line.
Everything CPAs and tax firms need to navigate the new crypto reporting requirements. From cost basis scenarios to client workflows—master 1099-DA compliance before your clients start calling.
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→ Form 1099-DA is the IRS's new digital asset reporting form that brokers must issue to clients starting in 2026 for the 2025 tax year
→ U.S.-based digital asset brokers and custodians are required to issue Form 1099-DA to clients who sold digital assets during the tax year
→ Form 1099-DA reports proceeds, acquisition dates, and cost basis when available, plus whether assets are covered or non-covered
→ The form reports only what the broker saw—transactions on their platform—not the taxpayer's complete digital asset activity
A standardized, repeatable workflow designed to turn crypto tax preparation from a chaotic headache into a profitable, scalable service line.
Form 1099-DA only captures broker activity—not complete crypto transactions. Get the checklist for APIs, wallets, and DeFi context needed.
Join Shehan Chandrasekera, CPA as he breaks down everything you need to know about Form 1099-DA reporting, including:
Turn crypto tax complexity into recurring revenue for your firm.
Give your clients access to CoinTracker to automatically transactions and save your team hours of manual reconciliation.
With standardized workflows and real-time data, your team can focus on delivering high-value advisory services.
Work with our team to onboard clients, troubleshoot edge cases, and stay updated on regulatory changes.
Earn recurring revenue for every client you refer to CoinTracker's platform.
A tax professional's playbook for the new crypto-reporting era