1. Dates
Check that each buy, sell, swap, and staking receipt has the right date. Discount treatment and income timing both depend on this.
This checklist exists for investors who do not need a long guide. They need to know what to verify before entering a year into a crypto tax calculator and assuming the result is directionally safe.
Check that each buy, sell, swap, and staking receipt has the right date. Discount treatment and income timing both depend on this.
Check that every disposal and reward has a defendable AUD value at the time of the event.
Track fees in AUD separately rather than burying them inside rough totals.
Know whether the event was a buy, a sale, a swap, or staking income. Wrong labels produce clean-looking wrong answers.
For swaps, make sure both sides are recorded. The outgoing asset drives the disposal and the incoming asset becomes a new parcel.
If your year includes DeFi, NFTs, or entity tax questions, use the coverage page before relying on this estimator.