How We Reconcile Complex Crypto Transactions Using SUMM (CryptoTaxCalculator)

In this video, I demonstrate a professional crypto reconciliation and crypto tax reporting workflow using SUMM (formerly CryptoTaxCalculator)—the same process used by an experienced crypto accountant to prepare accurate, audit-ready crypto tax reports.

You’ll learn how a crypto accountant approaches end-to-end crypto reconciliation, including:
- Importing all wallets, blockchain addresses, and exchanges using APIs and CSV files
- Reviewing and fixing crypto transaction warnings, categorization issues, and pricing errors
- Identifying missing transactions and resolving negative crypto balances
- Matching incoming and outgoing transactions to correctly classify internal transfers as non-taxable
- Verifying portfolio balances across wallets, exchanges, and blockchains
- Using SUMM / CryptoTaxCalculator tools to validate gains, losses, and unrealized positions
- Final review steps before generating accurate crypto tax reports

This walkthrough is based on a high-volume crypto account with ~87,000 transactions dating back to 2019, highlighting the level of detail required for proper crypto reconciliation before tax filing.

This video is ideal for:
- Individuals struggling with crypto taxes and missing cost basis
- Accountants and tax professionals reviewing SUMM / CryptoTaxCalculator workflows
- Anyone looking to understand how professional crypto reconciliation is actually done

Important: Simply importing data is not enough. Proper crypto reconciliation is essential for reliable crypto tax reporting. If you need any assistance with crypto taxes, you can reach out to us at www.bitcounts.org or email us at hello@bitcounts.org

Видео How We Reconcile Complex Crypto Transactions Using SUMM (CryptoTaxCalculator) канала Bitcounts