My Portal — Bit Bookkeeper OS

Account Status

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Filing Status

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Next Deadline

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Portfolio Value
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Est. Tax Liability ?

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Wallets Connected

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Tap to manage

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Drag & drop files here, or click to browse

Upload tax documents, statements, or anything your advisor needs

PDF Images Word Excel CSV Max 10MB

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Advisor Messaging Bit Bookkeeper OS team 📅 Book a Call

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🔗 Quick Connect

Add a Wallet Address

Run analysis across all your wallets at once to populate the unified Ledger view.

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No wallets saved yet

Add your first wallet address above to run a detailed tax analysis.

🔗 Multi-Wallet Ledger

Unified view across all your wallets. Run fresh analysis before reviewing.

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Your Profile

Full Name

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Crypto Holdings

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Filing Status

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Account Since

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Tax Preferences

Default Cost Basis Method ?

Applied automatically to all wallets and tax forms. You can override per-analysis.

Tax Jurisdiction 🌍

Country / Tax Authority

Determines applicable tax rules, base currency, and report format. Your CPA can update this if needed.

🇬🇧 HMRC Tax Reports

Generate jurisdiction-specific tax reports based on your wallet activity.

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Advisor Contact

Send a message in the Messages tab

info@bitbookkeepers.com

📊 Live Portfolio

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Tax Position Analysis

Portfolio Overview

Unified tax position across all wallets · Cross-wallet cost basis tracking

Total Realized Gain / Loss

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Total Proceeds

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Total Cost Basis

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Short-Term Gains

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Held < 1 year · ordinary rates

Long-Term Gains

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Held ≥ 1 year · preferred rates

DeFi Income

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Staking + yield + airdrops

Total Transactions

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Wallets Analyzed

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Open Lots (Unrealized)

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📄 Unified Form 8949

All wallets combined · IRS-ready · Schedule D

Wallet Breakdown

Wallet	Chain	Lots	Disposals	Proceeds	Cost Basis	Gain / Loss	Status

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No portfolio data yet

Add your wallet addresses, then click Run Portfolio Analysis to see your unified tax position across all wallets.

⛓ DeFi Positions

Live positions across LP pools, staking, lending & yield farming

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DeFi Position Tracker

Scan your connected wallets for active LP positions, staked assets, lending deposits, and yield farming across ETH, ARB, BASE, OP, Polygon, and AVAX.

Tax-Loss Harvesting

Proactively reduce your tax liability · AI-ranked opportunities sorted by dollar impact

⚠️ For informational purposes only. Tax-loss harvesting involves complex tax rules. Crypto wash-sale? regulations are not yet finalized by the IRS. Consult your advisor before executing any trades.

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Discover Tax Savings

Scan your portfolio to find unrealized losses you can harvest to offset gains and reduce your tax bill.

Requires cost basis analysis on your wallets

🧠 Tax Optimizer

Proactive savings recommendations across 5 modules · Updated by your advisor

⚠️ For informational purposes only. These recommendations are estimates based on your portfolio data. Tax laws are complex and subject to change. Always consult your advisor before executing any tax strategy.

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Your Personal Tax Optimizer

Your advisor scans your portfolio across 5 modules — tax-loss harvesting, bracket management, holding period alerts, QSBS tracking, and cost basis optimization — to surface proactive savings.

Tax Liability Estimator

Live tax exposure · Quarterly estimates · Holding period countdowns

⚠️ Estimates only. Uses simplified federal rates (ST 37%, LT 20%). Does not include state taxes, deductions, credits, or alternative minimum tax. Consult your tax advisor before making decisions.

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Real-Time Tax Command Center

See exactly what you owe this quarter, your projected year-end tax bill, and which positions to hold for long-term treatment.

Requires portfolio cost basis analysis on your wallets

🏛️ Estimated Q Tax Due

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📊 Projected Year-End Bill

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💰 ST vs LT Breakdown

Short-Term

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Long-Term

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37% ST · 20% LT (federal estimate)

🛡️ TLH Potential

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Quarterly Realized Gains Breakdown

Quarter	Short-Term Gains	Long-Term Gains	DeFi Income	Est. Tax	Payment Due

📈 Year-End Projection

YTD Confirmed Tax

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Full-Year Projection

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Year Elapsed

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Projection assumes current pace continues. Unrealized positions not included — run Portfolio Analysis to factor in open lots.

Holding Period Tracker

1099-DA Reconciliation

Match IRS broker reports against your actual on-chain activity · Catch errors before they cost you

📄 1099-DAs Issued to You

Forms prepared by Bit Bookkeepers for your IRS filing

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Upload 1099-DA CSV

Export your 1099-DA as CSV from your exchange/broker and upload below. Need a template? Download sample CSV

Broker / Exchange

Tax Year

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Drop CSV here or click to browse

CSV format · Max 10MB

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No 1099-DA forms yet

When exchanges start issuing 1099-DA forms, upload them here to automatically check for errors, duplicate reporting, and basis mismatches — before you file.

What we check:
✅ Transactions that match perfectly
⚠️ Wrong cost basis reported by broker
⚠️ Disposals missing from 1099-DA
❌ Duplicate/extra entries from broker
💰 Total tax impact of all discrepancies

🔑 Connect via API

No CSV needed — we pull your full transaction history automatically using read-only API keys.

🔒 We only request read access. We cannot move funds or execute trades.

No API connections yet. Click + Connect Exchange to get started.

OR IMPORT MANUALLY VIA CSV

📂 Import Exchange Data

Upload CSV exports from Coinbase, Kraken, or Binance. Transactions are automatically parsed, cost basis is calculated using FIFO, and results appear in your Portfolio and Form 8949 export — no extra steps needed.

✓ Coinbase ✓ Kraken ✓ Binance ✓ Ledger Live

📖 How to export your CSV

Coinbase

Taxes → Documents → Generate 2023 report → Download CSV

Kraken

History → Export → Trade History (recommended) or Ledgers → Download CSV

Binance

Orders → Trade History (recommended) or Transaction History → Export

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Drop CSV here or click to browse

Coinbase · Kraken · Binance · Max 25 MB

Exchange (optional override):

Import History

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No exchange imports yet

Upload a CSV above to get started.

Connect Exchange Account

Choose your exchange:

🔔 Taxable Event Alerts

Real-time monitoring of your connected wallets. New swaps, airdrops, staking rewards, and NFT sales appear here automatically.

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How monitoring works: After clicking Enable Monitoring, we scan your EVM wallets (ETH, ARB, BASE, etc.) every 4 hours for new transactions. Each taxable event shows an estimated tax impact based on a 37% marginal rate — your actual rate may differ. Consult your tax advisor before filing.

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Get Instant Alerts on Your Phone

Enable push notifications to be notified of taxable events, estimated payment reminders, and holding period milestones — even when the app is closed.

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💰 Current Balances

Live on-chain valuations · updated from CoinGecko · compare against QBO for balance sheet reconciliation

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📚 Accounting Setup

AI-generated QuickBooks Online Chart of Accounts · personalized to your actual crypto activity

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How it works: We analyze your full transaction history — swaps, LP positions, staking rewards, NFTs, airdrops, exchange imports — and generate a custom QBO Chart of Accounts with only the accounts relevant to your activity. Download as a CSV and import directly into QuickBooks Online.

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Generate Your Chart of Accounts

Connect your wallets and exchanges first, then click Generate to get a personalized QBO-ready Chart of Accounts based on your actual crypto activity.

📒 QuickBooks Journal Entry Export

Generate double-entry journal entries from your full crypto transaction history · import directly into QBO

From

Journal Entries

Filter:

JE Ref	Date	Account	Debit	Credit	Memo	Source Tx

Account Totals

📋 How to Import Journal Entries into QBO

Option A — CSV Import:

Download the CSV file above
QBO → + New → Journal Entry
Use the date/account/debit/credit columns to enter each line
Save each journal entry

Option B — IIF Import (Desktop):

Download the IIF file above
QB Desktop → File → Utilities → Import → IIF Files
Select the downloaded .iif file
All journal entries import in one step

Your Bit Bookkeepers advisor can assist with QBO journal entry review and import.

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Export Journal Entries to QuickBooks

Select a date range and click Generate Journal Entries to create double-entry accounting records from your crypto transactions, ready for QBO import.

📅 Monthly Reconciliation

ASU 2023-08 compliant fair value adjusting entries · bridges QBO cost basis to live market values

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GAAP Compliant: Under ASU 2023-08 (effective 2025), crypto assets must be measured at fair value monthly. This generates the single adjusting journal entry per asset that reconciles your QBO cost basis records against live market prices — posting only the change in unrealized gain/loss each month.

Month

Year

Adjusting Entries

Asset	QBO Cost Basis	Market Value	Unrealized G/L	Prior Month FV	Change This Month	Adj. Entry	Status

📋 How to Post Month-End Adjusting Entries in QBO

Download the IIF or CSV file above
In QBO → + New → Journal Entry
Set date to last day of the month
Post the DR/CR pairs per the entries below (one journal entry per asset with material change)
Add memo: "Month-end fair value adjustment per ASU 2023-08"

Your Bit Bookkeepers advisor can review and post these entries on your behalf.

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Run Your First Month-End Reconciliation

Select a month and click Run Reconciliation to generate ASU 2023-08 compliant fair value adjusting entries for import into QuickBooks.

🔗 Accounting Platform Connections

Connect your accounting software to push journal entries and month-end adjustments directly — no CSV export needed

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QuickBooks Online

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Xero

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NetSuite

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📗 QuickBooks Online Sync

Push journal entries and month-end adjustments directly to QBO — no CSV export needed

Connected to QuickBooks

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Synced

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Failed

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Pending

Never

Last Sync

Sync Log

JE Ref	Type	Status	QBO Txn ID	Error / Note	Synced At
No sync history yet

🔵 Xero Sync

Push journal entries and month-end adjustments directly to Xero

JE Ref	Type	Status	Xero Journal ID	Error / Note	Synced At
No sync history yet

🟣 NetSuite Sync

Push journal entries to NetSuite via Token-Based Authentication — enterprise-grade, batch processing included

JE Ref	Type	Status	NetSuite ID	Error / Note	Synced At
No sync history yet

🗂 Form 8949 — Per-Year Filing Center

Each year is independently gate-checked before generating. Eligible years generate immediately; problem years route to CPA review.

📄 IRS Tax Forms

Form 8949 · Schedule D · Schedule 1 — IRS-ready from your crypto transaction data

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What this generates: IRS Form 8949 (all capital disposals — short-term Part I and long-term Part II), Schedule D summary (lines 7 & 15), and Schedule 1 notes for any staking/airdrop ordinary income. Preview in-browser, then download a software-specific CSV formatted for direct import into Drake, ProConnect, UltraTax CS, ProSeries, or CCH Axcess — no column remapping needed. Each download comes with step-by-step import instructions. Pulls from your analyzed wallets using the selected cost basis method.

📊 Import Into Tax Software — formatted for direct import, no column remapping needed

Import Instructions

📝 Cover Memo for Accountant

Internal Revenue Service

Form 8949

Sales and Other Dispositions of Capital Assets

Tax Year — · Cost Basis Method: —

Total Disposals

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Total Proceeds

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Total Cost Basis

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Net Gain / Loss

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Part I — Short-Term Capital Transactions (Assets held 1 year or less)

IRS Checkbox: C — Not reported to IRS

(a) Description	(b) Date Acquired	(c) Date Sold	(d) Proceeds	(e) Cost Basis	(f) Code	(h) Gain/(Loss)
Totals — Part I (carry to Schedule D, Line 1b or 1c)			—	—		—

Part II — Long-Term Capital Transactions (Assets held more than 1 year)

IRS Checkbox: F — Not reported to IRS

(a) Description	(b) Date Acquired	(c) Date Sold	(d) Proceeds	(e) Cost Basis	(f) Code	(h) Gain/(Loss)
Totals — Part II (carry to Schedule D, Line 8b or 8c)			—	—		—

Internal Revenue Service

Schedule D

Capital Gains and Losses

⚠️ Disclaimer: This report is AI-generated from on-chain data and should be reviewed by a qualified crypto tax professional before filing. Accuracy depends on available price data and transaction classification. Prepared using the FIFO method. Crypto wash sale rules pending IRS guidance.

🏛️ Legal Entities

View your wallets and exchanges organized by legal structure — LLCs, trusts, DAOs, and personal holdings

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Good morning

🚨 Action Required

Protect Against IRS Audits

📋 File an Audit Claim

Add a Wallet Address

📦 Open Tax Lots

📊 Live Portfolio

Portfolio Overview

🖼 NFT Holdings

⛓ DeFi Positions

Tax-Loss Harvesting

✅ Actioned Opportunities

🧠 Tax Optimizer

✅ Actioned / Dismissed Recommendations

Tax Liability Estimator

1099-DA Reconciliation

💰 Current Balances

📚 Accounting Setup

📒 QuickBooks Journal Entry Export

📅 Monthly Reconciliation

🔗 Accounting Platform Connections

📗 QuickBooks Online Sync

🔵 Xero Sync

🟣 NetSuite Sync

🗂 Form 8949 — Per-Year Filing Center

📋 Audit Pack — —

📄 IRS Tax Forms

📝 Cover Memo for Accountant

🏛️ Legal Entities

🔄 Inter-Entity Transfer Report

Account Change History

📅 Tax Calendar

⚖️ Audit Defense