Field Notes

What Records to Gather Before Filing Season

A practical checklist of documents offline wallet holders should collect before requesting a summary pack or meeting with their accountant.

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Field Notes

Reading a Cold Wallet Transaction Ledger

How to interpret the columns and entries in an accountant-ready wallet ledger, and what each field means for your tax filing.

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Field Notes

Hardware Wallet Types and Record Formats

How Ledger, Trezor, and other hardware wallets export transaction data — and what to send when requesting a summary pack.

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Practical guidance on organizing wallet records, understanding what your accountant needs, and preparing for filing season.