What does CryptoBooks do exactly?

CryptoBooks is a software or web app that connects to your crypto exchanges, wallets, and blockchains. It reconstructs your entire transaction history, from your first operation to the most recent. Based on this history, it calculates your capital gains and losses year by year, using GBP valuations. At the end of the process, it provides accurate tax reports to help you understand how much you owe and where to enter each value in your Self Assessment tax return.

How does the free version work?

You can register and start using CryptoBooks for free, no credit card required. The free version lets you connect your exchanges and wallets, import transactions, categorise operations, manage transfers and review your tax position. You’ll see everything except the final downloadable tax reports. To export those reports or share them with your accountant, you’ll need to choose a subscription. Until then, you can use the platform without time limits.

How does CryptoBooks help me with my tax return and ensure accuracy?

In the UK, all capital gains and losses from crypto transactions must be reported in your Self Assessment tax return. HMRC considers even crypto-to-crypto trades as taxable disposals. CryptoBooks automatically calculates your gains and losses using GBP values and applies the correct UK tax rules, including same-day and 30-day matching. The software also handles complex cases such as staking rewards, mining income, liquidity pooling, and airdrops. You just connect your wallets and exchanges, and CryptoBooks reconstructs your entire history, flags any inconsistencies, and produces an HMRC-ready report with all the figures you need: accurate, complete, and aligned with UK requirements.

Is the software updated to the latest UK crypto tax laws?

Yes. CryptoBooks is developed by a team specialised in crypto taxation and is regularly updated to reflect HMRC’s latest rules and guidance. It applies current UK tax treatments for disposals, income, and cost basis calculations, including same-day and 30-day rules. The software ensures that all figures in your report comply with UK tax law and are ready for Self Assessment.

Does CryptoBooks replace my accountant?

No. CryptoBooks organises your crypto transaction history, calculates gains and income according to HMRC rules and generates accurate reports. Your accountant uses these figures to complete your Self Assessment and advise on the best filing strategy. CryptoBooks handles the data; your accountant handles the declaration. Think of it as your crypto bookkeeper.

Why should I choose CryptoBooks over other tools?

CryptoBooks prioritises accuracy and compliance. While other software might give you a quick estimate, CryptoBooks checks your data for errors and inconsistencies and helps you fix them, either automatically or manually. This ensures that the final report reflects your real tax position under UK law. It supports complex use cases, stays fully aligned with HMRC guidance, and is continuously updated. You can try it for free, without limits on usage, and decide if it meets your needs before subscribing. If you want reliability and legal precision, CryptoBooks is built for that.

I know nothing about crypto taxation: can I still use CryptoBooks?

Yes. CryptoBooks is built for everyone, including users with no tax or finance background. The interface is simple and intuitive, with clear guides, tooltips, and real-time support from our team if you need help. Whether you’re a beginner or an experienced trader, CryptoBooks helps you understand your tax position without needing to be an expert.

What do "Connection" and "Integration" mean at CryptoBooks?

When we talk about "Connections" and "Integrations" in CryptoBooks, we mean the possibility of connecting a platform you use, a wallet, or even your public address on a specific blockchain to our software. Once the connection is made, CryptoBooks automatically imports cryptocurrency transactions made on that platform/wallet/blockchain. Then, it reconciles them with those already imported to recreate the history of your crypto movements and generate the necessary tax reports.

How do I connect one of my platforms to CryptoBooks?

Are connections secure?

Yes. All API connections in CryptoBooks are strictly read-only. Even if a non–read-only key is mistakenly provided, CryptoBooks will never perform any operations, only data reading. The system is designed to ignore any write or trading permissions by default. In addition, CryptoBooks uses industry-standard encryption and secure protocols to protect your data and connection details at every stage. Your transaction history is safe, and your keys are never exposed or used beyond their intended purpose.

Once a platform is connected to CryptoBooks, does it automatically update when I make new transactions?

Yes, if the platform is connected via API, new transactions are imported automatically, keeping your data up to date without any manual action. If you’ve imported transactions using a CSV file, updates are not automatic: in that case, you’ll need to periodically download a new CSV from the platform and upload it again to CryptoBooks to reflect the latest activity.

How can I verify that transactions from a connected platform have been correctly imported?

After importing, you can view all transactions from each source directly in CryptoBooks and check that the data matches what’s on your exchange or wallet. If the volume is high, you don’t need to review everything manually: CryptoBooks automatically detects inconsistencies, missing data, duplicates, and common errors. When something’s off, the system notifies you and suggests how to resolve the issue, either through guided correction or automated tools.

Can I connect both exchanges and wallets, including hardware wallets?

Yes. CryptoBooks supports both centralised platforms (like Binance, Coinbase, Kraken, Bybit) and wallets. You can connect DeFi wallets such as MetaMask, desktop wallets like Exodus or Electrum, and also hardware wallets like Ledger or Trezor by linking their public blockchain addresses. All sources can be integrated to ensure complete coverage of your crypto activity.

Can I connect multiple wallets or public addresses from the same blockchain?

Yes. You can connect all your public addresses across any blockchain supported by CryptoBooks. If you’ve already connected other wallets from the same chain, there’s no issue: CryptoBooks automatically detects duplicate transactions, alerts you if needed, and removes any duplicates to avoid errors in your reports.

What is the purpose of the crypto tax reports provided by CryptoBooks?

CryptoBooks’ tax reports contain all the data you need to correctly fill in your Self Assessment tax return. In the UK, capital gains, losses, and certain types of crypto income must be reported using precise values in specific sections of the return. The report shows these figures clearly and indicates where each one should be entered, helping you stay compliant and avoid mistakes.

What are the sample reports?

Sample reports contain fictional data and are designed to show you what a full CryptoBooks tax report looks like before you purchase a subscription. They let you preview the structure, level of detail, and clarity of the reports, so you can see exactly how they support your Self Assessment tax return.

Do the CryptoBooks reports include everything needed for my UK tax return?

Yes. Our reports have been used by thousands of users to complete their Self Assessment tax returns. They include all the necessary data to correctly and fully fill out each relevant section. You won’t need anything else.

Why are there 6 different reports? Do I have to use them all?

CryptoBooks provides 6 reports for various scenarios. Clearly, you will only use those that are relevant to your situation. For instance, if you earned income in crypto or engaged in staking, you can use the Income Report, while if you were involved in trading, the Capital Gain Report will be what you need. You have all the tools to comply with tax regulations!

Do I need to be an accountant to read and use these reports?

No. The reports are designed to be clear and easy to understand, even if you have no background in accounting or tax. You can use them yourself to complete your tax return, or share them with your accountant, who will find them clear, complete, and accurate—just as many others have already done.

Can I send the report "as it is" to my accountant?

Yes. The reports are ready to use and contain all the information your accountant needs to complete your tax return. The format is clear and structured for professional use. Once you receive the report by email, you can simply forward it, no edits or explanations needed.

What do I need to do to get my tax reports?

First, you’ll need to purchase a CryptoBooks license. Until then, you can use the free version to connect your platforms, import transactions, and preview your tax data, but downloading reports is only available with an active license. Once you’ve subscribed, the system checks your data for errors or inconsistencies and guides you through fixing them. After that, your reports are ready to download: accurate, reliable, and audit-proof.

Can I try CryptoBooks before paying?

Yes. You can use CryptoBooks for free with no time limit to import your full transaction history, check your capital gains and losses, and monitor your portfolio. Payment is only required if you want to download your official tax reports. Some advanced features may also be restricted until you activate a license.

What sets apart CryptoBooks plans?

CryptoBooks plans differ mainly by the number of transactions they support and the features they unlock. While the free version lets you import and review your data, only paid plans give you access to tax reports and advanced tools.

And if I reach the transaction limit set by my plan?

No problem. You can upgrade your plan at any time by paying only the difference between your current plan and the new one. The remaining time on your existing plan is prorated, so you don’t lose anything and pay only for the additional value.

If I have a discount code, where can I enter it?

You can enter your discount code during the payment process. There’s a dedicated field clearly visible on the checkout page, just type in your code and click “Apply.” The discounted price will appear immediately in your cart. Once you complete the payment, the code is considered used.

What is the refund policy?

You can request a refund within 14 days of purchase by contacting customer support, as long as you haven’t downloaded any tax reports. Once a report is downloaded, the refund is no longer available. We may ask for feedback to better understand your experience and improve the service.

Are my payment details secure?

Yes. CryptoBooks does not store your payment information. All payments are processed securely through Stripe, a global leader in online transactions. Stripe uses advanced encryption and industry-standard security protocols to protect your data at every stage.

What features make CryptoBooks better than other crypto tax software?

CryptoBooks is designed specifically for the UK and applies HMRC-compliant rules, unlike many tools that rely on generic tax logic. The calculation engine is built to handle cost basis, pooling, and matching rules with precision, ensuring every gain or loss is accurately reconstructed. Transfers between your wallets and platforms are correctly matched to prevent false disposals, an error that can lead to overpaying tax if not handled properly. CryptoBooks helps you pay only what’s due, nothing more. It also detects and excludes SPAM tokens, scams, and irrelevant transactions, handling inconsistencies and rounding issues with advanced logic. When pricing data is missing, it uses average exchange rates to maintain valuation accuracy. Support is another key difference. With CryptoBooks, you have access to a specialised team via chat and email who understand both the software and the tax framework behind it, offering answers that are precise, not generic.

Can CryptoBooks and its AI solve all the issues in my bookkeeping?

Yes. CryptoBooks includes an intelligent mode that automatically handles most of the issues in your transaction history. Once activated, the software detects and fixes errors, assigns exchange rates, matches transfers, and resolves inconsistencies, so you can focus on results, not manual cleanup. If you prefer to review and adjust everything yourself, you can do it at any time. This gives you full control over each transaction and lets you manually manage every detail of your bookkeeping.

There are a lot of features, but how do I know how to use them all?

CryptoBooks offers a wide range of tools, but the platform is designed to guide you through each step with clarity. Ease of use is a priority, and you’re never left on your own. Support is always available via chat or email to help you with any issue. And if you’d rather not manage the process yourself, there’s also a premium service that lets a professional handle everything for you, ideal if you simply want your tax position sorted without having to think about it.

I’m not an expert in taxation: is this software suitable for me?

Yes. CryptoBooks is built to be used by anyone, even if you have no background in tax or accounting. While it offers all the precision and features professionals expect, the interface is simple and guided. You just connect your platforms, follow the steps, and download your reports, accurate and ready to use, with no technical knowledge required.

How does CryptoBooks help me with my tax return and ensure it’s accurate?

In the UK, you’re required to report any capital gains or losses from your crypto activity in your Self Assessment tax return. The tax due varies depending on your personal situation and total gains. CryptoBooks handles all common crypto scenarios, staking, mining, liquidity pooling, farming, airdrops, and more, applying the correct UK tax treatment to each case. You just connect your platforms and wallets. The software reconstructs your full transaction history, applies HMRC rules, and generates a report that shows exactly what data goes where in your tax return, box by box, error-free.

Is the software kept up to date with UK crypto tax laws?

CryptoBooks is developed by a team of experts in crypto accounting, with the primary aim of supporting UK taxpayers. It is regularly updated in line with the latest UK regulatory developments, ensuring you remain fully compliant at all times.

How does the free version work?

You can use CryptoBooks for free with no time limit and no credit card required. The free version lets you connect your wallets and exchanges, import and review transactions, manage categories and transfers, and monitor your tax position. To download your official tax reports or unlock advanced features, you’ll need to purchase a licence. Until then, you can explore the full platform and see exactly how it works.

Where can I find information on crypto taxation and how to use the software?

You’ll find everything you need in the Help section, which includes detailed guides and tutorials, many of them dedicated to specific exchanges and wallets, with step-by-step instructions on how to connect them to CryptoBooks. For tax-related topics, our blog covers UK-specific crypto tax rules and practical use cases. We also run free webinars every other week on blockchain, taxation, and how to use CryptoBooks effectively. Recordings are uploaded to our YouTube channel for on-demand access. In addition, every two weeks we host exclusive webinars for customers, where we answer selected questions in detail. Every week, we send out a newsletter with crypto tax updates, new features, blog articles, and upcoming webinars. If you need direct help, our Customer Support team is available via chat or email.

What kind of support do you provide to your customers?

CryptoBooks offers multiple levels of support to meet different needs. You can always contact us by email at customer.support@cryptobooks.tax, even if you’re not yet a customer. If you’re using the software, whether on the free version or with a paid plan, you also have access to our in-app chat, with fast response times from our support team. Every two weeks, we run a dedicated Q&A webinar for CryptoBooks customers. In the days leading up to it, you’ll be invited to submit your questions, and they’ll be answered live during the session. For those who prefer to delegate everything, we also offer the Crypto Accounting Service: a premium option for users who want an expert to handle their entire crypto bookkeeping. You can access more details about this service directly in the app or on the website.

What if I want to delegate my entire crypto bookkeeping to one of your experts?

You can. The Crypto Accounting Service is designed precisely for that. Just write to cryptoaccounting@cryptobooks.tax and describe your situation. One of our experts will handle everything for you, from data import to report delivery.

I want to establish a business partnership with CryptoBooks. Who should I contact?

We welcome new business partnerships and already collaborate with dozens of companies across the crypto and financial sectors. To propose a partnership, email marketing@cryptobooks.tax. Our marketing and partnerships manager will review your proposal and get back to you promptly.

How long do I have to wait before receiving a response?

Our customer support team responds quickly, often within minutes during working hours. You can contact us via email or use the in-app chat for faster replies. Either way, you won’t be left waiting: we prioritise fast, accurate support.

Is customer support in English?

Yes. Customer support is fully in English and handled by experts in UK crypto bookkeeping. You’ll be assisted by professionals who understand both the language and the tax context in detail.

Do you provide guides on crypto taxation and bookkeeping?

Yes. We publish detailed guides on our blog covering all key aspects of crypto taxation and bookkeeping. We’re also working on full-length ebooks to explore specific topics in depth. To stay updated, check your email for our newsletters, follow us on YouTube, and join our webinars for regular insights and practical advice.