CryptoTax UK · Guide
How to generate a UK crypto tax report for HMRC
HMRC expects UK crypto investors to maintain complete records and report gains via Self Assessment. This page explains what a crypto tax report must contain, how to assemble one, and how to automate the process. Educational only — not tax advice.
Generate my tax report →What a crypto tax report must include
A compliant crypto tax report should show: every disposal during the tax year (date, asset, quantity, GBP proceeds); every acquisition (date, asset, quantity, GBP cost); how HMRC's matching rules were applied (same-day, 30-day, Section 104 pool); the gain or loss per disposal; total gains and losses for the year; and the SA108 box figures (13.1–13.5). HMRC may request the underlying records if they open an enquiry.
Step 1: Gather your transaction data
Export transaction histories (CSV format) from every exchange you used. Most major exchanges — Coinbase, Binance, Kraken, eToro — provide this under 'Account statements' or 'Tax reports'. Also export wallet transaction histories if you hold crypto on hardware wallets or DeFi protocols. Collect data for the full UK tax year (6 April to 5 April).
Step 2: Apply HMRC's calculation rules
Process each disposal through the three matching rules in order: same-day, then 30-day, then Section 104 pool. Calculate the gain or loss per disposal in GBP. This is the step most UK investors get wrong — exchange-provided reports often use US cost accounting methods (FIFO or LIFO) that don't comply with HMRC's rules.
Step 3: Generate your SA108 figures and report
From your disposal calculations, produce: total number of disposals, total proceeds, total allowable costs, total gains before losses, and total losses. These are the SA108 boxes 13.1–13.5. The CryptoTaxUK Premium plan generates a downloadable PDF accountant pack with all these figures calculated and formatted for your accountant or for your own filing.
Frequently asked questions
Does CryptoTaxUK generate the report automatically?
Yes — upload your exchange CSVs (or enter trades manually), and the Premium plan generates a downloadable PDF showing all disposals, matching rule applications, SA108 figures, and a summary for your accountant. Monthly Premium is £2, yearly £19.99, lifetime £39.99.
How long do I need to keep my crypto tax records?
HMRC recommends keeping records for at least 5 years after the Self Assessment filing deadline for the relevant tax year. For crypto, it's prudent to keep records going back to your first ever purchase, since Section 104 pool cost bases accumulate over time.
What if I no longer have access to old exchange data?
Contact the exchange — many retain records for several years. If unavailable, use daily price data from reputable sources (CoinGecko, CMC) as a best estimate of GBP value at transaction dates, and document your methodology.
Can I give the report directly to my accountant?
Yes. The CryptoTaxUK accountant pack is formatted to give directly to a UK tax accountant. It includes all disposal calculations, matched-rule workings, and SA108 figures, saving accountant time and your money.
More UK crypto-tax guides
Educational guidance only. CryptoTax UK is not a regulated tax adviser and the information above does not constitute tax, legal or financial advice. Always confirm your specific position with HMRC or a qualified accountant before filing.