High-volume DeFi
Multi-chain liquidity, staking, lending, bridge, and reward histories that need source-by-source review.
ChainTax Concierge
A complex crypto history, prepared with you.
For high-volume or fragmented UK portfolios, we run the imports, investigate material issues, and prepare reviewable tax working without hiding what still needs your or your accountant's judgement.
Typically £249–£449 per tax year · Quote first · No commitment
For a first contact, do not send private keys, seed phrases, passwords, API secrets, authentication codes, full transaction histories, complete tax reports, unnecessary identity documents, unnecessary wallet addresses, transaction hashes, or source files. Send only the tax year or years, an approximate transaction-record band, broad source categories, broad activity types, and any deadline. We will agree the next appropriate step if more information is genuinely necessary.
Managed run
Evidence status
Wallet and CSV historyComplete
Supported classificationsChecked
Material price gaps1 needs evidence
Section 104 arithmeticChecked
We do not force unresolved evidence through the positive state to meet a delivery date. The blocker is delivered with the report and the next evidence needed.
When self-serve is not the right fit
More sources, more history, or more investigation than you want to manage alone.
Fragmented ownership history
Several wallets, cold-storage rotations, exchange accounts, and acquisition records that must feed one pool.
NFT and off-chain activity
Marketplace activity plus source histories that cannot be reconstructed from a wallet alone. Derivatives venues may require separate exports.
What is delivered
The calculation, the evidence boundary, and the audit trail.
Calculated report
PDF and CSV output with SA108-oriented totals, income, fees, disposals, and loss carry-forward where applicable.
Show Working
Matching rule, pool movement, proceeds, allowable cost, price source, confidence, and intervention history for each disposal.
Unresolved-items list
Missing source history, unsupported activity, price gaps, and judgement points remain named and prioritised by materiality.
Assurance change log
We record material corrections made during the run and distinguish expected audit movement from unexplained movement.
How it works
A bounded assurance process, not a black-box service.
- 1
Scope the portfolio
Send the tax years, approximate volume band, source categories, broad activity types, and deadline. Do not email portfolio identifiers or source files.
- 2
Receive a fixed quote
We confirm what ChainTax can cover, what source history is required, the expected timetable, and a one-time price.
- 3
Run and investigate
We import, classify, match, price, and investigate material blockers. Missing evidence is raised with you rather than guessed.
- 4
Receive the prepared working
You receive the reports, unresolved-items list, change log, and 14 days of clarification support.
Data handling
Read-only access and explicit source boundaries.
Public wallet addresses are read-only. Exchange activity is included only through the files you provide. We never need private keys. You can request deletion of the imported portfolio records after the support window, subject to payment and legal record-retention obligations.
Read the privacy policySource history still matters
Wallet data cannot reveal every off-chain trade, centralised exchange fill, or realised derivatives result. Where an activity requires a separate export or adviser judgement, the delivery will say so.
Important boundaries and manual checks
These are calculation boundaries, current-law choices, and coverage gaps to review before relying on a report.
- •stETH rebases: ChainTax estimates rebase income from periodic wallet-balance snapshots (monthly and at tax-year boundaries), net of transfers, then values the increase on the snapshot date. This covers every fully synced Ethereum wallet on the account, but it is not a daily receipt-by-receipt reconstruction.
- •Receipt-token deposits: For supported Aave, Compound V2, Yearn, and Convex actions, ChainTax currently treats decoded deposits and withdrawals as transfers and carries Section 104 basis when both economic legs are present. Missing required legs are sent to Needs review. EigenLayer automation covers StrategyManager LST restaking, not native-ETH EigenPod restaking. HMRC's current CRYPTO61620 treatment depends on beneficial ownership and can treat a token exchange as a disposal. Draft NGNL rules were published on 13 July 2026 for qualifying arrangements from 6 April 2027, but are not yet law. Ask a tax adviser before changing current-period treatment.
- •Internal ETH returns: Known Rocket Pool and cbETH methods use trace data to recover ETH returned through internal calls; if that data is unavailable, the event stays in Needs review. Nexus Mutual sales can instead use the NXM market value as a fallback, and the event note says when that happened.
- •Chain coverage: Automatic on-chain sync supports Ethereum, Arbitrum, Optimism, Base, and Polygon. Other networks, including Solana and Avalanche, need a supported CSV import or manual records.
Full detail: How it works → Important boundaries
Questions
Before you request a quote
Who is Concierge for?
UK investors whose portfolio is above the 10,000-transaction self-serve limit, spans several wallets or sources, or needs hands-on investigation before an accountant can review the figures.
What does it cost?
We review the scope first and send a fixed quote, typically £249–£449 for one tax year. Larger or unusually complex cases may need a different quote or a specialist accountant.
What do I receive?
Calculated PDF and CSV reports, per-disposal Show Working, a summary of material changes, and a named unresolved-items list. The report only reaches a positive accountant-review state when the evidence checks pass.
Does this include filing or tax advice?
No. Concierge prepares the calculation and evidence for your review or your accountant. It does not submit your tax return, decide legal positions for you, or replace professional advice.
Do you need private keys?
Never. Public wallet addresses and the exchange exports you choose to provide are sufficient. Some centralised or off-chain activity, including derivatives trading, requires separate source history.
How long does it take?
The usual target is 2–5 business days after payment and receipt of the required source files. Material evidence gaps can extend that timetable; we report them rather than forcing the portfolio into a finished state.
Start with the scope, not a commitment.
Send the tax years, approximate volume band, source categories, broad activity types, and any deadline. We will reply with a coverage view and fixed quote.
Request a fixed quoteFor a first contact, do not send private keys, seed phrases, passwords, API secrets, authentication codes, full transaction histories, complete tax reports, unnecessary identity documents, unnecessary wallet addresses, transaction hashes, or source files. Send only the tax year or years, an approximate transaction-record band, broad source categories, broad activity types, and any deadline. We will agree the next appropriate step if more information is genuinely necessary.
Need filing advice rather than calculation evidence? Start with an accountant.