dTax Features

IRS-compliant capital gains engine supporting all major cost basis methods. Handles wash sale detection, Schedule D generation, and Form 8949 output ready for your tax filing.

• FIFO, LIFO, HIFO, and Specific ID cost basis methods
• Wash sale detection with 30-day lookback and partial disallowance
• Schedule D with $3,000 loss deduction limit and carryover tracking
• IRS Form 8949 in PDF and CSV (TurboTax compatible)

Import transactions from 20 exchanges and blockchain explorers. Auto-detect CSV formats or connect via read-only API keys for automatic syncing.

• Coinbase, Binance, Kraken, Gemini, Crypto.com, KuCoin, OKX, Bybit, Gate.io, Bitget
• MEXC, HTX, Bitfinex, Poloniex, plus Generic CSV format
• Etherscan and Solscan on-chain parsers (ERC-20, SPL, DeFi)
• CCXT API integration with encrypted key storage and auto-sync

Native support for decentralized finance and NFT transactions. Correct cost basis tracking through swaps, LP positions, bridges, and token wrapping.

• DEX swap, LP deposit/withdrawal/reward recognition
• Bridge and wrap/unwrap basis passthrough (10+ wrap pairs)
• NFT mint, purchase, and sale tracking with collection:tokenId
• Etherscan + Solscan DeFi activity parsing (13+ platforms)

Real-time portfolio view with unrealized gain/loss calculations, tax-loss harvesting opportunities, and multi-year comparison for strategic tax planning.

• Aggregated holdings with per-lot cost basis and holding period
• Tax-loss harvesting suggestions with wash sale awareness
• Multi-year report comparison (side-by-side ST/LT gains)
• CoinGecko price feed with auto-refresh and manual override

Your financial data stays under your control. Self-host with Docker, encrypt API keys at rest, and never share data with third parties.

• Self-hostable via Docker — your server, your data
• AES-256 encryption for exchange API keys at rest
• JWT authentication with bcrypt password hashing (12 rounds)
• No tracking cookies, no analytics, no third-party data sharing

Generate IRS-ready reports and export your data in multiple formats. Full JSON backup ensures you never lose your transaction history.

• Form 8949 PDF with Box A-F classification and fee adjustments
• Schedule D summary with Part I/II aggregation
• CSV export compatible with TurboTax and other tax software
• Full JSON backup including transactions, tax reports, and data sources

Automatically track and report ordinary income from staking rewards, mining, airdrops, and DeFi interest. Schedule 1 ready with full IRS Rev. Rul. 2023-14 compliance.

• Staking, mining, airdrops, and interest income breakdown
• Schedule 1, Line 8z ordinary income reporting
• IRS Rev. Rul. 2023-14 compliant valuation at receipt
• Combined capital gains + ordinary income tax summary

Stay ahead of evolving crypto tax regulations with built-in alerts for CARF 2027, the PARITY Act, 1099-DA covered/noncovered classification, and upcoming wash sale rule changes.

• 1099-DA covered vs noncovered security classification
• PARITY Act wash sale, stablecoin exemption, and staking deferral alerts
• IRS View showing what data the IRS receives from brokers
• Tax-loss harvesting alerts for pre-PARITY Act window

The GENIUS Act redefines stablecoins as payment instruments, not securities. dTax tracks evolving IRS guidance and applies the correct tax treatment to your USDC, USDT, and other stablecoin transactions automatically.

• Automatic stablecoin identification across 23 supported exchange formats
• Payment-use vs. investment-use stablecoin classification tracking
• Real-time IRS guidance alerts as GENIUS Act rules are finalized
• Retroactive recalculation when IRS clarifies 2025–2026 stablecoin treatment

Calculate crypto taxes using country-specific methods. dTax supports 8 methods — FIFO, PMPA, Total Average, UK Share Pooling, and more — with CARF compliance tracking for 67 jurisdictions.

• Germany FIFO with 12-month Spekulationsfrist tax-free exemption — built into the engine
• France PMPA (Prix Moyen Pondéré d'Acquisition) — weighted average cost basis, fully automated
• Japan Total Average (総平均法) — compliant with NTA guidelines, ready for 20.315% reform
• CARF-Ready — supports all reportable transaction types (crypto↔fiat, crypto↔crypto, DeFi, stablecoins) across 67 committed jurisdictions

Missing USD values are auto-filled using IRS-approved historical price sources. One-click batch fix — free for all users, no manual entry required.

• Auto-fetches from CoinGecko & CryptoCompare — IRS FAQ 27 approved sources
• One-click batch fix for all transactions with missing prices
• Every price stamped with source & timestamp — audit-ready
• Free for all plans — competitors charge for the same feature