dTax Features

Standards-aligned 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 29+ 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, Bitstamp, Upbit, Robinhood, WazirX, CoinDCX, ZebPay, plus Generic CSV format
• Etherscan, Solscan, and Bitcoin (Blockstream Esplora) on-chain parsers
• 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, multi-account breakdown, tax-loss harvesting, AI lot advice, and behavior analytics for strategic tax planning.

• Aggregated holdings with per-lot cost basis and holding period
• Tax-loss harvesting — identify losing positions to offset gains
• AI-powered Specific ID lot advice for optimal tax outcomes (PRO)
• Multi-account breakdown — holdings aggregated per exchange/wallet
• Transaction behavior analytics: monthly chart, top assets, activity patterns, and emotional trading pattern detection (buy-high/sell-low)
• Multi-year report comparison (side-by-side ST/LT gains)

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
• OFAC sanctions scan — checks all wallet addresses against the US Treasury SDN list (free)

Generate IRS-ready reports and export your data in multiple formats — from Form 8949 to audit-grade defense PDFs and proof-of-assets snapshots.

• Form 8949 PDF with Box A-F classification and fee adjustments
• Schedule D summary with Part I/II aggregation
• 1099-DA Reconciliation PDF — covered/noncovered gap analysis (PRO)
• Audit Defense PDF — comprehensive IRS defense report with transaction register (PRO)
• Holdings Snapshot PDF — signed proof-of-assets attestation for CPA review (PRO)
• CSV export compatible with TurboTax; full JSON backup of all data

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
• Rev. Proc. 2024-28 per-wallet basis isolation — required for US taxpayers from January 2025

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 29 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 12 methods — FIFO, PMPA, Total Average, UK Share Pooling, AU CGT Discount, CA ACB, KR VDA, IN VDA, ES CGT, 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 Industry-standard historical price sources. Fully automatic — triggers after every import with no manual steps required.

• Auto-fetches from CoinGecko & CryptoCompare — IRS FAQ 27 approved sources
• Automatically triggered after every wallet sync, CSV import, and exchange connection
• Every price stamped with source & timestamp — audit-ready
• Free for all plans — competitors charge for the same feature