Provider review

Tax software products are reviewed on the named tax form they produce for your country and filing year (32%), which lot they decided you sold and whether your tax authority requires that method (26%), what they do with DeFi, staking, NFTs, a rug and transfers between your own wallets (22%), and whether your accountant can take the output without redoing it and your per-lot basis leaves with you if you stop paying (20%). The form leads because the filed artefact is scored, never the country count: a served vendor page must name a statutory form, its jurisdiction and the year being filed, and when the newest form is for a closed tax year, that is worse than none because it looks fileable.

Basis method fidelity — 6/10

Verified 19 August 2026 against the provider's own published sources; read again 29 September 2026.

Tradeoff: UPHELD, with one item added and one quote re-sourced. That the plan you bought does not produce the thing the marketing page sold, and that the real work costs more. (1) /features advertises "Form 8949, Schedule D" AND "International forms" under "Our software automatically generates every tax form you need to complete your filings—whether you file with us or a different provider, such as TurboTax.", but the help centre states "Includes information that TokenTax does not have access to for crypto-only clients. TokenTax is unable to generate this form unless we are handling your full tax return. Your tax preparer is responsible for your Schedule D." — and no page anywhere names a single international form. (2) Outside the US there is no form at all — every tier promises only an "IRS Form 8949 or relevant international report", and TokenTax's own Sweden guide tells the filer to "Log in to Skatteverket, open form K4 (D). List each disposal’s cost basis, proceeds, and result" by hand. (3) Buying the cheap tier and then importing your full history to establish basis silently burns your cap: "Import the complete historical data needed to establish accurate cost basis. Your plan's transaction allowance still applies; importing historical data does not make the plan's transaction limit unlimited." (4) Surcharges land after purchase and are published only inside the help centre, never on /pricing: "Margin Processing: This service is $399 and includes processing of margins, derivatives, and futures data.", "It is available for purchase for $49 for Basic Plan or Premium Plan holders." for FBAR, and full filing "starting at $999". (5) Even the $3,499 VIP plan is chain-limited — "At the moment, the VIP Plans include support for Layer 1 Ethereum, Polygon, and Binance Smart Chain transactions. Our engineers are continually adding support for new chains, but in the meantime, other chains may require additional fees." — and one-shot: "Additionally, we will only complete your reconciliation one time for each plan purchased. If we complete the services included in your account's plan but you later discover that you omitted some transaction data, we may ask you to purchase an additional plan." (6) None of it is refundable, and there is nothing to try first: "TokenTax does not offer refunds." (https://tokentax.co/terms), expanded in the help centre as "At TokenTax, we have a no refund policy." (https://help.tokentax.co/en/articles/1800908-can-i-get-a-refund, 25 October 2021) — while "At this time, we do not offer free trials, demos, or preview functions." (https://help.tokentax.co/en/articles/5803735-does-tokentax-offer-any-demos-or-trials, 23 January 2024). You buy blind and you cannot unwind it. (7) ADDED — three served pages disagree on who may buy the $999 full-filing add-on: the UI guide says "This service is only available for U.S.-based clients with a VIP Plan or above." and the VIP article says Full-Filing services "are available to purchase, as an add-on to our VIP Plan, or above, only.", but the plan-chooser, timestamped "Updated today", says "Full filing by TokenTax is a separate add-on available to customers who purchase any crypto tax plan; it is not included automatically and is not limited to VIP customers." and /pricing says only "This add-on is only available to customers who purchase a crypto tax plan." A Basic buyer reading the newest page believes a service two older pages gate behind $3,499 is available to them.

What is the best crypto tax software for most users?

The best option is usually the one that supports your real transaction mix, jurisdiction, and wallet or exchange coverage without forcing heavy manual cleanup.

Do I need crypto tax software if I only use a few platforms?

Not always, but tax software becomes much more useful as soon as you have multiple wallets, exchanges, or onchain transactions that are hard to reconcile manually.

What matters most when choosing crypto tax software?

The ranking weighs whether your country's actual tax form comes out at the end, named and for the year you are filing (32%), which lot it decides you sold and whether that method matches what your tax authority requires (26%), what it does with DeFi, staking, NFTs and transfers between your own wallets (22%), and whether your accountant can take the record without redoing it, and keep it if you stop paying (20%).

Koinly vs TokenTax

Choose between a broader mainstream tax tool and a higher-touch specialist tax workflow.