FREE CRYPTO RECORDS WORKSHEET

Tried Crypto Tax Software... and everything broke?

You skipped the step crypto tax professionals start with.

Go from crypto records spinning in your head at 2am to a clear starting point for getting your crypto taxes organized.

This worksheet helps you:

Get your crypto activity out of your head and onto paper
A simple map of your wallets, exchanges and crypto activities across platform
Take the first real step toward a clear crypto tax plan

In just a few minutes, the chaos in your head turns into a clear place to start.

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Client From Saskatchewan
**"Thank you for answering my emails and for such great advice on crypto taxes in Canada"**

If your crypto records feel impossible to untangle…

This is for you if you…

Feel overwhelmed thinking about all the wallets, exchanges, and DeFi platforms you've used
Keep putting off your crypto taxes because you're not sure where all your transaction records actually are
Upload your transactions into tax software and end up with missing data, broken imports, or numbers that don’t make sense
Find yourself losing sleep over this, knowing you need to deal with it, but not sure where to start

You’re not alone.

Most crypto investors try to start with tax software.

But crypto tax professionals start somewhere else:

They map the full picture first.

That’s exactly what this worksheet helps you do.

Hello, I'm Charlene

Coffee Lover ☕ • Avid Traveler ✈️ • Canada Crypto Tax Expert

I created this worksheet after noticing the same pattern with Canadian crypto investors.

Before we ever touched tax software, most clients were stuck in the same place:

Their crypto activity was spread across multiple wallets, exchanges, and DeFi platforms, and they weren’t even sure where all their records were anymore.

The stress didn’t come from taxes yet.

It came from the feeling that everything was scattered and impossible to untangle.

So we always started the same way.

Before importing anything into tax software, we mapped the full picture first.

Once everything was listed in one place, something interesting happened.

The overwhelm dropped immediately.

Clients could finally see where they stood, and where to start.

That’s exactly why I created the Crypto Records Worksheet.

It’s the same first step I use with clients to turn scattered crypto records into a clear starting point.

Charlene Tessier

Canadian Crypto Tax Expert