Getting started - Use Waltio in 5 steps

Waltio helps you centralize your cryptocurrency transactions, identify potential corrections, and generate your tax documents. To get a reliable tax report, follow these five steps.

List all the exchanges, wallets, and blockchains you have used since you started trading. Importing your complete transaction history is crucial to correctly calculate your capital gains and losses and guarantee a reliable tax report.

Go to My Accounts, then add your exchanges and wallets.

👉 Check out our detailed tutorial on adding your accounts to Waltio.

To add an account, you can:

Waltio supports over 190 platforms. You can check the full list on this page.

⚠️ Each platform has its own specificities, so we recommend checking our platform connection tutorials to find the right guide for yours.

👉 If one of your platforms is not supported by Waltio, you can use a Waltio template file or add your transactions manually.

Once your accounts are added, open the My Transactions page to make sure your history is complete.

Waltio automatically generates a tax report after importing your data. If corrections are needed, go to the tax report correction page.

The main warnings relate to:

👉 Read our dedicated guides to fix negative balances, missing prices, or withdrawals needing categorization.

Once your data is verified, check your tax report, then download your documents via the All Documents button.

You will find your tax certificate, tax declaration appendix, general ledger, and stock inventory sheet. Finally, follow our interactive tax filing tutorial.

💡 Key takeaway: the more complete and verified your transaction history is, the more accurate your tax report will be.