The Crypto Records Worksheet folder on a desk next to a coffee and a plant

Free crypto records
worksheet

from messy
records
to tax ready

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 step toward a clear crypto tax plan

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

"Messy crypto records and tax filing had me laughing but crying
at the same time."

Client From Regina

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
Get the worksheet

hello, i’m charlene

☕Coffee Lover ✈️ Avid Traveler Crypto Tax Expert

Charlene Tessier
Charlene Tessier: Canadian Crypto Tax Expert Since 2012

I created this worksheet after seeing the same
pattern with nearly every Canadian crypto investor
I've worked with over the past 13+ years.

Before we ever touched tax software, most clients
were stuck in the same place. Their activity was
spread across multiple wallets, exchanges, and
DeFi platforms, and they weren't sure where their
records even were anymore.

So we always started the same way. We mapped
the full picture first.

Once everything was in one place, the overwhelm
dropped. Clients could see where they stood and
where to start. That's what this worksheet does, it's
the same first step I use with every new client.

Get the worksheet