Handoff guide
A practical sequence from raw exports to a packet your preparer can open without reconstructing wallet history.
The handoff is the point of the work. Classification without a coherent packet still leaves your accountant reconstructing the year. Use this guide whether you classify alone in the desktop organizer or book a lot classification session.
Sequence
- Gather exports with timestamps. Download trade and transfer histories for every exchange and wallet that moved value in the year. Keep original filenames.
- Separate transfers from disposals. Internal moves between your own wallets are not sales. Tag them before lot matching begins—an export review helps when CSVs are noisy.
- Assign lots manually. In the organizer, match each disposal to an acquisition you can support with a date and source. Prefer specific identification when records allow.
- Write notes on ambiguous lines. Airdrops, rewards, and failed orders need a one-line reason. Silence forces your accountant to guess.
- Export the packet. Include the lot register, source appendix, and open-question list. Our handoff packet service assembles this if you prefer not to format it yourself.
- Send once, then wait for clarifying questions. A clean first packet usually yields short follow-ups rather than a rebuilt spreadsheet.
What accountants in Hong Kong typically ask
- Whether a transfer was between wallets you control
- How an airdrop’s acquisition value was recorded
- Why a lot differs from FIFO if your notes claim specific identification
- Which export file supports a disputed date
Answering these inside the packet saves a week of email.
Desk support
Bring the half-finished organizer file to Mira Place Tower B, or share your screen remotely. We do not replace your accountant; we prepare the ledger they receive.
Request a review when the year’s exports are ready to open.