TaxSimba — Crypto Reporting From 2026: What Providers Tell HMRC and What You Still Do
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
A provider’s CARF information covers a calendar year, while your personal tax records use UK tax years. Keep a transaction-level export so the periods can be reconciled. Waiting for the provider’s first report does not prepare your own return.

DECISION TO RESOLVE
Can the same transaction be assigned correctly to both reporting periods?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Export complete exchange and wallet histories.
Notes: ______________________________

2. Reconcile calendar-year and tax-year dates.
Notes: ______________________________

3. Link transfers between your own wallets.
Notes: ______________________________

4. Identify disposals, fees and income events.
Notes: ______________________________

5. Verify sensitive-data requests through secure provider channels.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/crypto-hmrc-reporting-2026-carf
Check the current guide and official sources before relying on a deadline or process.