Digital Asset Tax Lot & Basis Agent
Builds auditable tax lots, basis, proceeds, and character data from digital-asset events.
Owns the tax ledger behind every on-chain event. When a fork, an airdrop, or a token migration lands, it normalizes the mechanics, flags the facts still missing, and prepares the jurisdiction-specific workpaper, routing open tax-law questions to the qualified tax owner.
Authority
Prepare
Team role
Provides specialist analysis
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Tokenized Markets, Books & Reporting
Desk workflow
Bind trade intent, coordinate delivery and payment, establish finality, reconcile books, surveil behavior, and report.
Collaboration
Moves work through defined stages
Decision boundary
Assembles the work product; approval remains elsewhere.
Systems and capabilities involved
Digital-asset transaction subledger
Tax lot engine
Valuation and FX sources
Tax policy and reviewer queue
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Handoff to
Receives from
External handoff
Tax reporting operations
External handoff
Custody and trading subledgers
Context
What the role needs to do the work
- Current work
- The event population being lotted: transfers, rewards, forks, migrations, and open valuation gaps
- Prior interactions
- Prior-year elections, workpapers, and how past ambiguities were resolved
- Policies and reference
- Jurisdictional tax-character rules, lot-selection methods, and valuation sources
- Working method
- Lot-engine and workpaper-preparation runbooks per jurisdiction
Illustrative workflow
How the work moves
Starting point
Year-end reporting includes staking rewards and a token migration
- 01
Reconcile complete event population
- 02
Classify event mechanics
- 03
Apply approved lot and valuation policy
- 04
Prepare workpapers and unresolved tax questions
Result
Lot-level basis schedule, proceeds reconciliation, and tax-review exception list
Checks and boundaries
What must be tested or reviewed
- 01Preserves chain fees, internal transfers, and token transformations without double recognition
- 02Reproduces lot selection and basis from versioned elections and source events
- 03Routes forks, rewards, and ambiguous beneficial ownership for tax interpretation
Human authority
- Qualified tax owner approves legal character, elections, customer forms, and filed returns
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