Tax
Institutional digital asset tax reporting
BitGo Tax allows institutional clients to confidently track and understand the performance and returns of their digital asset portfolio. The solution, which is fully integrated with BitGo Portfolio, calculates cost basis, realized gains/losses, and tax lots across a full historical dataset of integrated wallets, exchanges, and digital asset service providers.
Traceable history
Understand performance and returns
BitGo Tax provides full visibility into cost basis and returns on both an aggregate and per transaction level. Generate a comprehensive view of all realized events to understand capital gains and losses, including support for crypto-to-crypto transactions.
Transaction Types
Buy
Buy cryptocurrency via fiat or cryptocurrency
Sell
Sell cryptocurrency for fiat
Transfer
Transfer cryptocurrency between wallets you own
Transfer In
Transfer cryptocurrency in to start being tracked
Transfer Out
Transfer cryptocurrency out that does not need to be tracked
Paid
Paid for service using cryptocurrency
Earned
Earned cryptocurrency for completing a service
Airdrop
Receive cryptocurrency at no cost due to airdrop
Fork
Receive cryptocurrency due to blockchain fork
Mined
Receive cryptocurrency from mining activity
Receive Gift
Receive cryptocurrency as gift in exchange for nothing
Send Gift
Send cryptocurrency as gift in exchange for nothing
Theft
Lost cryptocurrency due to unauthorized activity
Deposit
Deposit fiat
Withdrawal
Withdraw fiat
More knowledge, better control
Audit, Compliance, and Tax Reporting
BitGo Tax enables clients to convert historical transaction data into export-ready audit, compliance, and tax reports. A realized report provides easy access to all taxable events within a portfolio and tax lot reports can be leveraged to support a spectrum of tax-efficiency strategies.
Managed Tax Lots
Manage tax lots in real time
BitGo Tax supports multiple tax lot identification methods including FIFO, LIFO, Highest Cost, Lowest Cost and Average Cost. Each method can be applied either across all connected wallets, exchanges, and service providers, or on a per account basis—providing true control around how tax lots are opened and closed within a portfolio. A detailed tax lot view provides insight into which specific lots are being opened or closed at an individual transaction level and offers the ability to navigate between transactions that are connected via tax lots.
No legal, tax, investment, or other advice rendered. Consult your legal or tax professional.Learn more →
BitGo had the established track record and solid reputation that we were looking for when it came to securing our funds. The company’s reputation for excellence made BitGo the clear choice as our custody partner.
Josh Cincinnati
·Executive Director, Zcash Foundation
Executive Director, Zcash Foundation
Read Case Study →
Institutional digital asset custody, trading, and finance.
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Institutional digital asset custody, trading, and finance.
Connect With Us
Keep up to date with our newsletter.
We're committed to your privacy. BitGo uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our privacy policy.
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No legal, tax, investment, or other advice is provided by any BitGo entity. Please consult your legal/tax/investment professional for questions about your specific circumstances. Digital asset holdings involve a high degree of risk, and can fluctuate greatly on any given day. Accordingly, your digital asset holdings may be subject to large swings in value and may even become worthless.

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