Sample output: Crypto Digital Asset Tax Intake

This is an illustrative sample of what the Crypto Digital Asset Tax Intake skill produces. Every party, date, document, and fact is fictional — invented for illustration only.

Every output is draft legal work product for review by a licensed attorney. AgentCounsel does not provide legal advice and is not a substitute for a qualified lawyer. A licensed legal professional must review and adopt every output before it is relied upon.

The fictional scenario

Sample Request — crypto-digital-asset-tax-intake

Fictional illustration. All parties, facts, figures, and documents below are invented for this example.

Please run crypto-digital-asset-tax-intake and organize the digital-asset records for our tax professional.

Matter facts

Taxpayer: Jordan Avery, an individual (fictional).
Jurisdiction: U.S. federal; State A resident. Foreign jurisdictions: see below.
Tax year/period: 2024.
Our role: the taxpayer's advisor, preparing an intake before engaging a tax professional.
Entity involvement: none — all activity reported as personal.

Accounts (mask identifiers)

Exchange account "Exchange-1" (masked reference).
Self-custody wallet "Wallet-A" (masked reference).

Materials provided

Exchange-1 transaction export (fictional), rows 1–240.
A Form 1099 from Exchange-1 (fictional) — type/box ambiguous in the copy provided.
No cost-basis records for Wallet-A.

Stated activity

Purchases and sales of tokens on Exchange-1.
Token swaps on Wallet-A.
Staking rewards received on Exchange-1.
One NFT sale on Wallet-A.
The taxpayer mentions a foreign exchange account "in passing" but provides no details.

Please: categorize activity into an intake matrix; mask wallet/account identifiers; use unknown / not provided / ambiguous for gaps; do not calculate gain or loss, determine treatment, or prepare Form 8949 or any filing-ready schedule.

What the skill produced

Sample Output — crypto-digital-asset-tax-intake

Draft work product for qualified tax professional review. Not tax advice. Every party, fact, figure, document, and citation below is fictional and illustrative. This example contains no real or invented tax authority. It shows the shape of the skill's deliverable — not a model answer for any matter.

Capability and Reliance Notice

This is a draft digital-asset intake working paper for a qualified tax professional. It does not provide tax advice, calculate gain or loss or basis, determine the tax treatment of any transaction, prepare Form 8949 or any filing-ready schedule, or conclude on foreign-account reporting. A qualified tax professional must review it before any crypto reporting or return preparation.

Gates Table

Gate	Status	Source
Taxpayer / entity type	Individual; State A resident; activity reported as personal	User request
Jurisdiction(s)	U.S. federal; State A; foreign account referenced, details `not provided`	User request
Tax year / period	2024	User request
Accounts	Exchange-1 (masked); Wallet-A (masked)	User request
User's role	Taxpayer's advisor (pre-engagement intake)	User request

Crypto / Digital Asset Tax Intake Matrix

Activity category	Business vs. personal	Records provided	Record completeness	Source	Missing records	Open question for tax professional
Purchases	Personal	Exchange-1 export	Partial	Exchange-1 export rows 1–240	Trade confirmations	What records are needed to establish basis?
Sales	Personal	Exchange-1 export; Form 1099	Partial	Exchange-1 export; Form 1099 (type `ambiguous`)	Clarified 1099 type/box	Which sales records must be reconciled to the 1099?
Swaps / trades	Personal	Wallet-A activity (user-stated)	`Partial`	User-stated fact	Wallet-A export; cost-basis records	What records are needed for swap activity?
Staking rewards	Personal	Exchange-1 export	Partial	Exchange-1 export	Reward dates and amounts detail	What records document the staking rewards?
NFT sale	Personal	Wallet-A activity (user-stated)	`Partial`	User-stated fact	NFT acquisition and sale records	What records are needed for the NFT sale?
Foreign account activity	`Ambiguous`	None	`Not provided`	User-stated fact ("in passing")	Foreign account statements and details	What are the foreign account's details and activity?

Missing Records

Cost-basis records for Wallet-A — not provided.
A complete Wallet-A transaction export — not provided.
The type and box of the Exchange-1 Form 1099 — ambiguous.
All details of the referenced foreign exchange account — not provided.

Document Request List

A complete Wallet-A transaction export for 2024.
Cost-basis records or acquisition history for Wallet-A tokens and the NFT.
A clean, legible copy of the Exchange-1 Form 1099.
Statements and account details for the referenced foreign exchange account.

Uncertainty Flags

Form 1099 type/box is ambiguous in the copy provided — must be clarified.
The foreign account is referenced "in passing" only; whether it is reportable is a question for the tax professional, not resolved here.

Tax-Professional Verification Questions

Confirm the tax year and that all activity is personal (no entity).
Confirm the Form 1099 type once a legible copy is provided.
Confirm the foreign account's details and whether further review is needed.
Confirm what basis records are required for Wallet-A and the NFT.

Assumptions and Unresolved Items

Assumed a single tax year (2024) is in scope — [CONFIRM].
No gain, loss, basis, or holding period is calculated; no Form 8949 or filing-ready schedule is produced; no treatment or foreign-reporting conclusion is drawn. All such items are for the tax professional.