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What is an Expert Review?

Written by Robin Singh

Expert review is an additional service you can purchase as an add-on for your plan provided by one of our team members who specializes in data import. It lies in inspecting the imported data and assuring that it is complete and correct.

The review is divided into two stages

1. Data Review

The first stage is a wallet overview. During this stage, your expert:

  • Checks the added wallets for completeness

  • Signals any possible missing data (e.g. not all files imported, not all wallets added, etc.)

  • Fixes any outstanding negative balances and missing purchase history errors

2. Transaction adjustments

The second step is reviewing all transactions to identify:

  • Missing tags (rewards, airdrops, etc.)

  • ICO transactions

  • Staking and staking rewards

  • Liquidity Provision (LPing)

Once the review is completed, you can be sure that the calculated capital gain is as accurate as possible based on the available data.

Frequently asked questions

How can I communicate with the Expert Review team?

After the order is finalised, you will receive an initial email from the Expert Review team - you can reply to this message with additional information you want to provide.

All further communication regarding the review will be handled via email as well and you will be in contact directly with the team member conducting the review.

How long does it take?

The average waiting time is 2-3 weeks. It can increase to 4-5 weeks during the tax season or busy times. If you need the review to be completed urgently, let us know, and we will try to prioritise it.

While we do our best to process reviews as quickly as possible, prioritisation may not be possible during peak periods.

Is it an alternative to an accounting audit?

No, it is not. Our area of expertise is data import so we are not able to give any tax advice. If you are looking for tax consulting, we would recommend that you contact a certified accountant or advisor about that.

Will you help lower my capital gains?

It depends on the issues in your account. We cannot guarantee that your gain will decrease. Yet, it will be calculated as accurately as possible based on the added transactions.

Will you fix all the issues in my account?

We will fix most issues in the specified year (for which you purchased the add-on). If you need transactions from multiple years reviewed, you'll need to purchase the Expert Review add-on for each year, together with a plan.

We may still need your help in clarifying what a certain transaction represents and how you would like to record them. We will provide you with recommendations on how to fix any outstanding issues in prior years.

Will the review adhere to the tax rules in my country?

Yes, our experts are aware of most country-specific rules and will help you categorize the transactions and guide you through the process. The service supports multiple jurisdictions, with experts knowledgeable in various country-specific tax regulations.

In case of grey areas or uncertain tax treatment, we will contact you to consult the approach you'd like to take. This does mean that, sometimes, you will need to be in contact with your tax advisor as well.

How do I initiate the expert review?

The review is put into our work queue right after placing an order and we start working on it as soon as we can. Since Expert Review is an add-on, you can purchase it together with your plan or, if you already have a plan, you can upgrade it to include the Expert Review add-on.

Please let us know if there is anything in particular that you would like us to go over or that you have doubts about before we begin or if you need more time to upload all the data and want to put your request on hold. You can tell us about any issues you want to share by responding to the confirmation email that you receive after confirming your order.

How much does it cost?

Expert Review is a manual service provided by a small, dedicated team. Due to increased workload during peak tax periods (January–April and October), we use a dynamic pricing strategy. This means the price fluctuates throughout the year to match demand and maintain exceptional quality. Therefore, we cannot guarantee or proactively inform you of upcoming price changes.

You can view the current price of the Expert Review add-on on your Plans page:

Since Expert Review is an add-on, you will need a plan to purchase the Expert Review add-on. The cost of the plan depends on the number of transactions in your account - you can read more about this in How pricing works in Koinly.

☝️ Discount codes cannot be used when purchasing an Expert Review

How many Expert Review add-ons do I have to buy?

It depends on how many years you need reviewed. If you only need the last tax year reviewed, then you only need to buy one Expert Review add-on, together with the plan for the last tax year.

If you want our team to review/fix transactions from earlier years as well, you will need to buy the Expert Review add-on for each year.

How to prepare for an Expert Review?

  1. Add all your crypto wallets and exchanges ever used.

  2. Make sure that all wallets contain complete transaction history (including deposits, withdrawals, trades, rewards, etc.) for all years of trading and that the history is up to date.

  3. Make all manual adjustments that you were going to make (if any).

  4. Prepare a list of prices of all ICOs participated.

  5. Feel free to ask any questions and share any information that you think may be good for us to know.

☝️ Avoid making any changes to your account once the review starts

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