Finance

Finality Crypto Tax

by Azimuth Systems Ltd

Overview

Finality turns your crypto history into tax figures you can check. Connect your wallets and exchange exports, and Finality reconciles every trade, swap and transfer across chains and venues, matching each sale back to what you paid for it so costs are not lost between wallets. Then just ask ChatGPT: what's my capital gains position for this tax year, what did the reconciliation find and what is each finding worth, what was I still holding at the end of the year. Answers come from your own Finality account, with the figures and the working behind them. When a year is ready, Finality produces the working paper for your return (HMRC's SA108 in the UK, IRS Form 8949 in the US) and an evidence workbook for your records. Connecting is read-only by default; choose Full automation to let ChatGPT add wallets and start scans for you. It can never delete your account, change your sign-in or see exchange passwords.

Tools

add_wallet

ChatGPT

Connect a wallet address. The wallet is labelled with who added it. Needs the write:connections scope.

get_document_links

ChatGPT

A link to the page where the working paper and evidence workbook for this scan are produced and downloaded, once the year is paid.

get_findings

ChatGPT

What the reconciliation found, with each finding's financial impact and whether it is risk, relief or correctly handled.

get_holdings

ChatGPT

What is still held at the end of the scan's tax year, by asset and by wallet: the engine's own closing position (a Section 104 pool under UK rules, open lots per account under US rules), each holding's estimated market value at the scan's date, the pool's own year-end value where it has one, the wallets it sits in, and which holdings check 61 says are worth a negligible value claim. The pooled cost and the relief amounts are withheld until the year is paid for. Never a gain. blind_to, not_included, unpriceable and wallets_foot state what the holdings leave out.

get_open_questions

ChatGPT

The judgements a human still has to make, and any answer already recorded. Each carries the amount it moves WHERE THE ENGINE COULD COMPUTE ONE; a null impact_gbp means unquantified, never zero. The note states what any total leaves out.

get_position

ChatGPT

The computed tax position for a scan, always returned together with what it does not cover and which way each gap moves the figure.

get_pricing

ChatGPT

What this year costs, the tier it falls in and why, and whether it has already been paid for.

get_scan_events

ChatGPT

The scan's own event stream, including warnings such as a connected wallet that returned nothing.

get_scan_status

ChatGPT

State and queue position of one scan. A scan takes minutes to complete.

get_transactions

ChatGPT

One page of the transactions the scan read, with their legs and quantities, a type, and whether each needs review. Cursor-paged. For a tax year that is not paid for, only the rows that need review are listed, with no amount in any currency, and the rest are counted by type under withheld; the person sees every row on the Transactions screen. Once the year is paid for: every row, its value, and each disposal's proceeds, cost and gain.

get_upload_link

ChatGPT

A link to Finality's upload page, where the user uploads their exchange's CSV export themselves in their browser. No tool uploads a file. An uploaded file is included from the next scan.

get_valuation

ChatGPT

What the connected sources were worth, day by day: estimated market value of the holdings the price feed could price, with the count of holdings it could NOT price on each day. Not the tax figure, and never a gain. not_included, deficit and feed state what the value leaves out.

list_connections

ChatGPT

The wallets and imported files behind this account's figures. Never returns exchange credentials.

list_exports

ChatGPT

The working papers and workbooks already produced, each pinned to a frozen answer set.

list_removed

ChatGPT

Wallets and imported files removed in the last 30 days, each with who removed it and the day it is deleted for good.

list_scans

ChatGPT

This account's scans, newest first.

list_tax_years

ChatGPT

Which tax years this account may open, and the state of each.

remove_wallet

ChatGPT

Remove a connected wallet. The next scan no longer reads it, which changes the figures. Restorable for 30 days; labelled with who removed it. Needs the write:connections scope.