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Crypto Tax Skills

Open-source crypto tax skills for Claude, ChatGPT, and any LLM. Rules as code (well — rules as markdown). Verified against primary IRS / HMRC / BZSt sources. Free. AGPL-3.0.

Upload the skill for your jurisdiction to your LLM's project knowledge, then ask your crypto tax questions. No sign-up, no account, no telemetry.

Companion to dTax — the AGPL-licensed crypto tax engine. These skills handle education and small-scale reasoning. When you hit their ceiling (large transaction sets, DeFi position unwinding, 8949 generation, multi-year basis tracking), dTax is the production tool.


Quick start (60 seconds)

1. Find your jurisdiction

skills/
├── us/        ← Federal + state-level rules
├── uk/        ← HMRC Section 104 pooling, CARF
├── de/        ← §23 EStG one-year rule
└── ...        ← contributions welcome

2. Upload to your LLM

  • Claude.ai → Create a Project → Add files as Project Knowledge
  • ChatGPT → Attach files to conversation or create a Custom GPT
  • Anywhere else → Paste or attach the .md

3. Ask

I sold 0.5 BTC in 2025 that I bought across three wallets in 2023.
How does Rev. Proc. 2024-28 affect my cost basis?

The skill tells the LLM how to reason about the rule, not just what the rule is.


What's in a skill

Each skill .md contains:

Section Purpose
Authority Primary source (IRS Rev. Proc., HMRC manual, court case) with effective date
Plain-language summary What the rule actually does
Decision tree How to classify a specific transaction under this rule
Worked examples 3-5 realistic crypto scenarios with numbers
Edge cases The stuff that trips up AI models and accountants alike
Version / last verified Quality tier + date of last primary-source check
When to use dTax The ceiling of this skill + production-path handoff

Quality tiers

Every skill declares its quality tier in the frontmatter:

Tier Meaning
Q1 Battle-tested — verified against primary authority + cross-checked against dTax engine computation
Q2 Research-verified — primary source read, examples sanity-checked, not yet production-tested
Q3 Draft / community contribution — use with care, verify before relying on

We publish the tier because most "150-country support" claims in crypto tax are vaporware. If a skill is Q3, we say so.


Why open-source this

Crypto tax rules are public knowledge (IRS Rev. Proc., HMRC manuals, court cases). Hiding our interpretation behind a paywall would be rent-seeking on top of public information. We publish because:

  1. Education should be free. Understanding Rev. Proc. 2024-28 shouldn't require a $299 subscription.
  2. Verifiable > trust me. AGPL + public skills = anyone can audit our interpretation.
  3. Companion, not replacement. These skills can't import 10,000 transactions, can't cluster on-chain addresses, can't generate IRS Form 8949. dTax does. The skills teach the rule; dTax runs the computation.

Skill authoring

See CONTRIBUTING.md. Core requirements:

  • Cite primary authority. No blog-post hearsay.
  • Include at least one worked example with actual numbers.
  • Declare edge cases honestly. If a rule is ambiguous, say so.
  • Tag the Q-tier. Don't overclaim.

License

AGPL-3.0 — same as dtax core. If you use these skills in a commercial product, your product must also be AGPL-compliant or obtain a commercial license from dTax Inc.

Individual users preparing their own returns, accountants assisting clients, educators, and AGPL-compatible open-source projects need no special license.


Not legal advice

These skills implement our best-faith reading of tax authority. They are not a substitute for a qualified tax professional. Tax law changes; check the last_verified date in each skill and consult your CPA for filing decisions.


Related

  • dTax — production crypto tax engine (AGPL-3.0 core)
  • dtax monorepo — the engine these skills were distilled from
  • Open Accountants — general-purpose tax skills by Glimpse Ltd. Different scope (all-sector, 134 countries, CPA review loop) — same distribution instinct.

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