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Using Blockpit regularly doesn’t just save you time at the end of tax season – it also helps you avoid headaches and unexpected issues. In this article, we’ll walk you through the most important best practices for managing your Blockpit account, so your crypto tax report goes smoothly.
1. Log in regularly & clear notifications right away = less stress, fewer mistakes
If you only sort out your transactions once a year, your account is likely to be a mess – and chances are, you won’t even remember what some of the trades were about.
Our tip: Log in every few weeks, keep your account up to date, and clear any open notifications (like “Missing History”) right away. The less piles up, the faster you'll get through it – and the more you avoid year-end stress, mistakes, or missing data in your tax report.
2. New exchange, wallet, or blockchain? Add it right away!
Using a new DeFi protocol, exchange, or wallet? Add it to Blockpit immediately. This way, every transaction is tracked from the start – and you won’t have to dig through records later to manually fill in gaps.
Important: Some exchanges only provide API data for the last 3, 6, or 12 months. If you wait too long to connect and sync regularly, key transactions may be lost – and that can seriously mess with your tax documentation.
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<path d="M2.33149 10.7271C1.79481 12.0889 1.5 13.5725 1.5 15.125C1.5 16.3451 1.68208 17.5226 2.02056 18.632C2.27991 19.482 3.10418 20 3.99289 20H4.90067C5.3462 20 5.62137 19.5017 5.42423 19.1022C4.83248 17.9029 4.5 16.5528 4.5 15.125C4.5 13.4168 4.97588 11.8198 5.8023 10.4593C6.0473 10.0559 5.77404 9.5 5.30212 9.5H4.24936C3.41733 9.5 2.63655 9.95303 2.33149 10.7271Z" fill="#4CAF50"></path>
</svg></div><div class="label"><span class="text_bold text-color-blue">Tip</span></div></div><div class="label"><strong id="">Tip:</strong> Before you start, check the integration guide in our <a id="" href="https://help.blockpit.io/hc/en-us/categories/360002570794-Data-Integration">Helpcenter</a>. It shows you exactly which transactions are imported automatically – and which need to be added manually. Some APIs don’t include staking, margin, or other specific data. Knowing this early saves a lot of work later on.</div></div>
3. No Auto-Sync? Sync manually!
If you don’t have Blockpit Plus, your wallets and exchanges won’t sync automatically. In that case, make sure to log in every few weeks, trigger the manual sync, and double-check that everything was imported correctly.
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<path d="M7.49281 18.5C7.06823 18.5 6.67296 18.2635 6.51759 17.8684C6.18349 17.0187 6 16.0933 6 15.125C6 13.3759 6.59874 11.7667 7.60244 10.491C7.75335 10.2993 7.97456 10.1821 8.20214 10.094C8.67496 9.91091 9.09254 9.57968 9.4141 9.16967C10.1873 8.18384 11.1617 7.3634 12.2755 6.77021C12.9977 6.38563 13.6243 5.81428 13.9281 5.05464C14.1408 4.5231 14.25 3.95587 14.25 3.38338V2.75C14.25 2.33579 14.5858 2 15 2C16.2426 2 17.25 3.00736 17.25 4.25C17.25 5.40163 16.9904 6.49263 16.5266 7.46771C16.261 8.02604 16.6336 8.75 17.2519 8.75H20.3777C21.4044 8.75 22.3233 9.44399 22.432 10.4649C22.4769 10.8871 22.5 11.3158 22.5 11.75C22.5 14.5976 21.5081 17.2136 19.851 19.2712C19.4634 19.7525 18.8642 20 18.2462 20H14.2302C13.7466 20 13.2661 19.922 12.8072 19.7691L9.69278 18.7309C9.23393 18.578 8.75342 18.5 8.26975 18.5H7.49281Z" fill="#4CAF50"></path>
<path d="M2.33149 10.7271C1.79481 12.0889 1.5 13.5725 1.5 15.125C1.5 16.3451 1.68208 17.5226 2.02056 18.632C2.27991 19.482 3.10418 20 3.99289 20H4.90067C5.3462 20 5.62137 19.5017 5.42423 19.1022C4.83248 17.9029 4.5 16.5528 4.5 15.125C4.5 13.4168 4.97588 11.8198 5.8023 10.4593C6.0473 10.0559 5.77404 9.5 5.30212 9.5H4.24936C3.41733 9.5 2.63655 9.95303 2.33149 10.7271Z" fill="#4CAF50"></path>
</svg></div><div class="label"><span class="text_bold text-color-blue">Tip</span></div></div><div class="label">Too much hassle? <a id="" href="/de-de/blockpit-plus">Blockpit Plus</a> handles it for you automatically — and also includes a range of premium features, like the <a id="" href="/crypto-tax-optimization">Crypto Tax Optimizer</a>. And it's just <strong id="">€3.99 per month!</strong></div></div>
4. Understand your balances: Synced vs. Calculated
Blockpit shows you two types of balances:
- Synced Balance: Pulled directly from your exchange or wallet (real-time data)
- Calculated Balance: Based on all transactions recorded in your Blockpit integration – and used for your tax report
Important: If there are differences, trust the synced balance. It’s usually correct. Then check your transaction list – are any deposits or withdrawals missing? Was anything imported twice? Adjust the data so both balances match. That’s how you ensure a clean and accurate tax report.
More details can be found in our Helpcenter.
5. Report import issues right away
Noticed missing transactions or mismatched balances during import? Please contact our support team as soon as possible.
The sooner you reach out, the better! Include clear details – for example, a CSV export showing the missing transactions. That helps us identify and fix the issue more efficiently.
Note: If the issue goes back months or even years, it’s often much harder – or even impossible – to fix.
<div class="card_body_small infobox green margin-bottom_medium margin-top_small"><div class="flex_horizontal gap-xxsmall margin-bottom_xxsmall"><div class="icon_small is-infobox w-embed"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none">
<path d="M7.49281 18.5C7.06823 18.5 6.67296 18.2635 6.51759 17.8684C6.18349 17.0187 6 16.0933 6 15.125C6 13.3759 6.59874 11.7667 7.60244 10.491C7.75335 10.2993 7.97456 10.1821 8.20214 10.094C8.67496 9.91091 9.09254 9.57968 9.4141 9.16967C10.1873 8.18384 11.1617 7.3634 12.2755 6.77021C12.9977 6.38563 13.6243 5.81428 13.9281 5.05464C14.1408 4.5231 14.25 3.95587 14.25 3.38338V2.75C14.25 2.33579 14.5858 2 15 2C16.2426 2 17.25 3.00736 17.25 4.25C17.25 5.40163 16.9904 6.49263 16.5266 7.46771C16.261 8.02604 16.6336 8.75 17.2519 8.75H20.3777C21.4044 8.75 22.3233 9.44399 22.432 10.4649C22.4769 10.8871 22.5 11.3158 22.5 11.75C22.5 14.5976 21.5081 17.2136 19.851 19.2712C19.4634 19.7525 18.8642 20 18.2462 20H14.2302C13.7466 20 13.2661 19.922 12.8072 19.7691L9.69278 18.7309C9.23393 18.578 8.75342 18.5 8.26975 18.5H7.49281Z" fill="#4CAF50"></path>
<path d="M2.33149 10.7271C1.79481 12.0889 1.5 13.5725 1.5 15.125C1.5 16.3451 1.68208 17.5226 2.02056 18.632C2.27991 19.482 3.10418 20 3.99289 20H4.90067C5.3462 20 5.62137 19.5017 5.42423 19.1022C4.83248 17.9029 4.5 16.5528 4.5 15.125C4.5 13.4168 4.97588 11.8198 5.8023 10.4593C6.0473 10.0559 5.77404 9.5 5.30212 9.5H4.24936C3.41733 9.5 2.63655 9.95303 2.33149 10.7271Z" fill="#4CAF50"></path>
</svg></div><div class="label"><span class="text_bold text-color-blue">Tip</span></div></div><div class="label">The more consistently you maintain your Blockpit account, the easier your tax reporting becomes. Less stress, more clarity – and a clean, audit-proof report at the end of the year.<strong id=""> Don’t have an account yet?</strong> <a id="" href="/sign-up">Start for free </a>at and leave Excel chaos and tax stress behind.</div></div>
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