Track Smarter. Trade Better.
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.
<div fs-richtext-component="info-box" class="info-box protip"><div class="flex-info-card"><img src="https://assets-global.website-files.com/65098a145ece52db42b9c274/650c6f4b151815fb0be48cec_Lightning.svg" loading="lazy" width="64" height="64" alt="" class="icon-info-box"><div fs-richtext-component="info-box-text" class="info-box-content"><p class="color-neutral-800">Tip: Before you start, check the integration guide in our Helpcenter. 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.</p></div></div></div>
3. No Auto-Sync? Sync manually!
If you don’t have a Pro license or higher, 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.
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 fs-richtext-component="info-box" class="info-box protip"><div class="flex-info-card"><img src="https://assets-global.website-files.com/65098a145ece52db42b9c274/650c6f4b151815fb0be48cec_Lightning.svg" loading="lazy" width="64" height="64" alt="" class="icon-info-box"><div fs-richtext-component="info-box-text" class="info-box-content"><p class="color-neutral-800">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. Don’t have an account yet? Start for free at and leave Excel chaos and tax stress behind.</p></div></div></div>