A comprehensive AI-driven skill for cryptocurrency tax compliance, transaction reconstruction, and automated IRS form generation.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install crypto-tax-agent
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install crypto-tax-agent using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Crypto Tax Agent?
The Crypto Tax Agent is a specialized tool designed for Openclaw Skills to automate the complex landscape of digital asset taxation. It provides AI agents with the logic and API integrations required to handle end-to-end tax workflows, from ingesting raw on-chain data to generating audit-ready IRS forms. By bridging the gap between centralized exchange reports and decentralized on-chain activity, it ensures precision in cost basis computation and regulatory adherence.
This skill focuses on reconciling 1099-DA forms, calculating cost basis via FIFO or Specific Identification, and documenting multi-chain transaction histories. It empowers developers and tax professionals to leverage Openclaw Skills for high-stakes financial reporting while maintaining a robust audit trail with verifiable on-chain proof links.
Crypto Tax Agent Use Cases
- Reconciling 1099-DA broker reports against actual on-chain transaction history.
- Reconstructing cost basis for assets moved between self-custody wallets and centralized exchanges to avoid the zero-basis trap.
- Classifying complex DeFi activities including staking rewards, airdrops, and liquidity provider yields for ordinary income reporting.
- Generating professional tax documents such as Form 8949, Schedule D, and TXF exports for TurboTax or ProSeries.
- Analyzing tax-loss harvesting opportunities through automated wash sale analysis across all wallets.
How Crypto Tax Agent Works
- Data Ingestion: The agent uses Etherscan V2 and Helius APIs to pull comprehensive transaction history across EVM chains and Solana.
- Transaction Normalization: All activity is mapped to a standardized schema covering types like BUY, SELL, SWAP, and BRIDGE.
- Cost Basis Matching: The skill applies per-wallet accounting to trace acquisition costs, carrying basis through transfer chains.
- Compliance Verification: The system checks activity against specific IRS authorities such as Rev. Rul. 2023-14 to ensure correct income classification.
- Deliverable Generation: Final tax forms, a 1099-DA reconciliation memo, and audit defense notes are produced for the user.
Crypto Tax Agent Setup
To integrate the crypto-tax-agent into your environment, ensure you have valid API keys for the necessary blockchain data providers. Use the following configuration steps:
# Set up API environment variables for data extraction
export ETHERSCAN_API_KEY="your_etherscan_v2_key"
export HELIUS_API_KEY="your_solana_helius_key"
export COINGECKO_API_KEY="your_market_data_key"
Initialize the skill within your Openclaw Skills workflow to begin multi-chain data extraction and tax lot tracking.
Crypto Tax Agent Data Schema & Taxonomy
The skill organizes data into a Per-Wallet Tax Lot Tracking system and a normalized transaction log for audit transparency.
| Field | Description |
|---|---|
asset |
The symbol of the digital asset (e.g., ETH, SOL, USDC). |
units_remaining |
Current balance of the specific tax lot available for disposal. |
acquisition_date |
UTC timestamp of original acquisition. |
cost_basis_usd |
Total cost at acquisition, including gas fees. |
wallet_address |
The specific on-chain address required for per-wallet accounting rules. |
tx_hash |
The unique transaction identifier for on-chain proof. |
Crypto Tax Agent Advanced Features
- Multi-Chain Unified API: Access Ethereum, Base, Arbitrum, Optimism, and Polygon via a single Etherscan V2 integration.
- Automated Bridge Detection: Heuristic logic identifies cross-chain transfers to carry over cost basis without triggering unnecessary taxable events.
- Audit Defense Engine: Automatically generates block explorer links and reconciliation memos for every material transaction over $10,000.
- Tax-Loss Harvesting Analysis: Runs informational wash sale detection to identify opportunities for strategic asset disposals.
- 1099-DA Reconciliation: Specifically designed to handle the 2025/2026 broker reporting phase-in and resolve mismatch risks.
SKILL.md
Loading
Related Openclaw Skills
Interview Prep Skill
An AI-driven preparation tool that generates targeted interview questions and strategic answer frameworks based on specific job descriptions and company intelligence.
Portfolio
A local investment portfolio manager for tracking holdings, performance, and asset rebalancing without external API dependencies.
Note Extractor: Diary Insight & Visualization
An automated analysis engine that transforms raw diary entries into structured thought cards and interactive local visualizations.
Diagram Tools
A comprehensive visualization toolkit for generating Mermaid and Graphviz diagrams directly within AI agent workflows.
FAILURES.md AI Agent Framework
A specialized framework for AI agents to document technical failures and cognitive blind spots, ensuring long-term learning beyond standard success summaries.
AEO Audit: Answer Engine Optimization Scorer
Audit and score any website's visibility in AI answer engines like ChatGPT, Claude, and Perplexity using a 100-point scoring engine.
Featured*
