Skip to main content

Which TokenTax plan should I get?

Compare TokenTax Basic, Premium, Pro, and VIP transaction limits, features, and expert services to choose the right crypto tax plan.

Written by Oat

TokenTax offers four crypto tax software plans. Transaction limits are per tax year. Start with your transaction volume, then consider whether you need specialized calculations or hands-on expert support.

For current plan prices and the latest features, see https://tokentax.co/pricing.

What every plan includes

All four plans include support for every centralized exchange, DeFi and NFT support, Form 8949 or the relevant international report, an income report, an IRS audit trail transaction report, TurboTax Online integration, FIFO/LIFO/specific ID accounting methods, average cost basis for UK and Canadian filers, and live chat support.

Basic

  • Up to 100 transactions

  • Best for casual crypto investors with light activity

  • FBAR is available as an optional feature

Premium

  • Up to 5,000 transactions

  • Best for investors operating across exchanges and platforms

  • Includes CSV imports and the tax-loss harvesting dashboard

  • An additional 20,000 transactions and FBAR are available as optional features

Pro

  • Up to 20,000 transactions

  • Best for high-volume investors using multiple exchanges and platforms

  • Includes margin and options profit-and-loss calculations, FBAR, CSV imports for all exchanges, and the tax-loss harvesting dashboard

  • An additional 20,000 transactions is available as an optional feature

VIP

  • Up to 30,000 centralized-exchange transactions

  • Best for advanced investors who want hands-on expert help

  • Includes advanced crypto reconciliation, support for every DeFi and NFT platform, two 30-minute consultations with a tax expert, review of IRS inquiries, FBAR, and priority chat support

How to choose

  • Choose Basic if you have no more than 100 transactions and need the core tax reports and software features.

  • Choose Premium if you have no more than 5,000 transactions or want CSV imports and tax-loss harvesting.

  • Choose Pro if you have no more than 20,000 transactions or need margin/options PnL calculations or included FBAR reporting.

  • Choose VIP if you want our team to handle advanced reconciliation, need expert consultations or review of an IRS inquiry, or need its broader expert-service features.

If none of these plans fits your volume or complexity, TokenTax also offers custom Enterprise plans for exceptional situations, including crypto businesses, high-net-worth investors, and large volumes of unsupported or cross-chain transactions.

Transaction history and plan limits

Import the complete historical data needed to establish accurate cost basis. Your plan's transaction allowance still applies; importing historical data does not make the plan's transaction limit unlimited.

Additional services

  • Full filing by TokenTax is a separate add-on available to customers who purchase any crypto tax plan; it is not included automatically and is not limited to VIP customers.

  • A standalone 30-minute consultation with a tax expert is also available.

  • TokenTax offers a multi-year purchase discount.

Still unsure?

Contact support with your tax year, estimated transaction count, platforms used, and whether you need margin/options calculations, advanced reconciliation, or full filing. We can recommend the best fit.

Did this answer your question?