Downloadable templates
Free spreadsheets to help you keep HMRC-ready records. Open in Excel, Google Sheets or Numbers. These templates are for record keeping only — they do not calculate your tax.
Crypto transaction record (CSV)
One row per transaction: date, type, token, quantity, sterling value, fees, platform and reference ID. Includes example rows. Use alongside our record keeping guide and DeFi tax guide.
Download CSV templateFile: crypto-transaction-record-template.csv · Updated June 2026
HMRC voluntary disclosure checklist (CSV)
Worksheet for undeclared tax years — tax, interest and penalties before using HMRC's crypto disclosure service.
Download disclosure checklistSA108 prep worksheet (CSV)
Totals worksheet before you enter figures on Self Assessment — proceeds, costs, gains and income. Use with our SA108 crypto boxes guide.
Download SA108 worksheetTax year-end checklist (CSV)
Tasks to complete before 5 April and before the 31 January filing deadline — exports, reconciliation and registration.
Download year-end checklistExecutor crypto checklist (CSV)
For executors handling digital assets in an estate — access, valuation and probate steps. See also our executor journey.
Download executor checklistNot sure what to record? Read what HMRC expects →