carf-dac8-crypto-asset-reporting
CommunityReconcile CARF/DAC8 crypto reports into audit-ready results.
Finance & Accounting#reconcile#carf#dac8#crypto tax reporting#audit-ready reports#1099-da bridge#jurisdiction deadlines
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill reconciles exchange-reported CARF/DAC8 crypto transactions against your own records to identify discrepancies, quantify deltas, and produce audit-ready reconciliation outputs.
Core Features & Use Cases
- CARF/DAC8 parsing & normalization: Reads CARF XML and DAC8 XML, detects DAC8 extensions, and normalizes records into a shared transaction schema.
- Matching & discrepancy classification: Matches transactions using configurable tolerances (timestamp, quantity, fiat value) and classifies discrepancies for review.
- Jurisdiction & CPA escalation support: Detects cross-jurisdiction and deadline notes, flags material/judgment-sensitive items for CPA escalation, and generates structured markdown/JSON reports.
- Optional 1099-DA bridge mode: Merges US 1099-DA CSV records with CARF/DAC8 records using tolerances to support dual-report workflows.
Quick Start
Use the skill to reconcile your CARF XML against your exported transactions by providing the CARF XML file, the user transactions CSV, and acknowledging the required risk disclaimer.
Dependency Matrix
Required Modules
requestspsycopgdefusedxmlpydantic
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: carf-dac8-crypto-asset-reporting Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#carf-dac8-crypto-asset-reporting Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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