How to Use ArcanTax — Step-by-Step Guide

Overview

How ArcanTax Works

Three tools. One upload. No identity stored. Your CSV goes in, your tax report comes out, and we forget everything.

📁 Export CSV
from exchange

→

📤 Upload
to ArcanTax

→

⚡ Auto-detect
asset type

→

🔍 Preview
results free

→

🔓 Unlock
$49 / $99

→

📄 Download
PDF / CSV

🔒 Privacy Architecture

ArcanTax never asks for your name, email, or identity. Your CSV is processed in memory and discarded immediately. The access key you receive after payment is cryptographically signed — we cannot look it up because we never store it. Treat it like a password.

📊

Tax Report

IRS Form 8949 + Schedule D. Capital gains for crypto, stocks, and futures.

🌿

Tax Harvest

Find unrealized losses to sell now and reduce your tax bill legally.

🧠

Journal AI

AI-powered trading performance analysis. Win rate, P&L by session, weaknesses.

Tool 1

Tax Report — Form 8949 + Schedule D

Upload your trading history from any exchange or broker. ArcanTax auto-detects the format — crypto, stocks, or futures — and calculates capital gains with the correct method for your country.

1

Export Your CSV

Go to your exchange or broker and export a CSV of your transaction history. ArcanTax supports every major platform:

Binance

Coinbase

Kraken

Bybit

Robinhood

Schwab

Fidelity

IBKR

Webull

Trading212

Degiro

eToro

Freetrade

KuCoin

Gemini

OKX

Tip

For Binance: go to Orders → Transaction History → Export. For Coinbase: Settings → Reports → Transaction history CSV. For brokers like Robinhood/Schwab: look for "Account Activity" or "Transaction History" export.

2

Upload to ArcanTax

Open arcantax.com/app → select Tax Report → drag your CSV into the upload zone or click to browse. ArcanTax instantly auto-detects:

💰 CRYPTO SPOT 📈 STOCKS DETECTED ⚡ FUTURES DETECTED

You don't need to tell ArcanTax what kind of file it is — it reads the headers and figures it out.

3

Select Country & Method

Choose your country from the dropdown. ArcanTax automatically applies the correct tax rules:

Configuration Panel

COUNTRY 🇺🇸 United States 🇬🇧 United Kingdom 🇩🇪 Germany 🇨🇦 Canada 🇦🇺 Australia 🇦🇪 UAE

METHOD FIFO LIFO HIFO

For US futures, you'll also see a treatment picker: Section 1256 (CME-regulated, 60/40 long/short split) or Form 8949 (offshore perpetual futures).

4

Preview Results (Free)

Hit ⚡ Calculate & Generate Report and ArcanTax processes your entire file. You'll see a full summary for free — total gains, losses, short-term vs long-term, number of taxable events. A preview of the first few disposals is shown.

Results Preview

NET GAIN

$12,450.00

SHORT-TERM

$8,200.00

LONG-TERM

$4,250.00

EVENTS

47

5

Unlock & Download

To see all disposals and download the full PDF/CSV report, unlock access for $49 (48-hour access) or $99/year (all tools, unlimited). Pay with card or crypto (BTC, ETH, USDT TRC20).

After payment you'll receive an Access Key — a cryptographic token. Save it. It's your proof of purchase. Paste it anytime to restore access on any device.

⚠ Important

Your access key is your responsibility. We cannot look it up because we never store it. Save it in your password manager or notes app immediately.

Tax Rules

Country-Specific Rules

ArcanTax applies the correct tax law based on your selected country. Here's what happens under the hood for each.

🇺🇸

United States

Crypto: FIFO/LIFO/HIFO · No wash sale rule (as of 2024)
Stocks: FIFO · Wash sale rule (30-day) · Dividends (qualified vs ordinary)
Futures: Section 1256 (60/40 LT/ST split) or Form 8949
Forms: IRS Form 8949 + Schedule D

🇬🇧

United Kingdom

Crypto: FIFO for capital gains
Stocks: Section 104 pool method · Same-day + 30-day bed & breakfast rules
Dividends: £1,000 annual allowance
Forms: Self Assessment SA108

🇩🇪

Germany

Crypto: §23 EStG · Held >1 year = tax-free · €1,000 Freigrenze
Stocks: Abgeltungsteuer (flat 26.375%) · No holding period exemption · €1,000 Sparerpauschbetrag
Forms: Anlage SO (crypto), Anlage KAP (stocks)

🇨🇦

Canada

Crypto: ACB method · 50% inclusion rate
Stocks: FIFO · Superficial loss rule (30-day, equivalent of US wash sale)
Dividends: 38% gross-up + federal DTC
Forms: Schedule 3 — Capital Gains

🇦🇺

Australia

All assets: CGT with 50% discount if held 12+ months
Dividends: Franking credits (imputation system)
Forms: myTax — CGT Schedule

🇦🇪

UAE

All assets: Zero personal capital gains tax
ArcanTax generates a record-keeping report for your records. All disposals marked EXEMPT.

Automatic Detection

You don't need to tell ArcanTax what type of asset you're uploading. It reads the CSV headers and auto-detects: crypto spot, crypto futures, or stocks. The correct tax engine is applied automatically based on asset type + country.

Tool 2

Tax Loss Harvesting

Find unrealized losses in your portfolio. Sell them to offset gains and reduce your tax bill — legally. Works for crypto, stocks, and futures.

1

Switch to Harvest Tab

Click 🌿 Harvest in the tool switcher at the top of the app. Upload your same CSV — the one you'd use for a tax report. ArcanTax analyzes your current positions instead of closed trades.

2

Review Opportunities

ArcanTax scans for positions where you're holding at a loss. Each opportunity shows the asset, how much you hold, your average cost, the current/last price, the unrealized loss, and how much tax you'd save by harvesting (estimated at 28% marginal rate).

Harvest Results

OPPORTUNITIES

3

HARVESTABLE

$4,432

TAX SAVED

$1,241

POSITIONS

13

3

Act on Recommendations

For crypto: sell the losing position and rebuy immediately — there's no wash sale rule for crypto in the US (as of 2024).

For stocks: sell the losing position but wait 31+ days before rebuying to avoid the wash sale rule. The report notes this automatically.

Download the harvest report PDF for your records.

Tool 3

Trading Journal AI

Paste your trading log. Our AI analyzes your performance — win rate, profit factor, emotional trades, session analysis — and gives you a personalized coaching report.

1

Switch to Journal AI Tab

Click 🧠 Journal AI in the tool switcher.

2

Paste Your Trading Data

Paste your trading journal as CSV text. The format is flexible — ArcanTax's AI reads the columns and figures out what's what. Include at minimum: date, asset, direction (buy/sell), entry price, exit price, quantity, and P&L.

3

Review AI Analysis

The AI (powered by Claude) analyzes your trading patterns and returns:

Performance
Win rate, profit factor, net P&L, avg win/loss, largest win/loss

By Session
NY, London, Asia — P&L and win rate per session

Strengths
What you're doing well — backed by your data

Weaknesses
Patterns hurting you — emotional trades, overtrading, etc.

Payment

Payment & Access Keys

Two ways to pay. One key to rule them all.

Plan	Price	Access	Duration
Tax Report	$49	One tool	48 hours
Tax Harvest	$49	One tool	48 hours
Journal AI	$19	One tool	30 days
Annual — Full Arsenal	$99	All tools	365 days

💳

Pay with Card

Click "Pay with Card" → redirected to Stripe checkout → enter card details → redirected back to ArcanTax with your access key. Coupons work here.

₿

Pay with Crypto

Select BTC, ETH, or USDT TRC20 → a unique payment address is generated → send the exact amount → ArcanTax detects the payment on-chain (1-3 confirmations) → your access key is generated automatically. Network fees are accounted for — you won't be penalized for minor shortfalls.

⚠ Save Your Access Key

After payment, you'll see your access key — a long string of characters. Copy it immediately. Save it in your password manager, notes app, or anywhere safe. This key is your proof of purchase. We never store it. If you lose it, email support@arcantax.com with your Stripe invoice or crypto transaction hash.

Compatibility

Supported Exchanges & Brokers

💰 Crypto Exchanges

Binance

Coinbase

Kraken

Bybit

KuCoin

Gemini

OKX

dYdX

Any CSV

📈 Stock Brokers

Robinhood

Schwab

Fidelity

Interactive Brokers

Webull

Trading212

Degiro

eToro

Freetrade

Any CSV

⚡ Futures / Derivatives

Binance USDT-M

Bybit Perps

OKX Futures

dYdX

Any Futures CSV

Don't see your exchange?

If your exchange exports a CSV with columns like date, asset/symbol, side (buy/sell), quantity, and price — it will probably work. ArcanTax has a generic parser that handles any standard CSV format. Just upload it and see.

FAQ

Frequently Asked Questions

?

Do I need to create an account?

No. ArcanTax has no accounts, no emails, no sign-ups. You upload a CSV, get your results, and leave. Payment gives you a cryptographic access key — that's your "account."

?

Is my data stored anywhere?

No. Your CSV is processed in memory and discarded immediately after the response is sent. We have no database of user data. The PDF/CSV you download is your only copy.

?

Can I use ArcanTax for both crypto and stocks?

Yes. Upload a crypto CSV or a stock broker CSV — ArcanTax auto-detects the type and applies the correct tax engine. One tool handles everything: crypto spot, crypto futures, stocks, and dividends.

?

What if I lost my access key?

Email support@arcantax.com with your Stripe invoice or crypto transaction hash. We can issue a replacement. But please save your key — we cannot look it up because we never store it.

?

Is this legal advice?

No. ArcanTax is an informational tool. The reports are for your reference when filing taxes. Always verify with a qualified CPA or tax professional. Tax laws change — ArcanTax reflects rules as of the 2024 tax year.

?

What's the difference between $49 and $99?

$49 unlocks one tool (Tax Report or Harvest) for 48 hours. $99/year (Full Arsenal) unlocks all three tools — Tax Report, Harvest, and Journal AI — for 365 days with unlimited transactions. If you use more than one tool, the annual plan saves you money.