Koinly Health Check.
NZ Crypto Tax · Chartered Accountants
Your Koinly is probably wrong.
A diagnostic review by NZ Chartered Accountants who specialise in crypto tax. We observe the issues and explain what they may mean for your tax, before IRD does.
Book now →
How is it wrong?
From
$200+GST
FOR 1 TAX YEAR
TURNAROUND
3 days
100%
CREDIT ON FULL REC
NZ Chartered
Accountants
CRYPTO TAX SPECIALISTS
Who this is for
Two reasons people land here.
Most of the people who book a Health Check fall into one of these. Pick whichever sounds like you.
Investor
Your accountant told you to "just use Koinly", and now you're not sure it's right.
You connected wallets, imported CSVs, paid for the plan. But Koinly's saying you made $200k in 2023 and there's no way you did. Your accountant isn't a crypto specialist, so you're stuck working out whether it's the data, the software, or something else.
Accountant
You've got a client with a Koinly report. You can't tell if it's right.
You know tax. You don't know DeFi LP positions, bridge wraps, or whether their staking rewards are revenue or capital. The client wants a sign-off and you need someone who lives in this stuff to sanity-check the report.
The problem
Koinly is only as good as the data you feed it.
Koinly is great software. It's also automated, which means it doesn't know what it doesn't know. Even when the dashboard says "no errors", there usually are. Here's where it breaks.
01
Missing wallets
Old MetaMask wallets, a hardware wallet you forgot about, a Ledger account from 2017. Every missing wallet creates phantom disposals and inflated cost basis errors that compound.
02
Missing imports
Defunct exchanges (FTX, Cryptopia, BlockFi), small DeFi positions, airdrops you forgot to claim, NFT mints. If it wasn't auto-imported, it's not in your numbers.
03
API failures
API keys silently expire. Exchanges change their endpoints. Koinly looks healthy but is quietly missing months of trades. You'd never know unless you cross-checked manually.
04
CSV import errors
Wrong columns mapped, rows skipped, transactions duplicated. CSVs from older or smaller exchanges are notoriously messy and silently corrupt your transaction history.
05
Timing issues
Transactions imported with missing timestamps or wrong timezones don't match up. Koinly records them as disposals instead of transfers, triggering tax events that should never have existed.
!
"My Koinly says zero errors."
That's the green checkmark trap. Koinly's error detection catches a narrow set of issues (unmatched transfers, negative balances, missing market prices). It can't tell you about a wallet you never connected or an API that quietly stopped syncing six months ago. That's what we look for.
06
Pricing errors
Koinly auto-prices transactions using its market data. For thinly traded tokens, obscure DEX swaps, or wrapped assets, the prices are often wrong by orders of magnitude.
How it works
Simple. Fast. Fixed price.
No hidden steps, no scope creep. You know what you're paying and what you're getting before you check out.
Step 01
Pay & confirm scope
Use the quote builder below to pick your years and Koinly plan path. Check out via Stripe. You'll get a scope confirmation by email within minutes.
Step 02
Share your Koinly
Invite us read-only to your Koinly account and confirm which tax years are in scope. Takes about five minutes from your end.
Step 03
We review (3 days)
NZ-based Chartered Accountants who specialise in crypto tax go through your account against NZ rules. We hunt for everything in the list above.
Step 04
You get the report
A clear two-page report: issues observed, estimated tax impact, potential resolution paths, plus a fixed-price quote for full reconciliation if you'd like us to fix it.
↓ Download example report (PDF)
Before you book · Important
You'll need an active Koinly plan too.
A Health Check reviews your Koinly account, so the account needs to be on a paid plan for the years we're checking. You've got three ways to handle this, pick whichever costs you the least.
01
You already have a Koinly plan
Perfect. Skip to the quote builder below and just book the Health Check, we'll work with whatever years you've already paid for.
No extra Koinly cost to you.
02
Buy a Koinly plan per year
If you only need a year or two, and under 100 transactions per year, this is usually cheapest. If you haven't yet signed up to Koinly, use our partner link to get 10% off.
→ TaxHawk partner link (10% off)
Note: Koinly plans are per-year, you need one for each year reviewed. Koinly fees range from USD $49 to $299 per year depending on transaction volume. See Koinly pricing.
Best for 3+ years
03
Tax Partner Plan
One annual subscription gives access to all tax years at a lower per-year price. Cheaper than buying 3+ separate years, and it stays active if you have crypto activity to report each year.
1 year
NZD $149
2 years
NZD $189
3 years
NZD $229
4 years
NZD $269
5+ years
NZD $299
All prices +GST. Annual subscription, renews yearly while you have crypto activity to report. Max 25,000 transactions.
Build your quote
Live quote in 30 seconds.
Pick the years, tell us about your Koinly situation, see your total. Adjustable. No commitment.
FAQ
Common questions.
Quick answers to the things people ask before booking.
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A Health Check is a diagnostic. We review your Koinly at a high level, flag issues we can see, and estimate the tax implications. A full reconciliation means we go transaction-by-transaction, source missing data, rebuild your cost basis, and produce an accurate tax position you can file from.
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We'll still deliver a report confirming what we reviewed and why we're satisfied it looks right. If your Koinly is clean, that's genuinely valuable to know, and the credit-back still applies if you want us to do the full reconciliation for peace of mind.
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Once payment is confirmed, we'll send through an intake form. You'll invite us to view your Koinly (read-only access), confirm the tax years, and send a screenshot of your current holdings. That's all we need to get started.
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Typically 3 to 5 business days from when we receive Koinly access. Complex accounts (many years, DeFi-heavy, lots of wallets) may take slightly longer, we'll tell you upfront.
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Yes. If you engage us for a full reconciliation within 60 days of receiving your report, the full Health Check fee is credited against the reconciliation invoice. No conditions, no minimums.
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Get in touch via the enquiry form and we'll do our best to assist. We also offer a complimentary 15-minute consultation if you'd prefer to talk it through first.
Scope & limits
What a Health Check is, and isn't.
A Koinly Health Check is an informational diagnostic only. It is not professional tax advice, an audit, or a tax opinion, and it does not certify that your Koinly account or tax position is complete or correct.
The observations in the report are intended to help you identify potential issues in your crypto records. You should not rely on the report when deciding what to file with IRD, and it may not be used as evidence of professional review in any IRD audit or dispute. TaxHawk's liability under this engagement is limited to the Health Check fee paid.
To resolve any issues observed, you can either act on them yourself or engage TaxHawk for a full reconciliation. Full engagement letter and terms provided at booking.
Find out where you stand before IRD does.
From $200 +GST for one year. Three-day turnaround. Full credit against full reconciliation if you proceed.
Get a quote →
Talk to us first