Tool profile
TokenTax: cost, fit and limits
TokenTax is a crypto tax preparation service and software product that calculates gains and income from exchange and wallet data, with tiered per-tax-year plans, expert consultations and an AI-assisted classification step. It is aimed at filers in the United States.
What to know first
TokenTax charges per tax year, not per month. Basic is $49 for up to 100 transactions, Premium is $199 for 5,000, Pro is $1,999 for 20,000, VIP is $3,499 for 30,000 centralized exchange transactions, and Enterprise is quoted. The homepage names AI-assisted classification, read-only API and wallet connections, and deduplication. The pricing page warns that extra fees may apply and completion dates may vary.
TokenTax at a glance
| Maker | TokenTax, Not stated on the vendor pages |
|---|---|
| Free plan | No |
| Entry price | $49 per tax year |
| API access | No |
| Category | Best AI Crypto Tax Software in 2026, rank 5 of 12 |
| Website | tokentax.co |
Who TokenTax is best for
Margin and options traders
Pro lists margin and options PnL, a feature not named on the cheaper tiers, so derivatives activity has a defined home.
US filers with foreign accounts
Pro lists margin and options PnL, FBAR and automatic CSV imports, but costs $1,999 per tax year, so it only pays off for large, complex activity.
Taxpayers facing an IRS inquiry
VIP includes IRS inquiry review and two 30-minute tax expert consultations, along with priority chat. This is among the few plans with named human support for audits.
TokenTax plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Basic | $49 per tax year | Up to 100 transactions, all centralized exchanges, DeFi and NFT support, IRS Form 8949, income report, audit trail, TurboTax integration, live chat. |
| Premium | $199 per tax year | Up to 5,000 transactions, tax-loss harvesting dashboard, manual imports for ICOs and OTC trades, Ethereum gas fee report. |
| Pro | $1,999 per tax year | Up to 20,000 transactions, margin and options PnL, FBAR included, automatic CSV imports. Priced per tax year, so each filing year is bought again. |
| VIP | $3,499 per tax year | Up to 30,000 centralized exchange transactions, two 30-minute tax expert consultations, IRS inquiry review, FBAR, priority chat. |
| Enterprise | Not published | Custom plans for crypto businesses, high-net-worth individuals and traders with large volumes of unsupported or cross-chain transactions. |
Checked November 2026.
What TokenTax does
- AI-assisted classification
- The homepage lists AI-assisted classification as part of the review step, applied to sorting transactions before the report is built. The pages opened do not say how often a human reviews the AI labels, so review them before filing.
- Read-only connections
- The homepage describes read-only API and wallet connections with automatic deduplication and normalization of transactions. Keys stay read-only per the homepage, limiting what an API key can do and cutting duplicate rows from overlapping sources.
- Cost-basis methods
- Basic lists IRS Form 8949 with FIFO, LIFO and specific ID methods, so US filers can pick how lots are matched. Matching methods matter on partial sales, and Basic includes an audit trail alongside the income report.
- Tax-loss harvesting dashboard
- Premium adds a dashboard for harvesting losses, plus manual imports for ICOs and OTC trades that exchanges do not report. The dashboard sits at $199 per tax year, a step above Basic, and is aimed at planning sales.
- MCP server
- Site navigation lists an MCP server, though the pages opened do not describe what it exposes. Site navigation names it, but the pages opened do not describe what the server exposes or which assistants connect.
How TokenTax handles your data
TokenTax's privacy policy states that personal information is stored and processed in the United States, and that it is not kept longer than necessary, without giving a fixed period. The page opened names no certifications and does not say whether customer data is used to train models. The homepage describes connections as read-only, which limits what an API key can do. A buyer who wants written retention terms should ask support before connecting.
Where TokenTax falls short in practice
- No free tier. The lowest plan costs $49 per tax year, so you cannot test imports and see results without paying. You cannot test imports against your history without paying, so count your rows from exchange exports first.
- Steep jump to Pro. Premium stops at 5,000 transactions and Pro costs $1,999 per tax year, leaving a large gap for mid-size accounts. Mid-size accounts between those caps face a steep jump in annual cost for the extra features.
- Extra fees and timing. The pricing page says extra fees may apply and completion dates may vary, which matters near a filing deadline. Plan tight deadlines with care, because the date of delivery is not guaranteed on the page.
Works with
Alternatives to TokenTax
TokenTax: common questions
How much does TokenTax cost?
Plans are priced per tax year: Basic $49 for up to 100 transactions, Premium $199 for 5,000, Pro $1,999 for 20,000 and VIP $3,499 for up to 30,000 centralized exchange transactions. Enterprise has no published price. The pricing page says extra fees may apply.
Does TokenTax use AI?
The homepage names AI-assisted classification in the review step of its process. The pages opened do not describe the model or how often a human checks the labels, so treat it as a sorting aid and review classified transactions yourself before filing.
Does TokenTax include FBAR filing support?
FBAR is an add-on on the Basic plan and is included from Pro onward, including VIP. The pages opened describe it as part of the plan features rather than a separate service, so confirm what the FBAR support covers before paying.
Is there a free TokenTax plan?
No. The pricing page lists no free tier, and the lowest plan is Basic at $49 per tax year for up to 100 transactions. If you need to count your transactions first, use exchange exports or a tool with a free tracking tier.
Who is the TokenTax Enterprise plan for?
The pricing page describes custom plans for crypto businesses, high-net-worth individuals and traders with large volumes of unsupported or cross-chain transactions. No price is published, so you request a quote. It is the route when your volume exceeds the 30,000-transaction VIP cap.