Import
Load exchange CSVs or demo data. Review warnings and source overlaps before relying on reports.
Walkthrough
From CSVs to a draft packet.
Gainz is built around review, not magic. Import what you have, declare what you hold, review what is missing, then generate a packet that shows both results and open questions.
Workflow
The review sequence.
Reconcile holdings
Enter current holdings. Gainz compares declared holdings to imported buys, sells, sends, receives, and lots.
Reconcile gaps
Gainz applies FIFO automatically to supported earlier lots. Review only the quantity that still lacks basis.
Review tax evidence
Scan by reference, confirm filed totals, and keep prior-year evidence separate from calculations.
Finish the packet
Select a treatment, review its exact impact, apply it only with support, then preview and export the packet.
Outputs
What the packet gives you.
CPA orientation
`FOR_CPAS.md` and `CPA_HANDOFF.md` explain status, review order, and taxpayer questions.
Status and blockers
`PACKET_STATUS.md` and the work order list unresolved issues instead of hiding them.
Evidence manifest
Copied files, reference-only evidence, missing paths, sizes, and hashes are itemized.
Generated reports
Workbook, Form 8949-style CSVs, holdings reconciliation, import warnings, and tax evidence inventory.
Want to see the output first?
Inspect the synthetic sample packet before importing your own transaction history.