Analysis
Year-End Lot Schedule
A filing-season lot schedule and realized summary for the calendar year, built for traders who need clean schedules for their adviser.
Purpose
When the calendar year closes, advisers need a stable lot schedule — not another screenshot of an exchange P&L. We assemble acquisition and disposition lots for the year and summarize realized results by major asset groups.
Included
- Year lot schedule for the agreed book
- Realized summary tables
- Notes on unresolved gaps that may affect filing conversations
Constraints
We are not a tax filing service. Governing interpretation of Korean crypto tax rules remains with your licensed adviser. Schedules reflect the matching method agreed at intake (for example specific identification where records support it).
Timing
Book early in Q4 if your fill volume is high. Rush windows after mid-March are limited.
Pricing
Quoted from fill volume and venue count after a short intake. Prior Tax-Lot Performance Review clients receive a reduced rebuild fee when exports remain consistent.