Automated Gemini Quarterly Tax Export
On the first Monday of every quarter, WebRun opens Gemini, reads every trade, deposit, withdrawal, and any Earn interest payment from the past 3 months, logs each entry to an Airtable ledger, and drafts a Gmail summary totaling trade volume and interest earned, left unsent for your review.
How do I keep a tax-ready quarterly export of my Gemini activity?
WebRun reads your full Gemini transaction history every quarter, including trades, transfers, and any Earn interest, and logs each entry to an organized Airtable ledger. It drafts a Gmail summary totaling volume and interest earned, left unsent for your review, so four quarterly exports build into a clean, tax-ready record without a year-end scramble.
- A full year of tax-ready records builds in four clean quarterly exports
- Earn interest income stays separated from trading activity automatically
- A ready summary is always waiting in Gmail instead of assembled at tax time
Built for crypto investors · Gemini Earn users · US crypto taxpayers · bookkeepers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.gemini.comin a real browser with your saved login - no setup, no API keys. -
1
Gemini - read the quarter's transaction history
gemini.com
WebRun opens Gemini to read the quarter's transaction history. - Open Gemini and read every trade executed in the past quarter
- Read deposits, withdrawals, and any Gemini Earn interest payments for the same period
- Capture asset, amount, price, and timestamp for each entry
Done when Every transaction from the quarter is captured and categorized.
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2
Airtable - log each transaction
airtable.com
WebRun opens Airtable to log each transaction. - Append each transaction as a new ledger row with its category
- Separate trades, transfers, and interest income into distinct categories
- Keep every prior quarter's rows untouched so the ledger builds a full history
Done when The ledger has a row for every transaction from the quarter.
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3
Gmail - draft the quarterly summary
gmail.com
WebRun opens Gmail to draft the quarterly summary. - Draft an email summarizing total trade volume and total Earn interest for the quarter
- Link to the full Airtable ledger
- Save it as a draft addressed to you. Never send it automatically
Done when A quarterly summary draft is ready in Gmail for your review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun calculate my tax liability or file anything?
No. WebRun only reads and organizes your Gemini transaction history into a quarterly ledger. It does not calculate cost basis, does not determine what you owe, and never files anything on your behalf.
Can WebRun place a trade or move funds?
No. This template is read-only. It never places, cancels, or modifies a trade, and it never transfers or withdraws funds from your Gemini account.
Does it separate Earn interest from regular trading activity?
Yes. Interest payments from Gemini Earn are logged in their own category, separate from trades and transfers, since they are typically treated differently for tax purposes.
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