Multisig balance snapshots without losing the thread
Address sets, cosigners, and CSV handoff
Multisig holders often arrive with spreadsheets that list cosigner roles but not the address sets each cosigner can observe on-chain. Snapshot sessions start by reconciling those lists, not by pulling blockchain data.
Confirm observable addresses
For each cosigner hardware wallet we document which addresses appear in the coordinator software and which require an export. Hidden passphrase wallets are listed separately with explicit labels you choose — we never invent names.
Timestamp discipline
Snapshots use an agreed KST timestamp. Multisig UTXO states can shift within minutes if a cosigner spends. We note pending transactions in the PDF cover sheet so your preparer understands movement near the cut-off.
CSV structure
Our CSV includes address, asset, quantity at timestamp, and coordinator label. We do not calculate gain/loss. Holders who need transaction-level history are referred to specialised tax practitioners; our scope is point-in-time balance evidence.
Programme integration
Annual programme clients with multisig setups usually schedule snapshot calls one day before quarter-end and firmware checks two weeks earlier, reducing same-week complexity.
Request a Balance Snapshot Review if you need a one-off capture outside the programme calendar.