Importing Your Exchange Data

Introduction

As the first step in your crypto tax process, you will need to upload all your transactions to CryptoTaxCalculator. For most exchanges, there are two ways to do so, through an API upload or through a CSV history file upload. Either will work and allow CryptoTaxCalculator to calculate your crypto taxes.

Using an API

The easiest way to transfer data is to generate an API and share the details with CryptoTaxCalculator.

On CryptoTaxCalculator:

  1. Once logged in navigate to the Import page and select your exchange from the dropdown menu.
  2. Paste in your API key, secret key, and passphrase used to create the API.
  3. The process might take a few minutes but in the meantime, you can upload data from your other exchange accounts and wallets.

Using a CSV upload

The alternative to using an API is downloading your transaction data and uploading the files to CryptoTaxCalculator.

On CryptoTaxCalculator:

  1. Once logged in navigate to the import page.
  2. Select your exchange from the dropdown menu.
  3. Click the import button and upload all the files you have downloaded from your exchange.

Wrapping Up

Once you have uploaded all your crypto data CryptoTaxCalculator can calculate your portfolio breakdown and crypto tax obligation. If for some reason you can’t upload your transactions you can add them individually on the review transactions page.

Shane Brunette

CEO

Shane Brunette founded CTC back in 2018 after dealing with his own crypto tax nightmare. He has worked closely with accountants and tax lawyers to make it easy for fellow cryptocurrency users to be tax compliant.

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