Advanced Manual CSV Import

CryptoTaxCalculator allows users to import trades from crypto exchanges that are not currently supported. For advanced trades where the fees are yet to be applied with the trading data, our "Advanced Template" may be used to upload data. For simple trades where the fees are already applied in the trade data, visit our Simple Manual CSV Guide

In order to import your trade data as per the format above, follow these steps.

  1. Download a copy of the Advanced Template
  2. For each trade you would like imported, fill out each of the following columns
  • Timestamp (UTC): This should be in the format dd/mm/yyyy hh:mm:ss
  • Type: This is the type of transaction, e.g: buy, sell. You can read more about the valid transaction types below.
  • Base Currency: The base currency of the trading pair. For example, if you purchase ETH using USD, the base currency is ETH.
  • Base Amount: The amount excluding fee which corresponds to the base currency.
  • Quote Currency: The quote currency of the trading pair. For example, if you purchase ETH using USD, the quote currency is USD.
  • Quote Amount: The amount of quote currency that was traded, excluding fees.
  • Fee Currency (Optional): The currency that the fee was paid in.
  • Fee Amount (Optional): The amount of fees that were paid.
  • From (Optional): The name of the Exchange/Wallet you are transferring from. If left blank will default to CSV exchange name.
  • To (Optional): The name of the Exchange/Wallet you are transferring to. If left blank will default to CSV exchange name.
  • ID (Optional): Any transaction ID that you would like to associate to this transaction for easy searching on the review transactions page. Should be unique where possible.
  1. Download the template as a Comma Separated Values file (.CSV)
  2. Login to CryptoTaxCalculator, and navigate to the import section. Enter the name of the exchange, and click on the option to manually upload csv.
  3. Upload the csv file you just saved to import your data
  4. Click on "Review Transactions" to proceed and confirm the data you have supplied

CryptoTaxCalculator supports a number of transaction types. If you would like the import to be automatically categorised, you must make sure the type of the transaction matches one of the below:

  • buy - purchase of cryptocurrency which increases balance remaining and effects cost basis.
  • sell - a sale of cryptocurrency which decreases balance remaining and triggers a capital gain event.
  • fiat-deposit - a deposit of your local currency into the exchange. Note, if you deposit a currency other then your local currency, you need to have a corresponding buy transaction of that currency.
  • fiat-withdrawal - a deposit of your local currency into the exchange. Note, if you deposit a currency other then your local currency, you need to have a corresponding buy transaction for that currency.
  • transfer-in - a transfer of cryptocurrency to a wallet or exchange. Increases the balance remaining on the receiving address and decreases the balance remaining on the from address. Does not increase your overall balance remaining. Does not trigger a capital gain event.
  • transfer-out - a transfer of cryptocurrency from a wallet or exchange. Increases the balance remaining on the receiving address and decreases the balance remaining on the from address. Does not decrease your overall balance remaining. Does not trigger a capital gain event.
  • stolen - triggers a capital loss event with the sale price being zero.
  • income - triggers an income tax event based on the market value at the time of receipt. Increase the balance remaining and is used for future cost basis calculations.
  • interest - similar to income.
  • mining - use this if you received mining rewards
  • airdrop - use this if you received a free token airdrop
  • personal-use - use this if you spent crypto on personal use and you want to ignore this transaction for tax purposes. Warning, this is only valid in very specific individual circumstances. Check with your tax professional before using this option.

All content in this article is general information only and does not constitute financial, tax or legal advice. It is not intended to be used by anyone for the purpose of financial advice, legal advice, tax advice, tax avoidance, promoting, marketing or recommending to any other party any matter addressed herein. For tax, financial or legal advice please consult your own professional.

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