Importing Your Exchange Data
As the first step in your crypto tax process, you will need to upload all your transactions to Crypto Tax Calculator. 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 Crypto Tax Calculator to calculate your crypto taxes.
Using an API
The easiest way to transfer data is to generate an API key and share the details with Crypto Tax Calculator. If your exchange has support for API keys, follow the below instructions to import your data.
On Crypto Tax Calculator:
- Once logged in navigate to the Import page and select your exchange from the dropdown menu.
- Paste in your API key, secret key, and passphrase used to create the API.
- 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 Crypto Tax Calculator. If your exchange has support for CSV export, follow the below instructions to import your data.
On Crypto Tax Calculator:
- Once logged in navigate to the import page.
- Select your exchange from the dropdown menu.
- Click the import button and upload all the files you have downloaded from your exchange.
Importing from Wallets, DEXs and NFT Marketplaces
To organize your transactions from a Wallet, DEX or NFT Marketplace for tax purposes, you will need to import your full transaction history. In the ‘Integrations’ tab in our app, you can search for the wallet, DEX or NFT marketplace you have interacted with. You can then enter the wallet address/es you used to interact with the platform. This will import your transaction history into our app, giving you the ability to categorize any outstanding transactions and then calculate your capital gains, losses and/or income.
Note: If you have transacted on multiple chains, you will need to paste your relevant wallet address/es for each chain interacted with.
Wrapping Up
Once you have uploaded all your crypto data from your exchange into Crypto Tax Calculator, our platform 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.
