Importing Your Uphold 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 Uphold 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 Uphold 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 Uphold 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 Uphold from the dropdown menu.
- 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 from Uphold 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.
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