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Importing Transactions into TokenTax with API

TokenTax supports API from many popular exchanges. Import your crypto data and automatically generate your crypto tax forms.

Crypto Exchange Taxes API Import Instructions

  • You can easily sync your transactions with TokenTax by connecting an API key.

  • API key instructions for all major exchanges can be found on our exchanges page or in this article below.

  • Syncing will import your historical price data if the exchange API supports it. If it doesn't, our instructions will indicate as such — please use CSV instead. An API connection also automatically syncs new transactions to TokenTax as they happen.

  • If your exchange doesn't support API or historical data, you can instead upload a CSV or use our manual upload template. Still having trouble getting your data from exchange to TokenTax? Message us and we'll help. j

  • If you're having issues with API syncing, check out our article on the matter here.

Exchange instructions

Coinbase

We connect to Coinbase with OAuth2:

  1. On the TokenTax API import page (https://tokentax.co/import), click Authorize with Coinbase.

  2. You'll be taken to an authorization page on Coinbase.com.

  3. If prompted, log in to your Coinbase account.

  4. Click Authorize. This will connect Coinbase to TokenTax.

If you'd instead like to use an API key for Coinbase:

  1. On Coinbase, click the silhouette icon at the top right and select Settings. Then, at the top menu, select API Access (https://coinbase.com/settings/api). 

  2. Click + New API Key. If needed, verify with your verification code. 

  3. Under accounts, check the box next to all.

  4. Under permissions, select only all permissions that end in read.

  5. Leave Allowed Ip Addresses blank

  6. At the top right of the Coinbase import box, click "Use API Key." (https://tokentax.co/import)

  7. Copy your API key and secret to TokenTax.

Coinbase Pro (GDAX)

  1. On Coinbase Pro, open the API Settings (https://pro.coinbase.com/profile/api) by clicking your user icon at the top right.

  2. Click the New API Key button.

  3. In the permissions, select View.

  4. Copy your passphrase (you won't be able to see it after clicking Create).

  5. Click Create API Key.

  6. Copy your API key, API secret, and passphrase to TokenTax (https://tokentax.co/import).

Binance

  1. On Binance, hover over the circular icon at the top right and click API Management (https://www.binance.com/en/usercenter/settings/api-management).

  2. To create a new API key, type in a label (it can be anything) in the text box at the top, then click Create.

  3. Go through the authentication prompts, and then you will see your new API key. Copy your API key and secret now — you won't be able to see your secret key again.

  4. Click Edit restrictions and Uncheck Enable Trading. Also be sure that Enable Withdrawals is unchecked (only Read Only should be checked).

  5. Set IP access restrictions to Unrestricted.

  6. Click Save to save your API settings. Copy your API key and secret to TokenTax.

Binance US

  1. Hover over your user icon at the top right and click API Management (https://www.binance.us/en/usercenter/settings/api-management).

  2. Create a new API key by entering a label and clicking the Create New Key button.

  3. The link to create the API key will be emailed to you. Click on the link to view your API key and secret, and then click Edit and uncheck Enable Trading and check Unrestricted for the IP address restrict.

  4. Copy your API key and secret to TokenTax (https://tokentax.co/import).

BitMEX

  1. Open the BitMEX API page (https://www.bitmex.com/app/apiKeys) by first clicking on your account name (email) the top right corner. Then, click Account and Security, and on the left sidebar, click API Keys.

  2. Leave Key Permissions blank and Withdraw unchecked.

  3. Click the Create API Key.

  4. Copy your API key and secret to TokenTax (https://tokentax.co/import).

Bitfinex

  1. Open the Bitfinex API (https://www.bitfinex.com/api) page by using the User Settings dropdown at the top right and clicking API.

  2. Click Create New Key.

  3. Keep the default permissions unchanged (all read permissions enabled).

  4. Enter a label for the API key.

  5. Click Generate API key.

  6. Confirm the new API key from the verification email you receive from Bitfinex.

  7. Copy your API key and API secret to TokenTax (https://tokentax.co/import).

Bitstamp

  1. Open the Bitstamp API page (https://www.bitstamp.net/account/security/api/) by navigating to your account page and selecting API Access under the Security section.

  2. Click New API Key and enable permissions for only account balance and user transactions.

  3. Click Generate Key.

  4. Click Activate.

  5. Confirm the API key via the verification email.

  6. Copy your API key, API secret, and Bitstamp user ID to TokenTax (https://tokentax.co/import).

CEX.IO

  1. Open the CEX API page (https://cex.io/trade/profile#/api).

  2. Click Generate API Key and enable only account balance permissions.

  3. Click Generate Key.

  4. Copy your API key, API secret, and User ID to TokenTax (https://tokentax.co/import).

  5. On CEX, click Activate next to your key.

Deribit

1. On Deribit, mouse over your username at the top right, then click My Account, then click API (https://www.deribit.com/main#/account?scrollTo=api).

2. Click Add a new key. Set all options to read. You can leave Is key default checked or unchecked.

3. Copy your API key and secret to TokenTax (https://tokentax.co/import).

Gemini

  1. Open the Gemini API (https://exchange.gemini.com/settings/api) page by clicking your name at the top right menu and selecting API Settings.

  2. Click Create a New API Key.

  3. In the API key settings, disable Trading and enable Auditor.

  4. Copy your API key and secret to TokenTax

  5. Click Confirm once you have copied over the API information.

HitBTC

  1. Go to your API keys (https://hitbtc.com/settings/api-keys) page by clicking the top right gear icon, then clicking the API keys tab.

  2. Click New API Key.

  3. Enable permissions for Order Book, History, and Trading Balance as well as for Payment Information.

  4. Copy your API key and secret to TokenTax

IDEX

1. Copy your IDEX wallet address. You can find your wallet address by mousing over the silhouette icon at the top right of the exchange homepage (http://idex.market).

2. Paste your IDEX wallet address to TokenTax

Kraken

  1. Go to your API keys (https://www.kraken.com/u/settings/api) page by clicking your username at the top right, clicking settings, and then selecting the API tab.

  2. Click Generate New Key.

  3. Enable the following permissions: Query Ledger Entries, Query Funds and Export Data.

  4. Click Generate Key.

  5. Copy your API key and private (secret) key to TokenTax

KuCoin

  1. Open the Kucoin API page (https://www.kucoin.com/account/api) by hovering over your user icon at the top right and clicking API Management.

  2. Click Create API.

  3. Give your key a name and a passphrase. Copy down the passphrase, as it will not show again.

  4. Enable only the General permission.

  5. Select No limit for IP limit.

  6. Copy your API key, secret, and passphrase to TokenTax

Poloniex

Poloniex has shut down for U.S. customers. If you are a U.S. filer, see CSV instructions for how to get a record of your data.

  1. Open the API keys (https://poloniex.com/apiKeys) page by clicking the settings icon and clicking API Keys.

  2. Click the Create New Key button.

  3. Enter your two-factor authentication code if necessary.

  4. Confirm the new API key from the verification email you receive from Poloniex.

  5. Back on Poloniex, deselect the Enable Trading and Enable Withdrawals checkboxes of the new API key. Set the IP access restriction to Unrestricted.

  6. Paste your API key and secret to TokenTax

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