Importing transactions into TokenTax with CSV

TokenTax imports from all major exchanges with CSV

  • You can import data from exchanges, wallets, and personal records (i.e. ICOs, personal trades, airdrops) to TokenTax by uploading a CSV or Excel file.

  • CSV download instructions for all major exchanges are on our exchanges page and below in this article.

  • If the exchange doesn't offer CSV download, you may be able to use API instead. Otherwise, import your data using our manual upload template.

  • Having any trouble uploading your data to TokenTax? Message us and we'll help.

  • Don't see your exchange listed and have CSV files? Upload them anyways! We will import it.

Exchange instructions

Coinbase

  1. On the top bar, click Tools and on the next page, click Reports.

  2. Click New Report. Set the type to Buys/Sells/Merchant Payouts.

  3. Important: We do not accept Coinbase tax reports. Please be sure to upload only your Buys/Sells/Merchant payouts.

  4. Select the coin you have traded. Coinbase does not list all trades in one file, so you must repeat these steps with each pair you have traded with.

  5. For the time range, select All History.

  6. Click Create Report, retrieve your CSV(s), and upload them to TokenTax.

Coinbase Pro (GDAX)

  1. On the top bar, click My Orders. Select your filled orders.

  2. At the top right, click Download Statement.

  3. For product, select All.

  4. Set your start date on or before your account opening date.

  5. Select Format as CSV (not PDF).

  6. Upload your CSV file to TokenTax.

Binance

Trade transactions:

  1. Go to your Binance trade history.

  2. Click on Export Complete Trade History at the top right corner

  3. You can only export 3 months at a time, so if you traded at Binance all year, you will need to create 4 reports (Jan – Mar, Apr – Jun, July – Sept, Oct – Dec).

  4. Click Export to download the CSV file.

  5. Upload your CSV to TokenTax.

Withdrawals and deposits:

  1. Go to your Binance deposit and withdrawal history.

  2. Click Export Complete Deposit History at the top right corner.

  3. Click the Withdrawal tab and then click Export Complete Withdrawal History at the top right corner. Deposits and withdrawals are each a separate report.

  4. Upload your CSVs to TokenTax.

Abra

  1. In the app, tap the icon in the upper left corner to access the menu.

  2. Tap Transaction History.

  3. Tap Export [year] transaction history.

  4. Check the disclaimer and then tap Email reports to be emailed the CSV.

  5. Upload your CSV to TokenTax.

BTC Markets

  1. In your BTC Markets account, go to Buy / Sell and click on Trade History.

  2. Click on the Export to CSV button.

  3. Upload your CSV to TokenTax.

BX Thailand

  1. On BX Thailand, navigate to Transactions via My Funds.

  2. Click on Download CSV and choose a date range.

  3. Upload your CSV to TokenTax.

Bibox

Bibox does not offer CSV downloads, but you can copy your transaction log into our manual upload template.

Bitfinex

Bitfinex trade transactions:

  1. Hover over the silhouette icon at the top right, click Account, and then on the left sidebar, click Reports.

  2. Click on Trades under the Trading section.

  3. On the top left corner, click the calendar icon. Select a custom date range encompassing all your trades.

  4. Important: You must select YY-MM-DD for the date format.

  5. Click View then Export.

  6. You will receive your CSV file by email. Save and then upload it to TokenTax.

If you have margin trades, you will need to connect an API key to supply all needed data.

Bitfinex deposits/withdrawals

  1. Hover over the silhouette icon at the top right, click Account, and then on the left sidebar, click Reports.

  2. Find Deposits and Withdrawals under the Movements section. Repeat the following steps for both deposits and withdrawals.

  3. Click Deposits or Withdrawals and then on the top left corner, click the calendar icon. Select a custom date range encompassing all your trades.

  4. Important: You must select YY-MM-DD for the date format.

  5. You will receive your CSV file by email. Save and then upload it to TokenTax.

If you have margin trades, you will need to connect an API key to supply all needed data.

Bithumb

Bithumb does not offer CSV downloads, but you can copy your transaction log into our manual upload template.

Bitstamp

  1. Go to your Bitstamp transactions page. 

  2. Then click on Export and click on the green Export All button to save the CSV file.

  3. Upload your CSV to TokenTax.

Bittrex

  1. Go to your Bittrex transaction history by clicking on Orders at the top right.

  2. Click Download Complete History.

  3. Upload your CSV to TokenTax.

CEX.IO

  1. On CEX, navigate to Finance and then to Transactions.

  2. Set the filter to All transaction types and select a Date range.

  3. Download the CSV file.

  4. Upload your CSV file to TokenTax.

Circle

  1. On Circle.com, go to your Account History page.

  2. Select the transactions you want to include in your report that will then be emailed to you.

  3. Upload your CSV file to ToxenTax.

CoinEx

  1. On the Coinex top bar, hover over All Orders, then click Execution History.

  2. At the top right, click All time, then click Export.

  3. Upload your CSV to TokenTax.

CoinExchange

CoinExchange does not offer CSV downloads, but you can copy your transaction log into our manual upload template.

CoinMate

  1. In CoinMate, and click on Transaction History in the Account menu.

  2. Click on Export as CSV.

  3. Upload your CSV file to TokenTax.

CoinSpot

  1. At the top right, click Account.

  2. Click the order history icon.

  3. At the top right of the table, click Download CSV.

  4. Upload your CSV to TokenTax.

CoinTracking

  1. On CoinTracking, click on Enter Coins.

  2. Click Export.

  3. Select CSV.

  4. Upload your CSV file to ToxenTax.  

Cryptopia

  1.  Under Exchange, click on Trade History.

  2. Export the history to CSV.

  3. Separately export your Deposit and Withdrawal History to complete the FBAR and FATCA.

  4. Upload your CSV files to TokenTax.

Gate.io

  1. On the Gate.io top bar, click Wallets. Then, on the sidebar of the next page, click Trade History.

  2. Select ALL for both Markets and Coin. Choose date range that encompasses all of your trades.

  3. Click the download button (the down-pointing arrow). Upload your CSV to TokenTax.

Gemini

  1. From the Gemini home page, select the Transfer Funds dropdown menu.

  2. Click Transaction History.

  3. Click on the blue Download History button.

  4. Upload your file to ToxenTax.

HitBTC

For trades:

  1. Select My Trades under Reports.

  2. Click export as .csv.

  3. Upload your CSV file to TokenTax.

For deposits and withdrawals:

  1. Select Payment History under Reports

  2. Click Export as .csv.

  3. Upload your CSV file to TokenTax.

Huobi

Huobi does not offer automatic CSV download, but you can email Huobi support at 123@huobi.pro and request a full transaction history back to your account opening date. You can also copy your transaction log into our manual upload template.

Kraken

  1. Go to your Kraken trading dashboard and click History on the top bar. Then click Export on the navigation bar under History.

  2. Select Ledgers (not Trades) from the dropdown, then select your time period, from when you first opened your Kraken account to the present.

  3. Select all the fields by clicking Select All.

  4. Click submit and download your ledgers CSV once it's ready.

  5. Upload your CSV to TokenTax.

KuCoin

  1. Click on Assets then Trade history.

  2. Enter the start date, end date, and the trade pairs.

  3. Click Export to CSV and download.

  4. Upload your CSV file to TokenTax.

Liqui

  1. Go to your Trade History page.

  2. At the top right of the table, click Export to CSV: All Trade History.

  3. Upload your CSV to TokenTax.

Liquid

  1. At the top right, click Wallets. Then, on the top bar, click Transactions.

  2. Scroll down to Overview Report, select a time range encompassing all of your trades, then click Send Report Via Email.

  3. Upload your report to TokenTax.

Livecoin

Livecoin's API and CSV export both only provide the last 30 days of transactions. We recommending adding your transactions to our manual template or contacting Livecoin support for a full CSV transaction log.

  1. Hover over Buy / Sell on the top bar, then click Transactions.

  2. Under your transactions table, click Export to: CSV.

  3. Upload your CSV to TokenTax.

Local Bitcoins

  1. Go to your wallet page.

  2. Above the transactions list, click Download CSV.

  3. Upload your CSV file to TokenTax.

Lykke

  1. In Lykke, click Funds on the top bar.

  2. Above your table of assets, click History.

  3. At the top right of the page, click Export to CSV. Select All when prompted what to download.

  4. Upload your CSV to TokenTax.

Mercatox

  1. Go to the Wallet and then click on Transactions History.

  2. Click on Download CSV.

  3. Upload your CSV file to TokenTax.

OKEx

  1. Click the My API tab.

  2. Click Create new API.

  3. Enter a name.

  4. Authenticate and then click Confirm.

  5. Click View next to the newly created API key.

  6. Copy your API key and secret to TokenTax.

Poloniex

  1. Go to your Poloniex Trade History.

  2. Click on Export Complete Trade History in the top right corner.

  3. Once your report is ready, download the CSV file.

  4. Upload your CSV file to TokenTax.

QuadrigaCX

  1. Click your username in the upper right corner and select Account History.

  2. Select the Trades tab and click export your trade history as a CSV file.

  3. Upload your CSV file to TokenTax.

The Rock Trading

  1. Hover over your username at the top right and click Transactions history.

  2. Select the type of exchange, the currency, and a date range encompassing all your trades and click Export to CSV.

  3. Repeat the above step for any other currencies or types of exchange.

  4. Upload all your CSVs to TokenTax.

Tidex

  1. Click your username at the top right. On the next page, on the left sidebar, click Trade History.

  2. At the top right of your transactions table, make sure you have All selected in the trade history dropdown. Then, click To CSV.

  3. Upload your CSV to TokenTax.

Uphold

  1. Then click on Activity on the top right corner of your Uphold dashboard.

  2. Click on the Settings button and download your CSV file.

  3. Upload your CSV file to TokenTax.

YoBit

YoBit does not offer CSV downloads, but you can copy your transaction log into our manual upload template.

itBit

  1. On itBit, hover over Accounts at the top right. Select Trading History.

  2. In the top left corner, select which account you'd like to view. Click Export selected to .CSV in the upper right corner to save your data.

  3. Upload your CSV to TokenTax.

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