How do I import data from exchanges/wallets?

Please refer to here for the list of exchanges/wallets currently supported by Crypto.com Tax.

If you have an account in one of these exchanges/wallets, you’ll be able to import data through its API support or the native CSV file of the transaction history. We’ll give you step-by-step instructions for each exchange/wallet.

If you’re not using any of the aforementioned services, you’re still welcome to import data by using the Crypto.com Tax Generic CSV. The tutorial can be found below on this page.

Also, we currently support synchronization from blockchains. You can simply import data by inputting a public address/key of the ETH & ERC-20 tokens and BTC.

What if the exchanges/wallets I’m using are not supported?

Crypto.com supports any exchange as long as you import data through Crypto.com Tax Generic CSV. It supports all the transaction types that are required for your tax calculation. If you’re not using any of the aforementioned services, you’re still welcome to import data by using the Crypto.com Tax Generic CSV. The tutorial can be found below on this page.

What is Crypto.com Tax Generic CSV and how do I use it?

Crypto.com Tax Generic CSV is our generic CSV format that is compatible with any wallet/exchange. If you are using one of the wallets/exchanges that are not supported by us, you’re welcome to convert your transaction data into Crypto.com CSV format and upload the transactions later to your account.

Please follow the instructions below to construct your Crypto.com Tax Generic CSV. You can download a sample CSV here.

CSV Requirements:

  • The first (header) row must exactly match the example

  • The required date format is MM/DD/YYYY HH:MM:SS (e.g. 06/20/2020 20:57:35)

  • No negative numbers are allowed

  • Currency symbols must be from the list in our FAQ

  • Buy/Sell/Trade - exchange one currency with another (both crypto or fiat currencies)

    • The type must be one of the following:

      • buy - pay fiat currencies for cryptocurrency

      • sell - sell cryptocurrency for fiat currency

      • trade - trade one exchange for another

    • Received Currency, Received Amount, Sent Currency, and Sent Amount must be filled

    • Input the associated transaction fee in Fee Currency and Fee Amount (leave them blank if none)

    • Input the net worth amount in Received Net worth, Sent Net Worth and Fee Net Worth (leave them blank if none)

      • Example 1 (Buy):

        • You bought 5 BTC for 5000 CAD, and the associated fee is 0.01 BTC

        • Input BTC in Received Currency and 5 in Received Amount

        • Input CAD in Sent Currency and 5000 in Sent Amount

        • Input BTC in Fee Currency and 0.01 in Fee Amount

      • Example 2 (Sell):

        • You sold 3 ETH for 3000 CAD, and the associated fee is 0.01 ETH

        • Input CAD in Received Currency and 3000 in Received Amount

        • Input ETH in Sent Currency and 3 in Sent Amount

        • Input ETH in Fee Currency and 0.01 in Fee Amount

      • Example 3 (Trade):

        • You trade 5 BTC for 10 ETH, and the associated fee is CAD 5

        • Input ETH in Received Currency and 10 in Received Amount

        • Input BTC in Sent Currency and 5 in Sent Amount

        • Input CAD in Fee Currency and 5 in Fee Amount

      • Example 4 (Buy with setting net worth):

        • Your base currency is CAD and you bought 5 BTC for HKD 300,000 with an associated fee 0.01 BTC. You would like to adjust the value for Sent and Fee Amount in base currency (CAD).

        • Input BTC in Received Currency and 5 in Received Amount

        • Input HKD in Sent Currency and 300,000 in Sent Amount

        • Input 60,000 in Sent Net Worth to represent corresponding value in base currency

        • Input BTC in Fee Currency and 0.01 in Fee Amount

        • Input 600 in Fee Net Worth to represent corresponding value in base currency

  • Send - send cryptocurrency to others

    • The type must be one of the following:

      • payment - send cryptocurrency for goods or services

      • gift - send cryptocurrency as a gift

      • donation - send cryptocurrency to the charities

    • Sent Currency and Sent Amount must be filled

    • Received Currency and Received Amount must be empty

    • Input the associated transaction fee in Fee Currency and Fee Amount (leave them blank if none)

    • Input the net worth amount in Sent Net Worth and Fee Net Worth (leave them blank if none)

      • Example:

        • You sent 10 ETH, and the associated fee is 0.01 ETH

        • Input ETH in Sent Currency and 10 in Sent Amount

        • Input ETH in Fee Currency and 0.01 in Fee Amount

  • Receive - receive cryptocurrency from others

    • The type must be one of the following:

      • gift - receive cryptocurrency from someone other than yourself

      • fork - receive cryptocurrency after blockchain split

      • airdrop - receive cryptocurrency due to airdrop

      • mining - receive cryptocurrency from mining

      • payment - get cryptocurrency as salary

      • reward - receive cryptocurrency as rewards (e.g. staking/earn rewards, referral bonus, etc.)

      • rebate - receive cryptocurrency due to staking/card rebate

    • Received Currency and Received Amount must be filled

    • Sent Currency and Sent Amount must be empty

    • Input the net worth amount in Received Net worth (leave them blank if none)

    • There should be no fees associated with any received transactions, but we advise that you double-check the transaction details

      • Example:

        • You received 5 ETH, and no fees should be incurred

        • Input ETH in Received Currency and 5 in Received Amount

  • Transfer - moving cryptocurrency between your own accounts

    • The type must be transfer

    • Received Currency, Received Amount, Sent Currency and Sent Amount must be filled

    • Values in Received Currency and Received Amount must match those in Sent Currency and Sent Amount (excluding the fee)

    • Input the associated transaction fee in Fee Currency and Fee Amount (leave them blank if none)

    • Input the net worth amount in Fee Net Worth (leave them blank if none)

      • Example:

        • You transfer 5 BTC from one wallet to another, and the associated fee is BTC 0.001

        • Input BTC in both Received Currency & Sent Currency and 5 in both Received Amount & Sent Amount

        • Input BTC in Fee Currency and 0.01 in Fee Amount

  • Swap - converting a cryptocurrency to another one

    • Received Currency, Received Amount, Sent Currency and Sent Amount must be filled

    • Input the associated transaction fee in Fee Currency and Fee Amount (leave them blank if none)

    • Input the net worth amount in Received Net Worth and Fee Net Worth (leave them blank if none)

    • Example:

      • You swap 5 MCO for 20 CRO

      • Input CRO in Received Currency and 20 in Received Amount

      • Input MCO in Sent Currency and 5 in Sent Amount

  • Cost-fee charges not linked to a completed transaction, e.g. gas fee from a failed blockchain transaction

    • Sent Currency and Sent Amount must be filled

    • Received Currency and Received Amount must be empty

    • Fee Currency and Fee Amount must be empty

    • Input the net worth amount in Sent Net Worth (leave them blank if none)

    • Example:

      • You spent 0.1 ETH in a failed blockchain transaction

      • Input ETH in Sent Currency and 0.1 in Sent Amount

Reminder:

  • Importing transactions that already exist in your account will result in duplicate transactions

  • If there is an error in the CSV, it will be displayed and no transactions will be imported

  • If you input numbers in the columns of Received Net Worth, Sent Net Worth and Fee Net Worth, it will override the corresponding value(s) of the transaction in base currency.

What if some data are imported incorrectly?

Due to the nature and complexity of cryptocurrency transactions, there might be errors after the data is imported. We highly recommend that you look through all the transactions to make sure they match your record. If you find a mismatch, you can click the 3 dots menu on the right-hand side of each transaction to update the details.

Note that your wallets/exchanges are probably not able to distinguish send/receive (moving cryptocurrency to/from others’ accounts) from the transfer (moving cryptocurrency within your own accounts). Since the tax treatment is very different between the two, we strongly recommend that you review your send/receive transactions before submitting the result to your tax authority.

If you’re certain that all the data are input correctly but some error persists, please contact us via the chat button, or report the bug at [email protected], and we’ll make sure to investigate the issue as soon as possible.

How do I read the CSV import summary?

There are way too many kinds of transactions in different exchanges/platforms, and it is absolutely impossible for us to know the treatment of each and every one of them. So each time after you import a CSV file, we summarize the transactions that we failed to import into 3 categories: a) Erroneous transactions; b) Unsupported transactions, and; c) Skipped transactions. Please find the example of the CSV import summary below:

Example of CSV import Summary:

  • What should I do with the erroneous transactions?
    Crypto.com Tax supports these transactions, but it failed to import them because of some missing/incorrect fields. Please read our error messages and make adjustments accordingly. You can fix these transactions on your CSV and reupload them once completed.

  • What should I do with the unsupported transactions?
    Crypto.com Tax doesn’t know how to handle these transactions. They are likely 1) the transactions that are specific to your exchanges/wallets, and 2) the transactions that are from special events and are not categorized typically. We rely on your sole discretion to determine the nature of these transactions, and you should recategorize them with the types supported by Crypto.com Tax. You can fix these transactions on your CSV and reupload them once completed.

  • What should I do with the skipped transactions?
    These are transactions like depositing/withdrawing fiat currency or staking tokens to earn yield/interest. They should not be included in Crypto.com Tax as these events have no tax implications at all. However, there could be chances we’re making a mistake, and again your thorough review is highly recommended to make sure we’re not missing anything critical. If you realize we’ve made a mistake, please add the transaction manually and report the error to us immediately.

  • What should I do when the imported transactions exceed the limit of an account?

    Each account can only import 20,000 transactions per year. You will see an error message if you exceed the limit. In order to import more transactions, please delete transactions that are obsolete.

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