Crypto Transaction Import Guide for Tax Software Integration (2026)
Import crypto transactions into tax software: API connection, CSV upload, manual entry, and reconciliation for accurate tax reporting.
Summary
Transaction import is critical for accurate crypto tax reporting. This guide explains API integration, CSV upload, and reconciliation methods.
Key Steps
- 1Use API connection: connect exchanges directly to CoinTracker, Koinly, TaxBit.
- 2Upload CSV exports: for exchanges without API, download and upload transaction history.
- 3Enter manually: for wallets/DeFi, manually input transactions or use blockchain explorers.
- 4Reconcile imported data: verify transaction count, dates, amounts match expectations.
- 5Check cost basis: ensure imported transactions have correct cost basis assignment.