Taxbit

Documentation on importing CSV into taxbit.com

Download CSV

• Select taxbit in the download CSV prompt.

Import CSV

• Go to https://app.taxbit.com/add-transactions/sources

• Select Import from CSV -> "Upload a generic CSV"

• Follow prompt to upload file.

That's it! To view results:

• See "Add Transactions" (CSV Files) to confirm file upload.

• See "Transactions" to see transactions imported (note: may need to wait a few minutes for this particular tab to update)

Notes

Omitted transactions

All transactions starting with underscore are omitted from the Taxbit CSV (i.e. _LP_WITHDRAW). This means these transactions must be imported into Taxbit manually (or ignored where appropriate).

Can I import CSV multiple times?

Duplicates are detected on Taxbit. Users can either

• delete and reimport

• only reimport

Taxbit has a nice interface where both options are possible at https://app.taxbit.com/add-transactions/sources .

Note

Please note this is not an official guide for Taxbit. Email [email protected] if this guidance is outdated.

Reference

• https://taxbit.com/help/csv-import

• https://help.taxbit.com/hc/en-us/articles/360047756913-Importing-Transactions-Manually-with-a-CSV-File

Change Log

https://github.com/hodgerpodger/staketaxcsv/search?o=desc&q=taxbit&s=committer-date&type=commits

• 1/13/22 : Added Taxbit CSV