Creating a Tax Report with CoinLedger

What is in this article?

• Reporting via CSV File on CoinLedger
• Reporting via API Keys on CoinLedger

Reporting via CSV File on CoinLedger

1. Login to your CoinSpot account. Select the My Account Menu⁽¹⁾, and then select Order History⁽²⁾.

                                                  Figure 1. Tax Report with CoinSpot & CoinLedger - My Account Menu (Order History)

2. From here you will be able to download your Order History CSV Files. Download the Buy/Sell file to import it into the CoinLedger platform.

                                                  Figure 2. Tax Report with CoinSpot & CoinLedger - (CSV Files)

 

3. Once you have obtained your CSV File, Sign in or Sign up to CoinLedger.

                                                  Figure 3. Tax Report with CoinSpot & CoinLedger - (CoinLedger Login)

4. Navigate to Import and select Add Account. Then, choose the CoinSpot tab on CoinLedger. Click on Upload File and drag or select your CSV file into the box to import your transactions.

                                                  Figure 4. Tax Report with CoinSpot & CoinLedger - (Upload CSV)

Further instructions on completion can be found on the CoinLedger Platform.

Reporting via API Keys on CoinLedger

1. Set up an API on CoinSpot to import your data to CoinLedger.
For further information on how to set up an API Key, please have a read of our How to set up API Key article. Please retain your API Key and Secret Key when an API is generated on your CoinSpot account.

2. Once you have set up an API Key, Sign in or Sign up to CoinLedger.

                                                  Figure 5. Tax Report with CoinSpot & CoinLedger - (CoinLedger Login)

3. Navigate to Import and select Add Account. Then, choose the CoinSpot tab on CoinLedger. Click on Auto-Import, then enter your API Key and API Secret into the correct fields. Click Sync Transactions.

                                                  Figure 6. Tax Report with CoinSpot & CoinLedger - (Sync via API)

Further instructions on completion can be found on the CoinLedger Platform.

Need more help? 

Please submit your request via Zendesk - https://coinspot.zendesk.com/hc/en-us/requests/new 

or start a conversation with us via Live Chat and our team will provide full instructions and advice.