File Format Requirements

What We Accept

• File type: CSV (Comma-Separated Values)
• File size: Up to 50MB
• Rows: Up to 100,000 transactions
• Encoding: UTF-8 preferred (we auto-detect)

CSV Structure

Your CSV should have columns like:

Date,Pair,Type,Amount,Price,Fee,Total
2025-01-15,BTC/USD,BUY,0.5,42500,12.75,21262.75
2025-01-16,ETH/USD,SELL,5,2250,25.00,11225.00

Required Columns

At minimum, your CSV must have:

Optional But Helpful

• Price - Unit price per asset
• Fee - Transaction fee
• Total - Total cost (Amount × Price + Fee)
• Order ID - Unique identifier

Date Formats Supported

TaxFormatter accepts multiple date formats:

• 2025-01-15 (ISO 8601)
• 01/15/2025 (US format)
• 15-01-2025 (EU format)
• 01-15-2025 (Alternative US)
• 2025-01-15 14:30:00 (With time)

Transaction Types

Common types we recognize:

• BUY - Purchase of asset
• SELL - Sale of asset
• DEPOSIT - Funds into exchange
• WITHDRAWAL - Funds out of exchange
• TRADE - Exchange between assets
• TRANSFER - Move between accounts
• STAKING - Staking rewards
• AIRDROP - Airdrop or bonus

What We Don't Accept

• Excel files (.xlsx, .xls) - Convert to CSV first
• JSON, XML, or other formats
• PDFs or images
• Files larger than 50MB
• Files with more than 100K rows
• Files with special characters in headers

How to Convert Excel to CSV

1. Open your Excel file
2. Go to File → Save As
3. Select CSV (Comma-delimited) format
4. Save and upload

Common Issues & Fixes

"File Format Not Recognized"

Check:

• File extension is .csv (not .xlsx)
• File opens in a text editor and shows comma separation
• No binary characters or formatting
• Encoding is UTF-8

"No Transactions Found"

Verify:

• Column headers exist in row 1
• Data starts in row 2
• Required columns present (Date, Pair, Type, Amount)
• No empty rows at top

"Unrecognized Exchange Format"

If we can't auto-detect your exchange:

• Try exporting again with default settings
• Email sample to support@taxformatter.com
• We may need to add custom support

"Special Characters Breaking Parser"

Solution:

• Open CSV in text editor
• Save as UTF-8 encoding
• Remove any non-standard quotes or symbols
• Re-upload

Example Valid CSVs

Binance Format

Date(UTC),Pair,Type,Amount,Price,Fee,Total
2025-01-15 14:30:00,BTC/USDT,BUY,0.5,42500,10.75,21250.25

Coinbase Format

Timestamp,Product,Side,Amount,Price,Fee
2025-01-15T14:30:00Z,BTC-USD,BUY,0.5,42500,10

Generic Format

Date,Asset,Action,Quantity,UnitPrice,TransactionFee
2025-01-15,BTC,BUY,0.5,42500,10.75

All these formats work with TaxFormatter!