What the Insight Panels Mean
Understanding each AI insight panel
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The REST API reference, plus guides for the dashboard uploader.
Understanding each AI insight panel
When you upload your CSV to TaxFormatter, you'll see four real-time insight panels. Here's what each one means.
What it shows: Which cryptocurrency exchange we recognized from your CSV format.
Examples:
Why it matters: We use exchange-specific parsers to correctly interpret your data. If the wrong exchange is detected, we may misparse your transactions.
What to do: If it's wrong, export again from your exchange with default settings and re-upload.
What it shows: Real-time count of transactions being processed.
Examples:
Why it matters: This confirms we're finding and parsing your trades correctly. Large jumps or unexpectedly low counts might indicate parsing issues.
What to do: Compare to your exchange's transaction count. If it's significantly different, check for export settings or filters.
What it shows: Count and type of flagged tax issues we detected.
Examples:
Why it matters: These flags indicate transactions that need special handling for accurate tax reporting.
What to do: Click each flag to see details. Read the explanations to understand what each issue means for your taxes.
What it shows: Your data is formatted and ready for export.
Examples:
Why it matters: This confirms the data transformation is complete and safe to export to your tax software.
What to do: Download your formatted CSV and import it into your tax software of choice.
The panels appear in order:
1. Exchange Detected (immediate)
↓
2. Analyzing Transactions (1-5 seconds)
↓
3. Potential Tax Issues (identified during analysis)
↓
4. Tax-Software Ready (final status)
This progression shows TaxFormatter is working through your data systematically.
Once you see "Tax-Software Ready":