TaxFormatter
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Sample Output Downloads

Don't take our word for it. Download real sample outputs and see exactly what TaxFormatter produces. Test them in your software before you commit.

Crypto Tax Samples

Before: Raw Coinbase Export

A typical messy CSV with inconsistent dates, missing values, and formatting issues.

  • Inconsistent date formats (ISO vs MM/DD/YYYY)
  • Missing timestamps on some rows
  • Empty transaction types
  • N/A values instead of proper dates
Download CSV

After: TurboTax Ready

Clean CSV formatted for direct TurboTax import with calculated gains/losses.

  • Properly formatted dates
  • Calculated cost basis
  • Short/Long term classification
  • Ready for Schedule D
Download CSV

After: Koinly Format

Universal format compatible with Koinly and most crypto tax platforms.

  • Standard column structure
  • Proper transaction labels
  • Fee tracking included
  • Staking rewards categorized
Download CSV

After: IRS Form 8949

Official IRS format for reporting cryptocurrency disposals.

  • IRS-compliant columns (a) through (h)
  • Proper gain/loss calculations
  • Adjustment codes ready
  • Import to any tax software
Download CSV

Bank Reconciliation Samples

Before
Raw PDF Data
Chase Business - Checking.pdf
DateDescriptionDebitCreditBalance
Jan 15CHASE CREDIT CRD AUTOPAY1,250.0012,450.00
000000001234567
Jan 16STRIPE TRANSFER4,500.0016,950.00
Jan 17GUSTO 000-PAYROLL8,200.008,750.00

Issues: Inconsistent dates, multi-line descriptions, separate debit/credit columns

After
QBO-Ready CSV
chase-business-qbo.csv
DateDescriptionAmount
01/15/2024CHASE CREDIT CRD AUTOPAY 000000001234567-1250.00
01/16/2024STRIPE TRANSFER4500.00
01/17/2024GUSTO 000-PAYROLL-8200.00

Ready for QBO import: MM/DD/YYYY dates, merged descriptions, single amount column

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