Exchange statements

An exchange is not a chain: nothing of what happened inside it is public. So an exchange account comes in as the statement you download from the exchange yourself (the CSV it offers), and every operation in it is read into the same history your wallets' transactions go into.

Upload the file, name the exchange (the list holds the centralised exchanges, and "Other exchange" when yours is not in it), and its operations become trades, deposits, withdrawals, fees and rewards in your year.

Every exchange writes its file differently

Exchanges disagree about everything: which column is the amount, what their words for an operation mean, how a pair is written. So the layout of your file is worked out once for each exchange and account: which column holds what, what each of the exchange's words for an operation means, and which way it moves the money. That layout is then kept, and every operation in every file you upload afterwards is read by it, the same way every time.

A word the exchange uses that the layout could not settle is listed for you to say what it meant.

Your statement is kept as you uploaded it and read again, whole, on every upload. So a correction to how a format is read is applied to everything you ever uploaded, not only to the next file.

What a symbol is worth

A symbol becomes an asset only through a reviewed alias or the exchange's own list of tickers.

Fiat is treated as what it is. Your tax currency is money: it holds no lots and realises nothing. Another currency is an asset with its own lots, valued at the official rate your country's law names. A trade with a fiat side is worth that side.

A withdrawal and its deposit are one move

A withdrawal from an exchange and the deposit that arrives in your wallet are one move of your own, not a sale and a purchase. Taxinger pairs them by the transaction or the watched address first, and otherwise by amount and time where each leg is the other's only candidate.

Every pair is stored with the evidence behind it, so you can see why two legs were read as one move, and say otherwise if we got it wrong. See questions and corrections.

An operation we could not read

An operation Taxinger cannot read is shown with what is wrong with it rather than dropped. Nothing is counted from it until it can be read.