Managing your crypto trades in TaxTank is quick and efficient with the bulk import feature. Here's how you can easily import your crypto buy and sell trades from any platform into the Holdings Tank using a CSV file.
Step 1: Access the Import Function
Navigate to the Holdings Tank.
Select the Trades tab and click the Import button to open the import pop-up.
From the top menu, select Crypto as the asset type.
Step 2: Select Ownership Type
Held in my name: If the assets are owned by you personally, this is the default option.
Held in other: Use this option for assets held in a trust, company, or SMSF to ensure these trades are excluded from your Tax Summary.
Step 3: Prepare Your CSV File
TaxTank will calculate your current holdings balances and any CGT from the imported trades, so be sure to import your complete history, or from a zero balance at the beginning of a financial year (if applicable). To import trades, you'll need a properly formatted CSV file. You can:
Export all trades from your existing platform and customise the file to meet TaxTank's required fields.
Download the template provided by TaxTank and past your trade history to structure your data correctly.
Required Fields for CSV
Ensure your CSV file includes the following fields in the top row:
Type: buy or sell
Ticker: The symbol representing the cryptocurrency.
Price: The price you paid for the asset (in AUD).
Quantity: The number of units bought or sold.
Fee: Transaction fee paid (in AUD).
Date of Trade: The date the trade occurred (format: DD/MM/YYYY).
Step 4: Import the CSV File
Drag and drop your CSV file into the upload area, or select it manually.
Click Import Bulk to complete the process.
💡Note: Ensure all values, such as Buy Price and Fees, are converted to Australian dollars (AUD). After importing, you can also attach buy statements to individual trades for added documentation.
FAQs
Q: Can I import CSV files from any platform?
A: No, all imports must use the TaxTank CSV template. This ensures your data is correctly formatted and avoids errors during import.
Q: How can I delete a bulk import?
A: You can use the bulk delete function. Simply navigate to the Trades tab, select all those you wish to delte and then click on the delete selected button.
Q: What should I do if I get an "Invalid CSV Format" error?
A: Make sure your file is saved as a CSV and includes all required fields with the correct labels. Also, check that the data format matches the template provided by TaxTank.
Q: What if TaxTank says a ticker is incorrect or unrecognised?
A: Review the error message, update the ticker names in your CSV file, and try importing again.
Q: Can I record crypto swaps in TaxTank?
A: TaxTank currently supports calculating buys and sells. Support for swaps is coming soon as part of our development roadmap.
Q: Why won’t my Crypto CSV import?
A: The most common reason a bulk crypto import fails is that the file is not using the TaxTank CSV template format. Unlike bank transaction imports, holdings imports must follow the exact template structure.
Before uploading, please check the following:
CSV import checklist
Use the TaxTank template only
All bulk imports must use the TaxTank CSV template.
Even if your broker exports a CSV, it usually contains extra columns or different header names that won’t import correctly.
The easiest option is to copy your data into the TaxTank template before uploading.
The first row must match these exact headers
Your top row should include:
typetickerpricequantityfeedate of trade
These fields must be correctly labelled.
Remove extra columns
Delete any columns not included in the template, such as:
exchange
order ID
settlement date
currency
market
notes
account number
wallet address
broker reference
Extra columns can cause the import to fail.
Remove blank rows and summary rows
Delete any blank lines, subtotal rows, or summary sections before uploading.
Check date formatting
Dates must be consistent and in the required format:
DD/MM/YYYYFor example:
07/04/2026Check trade type values
The type column must only contain:
buysell
No other values such as:
purchase
sold
deposit
withdrawal
transfer
All values must be in AUD
Price and fee amounts must be in Australian dollars (AUD).
If your broker exports in USD or another currency, convert the values before importing.