Connecting a Self Service Source to TaxBit

TaxBit supports several of the most popular sources of transaction data. At this time, we don’t currently offer a guide for all sources we support. 

If you have a source that you can’t find a guide for, we recommend you do the following:

Step 1: Download your transaction history via CSV for all of the transactions you’ve completed on that source. 

Step 2: Use our CSV formatting guide to adjust your source exported file to TaxBit’s accepted format. 

Step 3: Import your transactions.

If you have any issues downloading your transaction history from your exchange, we recommend working with that exchange's support team to obtain a CSV export. If a CSV export isn’t available, you can manually add your transactions to your TaxBit account. 

Please Note: If the Self Service source you’re trying to connect to TaxBit is Robinhood, it’s important you know they don’t provide a CSV export. That being said, TaxBit doesn’t currently have a workaround that we can offer.

Still have questions? You can interact with our Chatbot by selecting the Chat Widget located at the bottom right side of your screen, or fill out this form HERE to submit a support inquiry request. Our team is happy to help!

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