For files being uploaded now for the 2021 tax season, we cannot guarantee that these files will be ready until after the tax deadline.
At this time, if you receive a notice that your uploads were unsuccessful because they did not conform to the TokenTax manual uploads format, please refer to our help center article about how to manually create a CSV. Once formatted correctly, reports will sync into your account automatically.
If your file upload went into “in review,” and it shows with a yellow dot in your import data screen, that means that our system doesn't automatically support the file yet.
Unlike other services where you may need to format the CSV / spreadsheet to a template, we take care of it ourselves.
We handle your CSVs for you
Our team formats your file manually and uploads it to your account. This means that, if your exchange’s CSV file is not already supported, you don’t need to worry about filling the data into a spreadsheet template. Outside of peak tax season, this process can take up to 72 hours.
If you uploaded the wrong CSV and thus it went into review, feel free to contact our support team so that we can remove the CSV from the review queue.
Be sure to check our CSV instructions
If you uploaded a CSV from a common exchange like Coinbase or Kraken and it went into review, chances are that you just uploaded the wrong type of CSV and the right one will be automatically accepted.