Universal CSV template

Most tax tools accept a “universal” CSV with columns: Date, Type (buy/sell/swap/income/fee/transfer), Base Asset, Base Amount, Quote Asset, Quote Amount, Fee Asset, Fee Amount, TXID, Notes. Use UTC timestamps and include network for withdrawals.

Coinbase

1. Go to Reports → Tax center → Documents → Generate report.
2. Select full year date range (Jan 1–Dec 31), include buys, sells, conversions, rewards, and sends.
3. Download CSV(s). If using Coinbase Wallet (self-custody), export those separately via wallet settings.
4. Map columns to the universal template; include fees and network for withdrawals.

Kraken

1. History → Export → choose Trades and Ledgers.
2. Set the full tax year and UTC timezone; export CSV.
3. Combine trades + ledgers to capture fees and staking rewards.

Gemini

1. Account → Reports → Download your account statements.
2. Export Transactions and Earn (if applicable).
3. Make sure transfer fees and staking interest are present before import.

Binance.US

1. Wallet → Transaction history → Export.
2. Export Orders, Deposits/Withdrawals, and Convert logs for the whole year.
3. Note the network for each withdrawal (e.g., ERC-20, BEP-20) in your CSV.

Self-custody wallets (on-chain)

For EVM chains, use a reputable block explorer to export your address history (e.g., “download CSV” if offered) or your tax tool’s wallet sync. Include internal txns (token transfers) so swaps and fees are captured. For neutral context on data feeds and oracles, see Chainlink docs.

Pre-import checklist

• Use UTC consistently.
• Include fees in the correct asset (often the base chain coin).
• Mark true internal transfers so they don’t look like sales.
• Tag income for staking/airdrops/interest (basis is income value).

Where it lands on your return

Disposals flow to Form 8949 and totals to Schedule D. Staking/interest typically reports as ordinary income. See the IRS digital assets hub: IRS: Digital Assets.