Preparing Your Trade.io Tax Forms

How It Works

The first and usually only step is to download all your transaction data from Trade.io and import it to Koinly. Here's how.

Follow these steps to download your Trade.io data:

  1. Log in to your Trade.io account
  2. Go to the transactions history page
  3. Export/download your transaction history for ALL years of trading (check with their support if you can't find this)
  4. Manually check that the file contains all your deposits, withdrawals and trades

On Koinly:

  1. Create a free account on Koinly
  2. Complete onboarding until you get to the Wallets page and find Trade.io in the list
  3. Click on it and select "File import" in the import options screen
  4. Upload the files you downloaded from Trade.io (one at a time) and click on Import
  5. Review your transactions on the Transactions page to ensure everything is tagged correctly and no missing data
  6. Go to the Tax Reports page to view your tax liability!
Having trouble connecting Trade.io with Koinly?
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