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Filing Your Uphold Taxes

How to connect Uphold with Koinly

Uphold is a popular digital money platform where investors can buy, sell and trade more than 100 cryptocurrencies. Whatever your Uphold investments, Koinly can help with your crypto taxes. Just connect via API or upload a CSV file. Here's how.

How to connect Uphold to Koinly via API

  1. Log in to Koinly and go to the wallets page.
  2. Select add new wallet: Uphold.
  3. Select set up auto sync.
  4. Select continue to Uphold. Please note granting access will give Koinly read-only access, Koinly does not have access to make transactions.
  5. On the Uphold page, select authorize. If you're not already logged in, you may have to do this first.

How to connect Uphold to Koinly via CSV

On Uphold

  1. Open the Uphold activity page
  2. Select on the dropdown icon in front of transactions.
  3. Select on Download as CSV.

On Koinly

  1. Sign up or login into Koinly and head to the wallets page.
  2. Add a new wallet: Uphold.
  3. Select import from file.
  4. Upload your CSV file(s).

How do I check if my Uphold import is accurate?

Something looking strange with your Uphold data import? No worries, we have lots of great resources:

  • Search our help forum - there's lots of useful guides to resolve common issues.
  • Go to our discussion boards - we might have already resolved the same issue for another user.
  • Talk to us on social media - we’re on Twitter and Reddit.
  • Contact us on email or live chat. 

It's really helpful to use our Getting Started Guide and our Uphold Tax Guide before reviewing your transactions. This can help you identify and resolve any issues in no time at all.