Name: How to do your Uphold Crypto Tax with Koinly
Uploaded: 2021-07-28T08:00:00+08:00
Duration: 5 min 16 s
Description: In this video I will show you how to import your Uphold Transactions into Koinly for tax purposes. We will go over how to use the API auto-sync feature on Koinly as well as manually import csv statements in order to import your full Uphold transaction history.

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.

Log in to Koinly and go to the wallets page.

Select continue to Uphold. Please note granting access will give Koinly read-only access, Koinly does not have access to make transactions.

On the Uphold page, select authorize. If you're not already logged in, you may have to do this first.

Select on the dropdown icon in front of transactions.

Sign up or login into Koinly and head to the wallets page.

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.

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

Koinly

I tried multiple platforms for tracking my portfolio and preparing tax documents and this was by far the best.

https://www.youtube.com/watch?v=PEn4yGuHKqc

In this video I will show you how to import your Uphold Transactions into Koinly for tax purposes. We will go over how to use the API auto-sync feature on Koinly as well as manually import csv statements in order to import your full Uphold transaction history.

How to do your Uphold Crypto Tax with Koinly 

Effortlessly calculate your uphold taxes and generate the correct tax forms to send to your tax authority. Koinly fully integrates with Uphold and makes your tax reporting a piece of cake.

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

How to connect Uphold to Koinly via CSV

On Uphold

On Koinly

How do I check if my Uphold import is accurate?

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