Filing Your Uphold Taxes

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.

API Import CSV File Import

Let's get started

The first step is to download all your transactions from uphold and upload it into Koinly. There are a few ways you can do this:

  • As Uphold has an API, the fastest way to do so is to simply connect your Uphold account to Koinly. Then Koinly will download all your transaction data and you can create a tax report.
  • If you don't have access to your API keys you can also import transactions by uploading your CSV files.
  • If you only have a few transactions and the above methods are not possible for you, you can even add the transactions manually via Koinly's web interface.

Note that if you want to import CSV files, you must make sure to import your deposits/withdrawals and trades for ALL previous years and not just the current one!

That's all you have to do. Don't forget to tag your airdrops/forks so they appear as Income on your generated cryptocurrency tax documents!

Importing Uphold transactions manually via CSV files

Follow these steps to download your transaction files:

  1. Open the Uphold Activity page
  2. Click on the dropdown icon in front of Transactions
  3. Click on Download as CSV
  4. Upload the downloaded file to Koinly