How does it work?
The first - and in most cases, the only - step is to download all your transaction data from CEX.io and import it into Koinly. There are a few ways you can do that:
- As CEX.io has an API, the simplest way to do so is to just connect your read-only API keys (user id, API key, API secret). After that, Koinly will download your transaction data automatically, and you can create your tax report.
- If you don't have access to your API keys, you can also import transactions by uploading CSV files.
- If you only have a few transactions and the above method(s) are not possible for you, you can even add the transactions manually through Koinly's web interface.
If you decide to use CSV files, you must make sure to import your deposits/withdrawals and trades for ALL previous years!
That's it. The only other thing to keep in mind is to tag your airdrops/forks so they show up as Income on your final crypto tax documents!