Automated syncing with Uphold API and TaxBit
Please be sure that your pop-up blocker is disabled, as this can prevent you from being redirected to Uphold to grant authorization.
Click HERE to follow along with a detailed guide for connecting the Uphold API.
Select Add Transactions
Select Add Exchange
Search for and select Uphold
Select Link Exchange
Login to and Authorize TaxBit to complete the connection
Importing a Uphold CSV into TaxBit
Export or create a CSV file of your entire transaction history from your account.
Plus and Pro user can Email your CSV into firstname.lastname@example.org for Concierge CSV import support. Network and Basic users can manually format a CSV to TaxBit's standard format using the guide found HERE.