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Crypto Accounting Webinar - May 16 @ 10a PDT

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Uphold

TaxBit Makes it Easy to Track and File your Crypto Taxes with Uphold

API Support
CSV Support

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.

  1. Select Add Transactions

  2. Select Add Exchange

  3. Search for and select Uphold

  4. Select Link Exchange

  5. Login to and Authorize TaxBit to complete the connection

Importing a Uphold CSV into TaxBit

  1. Export or create a CSV file of your entire transaction history from your account.

  2. Plus and Pro user can Email your CSV into support@taxbit.com for Concierge CSV import support. Network and Basic users can manually format a CSV to TaxBit's standard format using the guide found HERE.