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Adjustments - Transactions CSV Ingestion Template Guide

Use this template only to adjust a transaction that has already been ingested. It should not be used for an initial transaction upload.

Please see the table below for information on each field within the Standard - Adjustments Transactions Template. The CSV template is also attached to the bottom of this article.

Please note: Only the Account ID is required for ingestion, however, for more information on all of the data requirements for specific form types, please refer to this guide: Data Requirements Overview

For more details on the Taxbit Transaction data model, please refer to this guide: Transactions - Data Model.

Field Headers Required Format Example
Client User ID/ Account Number account_id Yes String 12345678
Transaction ID transaction_id Yes String 12345678
Date and Time date_time Yes UTC Time in ISO-8601 Format 2020-01-01T00:00:00.000Z
Received Quantity received_quantity No Number 10
Received Currency received_currency No String ETH
Sent Quantity sent_quantity No Number 10
Sent Currency sent_currency No String USD
Fee Quantity fee_quantity No Number 10
Fee Currency fee_currency No String USD
Parent Transaction ID parent_transaction_id Yes String 12345678

Please note: There is a limitation of 30M rows for Transaction CSV data, and 10M for Transaction JSON data. If the file is larger than this limit, please split the file to successfully ingest the associated data.

Adjustment-Transactions_Ingestion-Template.csv