Global - Transactions CSV Ingestion Template Guide

Use this template for MRDP/DAC7, CARF, CRS, and other global reporting workflows, or whenever transaction values need to be reported in a currency other than USD.

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

Please note: For more information on all of the data requirements for specific form types, please refer to this guide: Data Requirements Overview

Field	Headers	Format	Example
Client User ID/ Account Number	account_id	String	12345678
Transaction ID	transaction_id	String	12345678
Date and Time	date_time	UTC Time in ISO-8601 Format	2020-01-01T00:00:00.000Z
Transaction Type	transaction_type	Enum	Income
Transaction Subtype	transaction_subtype	Enum	Airdrop
Received Quantity	received_quantity	Number	10
Received Currency	received_currency	String	ETH
Sent Quantity	sent_quantity	Number	10
Sent Currency	sent_currency	String	EUR
Fee Quantity	fee_quantity	Number	10
Fee Currency	fee_currency	String	EUR
Transaction Value	transaction_value	Dollar Amount	100
Fee Value	fee_value	Dollar Amount	100
Value Currency	value_currency	String	EUR
Counterparty Account ID	counterparty_account_id	String	352624lk63

Please see below for the enums available for each of the applicable fields.

Header	Enum
transaction_type	Taxbit Transaction Types
transaction_subtype	Taxbit Transaction Types

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.

Taxbit - Transaction CSV Templates - transactions_MRDP-DAC7.csv