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Standard - Transactions CSV Ingestion Template Guide

Use this template for most US information reporting workflows such as 1099-DA, 1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-B, and 1099-DIV. This template can also be used for purposes of creating Account Owners and Accounts where you are only collecting baseline information (e.g., Name, Address, TIN).

Do not use this template for US retirement reporting (e.g., Form 1099-R and 5498), 1042-S, or CARF/CRS, which each have dedicated templates that can be found here: Transactions - CSV Ingestion Template Guides

Please see the table below for information on each field within the Standard 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 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 USD
Fee Quantity fee_quantity Number 10
Fee Currency fee_currency String USD
Transaction Value in USD transaction_value_usd Dollar Amount 100
Fee Value in USD fee_value_usd Dollar Amount 100
Counterparty Transaction ID counterparty_transaction_id String 12345678
Disposition Method disposition_method Enum FIFO

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
disposition_method FIFO
HIFO
LIFO
LOFO

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.

Standard_Transactions_Ingestion_Template.csv