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User-Provided Acquisition Information for Transfers - CSV Ingestion Template Guide

Please see the table below for information on each field within the MUECB - Transactions Template, including which fields are required to be populated before ingesting to the Dashboard. 

Please note: The Transfer-Lot Quantity must add up to the total quantity on the original Deposit transaction; however, that may be accomplished by providing multiple rows that add up to the total quantity.

 
Field Headers Required Format Example
Client User ID/ Account Number account_id Yes String 12345678

Transaction ID

(of the Deposit)

transaction_id Yes String 12345678
Asset Code asset_code Yes String BTC
Transfer-Lot Quantity transfer_lot_quantity Yes Number 10
Transfer-Lot Cost Basis transfer_lot_cost_basis Yes Dollar Amount 100
Transfer-Lot Acquisition Date and Time transfer_lot_acquisition_datetime Yes UTC Time in ISO-8601 Format 2020-01-01T00:00:00.000Z

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 - muecb.csv