Export Functionality / Tax Reporting
planned
S
Stefan
Several requests regarding a export functionality of trades (eg in csv) or additional reports for tax purposes has been marked "under review" by Finandy Team since August 2022 yet nothing happened so far. Therefore adding again the same request
Paying Taxes is a crucial aspect of trading at least in most civilized countries and therefore this feature is crucial. please have it implemented asap
J
Jose
Any news or estimation on this?
Finandy Exchange
Merged in a post:
Readable Api for tax software
Render Boom
With the new whitelist ip limitation I'm not able to import transaction to a tax software, I'm using coinpanda and I have tell them to give me whitelisted ip but they tell me that is not possible since they use hundred of ip for import transactions. Now I'm not able to import transaction via CSV since it was palnned from 1 year and not yet developed,(now change from palnned to under review) can you please make just read only api available whiteout ip whitelist for solve this issue? In the past the api work with coinpanda (and also other taxsoftware) without problems. Tax month is here and I'm facing a big problem.
Finandy Exchange
planned
Describe how the data upload should look like?
Date selection and Export button.
What fields should be in the report?
All orders or all positions in profit or loss?
Render Boom
Finandy Exchange: Hi yes date selection and export button, in report all transaction must be in CSV report included transfer deposit and fee costs. I think is better to separate the CSV files in nr.02 the first one for spot and the second one for futures. Please remember that transfering from and to spot and from and to futures must be visible.
For have a good idea just check what binance do.
N.B. Please remember that we need to have data transaction every year for passed year...so for example if now I need to export data I will iput from 01.01.2022 to 31.12.2022
Data transaction if possible must be available for 2 years
S
Stefan
Finandy Exchange: all relevant transaction details should be displayed.
type of transaction, order / transaction / position id, QTY, Amount, Price, fees, P&L, Coin, Fee Coin, amounts paid or received for copy trading ... so everything that could be relevant for tax purposes
preferable in CSV
Render Boom
I 100% agree, we really need it I really hope they will implement as soon as possible. Please finandy team do not skip this feature request again.