We have updated our internal cryptocurrency accounting systems so we can receive a read only API (application programming interface) from you. This will include all your exchange trading history and import directly into our accounting system.
Previously we have requested CSV files, downloaded from exchanges which included all trading history.
The benefits of an API are:
Removes the need to download multiple CSV files from a single exchange, zipping files, emailing files
Prevents human error from selecting the wrong dates in trading history
Ensures all trading activity is captured
Can capture complete information (rather than some exchanges limiting the amount of history available to download).
Efficiency – we do not have to unzip files, format international dates, adjust CSV files and convert into our standard reporting template.
Once we have the API set-up, we will have a link to your trading information for future financial years (after the one-off set-up)
Note: some exchanges do not support an API, and we are yet to provide instructions for all exchanges. We will still require CSV files for exchanges that do not support an API.
Client instructions:
Please email us your API key and secret key for each exchange you have used.
Please ensure the APIs are read only. This ensures we can only view your information.
Please follow the instructions below to set-up an API for only the exchanges you have used. We have links to video instructions for some exchanges to follow along.
It takes approximately 2 minutes to create an API key. It is not technical, and you will be able to complete this by following the instructions below.
We only need API keys for your exchanges used. If you have not used an exchange, there is no need to provide the API.
If the exchange you have used does not have instructions, please email us and we can provide instructions. We have started video instructions for the most popular exchanges our clients use and we will continue to add more
Before you start
Most exchanges require KYC and/or Multi-factor authentication to be completed on an account before API’s can be generated.
Please ensure that all API’s are read-only or tax specific. This is for security reasons as it ensures that the API keys can only be used to view transaction histories and cannot be used to make trades or withdrawals on one’s behalf (if it falls into the wrong hands)
Binance (API) API and CSV both required
This video has instructions on how to create the API key.
Please email us the API key and secret key.
Binance (CSV) Required Format
Navigate at Binance.com to Wallet -> Transaction History (https://www.binance.com/en/my/wallet/history/deposit-crypto)
On the top right click on “Generate all statements” and select Range – Customize
Export each financial year separately – 1st of April to 31st of March for each year that is required
Generate, and send the .tar files through to us unopened and unedited
Easy Crypto (CSV)
This is a CSV file not an API, please download the CSV file for Easy Crypto.
This video has instructions on how to download the CSV file.
Please email us the CSV file.
Independent Reserve (API)
This video has instructions on how to create the API key: click here to view.
Please email us the API key and secret key.
Kraken (API)
Log in into your Kraken account and navigate to Security – > API
Create a new key and select in the permissions only Query Ledger Entries, Query Funds and Export Data
Please email us the API key and secret key.
This video has instructions on how to create the API key (Disregard any coin tracking import instructions):
FTX (API)
This video has instructions on how to create the API key.
Please email us the API key and secret key.
Huobi (API)
This video has instructions on how to create the API key.
Please email us the API key and secret key.
ByBit (API)
This video has instructions on how to create the API key.
Please email us the API key and secret key.
KuCoin (API) *API passphrase: cointracking
This video has instructions on how to create the API key.
Please ensure that the API passphrase is: cointracking
Please email us the API key and secret key.
Log in into your KuCoin account and navigate to the API page
Create a new API key
Set the ‘API Passphrase’ to ‘cointracking”
ONLY select the ‘General’ permission. DO NOT select any other permissions.
Please email us the API key and secret key.
Poloniex (API)
Log in into your Poloniex account, select the Settings icon and click on API KEYS
Please create a new API key for Evans Doyle. Do not use an already existing key.
Please disable both checkboxes Enable Trading and Enable Withdrawals as we do not need them!
Please email us the API key and secret key.
Okex (API)
Click ‘Apply for v5 API’
Enter Evans Doyle – Accountants as passphrase and check only enquiry permission
Please email us the API key and secret key.
Idex (API)
Login into your Idex account and open the API page
Click on GENERATE NEW API KEY
Select only the read permission
Please email us the API key and secret key.
Huobi (API)
Log in into your Huobi account and navigate to the API page
Please email us the API key and secret key.
Bitmex (API)
Log in into your BitMEX account and navigate to API -> API Key Management
Add a custom name for this API key (Evans Doyle)
Leave ‘CIDR’ blank
Generate a new API key without selecting any additional key permission (leave as they are)
Please email us your API Key (ID) and API Secret
Crypto.com (CSV)
Log in into your Crypto.com account and go to profile’: https://crypto.com/exchange/personal
On the Crypto Wallet page, tap the history icon (top right)
Tap on the ‘Export’ button (top right)
Select the Start and End Date (inclusive) then tap ‘Export to CSV‘
Tap the ‘Download’ button for the reports that are ready to be downloaded to the phone
Please email us the CSV file
Bibox (API)
Log in into your Bibox account and go to this link: (https://www.bibox.com/NewAPI)
Select only Read information permission.
Press ‘Show‘ under ‘Secret:’ to see you API secret. API Key should be visible already.
Please email us your API Key and API Secret
Bitstamp (API)
Log in into your Bitstamp account, click on your account icon (top right corner) and select Settings Select API access on the left-hand side to access the API page
Create a new key and select only ‘Account balance’ and ‘User transactions’ as permission
Activate the generated key on Bitstamp
Please email us the API key and secret key.
Bittrex (API)
Log in into your Bittrex account and navigate to Account -> API Keys
Create a new key by clicking on Add new key
Enable only read info
Click on the Save button
BTC Markets (API)
Create read only Api keys
CEX (API)
Log in into your CEX account and navigate to Account -> Profile -> API
Create a new key and select only the ‘Account balance’ permission
Contact Us
Contact Tim Doyle for a no obligation call or meeting to discuss any cryptocurrency tax or accounting questions. Our office is in Cambridge, Waikato, or we can arrange a video conference call.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
