You can migrate your data from another crypto tax platform to Crypto Tax Calculator (CTC) by either importing your full transaction history or just a starting balance. This guide will help you decide which option is right for you—and walk you through how to do it.

When should I use a starting balance vs. importing full data?

Option	Importing Starting Balance	Importing Full Transaction History
When to Use	You’ve already finalized tax reports for previous years on another platform and do not want to worry about them anymore.	You're migrating from another platform and want to generate accurate reports in CTC.
Pros	Quicker setup No need to re-import old accounts No possible justification for the past year's reports.	Highest accuracy Full control and visibility over all data Enables audit trail
Considerations	Relies on the accuracy of past reports Won’t include historical transaction context	Takes more time to set up Requires records of full transaction history Potentially need to modify the previous year's reports if there are discrepancies.
Old Data Import Methods	CTC Custom CSV Manual adding transaction in-app	API Dedicated CSV CTC Custom CSV Manual adding transaction in-app

✅ Recommended: If you're unsure or want full control over your data, import everything from scratch and rebuild reports on CTC.

⚠️ At this time, CoinTracking is the only third-party crypto tax platform we offer a dedicated CSV import for. Follow the instructions on the Accounts page to import it.

What to do next

Choose the option that fits your needs and follow the relevant setup guide:

Importing Starting Balance

Follow this step-by-step guide: Importing a Starting Balance

Importing Full Transaction History

Follow this step-by-step guide: Getting Started with Crypto Tax Calculator

FAQs

Q: Can I still use APIs or exchange-specific CSV files for future transactions if I only import a starting balance?

Yes, you can. Even if you choose to import a starting balance, you can still use API connections or exchange CSV uploads to track your transactions going forward.

If you have any questions or need help, we're here for you!
Feel free to reach out to us via the in-app chat in the bottom-right corner or send your inquiries to [email protected].