📝 Description
To correctly calculate your tax obligations, you need to enter all your transactions into Waltio. This is done through the "My Accounts" page, from which you can connect all your exchanges and wallets.
⚠️ Warnings
Even if you can start by testing with a single account, all your transactions since your first crypto operation will eventually need to be imported to ensure tax compliance.
A missing transaction can change the entire tax calculation.
📂 The Three Connection Methods
1. 🔑 Via API Key
You create keys on the exchange platform and enter them into Waltio. These keys give Waltio the necessary permissions to automatically retrieve your transaction history.
Advantages:
Automatic retrieval of past and future transactions
No manual intervention needed after setup
Method recommended by Waltio
2. 🌐 Via Public Address (Decentralized Wallet)
For decentralized (non-custodial) wallets, you enter your public address. Waltio handles this method similarly to an API to retrieve your transactions on the blockchain.
Advantages:
Simple and quick to set up
3. 📄 Via History File
You export your transaction history from the platform (.xlsx or .csv format) and import it into Waltio. You can also fill in a Waltio file format.
Advantages:
Works for all platforms, even those without an API
Useful for exchanges that have closed or have restrictions
💡 Additional Information
The API method is strongly recommended as it ensures automatic retrieval of future transactions without any action on your part.
Check the list of supported platforms to find out the available connection methods for each exchange.
If your platform is not listed, you can submit a suggestion via Waltio's public roadmap at feedback.waltio.com.