How to convert

an Excel document into a CSV file

CSV file uploads are the main upload format used in our crypto tax calculator application. If you have your trading history in an excel sheet, this guide will show you how to convert it into the CSV file format.

1) Open your Microsoft Excel document

2) Go to ‘File’ and then ‘Save As’

3) In the ‘Save As’ dialogue box, select ‘CSV (comma delimited)’ from the ‘Save as type’ drop down menu

4) Click ‘Save’

Your document will now be saved in the CSV file format and you will be able to upload it into our crypto tax calculator application.

You can format a custom CSV file here.


What is a CSV file?

A CSV file is the format that most (including our) crypto tax calculator application uses to analyse your data and produce your crypto tax report. If you are unsure whether your file is in CSV format, open it in a text editor (like Notepad for Windows) or view it in your File Explorer and check that the file extension is .csv. If it isn’t, then it isn’t a CSV file.

When should I convert my excel document into a CSV file?

If you want to use our crypto tax application, then you will need to convert your excel document into a CSV file. The reason for this is that the application reads data from CSV files, and so if your document is in another format (like .xls or .xlsx) then the application won’t be able to read it.

How is a CSV file different from an excel document?

A CSV file and excel document are different types of files. A CSV file is a ‘comma separated values’ file, which means that each value in the file is separated by a comma. An excel document (.xls or .xlsx) is a spreadsheet, which contains data that can be analysed and sorted. When it comes to reading data, CSV files are the preferred method as they are easier for computers to read.

Ready to sort your

crypto tax?