taxbit
Ezra Baydur
← Back to all cases
Case Dashboard
Transactions
Sources
File Converter
Uploader
File Review
Reports
Assets
Link Transactions
Settings
Add Sources
Asset Linking Test Case 11 | Subject Years: 2026, 2025 | Disposition Method: HIFO - Universal
CSV Import
Public Address
1
Source File
CSV
AnalyticsFile.csv
Drag and drop to upload, or browse files.
⚠️
The uploaded file contains unrecognized columns. You can
update the mapping
or proceed with the upload.
2
Template
Data Mapping Tool
Talos
Converter
Templates
Convert CSV
Assistant
📄 AnalyticsFile.csv
1000 rows | 15 columns
Analyzing CSV patterns... I found Incoming and Outgoing rules. Check the matching templates first.
Actually, these transactions are income. Let's update that.
✅ Updated to Income transaction type. Saving template rules.
Rules
Auto-saved
1. Incoming Transfers
Transfer In
Income
2. Outgoing Transfers
Awaiting matching rule...
Input & Output Preview
✔ 482 rows converted
Input CSV
DATE
AMOUNT
ASSET
COUNTERPARTY
DIRECTION
2023-01-01 01:33Z
8905.55
USDC
0x6bce421a...
Incoming
2023-01-02 14:15Z
25.7739
ETH
0x75a3bf3...
Outgoing
2023-01-03 09:20Z
8.6285
BTC
bc1qxy2kg...
Incoming
Output CSV
DATE AND TIME
TRANSACTION TYPE
QUANTITY
CURRENCY
2023-01-01 01:33Z
Transfer In
Income
8905.55
USDC
2023-01-02 14:15Z
Transfer Out
25.7739
ETH
2023-01-03 09:20Z
Transfer In
8.6285
BTC
taxbit
Ezra Baydur
← Back to all cases
Case Dashboard
Transactions
Sources
File Converter
Reports
Add Sources
Asset Linking Test Case 11 | Subject Years: 2026, 2025
CSV Import
Public Address
✓
Source File
CSV
AnalyticsFile.csv
2
Template
✅
AnalyticaCrypto (100% match)
Automatically detected from file upload. Ready to ingest.