Export Formats Reference

CryptaCount supports multiple export formats for financial reports, tax filings, and third-party integrations.

Standard report exports

All financial reports (General Ledger, Trial Balance, Balance Sheet, Income Statement, Cash Flow) can be exported in three formats:

| Format | Extension | Best For | |--------|-----------|----------| | CSV | .csv | Importing into spreadsheets, databases, or other accounting tools | | Excel | .xlsx | Client delivery — includes formatting, summary rows, and proper column widths | | PDF | .pdf | Audit documentation, filing, and read-only distribution |

Export any report by clicking the Export button in the report header and selecting your preferred format.

Balance and inventory exports

Balance data can be exported from Balances with options to include:

Token-level balances per wallet and chain
Inventory valuation (lot-level cost basis detail)
Rollforward data (opening → transactions → closing per token)

These are available as CSV or Excel.

Zoho Books integration export

CryptaCount provides a dedicated export formatted for Zoho Books journal import:

Format: CSV with Zoho-specific column structure
Includes: Journal entries with date, reference, account name, debit, credit, and memo
GL mapping: Map CryptaCount GL accounts to Zoho Books account names at Exports → Zoho → Mappings
Date range: Select the period to export

The Zoho export maps your chart of accounts so journal entries land in the correct Zoho Books accounts. Set up account mappings before your first export.

Tax-specific exports

Tax exports are available at Tax → Exports and require the Tax Return Generation add-on.

| Format | Description | Jurisdiction | |--------|-------------|-------------| | Generic CSV | Universal disposal report — date acquired, date sold, proceeds, cost basis, gain/loss, holding period | Any | | TXF | Tax Exchange Format — importable into TurboTax and other US tax software | US | | Form 8949 PDF | IRS Form 8949 — Sales and Other Dispositions of Capital Assets, with short-term and long-term sections | US | | Schedule D (1120) | Corporate tax schedule for capital gains and losses | US | | SA108 CSV | HMRC Self Assessment capital gains supplement — share pooling format | UK | | DAC8 XML | EU Directive on Administrative Cooperation — crypto transaction reporting for EU member states | EU | | Koinly CSV | Transaction history formatted for import into Koinly | Migration | | CoinTracker CSV | Transaction history formatted for import into CoinTracker | Migration |

What each tax format includes

Generic CSV — The most flexible format. Every disposal row includes: asset name, quantity, date acquired, date disposed, proceeds, cost basis, gain or loss, holding period (short/long-term), and the cost basis method used. Use this when no jurisdiction-specific format is needed.

Form 8949 PDF — A ready-to-file PDF matching the IRS form layout. Disposals are split into short-term (held ≤1 year) and long-term (held >1 year) sections. Includes Box A/B/C classification.

Schedule D (1120) — Summary-level capital gains for corporate filers. Aggregates the Form 8949 detail into the Schedule D line items.

SA108 CSV — UK-specific format using share pooling calculations. Includes the Section 104 pool details, same-day and 30-day matching rules.

DAC8 XML — Machine-readable XML conforming to the EU DAC8 schema. Reports all reportable crypto transactions for the tax year. Required for crypto-asset service providers operating in the EU.

Koinly CSV / CoinTracker CSV — Compatibility exports for migrating to or reconciling against Koinly or CoinTracker. Includes transaction date, type, amounts, fees, and asset details in each platform's expected format.

Annual report export

The Annual Report is a comprehensive Excel export combining all financial statements for a fiscal year into a single workbook:

Balance Sheet
Income Statement
Cash Flow Statement
Trial Balance
General Ledger summary

Generate it from Reports → Annual Report.

How to generate and download exports

1. Navigate to the relevant section (Reports, Balances, Tax → Exports, or Exports → Zoho) 2. Set your filters (date range, workspace, wallets, assets) 3. Click Export and select the format 4. CryptaCount generates the file — for large exports, this happens asynchronously 5. Download from the Exports page, which tracks all generated files with timestamps and download history

:::tip For recurring exports, use the same filters each period. The Exports page keeps a history of all generated files so you can re-download past exports without regenerating them. :::

Export data scope

All exports respect the current workspace context and applied filters:

Workspace — exports only include data from the selected workspace
Date range — journals and transactions are filtered to the selected period
Wallet/asset filters — when applied, exports include only the filtered subset
Accounting method — gains and losses are calculated using the workspace's configured cost basis method

Exports always reflect the current state of the data. If you reclassify transactions or change settings after generating an export, regenerate to get the updated data.