Capture the transaction, not just the balance
The ATO asks for transaction records including dates and Australian-dollar values. Keep exchange confirmations, wallet transaction IDs and fee details together so you can explain what happened and where the numbers came from.
- Our blank CSV template is a starting log, not an ATO form or an automated tax calculation.
- Give each entry a reference to the original export or confirmation. Avoid putting passwords or recovery phrases in the log.
Keep both sides of a movement
When moving assets between your own accounts or wallets, record the sending and receiving references so the movement can be reconciled. Preserve network fees and any difference in the quantity received.
- Use consistent account labels such as exchange-A and wallet-B so you can trace transfers later.
- For a swap, retain details of both assets rather than recording only the final balance.
Export regularly and protect the originals
Set a recurring reminder to download your exchange history. Keep an untouched copy of each original file and make edits in a working copy. Back up the records in a separate secure location.
- Do not assume a provider account or third-party portfolio app will remain available forever.
- If a history is incomplete, write down what is missing and ask the provider for the relevant export.
Separate a record from a tax conclusion
Selling, swapping or spending crypto can have tax consequences; the treatment depends on the transaction and your circumstances. Rewards, business activity and self-managed super funds can need different analysis. Consult current ATO guidance and a registered tax professional where needed.
- Keep the AUD valuation method and source you used so it can be checked.
- Check the ATO’s retention requirements before deleting anything; this guide does not determine your individual obligations.
Your next steps.
Use this checklist before moving on. These boxes are for this reading session and are not saved.
Download the blank CSV log ↓A blank record template with labelled columns. No wallet connection or personal data upload.
Sources & fact check
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