Questions & Troubleshooting

CSV Import

Importing Your Exchange Data

Sovereign Tax accepts CSV files exported from any Bitcoin exchange — Coinbase, Kraken, Gemini, Swan, Strike, Cash App, and more. The app auto-detects your column headers and maps them to the correct fields. If something doesn't match, you can manually assign each column in seconds.

Step 1 — Drop or browse for your CSV

Open the app and click Import Data in the sidebar. You'll see the import screen where you can drag and drop your CSV file, or click "Browse Files..." to select it from your file system.

Optionally, enter the exchange name (e.g., "Coinbase", "Kraken") in the Exchange Name field. This helps Sovereign Tax remember your column mapping for next time — so future imports from the same exchange are instant.

Step 2 — Review the auto-detected columns

After you select a file, Sovereign Tax reads the headers from your CSV and tries to auto-detect which column is which. It recognizes 60+ common column name variations across major exchanges.

If everything matches, you'll see green checkmarks next to each mapped field and a green "All required fields mapped. Ready to import." message at the bottom.

Step 3 — Manually mapping columns (if needed)

If your CSV uses non-standard column names, the auto-detection may not match every field. You'll see "— Not mapped —" next to unrecognized fields and a yellow warning at the bottom listing the missing required fields.

To fix this: click the dropdown next to each unmapped field and select the matching column from your CSV. The dropdown lists every column header found in your file. You need to match at minimum the Date, Amount, and either Price or Total fields (marked with *).

Here's an example of what your actual CSV data looks like alongside the mapping screen — use the column names in your file to guide your selections:

Once you've mapped the required fields, the warning will disappear and you'll see the green "All required fields mapped" confirmation:

What if my CSV doesn't have a "Type" column?

Some exchange exports don't include a column that says "Buy" or "Sell" for each row. When the app detects that no Type column is mapped, it will show an orange info box asking you to select a default transaction type that will apply to every row in the file.

The default type options are: Buy, Sell, Transfer In, and Transfer Out.

Column Reference

Here's what each mapping field means and whether it's required:

Field	Required	Description
Date	Yes	The date the transaction occurred. Supports most formats (MM/DD/YYYY, YYYY-MM-DD, ISO 8601, etc.)
Type	No*	Buy, Sell, Send, Receive, etc. If not mapped, you'll set a default type for all rows.
Amount	Yes	The BTC quantity — how much Bitcoin was transacted (not the dollar value).
Price	No	The USD price of one Bitcoin at the time of the transaction.
Total	No	The total USD value of the transaction (Amount × Price). If you have this, Price is optional and vice versa.
Fee	No	Trading fees or commissions. Defaults to zero if not mapped. Fees are added to cost basis on buys and subtracted from proceeds on sells.
Wallet	No	Which wallet or sub-account this transaction belongs to.
Exchange	No	The exchange or platform where the transaction happened.
Notes	No	Any extra notes or description for the transaction.

Tips & Common Issues

Installation

Installing Sovereign Tax

macOS

Sovereign Tax is signed and notarized by Apple. Installation is straightforward:

Windows

Windows users may see a SmartScreen warning on first launch. Click "More info" and then "Run anyway". This is a one-time approval and is standard for independently distributed Windows software.

Contact

Still Need Help?

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